Create Your First Workspace

Your JIVIQ Workspace is where your customer conversations and customer-facing setup begin. After you verify your email and sign in for the first time, JIVIQ asks you to create your first Workspace. This guide explains exactly what to do and what happens next.

A Workspace serves as the front door for your customer chat. Whether a customer opens your chat widget, joins a call, or asks an AI question, everything operates through your Workspace. Learn more about JIVIQ on the official homepage.

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What is a Workspace? A Workspace is the customer-facing home for your JIVIQ setup. Each Workspace has its own chat link, widget code, Knowledge Base, and AI assistant that speaks as your brand. Every conversation from every Workspace feeds into your account's shared customer record by default.
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Good to know: Most businesses need exactly one Workspace. If your company operates separate brands or requires separate customer-facing entry points (such as distinct sales and support desks), owners and admins can add additional Workspaces later under Settings → Workspaces.
Prerequisites

Before You Start

Make sure you have completed the initial account prerequisites before setting up your workspace:

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1. JIVIQ Account Signup

Completed the registration form on app.jiviq.com/signup.

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2. Email Verification

Verified your address by clicking "Verify Email" in the message from support@jiviq.com.

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3. Account Credentials

Access to the work email and password chosen during signup.

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4. Admin App Access

Direct access to the JIVIQ sign-in page at app.jiviq.com.

If you haven't verified your email yet, follow our step-by-step guide: How to verify your JIVIQ email.

Step-by-Step Tutorial

Step-by-Step: Creating Your First Workspace

Follow these simple steps to go from your first sign-in to a fully active JIVIQ Workspace:

1

Sign In to JIVIQ

Navigate to https://app.jiviq.com/ and sign in with the same email and password you used during registration.

Signing in after email verification completes your account creation. Once your credentials are confirmed, JIVIQ automatically presents the first Workspace creation screen.

JIVIQ sign-in page with verified email and password filled leading to first Workspace setup
image Sign in at app.jiviq.com with your verified email (yuki.tanaka@nexora-ai.com) and password to initiate Workspace setup.
2

Start Creating Your Workspace

After your first successful sign-in, JIVIQ detects that your account is new and opens the Workspace initialization screen.

You will see a welcoming setup interface prompting you to establish your company's primary communication channel using the official "Create Workspace" workflow.

3

Review Your Workspace Name

JIVIQ automatically pre-fills the Workspace name with the business name you provided during signup.

Take a moment to review this name. If you wish to use a different display name for your customer-facing chat presence (e.g., adding "Support" or shortening your company name), you can edit the text field before proceeding.

JIVIQ create Workspace screen with the Workspace name pre-filled
image The official JIVIQ Create your first Workspace screen with the pre-filled Workspace name.
4

Create Your Workspace

Once your Workspace name looks good, click the blue "Create Workspace" button.

JIVIQ creates your Workspace environment immediately and loads your workspace overview, preparing your unique chat links, widget scripts, and AI assistant.

JIVIQ Workspace after successful creation showing dashboard and visitors overview
image The official JIVIQ interface loaded immediately after the first Workspace is created.
5

Understand What Your Workspace Includes

Your Workspace is the customer-facing home for your JIVIQ setup. It brings together all the tools needed to manage real-time conversations, automated AI answers, and customer context:

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Channel

Dedicated Chat Link

A direct standalone link you can share with prospects in emails, bios, and messages.

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Embed

Website Widget Code

A lightweight script snippet to embed live AI chat and voice calls directly on your site.

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Knowledge

Knowledge Base

The repository where you import website URLs and documentation for verified AI answers.

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AI Agent

Brand AI Assistant

An AI assistant configured to speak in your brand's unique tone and answer customer questions 24/7.

JIVIQ Workspace overview dashboard after creating the first Workspace
image The official JIVIQ Workspace Overview dashboard showing key setup tasks, conversations, and live visitors.
Next Steps

What to Do After Creating Your Workspace

Once your Workspace is created, two essential steps make it fully ready for your customers:

1
Install the Chat Widget on Your Website

Add the JIVIQ script snippet to your site's HTML header or footer to activate the live chat bubble for visitors. Follow our Install the JIVIQ widget documentation.

2
Import Your Website into the Knowledge Base

Import your website pages and documentation into your Workspace Knowledge Base so your AI co-founder has accurate, verified facts to answer customer questions. Learn more in the JIVIQ Getting Started guide.

3
Invite Your Team Members

Add teammates, founders, and support staff under Settings to collaborate in the unified inbox. Follow the Add Your Team documentation.

Explore what JIVIQ can do for your business across Chat, Audio Calls, Meetings, and Customer Context.

Troubleshooting

Common Problems and Solutions

Verified answers to common questions encountered during workspace creation:

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I do not see the Workspace creation step

The first Workspace creation prompt appears automatically after your first successful sign-in following email verification. If you are experiencing login difficulties, check the Login and Signup Troubleshooting guide.

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I need more than one Workspace

Most businesses only need one Workspace. If you run multiple distinct brands or separate customer touchpoints, account owners and admins can add more Workspaces anytime under Settings → Workspaces.

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Can I rename my Workspace later?

Yes. You can edit your Workspace name before clicking Create Workspace, or update it at any time in your workspace general settings.

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Still stuck or have questions?

If you're unable to complete workspace creation, contact JIVIQ support at support@jiviq.com with your work email and a description of what you see.

Knowledge Base

Frequently Asked Questions

Browse questions by category to learn all about JIVIQ Workspaces:

A Workspace is the front door for customer chat. Each Workspace has its own dedicated chat link, embeddable widget code, Knowledge Base, and AI assistant that speaks as your brand.

Your first Workspace is the central starting point for configuring JIVIQ. It organizes your customer conversations, website chat widget, and AI knowledge settings in one unified hub.

Most businesses need exactly one Workspace. If you manage multiple separate brands or require distinct customer-facing entry points (like separate sales and support desks), owners and admins can add additional Workspaces later under Settings → Workspaces.

Series Completed

Continue Getting Started with JIVIQ

Review all four guides in the official Getting Started series: