Creating your first workspace

A workspace is the unit of client separation. Everything a client has lives in theirs, and nothing crosses between them.

What you'll learn

• What a workspace contains and what isolation covers
• How to create one and set it up properly
• How to switch context without getting confused about whose data you are reading

What a workspace is

Coverage is pooled at the agency level, so a client with 200 prompts consumes more of the shared allowance than one with 20. That is worth knowing before you sell a large prompt set cheaply.

Create one

1. Open workspaces or add a client from the agency area.
2. Name it as the client's brand, the way their customers know them.
3. Add their business details: name, website, category, markets. These drive prompt discovery and citation matching, so a wrong market produces prompts nobody in their area would ask.
4. Add prompts. Use the conventions you settled on with your first client.
5. Add the competitors the client names in their own kickoff call. The rest arrive on their own.

Verify isolation before you invite the client

Switch into the workspace and confirm you see only that client's data. Then check the team list for that workspace and confirm only the people who should be there are.

Workspace separation is enforced where the data is read, not by hiding things in the interface. See data isolation.

Switching context

The workspace switcher sets your current client. Two habits worth forming:

• Check the workspace name before you read a number. The single most common agency error is quoting one client's figure in another client's meeting.
• Check it again before you approve a change. Approvals are workspace-scoped and capture a control against that client's baseline.

When a client has several brands

Give each brand its own workspace. A single workspace holding two brands produces citation data that cannot be separated afterwards, because the profile is what the judge matches against.

Try this in Outercite

Create a workspace for your best-documented client, add fifteen prompts, and leave it for a cycle. Use what comes back to set the prompt conventions for everyone else.

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