How can I use workspaces in Chatref for different employment law practice areas?

Start by creating a dedicated Chatref workspace for each employment law practice area you offer—for example, “Wage & Hour,” “Discrimination & Harassment,” “Workers’ Compensation,” and “Leave & Accommodation.” Every workspace is an isolated tenancy, meaning the documents, agent, and chat history live entirely inside that practice area boundary. This structure mirrors how your firm already organizes casework, making practice area management instinctive. Name each workspace clearly so your team can jump straight to the right area.

Inside each workspace, build a knowledge base that contains only the legal source material that area needs. Upload PDFs of relevant statutes, regulations, and internal policy documents. Add URLs to practice pages on your firm’s website and any client-facing FAQs. Because Chatref’s knowledge-base feature grounds responses solely in the documents you provide, there’s no risk of an agent mixing discrimination law into a wage and hour answer. The separation keeps every answer accurate and defensible.

With a knowledge base in place, set up a dedicated AI agent for that workspace. Give each agent a practice-appropriate name—like “Wage Advisor” or “Accommodation Helper”—and tailor its tone to match your firm’s voice. The AI-agent feature automatically draws answers only from that workspace’s knowledge base, so every interaction feels custom-built for the practice area. You can adjust branding and primary color per agent to visually separate different legal disciplines for both your team and website visitors.

Each workspace generates its own unique embed code. Place the widget for your wage and hour agent on the firm’s wage and hour service page, the discrimination agent on the discrimination page, and so on. When a visitor starts a chat on a specific practice-area page, their session is automatically handled by that workspace’s trained agent—no cross-contamination of legal advice. Use the workspace dashboard to review conversations, track questions, and spot emerging trends, keeping your AI chat organization tightly aligned with law firm workflows.

How do I create and manage workspaces in Chatref?

Navigate to the Workspaces section in the Chatref dashboard and click “New Workspace.” Give it a descriptive name (e.g., “Discrimination Law”) and save. Once created, you can switch between workspaces from the sidebar. Manage settings—like deleting or renaming a workspace—directly from the workspace’s configuration panel.

Can I have separate knowledge bases for each workspace?

Yes. Each workspace carries its own independent knowledge base. Documents, URLs, and text you upload inside one workspace are never visible or queryable from another. That isolation lets you maintain a distinct, focused knowledge base for every employment law practice area.

How does Chatref handle chat requests across different workspaces?

Chat requests are always tied to the workspace from which the embed code originated. When you embed a widget on a specific practice-area page, all chat sessions on that page go to the corresponding workspace’s AI agent. You review and manage conversations per workspace inside the dashboard, ensuring each inquiry is handled by the right legal knowledge base.