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A workspace is the shared area for your organisation. Members, knowledge base files, usage, billing, and API keys all belong to the active workspace.

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Before inviting members

Set these first:
  • workspace name and slug
  • billing email
  • plan and seat count
  • member roles
  • default assistant
  • any knowledge base files members should be able to use
The workspace owner and admins can invite members.

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Roles

Business workspaces usually use owner, admin, and member roles. Owners manage the workspace and billing. Admins manage day-to-day settings, members, and workspace content. Members use the app. Use the least powerful role that lets someone do their job.

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Workspace switching

If a user belongs to more than one workspace, they can switch workspaces in the app. The active workspace controls the chat history, knowledge base, usage, and settings they see.