> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jengolabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up your workspace (Grio CX)

> Configure your workspace and channels

## What is the workspace?

Your **workspace** is your organization in Grio CX. It holds your inbox, conversations, tasks, agents, workflows, knowledge base, and integrations. One workspace per company or support org.

## Steps

### 1. Sign in

Open your Jengo URL and sign in. Confirm you’re in the right organization (e.g. name in the header or **Settings**).

### 2. Configure Knowledge base

Agents answer from your **Knowledge base**. Add content first so agents can use it.

* Go to **AI Hub** → **Knowledge base** (or **Agents** → **Knowledge base**).
* Create folders, upload documents, and add links. Then in each agent’s **Persona** → **Knowledge base** tab, select which items that agent can use. See [Knowledge base](/agents/knowledge-base).

### 3. Create or configure agents

* Go to **Agents** (or **AI Hub** → **Agents**).
* Create agents for chat, phone, or email. Set **Behaviour** and **Workflows** in **Persona**. Link **Knowledge base** items. See [How to create an agent](/agents/create-agent).
* Activate agents and connect them to channels (e.g. Inbox, email, chat) in **Integrations** or channel settings.

### 4. Connect channels (Integrations)

* Go to **Integrations** (or **Settings** → **Integrations**).
* Connect the channels you use: email, chat, WhatsApp, etc. Conversations from these channels will appear in **Inbox**. Your admin may need to complete some steps (e.g. API keys, webhooks).

### 5. Invite your team

* **Settings** → **Team** or **Invitations**: add members and assign roles (e.g. Admin, Agent, Viewer) so the right people can access Inbox, Tasks, and Settings.

## Next steps

* [Inbox and triage](/grio-cx/how-to-inbox-triage) — Manage conversations and triage.
* [Escalation](/grio-cx/how-to-escalation) — Escalate and notify supervisors.