Workspaces are collaborative spaces inside an organization — a place where a team or project keeps its members, conversations, real-time rooms, and AI configuration together.
A workspace is scoped to a team, project, or client and lives inside one organization. Each workspace has its own member roster with roles, its own settings, and backs a real-time LiveKit room for voice and video. Workspaces are also a sharing target — you can share an agent, prompt, knowledge folder, canvas, or chat with everyone in a workspace.
You can belong to multiple workspaces at once and move between them quickly. Members only see the workspaces they belong to, keeping different teams or clients cleanly separated within the same organization.
Create a workspace from the Workspaces area. The creator becomes its first administrator.
Go to Settings → Workspaces (or the Workspaces list) and choose "New workspace".
Enter a clear, descriptive name — for example "Engineering" or "Client: Skyline Media". This name is visible to all of its members.
Add members from your organization and assign each a role: admin, editor, or member.
On the Products tab, turn on the features this workspace should use — chat, calls, AI, knowledge, and more.
On the Privacy tab, set data-retention windows for chats, transcripts, runs, and attachments. You can adjust everything later.
Each workspace member is assigned one of three roles. Roles are workspace-scoped — the same person can be an admin in one workspace and a member in another.
| Role | Manage members | Change settings | Collaborate & use AI |
|---|---|---|---|
| Admin | ✓ Add, change roles, remove | ✓ Full access to all tabs | ✓ |
| Editor | Add members | Edit shared content | ✓ |
| Member | — | Personal preferences | ✓ |
Admins manage a workspace from its settings, organized into tabs:
View all members, change roles, and manage who belongs to the workspace.
Per-feature toggles — decide which capabilities (chat, calls, AI, knowledge) are active in this workspace.
Tailor the workspace's look and behavior for its team.
Manage chats shared at the workspace level so the whole team can see them.
Configure the workspace's AI Memory and what context the assistant carries.
Set data-retention windows for chats, transcripts, runs, audit logs, attachments, and knowledge, plus data-subject requests.
Every workspace backs a real-time room on LiveKit. From the workspace you can call or hail other members, share your screen, and read live captions. See Video & Calls for how direct calls, hails, and screen sharing work.
Workspaces are one of the four sharing levels in Your Office AI. When you share an agent, prompt, knowledge folder, canvas, chat, or research report, you can scope it to a specific workspace so only that team sees it — with view or edit access. The other levels are Private, Specific people & Agents, and the whole Organisation.
You can be a member of multiple workspaces and move between them without signing out. Each keeps its own membership, settings, and unread state, so context stays accurate no matter which workspace you're viewing.
You may notice workspace URLs use the path /groups internally — an artifact of an earlier name. Everywhere in the product the term is Workspaces.