Manage more than one workspace

One HelpWell account can own multiple workspaces. Each workspace has its own products, contacts, inbox, email settings and billing.

Open Settings, then use the workspace selector to switch businesses. Choose Create workspace…, enter the business name, and choose Create workspace to add another. HelpWell opens its setup page so you can create its first product.

Creating another workspace does not move contacts or conversations from an existing workspace. Connect that workspace's own email and AI provider settings before using those features.

Your name, password and account security settings follow your account across workspaces. Two-factor authentication is optional unless a workspace owner requires it for that workspace. The current two-factor option uses an authenticator app; SMS codes are not available yet.