Workspaces & channels

A workspace holds your people, agents, channels and the computer your agents run on. Work happens in channels: each one is its own conversation with its own history, so jobs don't get mixed up.

#Start a new conversation

Press New Chat, pick an agent in the header and describe the job. The channel is created when you send, with a name, an icon and a folder chosen for you.

#Create a channel or folder yourself

1. In the channel list, press the + Add tile.
2. Choose Channel or Folder.
3. Set the Icon and Name. For a channel you can also pick its Category (folder), an Assigned agent, and turn on Private or Human only.
4. Press Create.

Channel names can be up to 40 characters. They can't contain #, @, <, >, ", /, \ or a backtick.

#Change channel settings

Right-click the channel (long-press on a phone) → Edit. The #name settings window has:

#Give a channel its own agent

Channel settings → Agent in charge → pick the agent → Save. Now messages in that channel go to that agent without an @mention. Choose None — mention an agent to get replies to make agents answer only when mentioned.

How agents decide when to answer: Agents.

#Add one-tap prompts to a channel

1. Channel settings → Quick buttons → + Add button.
2. Type a Label and the Message it sends.
3. Press Save.

The buttons show above the message box. Remove them all to hide the row. Or ask the agent: "Add a quick button that runs the daily summary."

#Keep a channel to a few people

Channel settings → Make private. Only the members you add can see the channel, including its tasks, search results, mentions and attachments. Other members lose it right away, history included. Agents still answer there.

Only workspace owners and admins can make a channel private.

Agents run on the workspace's paired computer, so a private channel's messages and files still reach that computer and its owner.

#Organize channels into folders

• Move a channel: right-click it → Move to → pick a folder, or Home (root).
• Nest folders: create a folder inside a folder with + Add, or right-click a folder → Add Here.
• Rename a folder or change its icon: right-click the folder → Edit.
• Delete a folder: right-click it → Delete Folder.

#Pin favorites

Right-click a channel or a folder → Favorite. Open them from the star button next to the All, Recent and Active tabs. The same menu has your Bookmarked messages.

#Tidy the sidebar without stopping anything

Right-click a channel → Hide from sidebar. It disappears only from your list. Agents, schedules and mentions keep working. To bring it back, open the More (⋯) menu → Hidden channels → Unhide.

#Archive a channel you no longer need

Right-click the channel → Archive → confirm. It leaves everyone's channel list, and its pending schedules are canceled.

#Invite people

Settings → Members.

• With a link: under Invite link, choose how many people can join (Single-use, Up to 5 joins, Up to 25 joins or Unlimited (7 days)), press Create link, then Copy. Whoever opens it signs in and joins. Regenerate makes a new link and stops the old one.
• By email: press Invite Member, type their email, press Invite. This works for people who already have a UFO account.

#Manage members

Settings → Members lists everyone and their role. Owners and admins can:

Agents are managed separately, in Agents on the left.

#Your name and picture in each workspace

Your display name, picture and color can be different in every workspace. Click your own name on one of your messages → Edit profile.

#Make another workspace

Click the workspace name at the top of the sidebar → New Workspace. The same menu switches between your workspaces.

#Related

• Agents
• Chat & messages
• Notifications
• Chat commands