Workspaces
Create a workspace, let colleagues join it by email domain or invitation, switch between workspaces and change a workspace's address.
What a workspace is
A workspace is your organization in Nudge. Everything lives inside one workspace: your agents and their knowledge, forms, contacts, bookings, integrations, team members and subscription. Nothing is shared between two workspaces.
Each workspace has an address, its slug, that appears in the app URL (app.asknudge.ai/w/your-company) and in your public booking and form URLs.
Most companies need a single workspace. Create a second one only for a separate business with its own website, team and leads.
Create a workspace
Your first workspace is created in the first step of the setup flow: the Your company field sets its name and address. See Onboarding.
To create another one later:
- Open the workspace switcher at the top of the sidebar.
- Click New workspace.
- Complete the setup flow for the new workspace. It has its own trial and subscription.
Join your company's workspace by domain
When a colleague already uses Nudge, you should join their workspace rather than open a new one: that is where your leads arrive.
As a new user: sign up with your work email and confirm it. In the first setup step, Nudge shows Your company is already on Nudge with the matching workspaces. Click Join: you become a member right away and land on its dashboard.
As an admin, you decide who can do this in Settings, card Auto-join by domain:
| Setting | Description |
|---|---|
| Auto-join by domain | Turn it on to offer your workspace to people who sign up with a matching email domain. |
| Allowed domains | The email domains allowed, for example example-company.com. |
| Default role for auto-joined members | The role given on joining: closer, setter or manager. Admins are never added this way. |
Click Save domain settings.
Only add domains your company controls. Anyone with a confirmed address on an allowed domain can join with the default role. Joining by domain is only possible with a confirmed email address.
Invite people
Invitations work for anyone, whatever their email domain.
- During setup, the Invite your team step sends invitations to closers and admins.
- At any time, admins invite members from Settings › Team and pick their role. See Account for roles and permissions.
The person receives an email with a link. They create an account (or sign in) with the invited address and click to join. Invitations expire after 7 days; a pending invitation can be resent from the team screen. See Sign-up and sign-in.
A workspace prepared for you
The Nudge team can set up a workspace for you, for example during a guided start. In that case you receive an invitation that reads Your … workspace is ready. Click Create my access to …, choose a password, and you become the workspace's administrator. If you already have a Nudge account, click I already have an account: sign in.
Switch between workspaces
If you belong to several workspaces, click the workspace name at the top of the sidebar and pick another one under Workspaces. Your role can differ from one workspace to another.
Rename a workspace or change its address
Admins change the Organization name and the Slug in Settings. The slug accepts lowercase letters, digits and hyphens only.
Changing the slug breaks existing links
Changing the address rewrites every public URL: booking pages, widgets and links already sent. The old ones stop working. Update your site and any shared links right after.
Delete a workspace
In Settings, Delete organization permanently deletes the workspace and all its data: contacts, bookings, forms, workflows and integrations. This cannot be undone.