Hard limitations (cannot do)
Co-Admin cannot:- Read or send customer inbox messages — no access to message bodies in Chat threads.
- Mutate workspace configuration — no create/update/delete for channels, webhooks, labels, templates, AI agents, team, or billing.
- Build automation workflows — n8n, Zapier, Make setup is documentation-only until a future phase.
- Access customer AI knowledge bases —
ai_knowledge_*content is isolated from Co-Admin. - Cross workspace boundaries — only the current session workspace.
- Invent live metrics — must call tools; if tools fail, say so.
- Look up contacts by name alone — requires email or phone.
- Export CSV / message logs — direct users to Analytics (see export limits in
analytics/). - Change subscription or seats — Settings → Billing only.
- Disconnect channels via chat — guide to Settings (UI may not expose disconnect; see
channels/FAQ).
Soft limitations (partial or indirect)
Privacy & security
- Workspace membership enforced on every tool execution.
- Per-user chat history — coworkers cannot see your Co-Admin threads.
- No training on customer PII from inbox — contact tool returns operational metadata.
- Advise users not to paste unnecessary sensitive data into Co-Admin chat.
- Co-Admin route accessible to members limited to Chat — they still only see permitted workspace data.
FAQ — Getting started with Co-Admin
What is AI Workspace Co-Admin?
Your internal AI assistant for learning Vendschat and checking live workspace status. It does not talk to your customers.Where do I find it?
Left sidebar → AI Workspace Co-Admin (/co-admin).
Who can use it?
Workspace members. The route is always accessible even when other pages are restricted.Does it use my current workspace?
Yes. Switch workspace in Settings to change context.Are my chats saved?
Yes — per user, per workspace. Use New chat, Pin, Rename, Delete in the sidebar (desktop).Why does Co-Admin say “not configured”?
Server missing OpenRouter API key — contact your Vendschat administrator.FAQ — Live data
How do I get a quick health check?
Ask: “Give me a workspace overview.”How many open inbox threads?
Overview tool →inbox.by_status.open.total.
How many unread messages?
Overview →inbox.unread_messages_total.
List connected channels?
“List our channels” or filter “WhatsApp channels only.”Are webhooks active?
“List webhooks” withactive_only or count from overview.
WhatsApp delivery rate?
“WhatsApp delivery rate last 7/14/30 days” — channel analytics; ask for a chart.Can Co-Admin show Messenger analytics?
Not in depth via tools — use Analytics page.Look up a customer?
Provide email or phone: “Look up [email protected] last 30 days.”Customer name only?
Co-Admin will ask for email or phone — it cannot search by name alone.Filter contact stats by label?
“Stats for +1… with label VIP” — passeslabel to contact analytics.
Estimated message cost for a contact?
Contact analytics →cost_based with disclaimer.
FAQ — Product & how-to
How do I connect WhatsApp?
Doc search → Settings → Channels walkthrough inchannels/whatsapp.md.
How do broadcasts work?
Doc search → Chat → template composer → Broadcast (not a separate broadcast page).Smart delivery in broadcasts?
Not exposed in current UI — do not promise.How do labels work?
inbox/shared-inbox-and-labels.md.
How do I invite teammates?
getting-started/ and team settings docs.
What plans exist?
billing/pricing-plans-reference.md — Co-Admin should not invent prices.
Can I downgrade in the app?
Downgrade UI may be limited — seebilling/ FAQ.
HubSpot sync caveats?
integrations/ docs — sync limitations apply.
API keys and REST API?
integrations/api-keys-and-rest-api.md.
FAQ — AI & automation
Co-Admin vs customer AI Agent?
See Co-Admin vs customer AI Agents.Can Co-Admin train my bot?
No — configure under AI Agents.Generate Reply vs AI Agent?
Agent = autonomous to customer; Generate Reply = draft assist for humans in Chat.How does handover work?
ai-agents/ — handover on bot reply/escalation rules, not generic anger detection.
Can Co-Admin assign a bot to a thread?
No — assign in Chat or automation rules per docs.FAQ — Analytics & reporting
Co-Admin vs Analytics dashboard?
Co-Admin: quick WhatsApp metrics + narrative. Analytics: full UI, Meta views, exports.Message log export limit?
Seeanalytics/ — sample export may be capped (e.g. 10 rows in UI).
Cache / stale analytics?
Analytics backend may cache ~10 minutes — mention if user sees timing mismatch.Top countries CSV?
Analytics feature — filename pattern inanalytics/ docs.
FAQ — Billing & usage
Where to see usage?
Settings → Billing — plans and usage docs.Free tier contact limit?
Seebilling/ — e.g. 100 contacts on free tier (verify in pricing reference).
Seat changes via API?
seats/change may exist but not wired in UI — billing FAQ.
FAQ — Channels
Multiple WhatsApp per workspace?
Supported — list_channels shows all.Channel status on list cards?
May not show on all cards — use list_channels or Settings.Disconnect channel in UI?
Limited — API may exist; see channels FAQ.409 when connecting?
Conflict — channel linked elsewhere; channels docs.Request New Channel button?
May be unwired — docs note.FAQ — Troubleshooting Co-Admin itself
Wrong workspace numbers
Switch workspace in Settings; retry overview.“Tool failed” error
Transient backend — retry; check membership.Empty doc search results
Rephrase; check if docs ingested asready.
No chart in reply
Ask: “Show that as a chart” — model should use```chart JSON.
Co-Admin guessed a number
Should not happen — report as bug; model must use tools.Streaming stopped mid-answer
Regenerate; simplify question.FAQ — Agencies & multi-workspace
One Co-Admin for all clients?
One workspace per session — switch workspace in Settings between clients.Agency use cases?
use-cases/marketing-agency.md.
FAQ — Compliance & data handling
Can I paste customer medical/financial data?
Discourage unnecessary PII; Co-Admin stores chat history server-side.GDPR / deletion
Follow org policy; deleting Co-Admin chat removes that history via sidebar delete.Does Co-Admin access Meta directly?
Channel analytics uses Vendschat DB summaries; Meta billing via Analytics.When to escalate to human support
Escalate to Vendocker support when:- Persistent 503 Co-Admin configuration errors
- Tool errors across all workspaces
- Data mismatch between tools and dashboard after cache window
- Security concern about workspace access