DocumentationWorkspaces
Workspaces Introduction
Focus your work with Marketing, Customer service, and Website. Use All workspaces for shared settings.
Introduction to Workspaces
Refly uses three workspaces plus a main area. The same personalization engine powers all of them.
Why Use Workspaces?
- Stay organized - Marketing, Customer service, and Website each have their own view.
- Stay focused - Personalize campaigns, power the assistant, and adapt website experiences.
- Central management - Use All workspaces for shared setup and data.
Switching Between Workspaces
To switch between workspaces:
Open the Workspace Switcher
- Click on the Workspace Switcher in the top-left corner.
- A dropdown menu will display the available predefined workspaces.
Switch workspace
- Use the workspace switcher to select Marketing, Customer service, or Website.
Understanding Workspace Structure
What you'll do:
- Marketing - Personalize marketing related work.
- Customer service - Configure the assistant and knowledge.
- Website - Personalize on-site experiences.
- All workspaces - Manage connections, contacts, profile/company settings, and other shared items.