Workspaces

This is where it all comes together!

A Workspace is the central entity that ties everything together — attach any number of Scopes and Personas to it. You can create multiple Workspaces and invite users to each one, enabling clear separation of responsibilities across your organization.

Creating a Workspace

1. Navigate to Workspaces and click Add Workspace.

1. Give the Workspace a Name and Description.

2. Select the Persona(s) to include in the Workspace, and click Next.

1. Select the Agent(s) that do the work in this Workspace, and click Next.

1. For each Provider screen, select the Scopes to include in the Workspace, then click Next until you have reviewed them all.

1. Click Create.

Congratulations! Your Workspace is now ready to receive assignments, interpret goals, break down work, and provide a transparent audit trail—all with human oversight and control.

Setting a System Prompt

Each Workspace can define a System Prompt — free-text instructions injected directly into the agent's system prompt on every ticket in that Workspace.

Open a workspace and go to the Prompt step (the same step where Prompt Suggestions and Prompt Templates are configured). Enter your instructions in the System Prompt field and save.

System Prompt field on the Prompt step

This is distinct from Agent Memories. The System Prompt is a single field that's always injected verbatim into every ticket in the workspace. Memory is a set of files the agent reads on demand, and can be turned off per ticket. If the two conflict, persona instructions take precedence over the System Prompt.