Workspaces

A place for your team and agents

Set up agents to help your team sell, recruit, run marketing campaigns, or manage day-to-day operations. Give them the instructions, skills, and tools they need, then let your teammates bring them work.

A shared workspace brings those agents and your teammates together. People can work with an agent on their own or bring it into a room to work through a job together. Your team can also maintain the skills and sources those agents use, so each person doesn’t have to set everything up again.

Everyone has a Personal workspace for their own work. Create or join a shared workspace when you want to work with teammates. Your personal agents and files stay in Personal unless you choose to share or move them.

Share your agents with your team

An agent you’ve set up can help your teammates too. Each person can bring a different request to the same agent, using the skills and tools you’ve given it. Your team can improve one setup instead of maintaining a separate agent for every person.

A customer-relationship agent might prepare a proposal for one teammate and help another plan a follow-up. The agent keeps its broader role while using the method for each job.

Who maintains the agent depends on how it belongs to the workspace:

Sharing an agent does not turn every thread with that agent into a shared conversation. Use a room when teammates need to follow and contribute to the same job. See how ownership and access work for the details.

Work together in rooms

Some jobs need more than one person’s input. In a room, teammates and agents work in the same conversation, so you can add context, ask for changes, and review the result together.

One teammate asks for a proposal, another adds what they know about the customer, and the agent revises the draft. Everyone can follow how the work takes shape.

Reply threads keep individual tasks together within the room. Teammates can follow the request, add information, and see how the result changes without passing copies back and forth.

Share knowledge across the team

Your agents can follow the same quoting process, use the same price list, and remember your team’s preferences. Shared knowledge lets your team maintain those sources in one place for the agents that need them.

• Skills
  How your team does the work, such as preparing and checking a quote.
• Memories
  Facts agents should remember, such as your team’s preferred proposal format.
• Source documents
  Material to work from, such as your price list and service descriptions.

Sharing makes knowledge available; each agent’s knowledge settings determine what your agent can use. A resource being in the workspace does not mean every agent reads it for every job.

Autowiki brings eligible customer history, project decisions and operating rules into maintained pages. Inspect a familiar page and its Sources, then check that the intended agents have access. Set up team knowledge covers starting an empty wiki and granting agent access to pages that already exist.

Shared workspace, separate access

Your personal work stays in Personal unless you share or move it. Within a team workspace, access depends on where the work lives:

• Agents: Teammates can use available agents; ownership and roles determine who can change their setup.
• Individual threads: Using the same agent does not give teammates access to each other’s threads. Workspace Owners have separate review access.
• Rooms: Workspace members can see and join them, making them a place for work the team should follow together.
• Shared knowledge: Teammates and agents use shared material according to the resource’s access rules and the agent’s configuration.

See what stays private and what is shared for the full boundaries, including outputs and personal agents shared into a workspace.

Keep track of your team’s work

See what needs you, find what’s finished, and check how your agents are doing.

Working with several clients? Keep each client’s work organized with separate agents and sources.

FAQs