> ## Documentation Index
> Fetch the complete documentation index at: https://docs.custral.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sandboxes

> Spin up isolated test workspaces, seed them from templates, then wipe or convert them to real workspaces.

## Overview

A sandbox is a test workspace, fully isolated from your real workspace data.
Use one to try out objects, automations, imports, or AI features without
touching live customer records. When you're done you can wipe it back to
empty, delete it entirely, or convert it into a real workspace.

## How it works

Each sandbox is a separate, isolated workspace marked as a sandbox. Sandboxes
skip billing and the usual default setup when created, so they spin up clean and
fast. While a sandbox is active, a banner makes the test environment obvious
and the tab title is prefixed.

When you create a sandbox you pick a **starter template**. "Empty sandbox"
gives you a blank slate; the other starters (grouped as best practices and by
category such as Sales, Support, and Operations) seed objects, properties,
sample records, and conversations so the workspace is immediately useful.

Sandboxes have generous guardrails so they stay test environments. Per-account
and per-resource limits apply (for example a cap on records, conversations,
channels, and seeded users per sandbox), real-data connections like OAuth and
imports are blocked, and there is a daily AI token cap. Hitting a cap is the
signal to convert to a real workspace.

## Using it

<Steps>
  <Step title="Open Sandboxes">
    Go to **Settings → Sandboxes**. The screen lists every sandbox with its
    created and last-accessed dates.
  </Step>

  <Step title="Create a sandbox">
    Click **Create sandbox**, give it a name, and **Choose a starter**. Pick
    "Empty sandbox" for a blank workspace or a best-practice / category
    template to seed sample data, then click **Create**.
  </Step>

  <Step title="Experiment safely">
    Switch into the sandbox and explore. The sandbox banner confirms you're in
    a test environment, not your live workspace.
  </Step>

  <Step title="Wipe, convert, or delete">
    From the sandbox row choose **Wipe data** (drops all records, conversations,
    and seeded users but keeps the sandbox), **Convert to real** (turns it into
    a real workspace, sandbox features turn off and billing applies), or
    **Delete** (permanently removes the sandbox and its data).
  </Step>
</Steps>

<Warning>
  Wipe and Delete cannot be undone. Wipe keeps the empty sandbox; Delete
  removes it entirely.
</Warning>

## Troubleshooting

| Symptom                                             | Likely cause                                         | What to check                                                                                 |
| --------------------------------------------------- | ---------------------------------------------------- | --------------------------------------------------------------------------------------------- |
| "Failed to create sandbox"                          | Per-account sandbox limit reached                    | You can hold a limited number of sandboxes across all workspaces. Delete an old one and retry |
| Created sandbox is empty despite picking a template | "Empty sandbox" was selected, or seeding was skipped | Re-create and choose a non-empty starter; "Empty sandbox" never seeds data                    |
| Can't add more records / conversations / channels   | Sandbox resource quota reached                       | Sandboxes are capped; convert to a real workspace if you need more                            |
| OAuth / import / custom domain won't connect        | Real-data connections are blocked in sandboxes       | These chokepoints are intentionally disabled. Test them in a real workspace                   |
| AI features stop responding in the sandbox          | Daily AI token cap reached                           | The cap resets daily; convert to a real workspace for full usage                              |
| "Failed to convert"                                 | Conversion or billing setup error                    | Confirm you have admin access; the request id in the error toast links to server logs         |

<Note>
  When reporting an issue, include the request id shown in the error toast.
  It links the in-app error to the server logs.
</Note>

## Related

* [Workspace setup](/start/onboarding/workspace)
* [Objects overview](/data/objects/overview)
* [Object templates](/data/objects/templates)


## Related topics

- [Sandbox Onboarding & Guided Paths](/start/onboarding/sandbox-tour.md)
- [Recipes](/recipes/overview.md)
- [AI Writing Assistance](/comms/email/ai-assist.md)
- [Get started with Blocks](/blocks/getting-started.md)
- [Notes](/blocks/embedded/object/notes.md)