Workspaces

A workspace is your team's environment in Evalua. It belongs to a company, and holds the team users, calls, knowledge documents, and settings for one team or queue.

What a Workspace Contains

• Team users with assigned workspace roles — Supervisors and Agents
• Calls recorded and transcribed from your phone system
• Workspace Knowledge Documents — Overview and Feedback documents that apply only to this workspace's evaluations
• Evaluations generated from analyzing calls against your criteria
• Workspace Settings — minimum call duration, quality thresholds, auto-evaluation toggle

Provisioned Agents and Company-wide Context Documents live at the company level, not per workspace.

Isolation

Calls, knowledge documents, and settings in one workspace are not visible to another. This lets different teams or departments operate independently with their own standards. Users assigned to multiple workspaces can switch between them; admins inherit access to all of them.

Workspace Settings

Supervisors can configure workspace-level settings in Settings → General:

• Workspace Name — display name for the team
• Minimum Duration — shortest call length to evaluate (filters accidental dials and brief connections)
• Quality Thresholds — score ranges that determine Pass / Review / Fail
• Auto Evaluate — toggle automatic evaluation of new calls on or off

When to Create a New Workspace

Create a new workspace when a team needs its own thresholds, criteria, or user list — for example, "Sales" and "Support" teams that share a phone system but evaluate calls differently. Workspaces are created by Company Admins from Company Users or company settings.