Set Up Your Workspace

Purpose

Decide which account owns the outbound motion, which users need access, and which channels will be active first. Keeping the first setup narrow makes troubleshooting much easier.

Need clearer definitions first? Review workspace, offer, and ICP in the glossary.

Prerequisites

• The account that should own agents, prospects, and integrations.
• The users who need operational access.
• A first sender plan: one sender or a defined multi-sender rotation.
• The offer and ICP you want the first agent to use.

Steps

1. Confirm the active account and team members.
2. Choose the first channel and sender owner.
3. Create or refine the offer and ICP before agent creation.
4. Decide which lists, integrations, and DNC rules are needed now.
5. Leave optional systems disconnected until they support a defined workflow.

Verification

• Operators can name the workspace owner and first workflow owner.
• The offer and ICP are specific enough to review manually.
• Every connected system has a reason to exist.

Common mistakes

• Connecting shared systems before the workflow owner is clear.
• Starting with too many senders and no reply owner.
• Creating agents before the offer and ICP are reviewable.

Once the workspace is clear, move into social account setup and then integration setup only when the external systems are actually needed.