Create and Manage Workspaces
Learn how to create workspaces in Outdoo AI, assign users with appropriate permissions, and configure settings like trackers, scorecards, and call categories to match your team's needs.
Outdoo AI lets you set up workspaces to better organize your teams and data. Follow these steps to create a new workspace, assign users, and configure settings for your needs.
Step 1: Create a New Workspace
- Navigate to Company Settings > Workspaces and click Create Workspace.
- Enter a Workspace Name and Description for the workspace, then set Permissions, Insights Language, and Business Model as needed.
- Click Create Workspace to create the workspace.
The workspaces list in Company Settings > Workspaces shows each workspace's Workspace ID next to its name. You need this number for some integrations, such as connecting Outdoo AI to Claude through the Outdoo MCP server.
The Workspace ID column in Company Settings > Workspaces.
Step 2: Assign Users to the Workspace
Automatic Provisioning for New Users
- In Company Settings > Workspaces, click the link icon (Copy invite link) on the workspace row.
- Choose whether new members can record calls or only view data, then copy the link and share it by email with the members.
Manual Provisioning for Existing Users
- Go to Company Settings > People Settings > Team Management.
- Update data capture and permission settings for the users you want to assign to the new workspace.
Step 3: Configure the New Workspace
Set up or update business-specific settings within the workspace to match your team's requirements:
- Permission profiles — define what members can see and do.
- Trackers — create trackers for monitoring key terms or phrases.
- Call Categories — organize calls based on stages or business needs.
- Scorecards — set up evaluation templates for structured feedback.
- Custom Vocabulary — add terminology relevant to the workspace.
Note: For adjusting the data retention period, contact your Customer Success Manager (CSM) or Outdoo AI Support.
Benefits of a Well-Configured Workspace
- Organization — tailor workspaces for specific teams or use cases.
- Collaboration — assign users with appropriate permissions and access.
- Custom Insights — set trackers, scorecards, and other tools to match workspace goals.
- Data Compliance — adjust retention periods to meet regional or organizational policies.
Hope this article was helpful. For any queries, please write to support@outdoo.ai