> For the complete documentation index, see [llms.txt](https://nationgraph.gitbook.io/nationgraph/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://nationgraph.gitbook.io/nationgraph/help-center/readme/workspaces.md).

# Workspaces

### What are Workspaces?

Workspaces let you segment your Nationgraph experience by team, territory, or account type. Each workspace can have its own Signal filters, field mappings, and sync rules.

This is especially useful for organizations with multiple sales teams, regional coverage, or different go-to-market motions.

<figure><img src="/files/590bVzvg4kcPc6RIDilT" alt=""><figcaption></figcaption></figure>

### Getting Started with Workspaces

{% stepper %}
{% step %}

#### Navigate to Workspaces

Go to **Settings > Workspaces** to view and manage your workspace setup.
{% endstep %}

{% step %}

#### Create a new workspace

Give your workspace a descriptive name (e.g., **West Region** or **Enterprise Team**).
{% endstep %}

{% step %}

#### Configure filters

Set which Signals should flow into this workspace based on geography, account type, or keywords.
{% endstep %}
{% endstepper %}

### Territory stats

**Settings → Territories** now includes a high-level stats module.

Use it to quickly review territory coverage and recent activity before you adjust settings or sync workflows.

Territory views now focus on active institutions by default. Institutions with matching Signals still appear when relevant.

***

{% hint style="warning" %}
**Important**

Changes to settings affect new data only. Existing records won't be retroactively updated unless you trigger a manual re-sync.
{% endhint %}

### Quick Start

<table data-view="cards"><thead><tr><th>Guide</th><th>Description</th><th data-card-target data-type="content-ref">Link</th></tr></thead><tbody><tr><td>Find &#x26; manage contacts</td><td>Find decision-makers, enrich, generate emails, and push to CRM.</td><td><a href="/pages/a8ESaKr7uHbhBqWSovMO">/pages/a8ESaKr7uHbhBqWSovMO</a></td></tr><tr><td>Deep research on an account</td><td>Pull agency profiles, spending patterns, and market mapping intel.</td><td><a href="/pages/VHnoiMPn4e3bRbBR9C2h">/pages/VHnoiMPn4e3bRbBR9C2h</a></td></tr><tr><td>Generate a Workspace Summary column</td><td>Turn 3 smart columns into consistent call prep, asks, and briefs.</td><td><a href="/pages/ldJ1NMCGLsMzcMtFRJwm">/pages/ldJ1NMCGLsMzcMtFRJwm</a></td></tr><tr><td>Track competitor contracts</td><td>Monitor competitor wins. Use renewals to time outreach.</td><td><a href="/pages/FjaCod7KvNn3ytz5mHcV">/pages/FjaCod7KvNn3ytz5mHcV</a></td></tr><tr><td>Use FOIA intelligence</td><td>Understand FOIA timelines, find documents, and attach intel to accounts.</td><td><a href="/pages/F3XF8HGslx1shm0apDH2">/pages/F3XF8HGslx1shm0apDH2</a></td></tr><tr><td>Map accounts from CSV or CRM</td><td>Match CSV rows or CRM accounts to NationGraph institutions with AI-assisted review.</td><td><a href="/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/FkFwTIiDQRSuUMpkW5Uz">/spaces/JK5Q9HcyZtzjrtqdBjDS/pages/FkFwTIiDQRSuUMpkW5Uz</a></td></tr><tr><td>Browse all quick starts</td><td>The full library of guides across NationGraph.</td><td><a href="/pages/FlxOwQyTnxUB9CUeEPZW">/pages/FlxOwQyTnxUB9CUeEPZW</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://nationgraph.gitbook.io/nationgraph/help-center/readme/workspaces.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.