Creating a Workspace
First-time users are guided through workspace creation during onboarding. To create additional workspaces, click the workspace switcher in the top navigation and select Create New Workspace.Configure Settings
Workspace Name: Choose a descriptive name like “Marketing Team” or “Client Projects - Acme Corp”. Avoid generic names like “Workspace 1”. Description (Optional): Brief explanation of the workspace’s purpose or which team it serves.Select Your Plan
Free: Up to 3 members, 1K records/month, 5 datasets. Best for small teams and evaluation. Starter: Up to 10 members, 10K records/month, 25 datasets, email support. Best for small to medium teams. Pro: Unlimited members, 100K records/month, unlimited datasets, priority support, dedicated processing. Best for large teams and high-volume usage.Start with the Free plan and upgrade later. Your data and configuration are
preserved during plan changes.
Invite Team Members (Optional)
Enter email addresses and assign roles during workspace creation. You can add more members later. Owner (You): Full control including billing, settings, and workspace deletion. Admin: Can manage all resources and members (except owners). Cannot delete workspace or manage billing. Member: Can view and use resources with limited management capabilities.Complete Creation
Review your settings and click Create Workspace. For paid plans, payment processes immediately and billing starts from the creation date.Next Steps
After workspace creation, set up API keys in Variables, create your first dataset, and invite additional team members. Access workspace settings through the workspace name dropdown in the top navigation.Configure Variables
Set up API keys and secure variables
Create Your First Dataset
Import data and build your dataset
Build an AI Agent
Create an AI agent to process data
Manage Team Members
Add and manage team member roles