Workspaces
What a LeadPattern workspace is — one WhatsApp number with its own team and data — why businesses use several, and how to switch between them.
A workspace is your business's home in LeadPattern. Each workspace holds one WhatsApp number along with everything around it — the team, the conversations, the contacts, templates and settings.
What lives in a workspace
- The connected WhatsApp number and its settings
- The team — members and their roles
- All conversations, contacts, tags and custom fields
- Your templates, broadcasts, bots and analytics
Fully isolated
Each workspace is kept completely separate from every other. Members, conversations and data in one workspace are never visible from another. This keeps different numbers — or different brands, regions or business units — cleanly apart.
When to use more than one
Multiple numbers Each WhatsApp number you operate needs its own workspace.
Separate brands or regions Keep different brands, markets or departments cleanly separated.
Different teams Give each team its own space with its own members and roles.
Switching workspaces
If you belong to more than one workspace, use the workspace picker to switch between them. Your view — inbox, contacts, analytics and everything else — changes to the selected workspace.
Open the workspace picker
Choose a workspace
You're switched
Setting up a workspace
- Add your colleagues: Invite team members
- Control what they can do: Roles & permissions
- Connect the number: Connect WhatsApp
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Related Articles
Invite Team Members
Add teammates to your LeadPattern workspace, assign them a role, and get your whole team working the same WhatsApp inbox.
Roles & Permissions
Control what each LeadPattern team member can see and do using roles and granular permissions.
Connect WhatsApp
Link your WhatsApp Business number to LeadPattern through Meta's Embedded Signup, so your team can send and receive messages.
Enable Calling
Turn on WhatsApp Calling for your LeadPattern workspace once your plan add-on and Meta eligibility are in place.

