This page explains how to use Workspaces in Agent: create them, switch between them, share them with other users and manage ownership.

What is a Workspace in Agent?

A Workspace is a separate environment for organizing your work in Agent. Each Workspace lets you:

• Keep your chats, Instructions, and Resources grouped by project, team, or task.

• Collaborate with other users by sharing Resources and Instructions.

Each Workspace has its own chat history, Resources (files) and Instructions, completely separate from other Workspaces.

Workspace Basics

Access the Workspaces menu

1. The currently selected Workspace is shown in the left panel.

2. Click the Workspace icon or title to open the Workspaces menu.

3. This is where you can switch between workspaces, manage them and create new ones.

Switch between Workspaces

1. Open the Workspaces menu.

2. Click another Workspace in the menu to switch to it.

Open

Create a new Workspace

1. Open the Workspaces menu.

2. Click the + button to open the Workspace setup dialog.

Open

2. Enter a unique Title

Open

3. (optional) Enter a Description

4. (optional) Click the Workspace Icon to choose an Icon and Color.

Open

Open

5. Click Create.

Workspace ownership

• The creator of a Workspace automatically becomes its owner.

• A Workspace can have multiple owners at the same time.

• Only owners can edit Workspace settings, manage access (including granting or removing owner rights), and delete the Workspace.

Edit Workspace settings

1. Open the Workspaces menu.

2. Click the ⋮ menu button and select Edit.

Open

3. The Workspace overview opens. Here you can:

   1. Change the Workspace Title, Icon, and Description.

   2. Share the Workspace with your organization or specific users.

   3. Manage the Workspace’s Resources, Instructions and Sources.

Open

Manage Workspace details

1. Change the Workspace Title, Icon, and Description
   
   

   Open

   

Manage Workspace access

To enter the access settings :

1. In the Workspace overview, click Access.

2. Access settings show everyone who can access the Workspace. Owners are marked with an Owner tag.

3. Any user with access to the Workspace can:

   1. Chat with Agent using the Workspace’s resources

   2. Upload and delete files

   3. Create, edit or delete Instructions.

4. Only Owners can edit Workspace settings, manage access, grant or remove Owner rights, or delete the Workspace.

Open

Share a Workspace with your organization

1. In access settings, select Available for everyone in my organization.

2. Confirm in the prompt.

Open

Open

Stop sharing a Workspace with your organization

1. In access settings, clear the Available for everyone in my organization checkbox.

2. Confirm in the prompt.

Open

Open

Share a Workspace with individual users

1. In access settings, click the Add members drop-down to see a list of users in your organization.

2. Check the boxes next to user names to include them in the selection.

3. Click the Add button to add the selected users to the Workspace.

4. Added users can then access the Workspace and use its Resources and Instructions

Open

Manage a user’s access to the Workspace

1. In access settings, find the user in the list and click the ⋮ menu next to their name.

2. This will display one or more of the following options

   1. Grant Owner rights / Remove Owner rights

   2. Remove from Workspace - this option is only available if the user was added directly, not through organization-wide sharing.

Privacy in a Workspace

The following table shows which of a Workspace’s contents are private to you and which are available to all of the Workspace members:

Manage Workspace Resources (files)

1. In the Workspace overview, select Resources.

2. To upload a file:

   1. Drag and drop it into the Files area or

   2. Click Upload files and choose the file.

3. To delete specific files:

   1. Select their checkboxes.

   2. Click the Delete all selected and confirm.

4. To delete all files in the Workspace:

   1. Click Select all

   2. Click the Delete all selected and confirm.

Open Empty state of resources

Open

Open

Manage Workspace Instructions

1. In Workspace overview, select Instructions.

2. For details on creating and managing Instructions, see Agent - InstructionsPreview .

Open

Manage Workspace Sources

1. In Workspace overview, select Sources.

2. For details on creating and managing Sources, see Agent - SourcesPreview .

Open

Workspace owners can enable or disable which sources appear in their workspace chat, while admins and source managers can also create workspace-specific sources that are only available in a given workspace, alongside organization-wide sources.

Open

Manage Workspace Workflows

1. In Workspace overview, select Workflows.

2. For details on creating and managing Sources, see Agent - WorkflowsPreview .

Save Your Changes

While most updates in the Workspace overview are applied automatically, please note the different saving methods:

• Details Section (Title, Icon, and Description): Changes to these fields must be confirmed manually. Click Save to apply your updates or Cancel to discard them.

• Resources and Instructions: These sections feature automatic saving. Any changes you make are saved instantly upon closing the dialog window.

Delete a Workspace

1. Open the Workspace menu.

2. Click the ⋮ menu button and select Delete workspace.

Open

3. Confirm deletion when prompted.

Open

Workspace Management Menu

To enter the access settings:

1. Go to Basic Workspace List

2. Click the List Header Button

Open

3. The Workspace Management menu is displayed.
   
   

Open

4. The Workspace Management capabilities allow users to:

   1. Manage the Workspace (if the user has the required permissions)

   2. Delete the workspace (if the user has the required permissions)

   3. Leave the worskspace (if this operation is possible—for example, if the workspace is not shared organizationally and is not private)

   4. Hide/Show the workspace (hidden workspaces are not visible in the basic list)

Open

Open