Workspaces

Organize your team's AI projects with Workspaces. Collaborate on chatbots, tools, assistants, and Sources together.

What are Workspaces?

Workspaces are collaborative environments where teams can work together on AI projects. Each workspace has its own chatbots, tools, assistants, and Sources that team members can access and manage.

Workspaces page showing team collaboration options
Manage your team workspaces and control access to shared resources

Key Concepts

Organization vs. Workspace

  • Organization — Your company account (billing, global settings)
  • Workspace — A team or project space within your organization

One organization can have multiple workspaces. For example:

  • Marketing Team Workspace
  • Sales Team Workspace
  • Support Team Workspace
  • Product Development Workspace

Resource Visibility

Resources (chatbots, tools, assistants, Sources) can be:

  • Private — Only you can see and use
  • Workspace — Shared with workspace members
  • Organization — Available to everyone in the org
Tip:
Create workspace-level resources for team projects and organization-level resources for company-wide tools like HR assistants or policy chatbots.

Creating a Workspace

  1. Go to Workspaces from your dashboard
  2. Click "+ Create Workspace"
  3. Enter a name for the workspace
  4. Add a description (optional)
  5. Click "Create"

Managing Team Members

Inviting Members

  1. Open the workspace settings
  2. Go to "Members"
  3. Click "Invite"
  4. Enter email addresses
  5. Select their role
  6. Send invitations

Member Roles

  • Owner — Full control, can delete workspace
  • Admin — Manage members and settings
  • Editor — Create and modify resources
  • Viewer — View and use resources only
Note:
Be careful when assigning Admin and Owner roles. These users can manage billing and delete resources.

Workspace Settings

Configure workspace behavior in Settings:

  • General — Name, description, icon
  • Members — Add/remove team members
  • Permissions — Default visibility for new resources
  • Integrations — Connected services (Slack, etc.)

Switching Workspaces

If you belong to multiple workspaces:

  1. Click the workspace name in the top navigation
  2. Select a different workspace from the dropdown
  3. The dashboard updates to show that workspace's resources

Best Practices

Organizing Workspaces

  • By team — Marketing, Sales, Support, Engineering
  • By project — Product Launch, Customer Onboarding
  • By client (for agencies) — Client A, Client B

Resource Management

  • Name consistently — Use naming conventions for easy discovery
  • Document purpose — Add descriptions to all resources
  • Clean up unused — Archive or delete abandoned resources
  • Share appropriately — Only share what's needed

Collaboration

  • Assign owners — Each resource should have a responsible owner
  • Review regularly — Audit who has access to what
  • Communicate changes — Notify team when updating shared resources

Common Use Cases

Marketing Team Workspace

  • Content generation tools
  • Brand voice assistant
  • Campaign analysis tools
  • Marketing documentation Sources

Sales Team Workspace

  • Lead qualification chatbot
  • Proposal writing tools
  • Product knowledge assistant
  • Pricing and competitor Sources

Support Team Workspace

  • Customer-facing support chatbot
  • Internal troubleshooting assistant
  • FAQ Sources
  • Product documentation Sources

Need More Help?

For questions about workspace billing, advanced permissions, or enterprise features, contact our support team at support@hyperleap.ai.