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Account, team & billing

Switch workspaces and find missing data

Make sure you are working in the organisation that owns the agent and conversations.

CCorthex product guidesUpdated October 15, 20262 min read
Where to find itWorkspace switcher

Before you begin

Open workspace Settings or your personal profile, depending on the setting. Organisation membership and billing access depend on your role.

Example workspace · Demo data. Start with the correct agent and review the save controls. Select the image to enlarge it.
Agent settings showing identity, prompt and conversation options

Example workspace · Demo data. Start with the correct agent and review the save controls. Select the image to enlarge it.

Step by step

  1. 1

    Open the workspace switcher

    Choose the organisation you intend to manage. Membership can differ between organisations.

  2. 2

    Confirm the context

    Check the workspace name before creating an agent, changing a connection or opening billing.

  3. 3

    Find the expected item

    Search the agent or conversation list after switching. Shared workflows, contacts and usage belong to that selected workspace.

  4. 4

    Check access if absent

    Ask an authorised workspace administrator to review membership when the organisation itself is unavailable.

Concept diagram · A guide to the steps and their relationship; this is not a product screenshot.
Confirm the workspace, check access, review and verify

Concept diagram · A guide to the steps and their relationship; this is not a product screenshot.

Good to know

Data is isolated between workspaces. Creating a similarly named agent elsewhere does not recover or move the original.

Check the result

Confirm the saved change in the correct workspace. For payments or plan changes, review the actual confirmation and invoice in the billing portal.

Questions & troubleshooting

My colleague sees an agent I cannot

Compare organisation selection and membership first.

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