Multi-Workspace Meeting Scenarios

Overview#Copy link

Agency Hero organizes all activity around workspaces — client workspaces, deal workspaces, team workspaces, and marketing workspaces. When you schedule or join a meeting, participants may belong to different workspaces within your organization. This article explains how Agency Hero handles these multi-workspace scenarios.

How Meetings Are Associated with Workspaces#Copy link

Every meeting in Agency Hero is associated with one or more workspaces based on the participants involved. When you invite people from multiple workspaces to a single meeting, Agency Hero’s meeting rules determine which workspace should be the primary home for that meeting’s intelligence, transcripts, and follow-up items.

Primary Workspace Assignment#Copy link

Agency Hero uses workspace meeting rules to assign a primary workspace to each meeting. This ensures that meeting intelligence, action items, decisions, and transcripts accumulate in the most relevant workspace context.

The primary workspace assignment affects:

• Where the meeting appears in workspace activity feeds
• Which workspace’s topic taxonomy and knowledge base are used for intelligence extraction
• Where action items and decisions are created by default
• Which workspace agents have access to the meeting context

Cross-Workspace Visibility#Copy link

Participants from different workspaces can access meeting content based on their workspace permissions. If you’re a member of multiple workspaces involved in a meeting, you’ll see the meeting in each workspace’s context, though intelligence items are anchored to the primary workspace.

Meeting Intelligence Across Workspaces#Copy link

When a meeting involves multiple workspaces:

• Intelligence extraction uses the primary workspace’s topic taxonomy and knowledge sources
• Action items are created in the primary workspace but can reference participants from other workspaces
• Decisions and risks are logged to the primary workspace’s intelligence ledger
• Meeting transcripts are stored once but accessible to authorized participants across workspaces

Configuring Workspace Meeting Rules#Copy link

Workspace administrators can configure meeting rules that determine how multi-workspace meetings are handled. These rules typically consider:

• Participant email domains
• Calendar event metadata
• Meeting title patterns
• External vs. internal attendee ratios

Contact your workspace administrator if you need to adjust how meetings are routed between workspaces.

Next Steps#Copy link

For more information on workspace configuration and meeting intelligence, see the Workspace Settings documentation.