Set up your workspace before your team relies on Faster for customer, website, engagement, payments, bookings, or AI-assisted work. A good setup gives Faster the business context it needs and gives your team a clear review path.

What this guide helps you do

• Confirm the business profile, timezone, team access, and main workspace areas.
• Connect the first tools your business will use, such as website, customers, forms, posts, payments, bookings, or engagement.
• Create simple review rules so public and customer-facing work is checked before it goes live.

Before you start

• Use an admin account or ask an admin to complete organization settings.
• Know your business name, public contact details, timezone, default sender, and primary website domain.
• Decide who should review website, email, social, CRM, and payment changes.

Do it manually

1. Open Workspace and scan the dashboard, quick actions, recent AI sessions, and content sections.
2. Open Settings and confirm organization profile, timezone, team members, and connected domains or channels.
3. Open Website, Customers, Forms, Posts, Engagement, Money, or Bookings for the areas your business will use first.
4. Create or import a small amount of real working data, such as a customer record, page draft, form, or social channel.
5. Set a review habit: drafts first, preview second, publish or send only after the owner approves.
6. Return to Workspace and use quick actions or search to confirm the important areas are easy to reach.

Ask Faster AI

• Help me set up Faster for a service business. Create a checklist for business profile, website, customers, forms, posts, payments, and review rules.
• Review my workspace setup and tell me what is missing before I launch customer-facing work.
• Prepare a first-week setup plan for my team. Keep all created assets as drafts until I approve them.

Review before saving, sending, or publishing

• Check public business details before publishing pages, forms, posts, invoices, or booking links.
• Confirm sender addresses, social channels, payment settings, and customer permissions before using them with real customers.
• Do not store passwords, tokens, private keys, or one-time secrets in chat, notes, or memory.

Common issues and fixes

• If a workspace area looks empty, use quick actions or search to open it directly and create the first item.
• If AI cannot find context, open the relevant page, customer, form, post, or setting and ask again.
• If teammates see different options, review roles, permissions, and connected plugins.

Placeholder media

• Screenshot placeholder: add an annotated screenshot of set up your workspace with private customer names, emails, amounts, task details, and unpublished content blurred.
• Video placeholder: add a short walkthrough that starts from Workspace, shows the manual path, then shows how to ask Faster AI and review the result before saving, publishing, sending, or applying work.

Related help

• Understand the Workspace dashboard
• Set business profile basics
• Start a chat from Workspace