How can workspaces help manage my team?

A single Chatref account supports unlimited workspaces - each a self-contained space with its own AI agents, training documents, and conversation history. For a residential brokerage, you might create separate workspaces for:

• Your buyer’s agent team
• The listing and seller team
• An administrative or compliance desk
• Each physical branch office

This structure makes it easy to keep every group’s information siloed without extra logins, so team members only see what’s relevant to their day-to-day work.

Inside every workspace, you can build AI agents trained on the content that matters most to that team. For example, the buyer’s agent workspace could host an agent that answers common buyer FAQs, explains financing options, or walks clients through the offer process. The listing team might have an agent grounded in staging guides and market reports.

Because all Chatref agents are built on your own documents - not generic web information - every response stays accurate and specific to your brokerage’s processes. This level of customization would be impossible without workspaces to separate the knowledge bases.

Real estate workspaces simplify team management in three practical ways:

• Clear ownership - a workspace belongs to a team, so it’s clear who maintains which agents and documents.
• Consistent workflows - each team follows its own processes through its dedicated agents, reducing confusion when agents cross functional lines.
• Focused collaboration - team members can work within their workspace without getting distracted by alerts or conversations from other groups.

Instead of a single, cluttered inbox, your brokerage runs as a set of organized, autonomous units that still roll up under one account.

1. Log into your Chatref account and go to the Workspaces section.
2. Click Create Workspace and name it after a team, office location, or function (e.g., “Downtown Listing Team”).
3. Inside the workspace, add training documents - upload buyer guides, compliance checklists, property data sheets, or any content the team’s AI agent needs.
4. Create one or more AI agents and assign them to the workspace. Configure the agent’s welcome message, brand colors, and behavior.
5. Test the agent in the playground, then deploy the embedded widget on the team’s website or share the direct chat link.

You pay only for the coins your agents consume, with no per-workspace fees. Every new account starts with $50 in free credit, so you can set up multiple workspaces and test them risk-free.

What are the benefits of using workspaces in real estate team management?

Workspaces let you cleanly separate your brokerage into logical units - by team, office, or function. Each workspace can have its own AI agents trained on specific documents, which organizes your workflows and prevents information leakage between groups. Team members only see conversations and content relevant to their role, making collaboration more focused and reducing administrative overhead.

How can I set up and use workspaces effectively?

Start by identifying the natural divisions in your brokerage (e.g., buyer agents, listing agents, admin). Create a workspace for each, then upload any documents that the team’s AI agent should be trained on. Build one or more agents inside each workspace, test them thoroughly, and deploy. Review conversation insights regularly to fine-tune training documents and agent instructions. Running a multi-workspace account works best when each workspace has a clear owner responsible for its content and agent performance.

What tools offer workspace features for team collaboration?

Chatref includes workspace features right inside the platform, purpose-built for teams that need organized AI-powered support. Unlike many chatbot tools that charge per seat or per bot, Chatref’s workspaces come with every account, no matter how many you create. You get unlimited agents, unlimited training documents, and a pay-as-you-go model - ideal for brokerages that want to scale their collaboration tools without a recurring per-user bill.