Workspaces are subdivisions within your organization. They allow you to structure your company into departments, business units, or regional offices. Each workspace can contain multiple teams and members. This article explains what workspaces are, how to create them, and how to manage them.
What is a Workspace?
A workspace is a subdivision of your organization that helps you organize resources, teams, and members.
Use Cases:
Departments – Sales, Marketing, Engineering, Customer Success
Business Units – Product A, Product B, Service Division
Locations – DACH Region, UK & Nordics, Southern Europe
Key Features:
Workspaces can contain multiple teams
Each workspace can have its own members and access roles
Workspace-level AI Context to customize AI behavior for specific departments
Small companies often use just one workspace
Creating a Workspace
How to Create a Workspace
Navigate to Settings → Workspaces
Click Create workspace (top right)
Select the Organization (if you have multiple organizations)
Enter Workspace Name (e.g., "DACH Region", "Engineering", "Sales")
(Optional) Add AI Context to define how AI should behave for this workspace. You can also skip this step and add the context later in the context tab.
Click Create
Where to Create Workspaces
You can create workspaces from two places:
Option 1: Global Workspaces Page
Navigate to Settings → Workspaces
Click Create workspace
Select the organization from the dropdown
Option 2: Within an Organization
Navigate to Settings → Organizations → [Your Organization] → Workspaces Tab
Click Add Workspace
The organization is pre-selected
Workspace Settings
Once created, you can configure your workspace through several tabs.
Teams Tab
View, create, and manage all teams within this workspace.
What you can do:
See all teams in this workspace
View team members and their roles
Create new teams
Assign roles to teams (Owner, Manager, Viewer)
Members Tab
Invite and manage members at the workspace level.
What you can do:
Invite new members to the workspace
Assign roles: Owner, Manager, or Viewer
View all members across teams in this workspace
Remove members from the workspace
How to Invite Members:
Navigate to Settings → Workspaces → [Your Workspace] → Members Tab
Click Invite Member
Enter the member's email address
Assign a role: Owner, Manager, or Viewer
Click Send Invitation
Context Tab
Define how AI should behave within this workspace.
AI Context provides workspace-specific instructions that influence how Assistants, Agents, and Chat respond for this workspace. This could include:
Department-specific language or terminology
Regional preferences (e.g., DACH region uses German, UK uses British English)
Specific workflows or processes for this business unit
Tonality adjustments for different departments (e.g., formal for Legal, casual for Marketing)
Key Points:
AI Context applies automatically to all teams within this workspace
You can add additional context at the team level for more granular control
Workspace context inherits from organization context and adds additional instructions
Context can only be changed by members with Manager or Owner roles
Managing Workspaces
Viewing All Workspaces
Navigate to Settings → Workspaces to see all workspaces across your organizations.
The table shows:
Name – Workspace name
Organization – Which organization the workspace belongs to
Teams – Number of teams in this workspace
Created – Creation date
You can filter workspaces by name using the search bar.
Workspace Roles & Permissions
Role | Permissions |
Owner | Full control over workspace settings, teams, and members. Can delete the workspace. |
Manager | Can manage teams and members. Limited settings access. |
Viewer | Read-only access to shared resources within the workspace. |
Learn more about roles → Link to Teams & Access Roles article
Deleting a Workspace
Warning: Deleting a workspace is permanent and cannot be undone. All teams, members, and data within this workspace will be permanently deleted.
How to Delete a Workspace
Navigate to Settings → Workspaces → [Your Workspace]
Scroll down to the Danger Zone
Click Delete Workspace
Confirm the deletion in the dialog
Best Practices
When to Use One Workspace vs. Multiple Workspaces
Use One Workspace when:
You have a small company with fewer than 20 people
Everyone works on similar projects with shared context
You don't need department-level separation
Use Multiple Workspaces when:
You have distinct departments with different workflows (e.g., Sales, Engineering, Marketing)
You operate in multiple regions with different languages or cultural contexts
You have separate business units that need isolated resources
You want department-specific AI behavior (e.g., Legal uses formal tone, Marketing uses casual tone)
Naming Conventions
Choose clear, descriptive names for your workspaces:
Good Examples:
DACH Region
Engineering
Sales & Marketing
UK & Nordics
Product Division
Avoid:
Generic names like "Workspace 1" or "Team A"
Abbreviations that are not widely understood
Overly long names
Workspaces for temporary projects
Next Steps
Now that your workspace is set up:
Create teams — Organize projects and initiatives within your workspace → Link to Teams & Access Roles
Invite members — Add team members and assign roles → Link to User Management & Invitations
Define AI Context — Customize AI behavior for your department or region
Set up Knowledge Bases — Share relevant documents and resources with your workspace