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A workspace is a persistent room for one body of work. It holds the materials the agent reads, the conversations you have about them, the outputs those conversations produce, and the people you share them with. Playbooks live in workspaces, but a workspace is useful for any project that outlives a single conversation, such as an M&A diligence review, a repapering exercise, or a template refresh.
Playbooks are built and maintained in a workspace. See Playbooks for the full build process.

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Creating a workspace

1

Click New Workspace

From the web app, go to Chat and click New Workspace.
2

Name it

Give it a short, unique name (for example, SaaS Playbook or Acme diligence) and a description. If several teams create workspaces, agree on a naming convention so they stay easy to find.
3

Add your materials

Attach the files the agent should work from. For a playbook, these are the files you would give a new joiner: standard forms, existing playbooks or checklists, and example redlines.
Workspaces

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Workspace settings

The settings panel on the right of a workspace holds everything the workspace knows and everyone who can see it.

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Chats and agent runs

A workspace keeps two lists side by side:
  • Chats - every conversation in the workspace, with its date and time. Click any conversation to reopen it and continue.
  • Agent runs - playbook and agent runs, tracked separately so a long-running job does not get lost among your conversations.

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Sharing a workspace

A new workspace is Private until you share it. Share with your entire organization or with named individuals, and choose the role for each person:
  • Editors can modify the workspace materials and, for a playbook, the rules.
  • Viewers can run the playbook and ask questions of it, but cannot change it.

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Artifacts in a workspace

Documents and tables created in a workspace conversation are saved as conversation artifacts. Promote an artifact to a workspace artifact to make it available across every conversation in the workspace and to everyone you have shared it with. A completed playbook rule table is a workspace artifact. Click the three-dot menu on any artifact and select Promote to Workspace.
Artifact three-dot menu with Download, Promote to Workspace, and Delete options
If a playbook will not run, see Troubleshooting for how to check and fix the workspace artifact.