Documentation

Workspaces

Workspaces help you organise your documents into separate knowledge bases. Each workspace can have its own documents, settings, and AI agents.

Creating a Workspace

  1. Go to your dashboard
  2. Click “New Workspace”
  3. Enter a name for your workspace
  4. Optionally add a description
  5. Click “Create Workspace”

Once created, you’ll see your workspace with options to create or upload documents.

Editing a Workspace

You can edit your workspace name, description, and settings:

  1. Open the workspace you want to edit
  2. Click on the workspace name (or the pen icon next to it)
  3. Update the workspace name, description, or other settings
  4. Optionally choose an LLM provider for the workspace
  5. Optionally mark the workspace as containing private data
  6. Click “Save Changes”

You can also delete a workspace from the edit page if needed.

Managing Documents in a Workspace

In each workspace, you can:

  • Create a new document: Click “Create Document” to start with an empty markdown document
  • Upload files: Click “Upload Document” to add PDFs, images, or text files
  • View documents: See all documents in the workspace with their processing status

Documents you upload are automatically processed and made searchable. You can track the processing status for each document.

Multiple Workspaces

You can create multiple workspaces to organise different projects or topics. For example:

  • A workspace for company policies
  • A workspace for technical documentation
  • A workspace for research notes

Each workspace operates independently with its own documents and settings.