Agency Hero
Back to SiteBack
Docs Home
Calendar, Meetings and Bots
  • Connecting Your Calendar
  • Calendar Sync Settings
  • Configuring Meeting Rules
  • Connecting Your Zoom Account
  • How Meeting Bots Work
  • Importing Historical Meetings
  • Meeting Privacy & Visibility
  • Multi-Workspace Meeting Scenarios
  • Setting Up Meeting Types
Workspaces
  • Creating a Workspace
  • Workspace Types Explained
  • Configuring Workspace Settings
  • Managing Workspace Members & Permissions
  • Organizing Workspace Topics
  • Understanding Workspaces
  • Using Deal Workspaces for Sales
  • Workspace Context & Intelligence
AI Agents & Chat
  • Getting Started with Chat
  • Creating and Managing Tasks via Chat
  • Asking Effective Questions
  • Chat History, Memory & Thread Context
  • How AI Search Works
  • How Skill Routing Works
  • Tool Approvals and Permissions
  • Understanding AI Agents
Meeting Intelligence
  • Understanding Meeting Intelligence Capture
  • Meeting Summaries and Executive Overviews
  • Meeting Topics and Categorization
  • Understanding Intelligence Items
  • Meeting Action Items
  • Meeting Audio and Video Playback
  • Searching Across Meeting History
  1. Home›
  2. Docs›
  3. Workspaces

Documentation

Workspaces

Workspaces are the heart of Agency Hero. Learn how to create and manage client, deal, team, and ops workspaces — and how context accumulates to make your AI agents smarter over time.

  • Creating a Workspace

  • Workspace Types Explained

  • Configuring Workspace Settings

  • Managing Workspace Members & Permissions

  • Organizing Workspace Topics

  • Understanding Workspaces

  • Using Deal Workspaces for Sales

  • Workspace Context & Intelligence

Company

  • Terms
  • Privacy

Resources

  • Blog
  • Integrations
  • Docs

Comparisons

  • Comparison Overview
  • Agency Hero vs. Fathom

© 2026 Agency Hero. All rights reserved.

Agency Hero
  • Docs
  • Pricing
  • Contact
Log inRequest beta access