Skip to main content
A workspace brings your team’s agents, rules, documents, and activity together. Membership covers every agent in the workspace; each person’s role determines what they can change.

Choose your workspace

Your first workspace is created automatically when you sign in. Use the workspace name in the sidebar to switch between workspaces you belong to. Check the selected workspace before connecting an agent or adding documents. An Admin can rename it under Settings → Workspace.

Invite a teammate

  1. As an Admin, open Settings → Workspace and choose Invite member.
  2. Enter your teammate’s email, choose a role, and create the invitation.
  3. Copy the invitation link before closing the dialog, then share it directly with your teammate. The link is shown once and expires after seven days.
  4. Your teammate opens the link, signs in with the account that should receive access, and selects Accept invitation, then Open workspace.

Choose a role

Admins can change roles, remove members, or revoke pending invitations under Settings → Workspace. The workspace creator must remain an Admin.

Next step

Add business context to turn your team’s policies into rule suggestions.