Provisioning a workspace

How to provision and use a Falu workspace

The basic function of a workspace is to store and organize your Falu content. It is only after provisioning a workspace that one can access the various Falu services either through the Dashboard or Falu's APIs.

note

The Dashboard provides a no-code environment through which you can interact with Falu's services while the APIs allow you to do so programmatically.

To use the APIs, you need API keys that are only available within your Dashboard. Check Using the Falu APIs for more information.

Provisioning a workspace

important

Before you begin

Falu does not have a default workspace provisioned. If creating a workspace from scratch, visit https://falu.io and click on Sign in to create a new account.

However, if you already belong to or own a Falu workspace, you can create another from within the existing one.

Steps to create a workspace

(a) From scratch

1. Visit https://falu.io and click on Sign in to create a new account.

   

2. Create an account by loggin in using your preferred account service.

   

3. Create your first workspace by clicking on Create Workspace.

   

4. Proceed to step 2 in the section below.

(b) From an existing workspace

1. In a given workspace environment, click on Create New Workspace

   

2. Fill out the following fields in the Basics step:

   

   • Workspace Name: Give the Falu workspace a name. For example, Contoso
   • Select the business type that is appropriate for the new workspace. One can choose from among four options: Individual, Company, Non-Profit Organization, or Governmental Institution.

   Refer to Entity Types for more information regarding your business type.

3. Depending on the selected business type, fill in the details in the About page. For example, below is the information of a fictitious company.

   

4. Proceed to the Profile page and fill in the appropriate details.

   

5. Click on the Submit & Finish button to complete the process. A page displaying the input details will be shown for you to confirm their correctness. You can go back and edit the responses should you spot any errors. After confirming that all the details are, indeed, correct, re-click on the Submit & Finish button.

   

6. A new workspace bearing the input details will be created for you automatically for use in Test mode. Once the given information is validated, the workspace can be approved for use in Live mode.

Workspace modes

Falu's workspaces exist in two modes: live and test.

• Test mode: The default mode for new and unauthenticated workspaces. It is meant to help with understanding, experiencing, and testing Falu's services.
• Live mode: Very similar to Test Mode, but with only one difference: In live mode, one actions are actually executed, leading to the intended results. For example, one can verify customer identities, send and receive messages, and process payments.

note

If you are creating a workspace from an existing one, make sure the existing workspace is on Test mode.