Understanding Workspaces

A workspace is where all your conversations, channels, contacts, automations, and team members are managed. Every business, brand, or client should have its own workspace.

VIDEO GUIDE:

Follow the steps below to create a workspace in DMLY.

Step 1: Log In to Your DMLY Account

1. Go to https://dmly.io/

2. Log in using your registered email address and password.

Step 2: Navigate to Workspace Setup

If this is your first login, DMLY will automatically prompt you to create a workspace.

If you already have a workspace:

1. Go to Dashboard

2. Click on the Workspace Selector at the top of the screen

3. Click Create Workspace

Step 3: Enter Workspace Details

1. Enter a Workspace Name

   • This can be your business name, brand name, department, or client name.

2. Review the details to ensure accuracy.

Step 4: Create the Workspace

1. Click Create Workspace

2. DMLY will instantly set up the workspace for you.

Once created, you will be redirected into the new workspace dashboard.

What Happens After Creating a Workspace?

After your workspace is created, you can:

• Connect messaging channels (WhatsApp, Instagram, Messenger, etc.)

• Add team members and assign roles

• Set up automations and chatbots

• Manage contacts and conversations

• Send broadcasts and view reports

Each workspace operates independently, keeping data separated and organized.

Managing Multiple Workspaces

DMLY allows you to create and manage multiple workspaces under one account.

This is useful if you:

• Manage multiple brands

• Run different business units

• Offer services to multiple clients or teams

You can switch between workspaces at any time from the workspace selector.

Next Steps

Once your workspace is ready, the next step is to:

• Connect your first messaging channel

• Invite team members

• Start receiving and replying to messages