Getting started
Workspaces
What lives inside a workspace, how to run several at once, and where the boundary between them sits.
A workspace is the unit of everything. Data, files, views, workers, automations, installed integrations, memory and members all belong to exactly one workspace and never leak into another.
What’s inside one
| Data structures | The types you’ve defined and every record in them |
| Views | Saved pages — boards, tables, charts, forms |
| Drive | Uploaded and generated files |
| Workers | Named AI colleagues and their schedules |
| Workflows & triggers | Multi-step processes and the events that start them |
| Integrations | MCP servers you’ve connected, and their credentials |
| Memory | Facts, decisions and constraints the assistant has learned here |
| Members | The people who can open it, and what each may do |
Two workspaces that both have a “Lead” type have two entirely separate Lead types. There is no shared library, and nothing is global.
Creating and choosing
Create a new workspace from the workspace switcher. You become its owner.
The switcher gives you three ways to move:
- Open — go to that workspace in this tab.
- New tab — open it in a second tab and leave this one where it is.
- Activate — make it your default for anything that doesn’t say otherwise.
That distinction matters more than it looks. A tab remembers which workspace it is pinned to, so you can have your client’s workspace open in one tab and your own in another, running long jobs in both at the same time, without either one drifting into the other. Activating a third workspace elsewhere doesn’t disturb either pinned tab.
Which one am I in?
The workspace name is always visible in the sidebar. Every action you take — every assistant message, every record written, every file saved — happens in the workspace shown there, in that tab.
External connections carry the same rule. An MCP client, a scheduled worker or a chat channel is always bound to a specific workspace, chosen when you set it up.
Naming and housekeeping
Rename a workspace at any time; the name is a label, not an identifier, so nothing breaks.
Deleting a workspace is permanent and takes its data, files, views, workers and history with it. Only the owner can do it, and you’ll be asked to confirm on a dedicated page — there’s no accidental click.
When to make a new one
Make a new workspace when the audience changes, not when the topic changes.
- A second client, a second company, a second team → new workspace.
- A second project for the same people → same workspace, different views.
Everything in a workspace can see everything else in it. That’s what makes the assistant useful — it can connect your leads to your invoices without being told they’re related. Split too early and you lose that.
Next
- The Assistant — the thing you’ll spend the most time talking to.
- Members & roles — sharing a workspace with other people.