If you have Workspaces included with your Drift plan, you may notice some settings that were previously global and applied to all of Drift now apply to specific Workspaces and are located in a different spot. This help doc will cover where Workspace specific settings are located.

 

Billing Plan: Workspaces are available for users on the Enterprise billing plan, and is available as an add-on to the Advanced plan.

 

Intended Audience:

• Admin

 

In this article, we’ll cover:

• Workspace Settings

  Workspace Settings

Audiences - Navigate to Settings > Workspaces and Teams. Click into your Workspace > Default audience to set the Audience for the specific Workspace you clicked into. You can also use the Audience feature located in Visitors > Audience to create a new Playbook with a preselected audience.

Help doc: Drift Audiences and Workspaces

Teams - Head to Settings > Organization Settings > Workspaces. Click into the workspace you would like to create a team in and click the Teams tab. Please be aware you can not create teams in your default workspace. Here you can create new teams and click into existing teams to edit and manage them.

Help doc: How to Set Up and Manage Teams in Drift

Widget Settings - Navigate to Settings > App Settings > Drift Widget. Click into the widget and click on view in the box on the right side of the screen. Here you can edit the status and visibility of your widget as well as access the Drift install code if you need it.

Help doc: How to Set Up and Manage the Display Settings of your Widget

 

Playbook Reporting - Click on Reports > Chat playbooks.  From here, you can filter all your playbooks via your workspace, or create a new playbook for your workspace via the Create Chat Playbook button.

Help doc: Workspaces