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Overview

Workspaces are the top-level organizational unit in Zell. They let you separate users, bots, scorecards, personas, courses, and groups into distinct containers — ideal for multi-team or multi-department setups. Every resource in Zell (agents, scorecards, groups, etc.) belongs to exactly one workspace, ensuring clean separation of data and access.

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Key Concepts

Isolation

Each workspace contains its own users, bots, scorecards, personas, courses, and groups. Resources don’t leak between workspaces.

Managers & Hierarchy

Users within a workspace can be assigned a manager, forming a reporting hierarchy for coaching visibility.

Default Workspace

Every account has a default workspace created automatically. New resources are placed here unless you specify otherwise.

Workspace Admins

Workspace admins can manage members and resources within their workspace without needing full account-level admin access.

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Managing Workspaces

Go to Team Management → Workspaces. You’ll see a list of all workspaces with counts for:
  • Users
  • Groups
  • Bots (Agents)
  • Scorecards
  • Personas
  • Courses

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Create a Workspace

1

Click Create Workspace

From the Workspaces page, click Create Workspace.
2

Enter a Name

Choose a clear, descriptive name (e.g., “Sales EMEA”, “Customer Success”, “New Hire Onboarding”).
Workspace names must be unique within your account.
3

Done

The workspace is created and ready to have members and resources assigned.

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Rename a Workspace

1

Open Workspace Settings

Click on a workspace, then click Edit.
2

Update the Name

Change the name and save.

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Delete a Workspace

1

Ensure No Users Remain

You must reassign all users to another workspace before deleting.
A workspace cannot be deleted while it still has users assigned. Move users first.
2

Delete

Click Delete on the empty workspace. All remaining resources (scorecards, groups, bots, etc.) within the workspace are permanently removed.

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Managing Members

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Assign Users to a Workspace

1

Open the Workspace

Navigate to the workspace you want to manage.
2

Set Members

Use the Members section to select which users belong to this workspace. You can:
  • Add individual users
  • Bulk-assign multiple users at once
Each user belongs to exactly one workspace at a time. Assigning a user to a new workspace removes them from their previous one.

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Set a Manager

1

Select a User

From the workspace members list, select the user you want to assign a manager to.
2

Choose Manager

Set their manager from the list of available users within the same tenant.
Managers gain visibility into their direct reports’ training progress, call evaluations, and coaching data.
Manager assignments cannot create cycles. You cannot assign someone as a manager if they are already a descendant in the reporting chain.

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What Lives in a Workspace

When you create or assign resources, they are scoped to a workspace:

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Use Cases

Multi-Department

Separate Sales, Support, and Success teams — each with their own bots, scorecards, and training content.

Regional Teams

Create workspaces per region (EMEA, APAC, Americas) with localized personas and evaluation criteria.

Onboarding vs. Active

Keep new hires in an “Onboarding” workspace with beginner-level scorecards and move them to the main workspace once ramped.

Client-Separated

For agencies or BPOs managing multiple clients, keep each client’s training content and evaluations isolated.

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Best Practices

Start with One

Don’t over-segment. Start with the default workspace and only split when you need genuine isolation between teams.

Use Groups for Soft Boundaries

If you just need to organize access to specific bots, use Groups within a workspace instead of creating separate workspaces.

Name Clearly

Use names that make the scope obvious: team, region, or purpose.

Reassign Before Deleting

Always move users to their new workspace before deleting the old one.