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Your Workspace is divided into several Environments to help isolate data across your organization. To manage Environments,

  • Switch to the Workspace dashboard from the top bar.
  • Head to the Environments section.

By default, your Workspace usually has:

  • 1 Live Environment (usually named Production)
  • 1 Test Environment (usually named Staging)

Apps can be configured with different settings per Environment. When creating a new Environment, ensure you configure your existing Apps correctly.

How Resources handle Environments

Each Resource in your Workspace behaves in one of three ways:

  • Same Data in Live & Test: All the records share the same identifiers & data across all environments, and changes are instantly reflected everywhere. Example: Dashboards, App Installations are the same across all environments.

  • Draft Data in Test & Published Data in Live: All the records share the same identifiers, but data might be different across different environments. This is useful when you would like to review data on a Test environment, and then promote it to a Live environment. Example: Message Templates in the Messaging app. You can start off with a Draft template which is tested thoroughly on Staging, and then promoted to Production.

  • Different Data in Live & Test: All the records have different identifiers & data in each environment. Example: Orders in the Billing app. You would never promote an Order in a Staging environment to a Production environment.