How to create and manage spaces for clients or projects
Create a space for each client or project, give access to the team and the client, set a credit limit, and deactivate it when done.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Each space has its own contacts, channels, agents, and team, but the wallet, credits, and plan limits belong to the organization. There's no cost per space. The agency's client can only access their own space, without using up a seat.
Where to find it in Cognizy
Before you start
- Feature available on the Business plan or higher.
- Only the owner and administrators can create and manage spaces.
Step by step
- Step 1:
Open . In Organization costs, view the wallet, monthly credits, and the seats and agents used across all spaces combined.
- Step 2:
Click Create space. Enter the Space name, choose the Type (client or project), and where to copy the AI setup, knowledge bases, and memory from. Click Create space.
- Step 3:
The space appears in the list with its type, status, and the month's numbers: credits, conversations, seats, channels, and agents.
- Step 4:
Click Users. Under Client access, enter the name and email, then click Invite: the client will only access this space, without using up a seat. Under Add user, choose a team member, set the Role, and click Add.
- Step 5:
Click Cap to limit the space's AI credits per month. Once the cap is reached, the space's service switches to the team and the AI stops; other spaces continue normally.
- Step 6:
Edit changes the name and type. Deactivate makes the space inaccessible while keeping its data saved; a deactivated space can be reactivated from the same list.
How to know it worked
Each space works like a separate company for the team and the client, and the costs add up at the organization level.
If something goes wrong
The client says they can't find the space.
They sign in with the invite email and land directly in their space. Check that the invite was accepted and that the space is active.
Next step
Compare results across spaces in Results.
Sign in with your Cognizy account to save your progress.
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