How to open the Connected Workspaces page
After signing in to Octopods, you land on the Connected Workspaces page automatically. You can return to it any time from the main navigation.
The page has two states:
Welcome state — shown if you haven’t connected any workspaces yet. Octopods walks you through connecting your first one.
Workspaces list — shown once you have at least one workspace connected.
The welcome state (no workspaces yet)
If you’ve just signed up, the page opens with the heading “Thanks for signing up!” and a “Step 1 of 2” badge to mark this as the first onboarding step. The subheading reads “Let’s connect your first workspace. You’ll be up and running in 5 minutes.”
Below the welcome message you’ll see one card per supported customer platform:
Connect Intercom — “Link your Intercom workspace” with a Connect button.
Connect HubSpot — “Link your HubSpot account” with a Connect button.
Pick the platform you use and click Connect to start the connection flow.
The workspaces list (one or more workspaces connected)
Once you’ve connected at least one workspace, the page becomes a list of every workspace under your account. The page is titled “Connected Workspaces” with the subtitle “Manage your connected Intercom, and HubSpot workspaces. Each workspace can be configured with channels and integrations.”
Below the title, a status banner reads “Your workspaces are active” alongside a pluralized summary such as “1 workspace connected and ready. Click on any workspace below to manage channels and configure integrations.” The banner includes an “All systems operational” pill with a pulsing green dot, and a timestamp showing when the page was last updated.
Under the banner, the section heading “Your Workspaces” opens a grid of workspace cards. Each card shows:
Name. For Intercom, this is the Intercom workspace name (the app name on Intercom). For HubSpot, this is shown as “Portal ID #” followed by your HubSpot portal ID.
Updated. A relative timestamp such as “Updated 3 days ago”, directly under the workspace name.
Added by. The admin who originally connected the workspace.
Status. The label “Active” with a green “Connected” pill next to it when the workspace is healthy.
Provider. Either Intercom or Hubspot, shown with a small colored dot.
Adding another workspace from the list
To connect another workspace from this page, use either of two entry points:
“New Workspace” button in the top-right of the page. Clicking it opens a dropdown with “Connect Intercom” (subtitle: “Add Intercom workspace”). If HubSpot is available on your account, a “Connect HubSpot” item appears below it (subtitle: “Add HubSpot portal”).
Dashed “+ Add Intercom workspace” card at the end of the grid. If HubSpot is available on your account, a ”+ Add HubSpot account” dashed card appears alongside it.
Clicking either entry point starts the connection flow for the platform you pick.
What you can do from each workspace card
Click a workspace card to open it. Octopods takes you to the channels list for that workspace, where you can:
See every channel connected inside the workspace and its individual status.
Add a new channel to that workspace.
Open any channel to view its settings, templates, and activity.
Tips section
Below the workspace grid, a “Managing Your Workspaces” tips card reminds you that clicking a workspace card opens its channels, integrations, and messaging settings, and that each workspace operates independently with its own channels and configurations.
Who can see what on this page
Every team member in your Octopods account can see the workspaces list and open any workspace they have access to. Only admins can connect new workspaces; if you’re not an admin and you try to start a connection, Octopods shows the message “You don’t have the permissions to connect workspaces. Please contact the account admin to update your role.”
What “Active” means
The Active badge means Octopods currently holds a valid connection to the customer platform for that workspace. Channels inside the workspace can have their own status (such as whether webhooks are reaching the channel), shown on the channels list inside the workspace. The workspace badge reflects the overall connection — not the health of every individual channel.
What’s next
See the Channels section for what you can do inside a workspace
