Workspaces

The Workspaces menu is an organizational tool that allows you to group Agents (AI assistants) by team, project, or department, making navigation and organization of the user portal easier without necessarily impacting fundamental permissions.

Overview

The table displays the Workspaces that have already been created (Ex: Sales, HR, Finance, Admin).

How to Create and Manage a Workspace

1. Creation

• Click the Create button in the upper-right corner.

• Define the Workspace Name.

2. Managing Relationships (Organization)

By clicking the actions button (...) next to a Workspace, you access the Relationships menu. This is where you define what belongs to that Workspace:

• Agents: Link the Agents that will be displayed in this Workspace. For example, the "HR" Workspace should contain the Agents "Internal PC" and "Internal Policies Agent".

• Users: Link the Users who will see this Workspace in the navigation menu.

• Groups: Link the user Groups that will see this Workspace.

Important Difference:

While Groups control security and access (who can use it), Workspaces control organization and visibility (where the Agent appears). Use them to make the interface cleaner for the end user.