Overview
Workspaces are the foundation for organizing your AI agents and collaborating with team members in Humanizing Agents. Each workspace contains its own agents, knowledge sources, and team members with defined roles.What is a Workspace?
A workspace is an isolated environment that contains:- AI Agents - Your configured chat agents with their knowledge bases
- Team Members - Collaborators with different permission levels
- Settings - Workspace-specific configuration and preferences
You can create multiple workspaces to separate different projects, clients, or departments. Each workspace operates independently with its own agents and team.
Creating Your First Workspace
When you sign up for Humanizing Agents, you’ll be prompted to create your first workspace.Steps to create a workspace
- Navigate to the Create Workspace page
- Enter your Workspace Name (required)
- Choose a descriptive name that reflects the purpose (e.g., “Marketing Team”, “Customer Support”, “Acme Corp”)
- Names can be between 2-100 characters
- Click Create Workspace
After creating a workspace
Once your workspace is created:- It becomes your active workspace
- You’re automatically set as the owner with full permissions
- You’ll be redirected to the agents page where you can create your first AI agent
Switching Between Workspaces
If you have access to multiple workspaces, you can easily switch between them:- Click on the workspace name in the top navigation
- Click the dropdown arrow to open the workspace selector
- Use the search field to find a specific workspace (optional)
- Click on the workspace you want to switch to
When switching workspaces, you’ll be redirected to the agents list of the selected workspace. Each workspace has its own separate set of agents and data.
Creating Additional Workspaces
You can create new workspaces at any time:- Click on the workspace dropdown in the navigation
- Click Create Workspace at the bottom of the dropdown
- Fill in the workspace details
- Optionally invite team members during creation
- Click Create Workspace
Workspace Roles
Each workspace has a role-based permission system:| Role | Description |
|---|---|
| Owner | Full access to all workspace features, can delete the workspace and manage all members |
| Admin | Can manage agents, sources, and invite new members |
| Member | Can view and interact with agents but has limited management capabilities |
Workspace Settings
Once created, you can manage your workspace through the settings:- Rename - Update the workspace display name
- Team Members - Invite, manage, or remove team members
- Delete - Permanently remove the workspace (owner only)
- Navigate to Settings in the sidebar
- Select Workspace for general settings
- Select Members to manage team access
Best Practices
Organize by project or team
Organize by project or team
Create separate workspaces for different projects, clients, or departments. This keeps data isolated and makes it easier to manage permissions.
Invite team members early
Invite team members early
Add collaborators to your workspace so they can help build and maintain agents. Use appropriate roles based on their responsibilities.
Use descriptive names
Use descriptive names
Choose workspace names that clearly indicate their purpose. This helps when switching between multiple workspaces.
Keep workspaces focused
Keep workspaces focused
Rather than putting all agents in one workspace, consider creating dedicated workspaces for different use cases to maintain organization.