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Workspaces and teams

What a workspace is, how to invite colleagues and how to scope access.

A workspace is a separate environment with its own AI agents, knowledge bases and history. Personal plans have one workspace. Team plans have several, with separate access.

Inviting a colleague

  1. Open Settings → Team
  2. Click Invite and enter an email address
  3. Pick a role: viewer, editor, admin
  4. Your colleague receives an email with a link — once they sign up, they appear in the team

Roles

RoleWhat they can do
ViewerRead chats and knowledge bases, but not edit them
EditorCreates chats and agents, adds documents
AdminFull control — team, billing, everything