Organize Your AI Projects with Workspaces
Organize AI Chatbots, tools, assistants, and sources by project, client, or department. Team collaboration, role-based access control, and complete isolation. Perfect for agencies, multi-location businesses, and growing teams.
Create a Workspace
Set up a new workspace for a project, client, department, or location.
Invite Team Members
Add collaborators with appropriate roles (Owner, Admin, Contributor, Reader, Guest).
Build AI Experiences
Create AI chatbots for customers, internal tools for teams, assistants, and upload sources—all within the workspace.
Collaborate & Deploy
Team members work together, iterate, and deploy AI experiences to production.
Core Features
Everything you need to manage teams, projects, and multi-location operations
Organized Project Structure
Create separate workspaces for different projects, departments, or clients. Keep everything organized and isolated.
- Unlimited workspaces per account
- Isolated environments for each project
- Separate chatbots, tools, assistants per workspace
- Independent source libraries per workspace
- Clear separation between production and testing
Team Collaboration
Invite team members to workspaces with granular permissions. Work together on AI projects seamlessly.
- Invite unlimited team members
- Real-time collaboration on AI experiences
- Shared access to sources and knowledge
- Activity logs and change history
- Team member activity tracking
Role-Based Access Control
Assign role-specific permissions with clear matrixes across all workspace entity types.
- Owner/Admin/Contributor/Reader/Guest role model
- Cross-entity matrix for chatbots, tools, assistants, prompts, personas
- Role-capped transfer and delete controls
- Feature-gate aware permission enforcement
- Prevent unauthorized changes
Multi-Location Management
Perfect for multi-property businesses, franchises, and distributed teams managing multiple locations.
- Workspace per location or region
- Centralized knowledge with local overrides
- Location-specific chatbots and tools
- Hierarchical organization structure
- Franchise-friendly management
Role-Based Access Control
Assign the right permissions to the right people
Owner
- Full workspace access
- Manage team members and settings
- Create, edit, publish, and delete resources
- Transfer resources across scopes
- Delete workspace
Admin
- Full workspace access (except transfer)
- Invite and remove team members
- Change workspace settings
- Create, edit, publish, and delete chatbots, tools, assistants
- Manage sources and knowledge base
- View billing and usage analytics
- Export data and conversation logs
- Cannot transfer resources by default
Contributor
- Create and edit chatbots, tools, assistants
- Create and edit prompt/persona versions
- Upload and manage sources
- Run and iterate on workspace resources
- Cannot delete resources
- Cannot transfer resources
- Cannot manage members or workspace settings
Reader
- Read access to workspace resources
- Run access where supported
- View sources and analytics
- Cannot create or modify resources
- Cannot delete or transfer resources
- Cannot manage members or workspace settings
Guest
- Run-only access in limited entry points
- No workspace management pages
- No create, update, delete, or transfer permissions
- No member-management permissions
Cross-Entity Permission Matrix
Same workspace roles, different entity behaviors. Effective permission = role capability + entity capability (if present) + plan/feature gate.
| Role | Chatbots | Tools | Assistants | Prompts | Personas |
|---|---|---|---|---|---|
| Owner | Full access | Full access | Full access | Full access | Full access |
| Admin | View/run/edit/delete (no transfer) | View/run/edit/delete (no transfer) | View/run/edit/delete (no transfer) | View/add/edit/delete | View/add/edit/delete |
| Contributor | View/run/edit (no delete/transfer) | View/run/edit (no delete/transfer) | View/run/edit (no delete/transfer) | View/add/edit (no delete) | View/add/edit (no delete) |
| Reader | View/run only | View/run only | View/run only | View only | View only |
| Guest | Run-only in limited entry points | No workspace management access | No workspace management access | No workspace management access | No workspace management access |
Common Use Cases
See how different organizations use workspaces
Agency Managing Multiple Clients
Marketing agency with 15 clients
- Create one workspace per client
- Client-specific chatbots and branding
- Isolated source libraries (no data mixing)
- Invite client stakeholders as Readers
- Dedicated team members per workspace
Hotel Group with Multiple Properties
Hotel chain with 50+ properties across 3 regions
- Regional workspaces (North, South, West)
- Property-specific chatbots under each region
- Centralized brand sources + local overrides
- Regional managers as Admins
- Property staff as Contributors for their location
Enterprise with Departments
Large company with Sales, Support, HR, Engineering
- Department-specific workspaces
- Sales workspace: Lead qualification chatbots
- Support workspace: Customer help assistants
- HR workspace: Employee onboarding tools
- Cross-department collaboration when needed
SaaS Company with Environments
SaaS product with dev, staging, production
- Separate workspaces for each environment
- Development workspace: Testing and iteration
- Staging workspace: Pre-production validation
- Production workspace: Live customer-facing AI
- Controlled promotion between environments
Why Workspaces Matter
The organizational benefits of workspace-based architecture
Reduced Chaos
No more mixing client projects or confusing which chatbot belongs to which campaign.
Faster Onboarding
New team members get access to specific workspaces only, not everything at once.
Better Security
Client A cannot see Client B's data. Department-specific knowledge stays isolated.
Scalable Growth
Add 10 new clients or 100 new locations without organizational overhead.
Audit-Ready
See who created what, when changes were made, and who has access to what.
Billing Clarity
Track usage per workspace for accurate client billing or cost allocation.
Technical Details
Enterprise-grade workspace infrastructure
Isolation & Security
- Complete data isolation between workspaces
- Sources cannot be shared across workspaces
- Role-based access control (RBAC)
- Activity logs per workspace
- API keys scoped to workspaces
Collaboration
- Real-time multi-user editing
- Change history and version tracking
- Team member presence indicators
- Comment and annotation system
- Notification system for updates
Management
- Unlimited workspaces (plan-dependent)
- Workspace-level settings and branding
- Transfer ownership between users
- Archive or delete workspaces
- Duplicate workspace as template
Analytics & Reporting
- Per-workspace usage analytics
- Conversation volume per workspace
- Team member activity tracking
- Cost allocation reports
- Export workspace data
Frequently Asked Questions
Everything you need to know
How many workspaces can I create?
You can create unlimited workspaces on our Pro and Max plans. The Plus plan is limited to one workspace. All plans include a 7-day free trial.
Can I move projects between workspaces?
Currently, projects (chatbots, tools) are scoped to a specific workspace for security reasons. You would need to recreate them in the new workspace.
How do permissions work?
We use role-based permission matrixes across entity types. Roles include Owner, Admin, Contributor, Reader, and Guest. Effective permissions are computed from role capability + entity capability (where applicable) + plan/feature gates.
Is billing separate per workspace?
No, billing is centralized at the Organization level. One subscription covers all your workspaces and usage.
Can I invite external clients?
Yes. Most teams invite clients as Readers so they can review progress and analytics without changing configurations.
Can Admin transfer chatbots, tools, or assistants between scopes?
By default, transfer is role-capped. Admin can manage most actions, but transfer is restricted unless explicitly granted.
Where can I find the full permission matrix?
See the Workspace Permissions Matrix in Help Center for role-by-role coverage across chatbots, tools, assistants, prompts, and personas.
Still have questions?
Contact our support teamReady to Organize Your AI Projects?
Start with workspaces today. Keep projects isolated, teams organized, and scale effortlessly.