How to Configure Workspaces in Outreach Magic

    Step-by-step guide with screenshots

    Workspaces are the backbone of Outreach Magic's agency-friendly structure. Each client or brand gets its own workspace, keeping data clean, reporting segmented, and integrations organized. Use this guide to create and manage new workspaces quickly.

    Why Use Workspaces?

    • • Data isolation: Keep client data separate and organized
    • • Segmented reporting: Generate reports per workspace for each client or brand
    • • Integration management: Organize integrations by workspace
    • • Sender routing: Route senders to specific workspaces
    • • Active/inactive control: Toggle workspaces on or off as needed

    Configure Workspaces

    Follow these step-by-step instructions to create and configure a new workspace in Outreach Magic.

    1. 1

      Open the Workspaces Page

      Navigate to: https://app.outreachmagic.io/workspaces/

      Outreach Magic Workspaces Page
    2. 2

      Click "Add Workspace"

      Start creating a new workspace for a client, team, or brand.

      Add Workspace button
    3. 3

      Click the "Workspace Name" Field

      Enter the name you want to assign to this workspace.

      Workspace Name field
    4. 4

      Type the Workspace Name

      Example: "New Workspace Name"

      Entering workspace name
    5. 5

      Click "Continue"

      Proceed to finalize workspace setup.

      Continue button
    6. 6

      Toggle "Active"

      Choose whether this workspace is active. Active workspaces appear across dashboards, reporting, and sender routing.

      Active toggle switch
    7. 7

      Click to Save and Configure

      Confirm your workspace setup to move forward with sender assignments, integrations, or dashboards.

      Save and configure workspace
    8. 8

      Click the Settings Icon

      Open workspace-specific settings for advanced configuration (e.g., routing rules, integrations, dashboards).

      Workspace settings icon

    Best Practices for Workspace Management

    Naming Conventions

    Use clear, descriptive names for your workspaces. Consider including client names, brand names, or project identifiers to make them easy to identify.

    Active vs Inactive

    Keep workspaces active only when they're in use. Deactivate completed projects or paused clients to keep your workspace list clean and organized.

    One Client Per Workspace

    For agencies, create separate workspaces for each client. This ensures data isolation, clean reporting, and easier management of integrations and senders.

    Workspace Settings

    Regularly review workspace settings to ensure routing rules, integrations, and dashboards are configured correctly for each workspace's specific needs.

    What You Can Do Next

    Configure Senders

    Assign senders to your workspace to route outreach activities correctly. Learn how to configure senders in our documentation.

    Configure Senders

    Set Up Integrations

    Connect your outreach tools (Instantly, Smartlead, Clay, etc.) to your workspace for unified reporting and analytics.

    View Integration Guides

    Create Custom Dashboards

    Build workspace-specific dashboards to track performance, engagement, and key metrics for each client or brand.

    Ready to Configure Your Workspaces?

    Start organizing your outreach data with workspaces and unlock powerful agency-friendly features.

    Open Workspaces PageView All Documentation