Getting started
How workspaces, clients, and projects fit together
Three layers organize your work: a workspace is your team, a client is who the journey is for, and a project groups related journeys.
Last updated May 3, 2026
Journey Builder uses a three-layer model so consultants and internal CX teams can manage many engagements without journeys turning into a flat list.
Workspace = your team
A workspace represents the team or company using the app. It owns billing, member roles, the AI budget, and shared branding for exports. Every account starts with a Personal workspace; you can create more from the workspace switcher in the top bar.
Client = who the journey is for
A client is the external customer, internal business unit, or brand whose experience you're mapping. From your workspace, open the Clients tab to add one. Each client groups a set of journeys and projects under a single name and contact.
Examples: an agency creates clients for each customer they serve. An internal CX team creates clients for each brand or business line.
Project = a single engagement
Projects sit inside clients. Use a project to group journeys that share an engagement, contract, workshop, or initiative. A project has a status (Active / On hold / Completed / Archived) so you can see at a glance which work is in flight.
What if I don't fill them in?
Journeys can stay unassigned — both client and project are optional. Existing journeys created before this model show a banner on the setup page prompting you to assign them when convenient.