Workspace modules and resources

Optional product modules are toggled under Settings → Workspace → Modules (/workspace?tab=modules). Each row shows a module name, description, and category. Common names include Smart Flows (automate business processes) and WhatsApp Business Platform (Meta WABA accounts, templates, conversation builder, broadcasts, and analytics). Enabling a module exposes sidebar entries and permissions for that capability; disabling hides clutter for teams that did not purchase the feature. Resources (/workspace?tab=resources) holds shared tenant resource configuration—use it when your deployment playbook requires central asset or quota entries. Module changes are Owner-only; Managers may see greyed toggles. After enabling WhatsApp Business Platform, complete Meta connection under Integrations before expecting sidebar marketing tools. After enabling Smart Flows, confirm automation roles under Roles & Permissions so builders can access the canvas without full Admin rights.

Video

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Who can do this

Owner (module toggles are owner-managed in the product).

Before you begin

• Contract or order form listing purchased modules
• Training plan per enabled module
• Roles matrix updated so reps are not granted modules that stay disabled

What you'll accomplish

• Only purchased modules enabled
• Sidebar matches enabled modules after user refresh
• Resources entries saved for operational handoff

Step-by-step procedure

Modules

1. Open Settings → Workspace → Modules.
2. Scan the list—note Smart Flows, WhatsApp Business Platform, Social, Workforce, Jarvis, and others.
3. Enable modules the client uses; leave unused modules off to reduce noise.
4. Save changes.
5. Ask users to hard refresh (Ctrl/Cmd+Shift+R) so sidebar updates.
6. Verify a permitted role sees new nav items (e.g. Smart Flows after enabling automation).

Resources

1. Open Resources (/workspace?tab=resources).
2. Add or update entries per your internal process.
3. Save and document what each resource represents for support staff.

Post-enable checks

• Connect integrations only after WhatsApp Business Platform is on
• Configure Communications settings when messaging modules activate

Verify your work

• UI labels match product
• Primary action completes without error
• Data persists after refresh

Tips

note

Haves & Wants may only appear for specific workspace types—enable only when applicable.

Troubleshooting

| Missing menu | Role permission or module disabled in Workspace modules | | Action greyed out | Insufficient edit permission |

See also

• Manage workspace
• Roles and permissions

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Field reference (product UI)

Use exact labels when training users or recording videos—they match the live workspace.

Area	Where to find it
Settings hub	/settings — card groups match this Help sidebar
Profile tabs	/user-profile-settings/profile — Personal, Business, Billing, Timezone, Currency
Workspace admin	/workspace — Settings, Modules, Resources, Delete
Team	/workspace/users — Members through Roles & Permissions

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Admin checklist

1. Complete organization profile and billing before inviting the team.
2. Enable only modules you licensed under Workspace modules.
3. Connect integrations before messaging or automation go-live.
4. Populate Knowledge Hub before AI Employees or voice.
5. Verify Notification preferences personally after changing templates.

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Verify your work (extended)

• Settings save without error toast
• A non-admin test user sees expected sidebar (no billing cards if Member)
• Related module (Contacts, Inbox, Campaigns) reflects the configuration change
• Refresh browser after role or module changes

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Troubleshooting (extended)

Symptom	Likely cause	Fix
Settings card missing	Role or module gate	Check Roles and Modules
Save does nothing	Validation error on required field	Scroll for red highlights; complete * fields
Team sees old behavior	Cached session	Hard refresh; user re-login
Integration broken after change	Order of setup	Reconnect integration; check Communications settings