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In VIVI, you begin by creating an account on the platform. Each account includes a default workspace where you can start building and managing agents.

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Definitions

  • Account
    The umbrella identity that owns your subscription and provides top-level administration.
  • Workspace
    A contained environment within an account where agents, prompts, knowledge bases, integrations, and channels are managed.
Each workspace requires its own subscription plan (Basic or Pro), meaning multiple workspaces in the same account can have different levels of access and features.

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Why It Matters

Understanding the distinction between accounts and workspaces helps ensure:
  • Separation of Control
    • Account Admins oversee all workspaces.
    • Workspace Admins are limited to managing their specific workspace.
  • Flexibility
    Organize workspaces by department, region, or function
    (e.g., customer-facing vs. internal support).
  • Scalability
    Add new workspaces with different subscription plans as your organization grows.

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How Accounts and Workspaces Work

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Accounts

  • Created when you sign up for VIVI.
  • Contain one or more workspaces.
  • Account Admins have full control across all workspaces.
  • Managed through the Manage Account section.

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Workspaces

  • A default workspace is created automatically.
  • Each additional workspace requires a separate subscription plan (Basic or Pro).
  • Within a workspace, you can:
    • Create agents and prompts
    • Add knowledge bases, integrations, and channels
  • Users added to a workspace only exist in that workspace.
  • Workspace Admins have full rights within their workspace only.

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Managing Account Admins

  • Navigate to Manage Account to:
    • Add or remove Account Admins
  • Account Admins have full access across all workspaces within the account.

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Managing Workspace Users

  • Use the Users section (see dedicated page) to:
    • Add users to a specific workspace
    • Assign roles such as:
      • Workspace Admin
      • Agent Manager
      • Content Manager
      • Billing Admin
      • Chat User

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Leaving or Deleting an Account

In the Manage Account panel, users can:
  • Leave Account
    Removes access to all workspaces and data.
    Rejoining requires a new invitation.
  • Delete Account
    Permanently deletes all data and settings.
    This action cannot be undone.

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Best Practices

  • Use separate workspaces for different teams, regions, or use cases.
  • Select the appropriate subscription tier for each workspace.
  • Limit Account Admins to only those needing full oversight.
  • Regularly review workspace users and roles.
  • Be cautious with account deletion or exit — access is permanently lost.
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