Workspaces

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.

1

Create a Workspace

Set up a new workspace for a project, client, department, or location.

2

Invite Team Members

Add collaborators with appropriate roles (Admin, Editor, Viewer).

3

Build AI Experiences

Create AI chatbots for customers, internal tools for teams, assistants, and upload sources—all within the workspace.

4

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 roles with specific permissions. Admins, editors, and viewers get appropriate access levels.

  • Admin: Full control over workspace
  • Editor: Create and modify AI experiences
  • Viewer: Read-only access to workspace
  • Custom permissions per team member
  • 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

Admin

Permissions:
  • Full workspace access
  • Invite and remove team members
  • Change workspace settings
  • Create, edit, delete chatbots, tools, assistants
  • Manage sources and knowledge base
  • View billing and usage analytics
  • Export data and conversation logs
  • Delete workspace
Recommended For:
Workspace owners, project leads, senior managers

Editor

Permissions:
  • Create and edit chatbots, tools, assistants
  • Configure chatbot behaviors and prompts
  • Upload and manage sources
  • View conversation transcripts
  • Access analytics and reports
  • Publish and unpublish experiences
  • Cannot invite team members
  • Cannot change workspace settings
Recommended For:
Content creators, AI engineers, operations team

Viewer

Permissions:
  • Read-only access to workspace
  • View chatbots, tools, assistants
  • View sources and knowledge base
  • View analytics and reports
  • View conversation transcripts
  • Cannot create or modify anything
  • Cannot upload sources
  • Cannot invite team members
Recommended For:
Stakeholders, clients, auditors, reporting teams

Common Use Cases

See how different organizations use workspaces

Agency Managing Multiple Clients

Marketing agency with 15 clients

Implementation:
  • Create one workspace per client
  • Client-specific chatbots and branding
  • Isolated source libraries (no data mixing)
  • Invite client stakeholders as Viewers
  • Dedicated team members per workspace

Hotel Group with Multiple Properties

Hotel chain with 50+ properties across 3 regions

Implementation:
  • Regional workspaces (North, South, West)
  • Property-specific chatbots under each region
  • Centralized brand sources + local overrides
  • Regional managers as Admins
  • Property staff as Editors for their location

Enterprise with Departments

Large company with Sales, Support, HR, Engineering

Implementation:
  • 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

Implementation:
  • 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 Enterprise plans. The Free plan is limited to one workspace.

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 Access Control (RBAC). You can assign roles like Admin, Editor, or Viewer to team members within each workspace.

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! You can invite clients as 'Viewers' to specific workspaces so they can see progress and analytics without being able to change configurations.

Still have questions?

Contact our support team

Ready to Organize Your AI Projects?

Start with workspaces today. Keep projects isolated, teams organized, and scale effortlessly.