Workspaces

Workspaces are dedicated environments within the Birdie platform designed to help you organize and filter data for specific teams, projects, or business units. They act as a customized lens through which you can interact with your organization's data, allowing for tailored settings and access controls.

Overview

The Workspaces module is the central management hub where you can view, create, and configure your dedicated data environments. It provides a high-level view of all existing workspaces, their creators, and when they were last modified. By using workspaces, organizations can silo feedback data to ensure users are focusing only on the information relevant to their specific context.

Viewing & Searching

The main Workspaces page displays a comprehensive list of all environments you have access to. You can easily identify workspaces through the following data columns:

• Workspace name: The unique identifier for the environment.

• Created by: The user who originally set up the workspace.

• Created at / Last modified: Timestamps to track the age and activity of the environment.

• Collections: The number of shared data collections currently linked to that workspace.

You can browse the list to find specific environments or use the edit and delete icons on the right side of each row to manage them directly.

Creating New Data

1

Click the "+ New workspace" button

2

Configuration steps

To configure a new workspace, several steps are necessary

3

Workspace settings

Define your Workspace Name, notice you can use the forward slash (/) to create a hierarchy for your workspaces. For example, if you name your workspaces "BR / Finance / First" and "BR / Finance / Second," the dropdown menu will automatically group them as follows:

The Module Settings section allows you to tailor your workspace Areas by enabling Opportunity, Reason, or both. Selecting the Opportunity module activates Voice of Customer capabilities, while choosing the Reason module equips the workspace with Agent Quality Assurance features.

If you need to deviate from global defaults, simply use the Customize toggle on any panel to override Organization-level settings and apply unique configurations to your specific workspace.

4

Define your data view

Apply filters to narrow down the data (e.g., Sentiment = Positive).

5

Select collections

Choose which Area, Segment, or Criteria collections to include in this workspace. To assist with your selection, you can click on any collection card to expand it and view its underlying children; this granular view ensures you are choosing the most relevant collection for your workspace needs.

6

Users and roles

Invite team members and assign their permission levels.

1. Click the "+ Add people"

2. Search / select the people to add

3. Define their role

4. Click on "Add people"

7

Finish

Confirm your new workspace settings.

Modifying Existing Data

To modify an existing workspace, click the Pencil Icon (Edit) next to the workspace name. This allows you to navigate through the configuration tabs and update settings:

• Update Settings: Change the workspace name or toggle "Customize" to overwrite organization-level defaults for AI features or metric calculations.

• Refine Data View: Adjust filters to expand or contract the data scope using "AND/OR" logic.

• Adjust Collections: Toggle checkboxes to add or remove Area, Segment, and Criteria collections.

• Manage Access: Use the "Users and roles" tab to add new people via the + Add people button or change the roles of existing members to Viewer, Editor, or Admin.

Removing Data

If a workspace is no longer needed, click the Trash Icon (Delete) in the workspace list.

• Shared Assets: Deleting a workspace will not delete its associated collections or segments. These assets are shared across the entire organization and remain available for use in other workspaces.

• User Access: To remove a single user's access without deleting the workspace, navigate to the "Users and roles" tab within the workspace editor and remove them from the list.

Troubleshooting & FAQs

• "Why can't I see any data in my new workspace?" Check your "Define your data view" settings. If your filters are too restrictive (e.g., Sentiment is "Only Positive" AND Source is "NPS", but no data matches both), the workspace will appear empty.

• What is the difference between an Editor and an Admin in a workspace? Admins have full control over workspace settings and user management, while Editors can typically modify the data and collections but may have limited rights regarding adding/removing other users.

• Will my changes to a collection affect other workspaces? Yes. Since collections are shared across the organization, any changes made to the "Original, shared version" will reflect everywhere that collection is used.