Creating Workspaces

Complete guide to setting up and configuring workspaces

What is a Workspace?

A workspace is an isolated environment where your team can collaborate on documents, manage knowledge bases, and interact with AI. Each workspace has its own settings, users, documents, and configuration.

Isolated
Complete data separation
Collaborative
Multi-user access
Configurable
Customizable features
Creating Your First Workspace
Step-by-step process to set up a new workspace
1

Navigate to Workspace Creation

From the workspace selector page, click "Create New Workspace" or use the "+" button.

💡 Tip: You can also create workspaces from the admin dashboard if you have super admin permissions.

2

Basic Information

Provide essential details about your workspace:

  • Name: Choose a descriptive name (e.g., "Marketing Team", "Legal Documents")
  • Slug: URL-friendly identifier (auto-generated from name)
  • Description: Brief explanation of the workspace purpose
  • Admin Email: Primary administrator contact
3

Configure Features

Enable or disable features based on your needs:

Chat Interface
File Upload
Chat History
Citations
Advanced Search
Smart Queries
Analytics (Optional)
Debug Mode (Optional)
4

Set Limits & Quotas

Configure usage limits for your workspace:

User Limits:
  • • Max Users: 50 (default)
  • • Max File Size: 50MB
Usage Limits:
  • • Messages/Month: 1,000
  • • Token Limit: 1,000,000
5

AI Configuration

Set up AI services and knowledge base provider:

Knowledge Base Provider

Choose between Smart Language Model (recommended) or Pinecone for document storage and retrieval.

OpenAI Configuration

Configure OpenAI API settings including model selection (GPT-4o-mini default) and organization ID.

Advanced Configuration Options
Optional settings for enterprise and advanced users

Pinecone Configuration (Optional)

If you choose Pinecone as your knowledge base provider, configure these settings:

Required Fields:
  • • API Key
  • • Environment (e.g., gcp-starter)
  • • Index Name
Assistant Settings:
  • • Assistant Name
  • • Assistant ID
  • • Custom Instructions

Billing & Budget Settings

Plan Options:
  • • Free (default)
  • • Professional
  • • Enterprise
  • • Enterprise Plus
Budget Controls:
  • • Monthly Budget Limit
  • • Cost per 1K Tokens
  • • Alert Thresholds
  • • Overage Actions

Security & Privacy Settings

Access Controls:
  • • Auto-approve Invites
  • • Public Signup
  • • Email Verification
Workspace Settings:
  • • Default Temperature (0.3)
  • • Timezone (UTC default)
  • • Data Isolation Level
Best Practices for Workspace Creation

Do's

  • Use descriptive, meaningful workspace names
  • Start with conservative limits and adjust as needed
  • Enable features gradually based on user needs
  • Set up proper admin contacts from the start
  • Test the workspace with a small document set first

Don'ts

  • Don't enable all features immediately without planning
  • Don't set unrealistic usage limits
  • Don't share API keys in workspace descriptions
  • Don't forget to configure backup admin contacts
  • Don't skip security settings configuration
Common Issues & Troubleshooting
Workspace Creation Fails

Check that all required fields are filled, workspace name is unique, and you have proper permissions.

API Configuration Issues

Verify API keys are valid, have proper permissions, and test connectivity before saving.

Pinecone Setup Problems

Ensure Pinecone index exists, environment is correct, and API key has read/write permissions.

What's Next?
After creating your workspace, here's what to do next