Workspace Manager

The Workspace Manager is your AI agent for configuring your workspace. Instead of clicking through menus, just tell it what you want - "create a workflow for customer support" or "add a new role for team leads."

Getting Started

1. Go to Manager
2. Start chatting with your manager agent
3. Describe what you want to set up

The manager can handle most administrative tasks through conversation.

What the Manager Can Do

Workflows & Tasks

• Create new workflows
• Configure tasks with prompts and goals
• Connect tasks together
• Set up abilities on tasks
• Configure access control

Try: "Create a workflow called Customer Support with three tasks: greeting, troubleshooting, and resolution"

Members & Roles

• Add new members
• Create and configure roles
• Assign permissions
• Manage member labels
• Set up access control

Try: "Create a role called Team Lead that can manage workflows but not billing"

Forms & Data

• Create new forms (data types)
• Add fields with validation
• Configure form prompts for AI
• Set up collections vs. single records

Try: "Create a contact form with name, email, phone, and a message field"

Scheduled Events

• Set up recurring actions
• Configure CRON schedules
• Target specific member groups
• Attach actions to events

Try: "Set up a daily reminder at 9am for all VIP customers"

Agents & Toolkits

• Configure AI agents
• Set up custom toolkits
• Manage abilities

Try: "Give my support agent access to web search"

Sites

• Create customer portals
• Configure themes
• Set up access rules

Try: "Create a public site called Help Center"

Approvals

For some actions, the manager will ask for your approval before proceeding:

• Navigation - Before taking you to a different page
• Web Search - Before searching the internet
• Destructive Actions - Before deleting things

You'll see an approval dialog with options:

• Approve - Do it this time
• Always - Do it this time and remember for the session
• Reject - Don't do it

Tips

• Be specific - "Create a workflow with tasks for intake, review, and approval" works better than "make a workflow"
• Iterate - You can refine configurations through follow-up messages
• Ask questions - "What workflows do I have?" or "Show me the customer role permissions"
• Use natural language - Describe what you want to accomplish, not the steps to get there

Common Requests

Limitations

The manager is best for configuration tasks. For things like:

• Viewing analytics → Use the Dashboard
• Chatting with customers → Use Chats
• Reading files → Use Knowledge → Files

The manager will point you in the right direction if you ask for something outside its scope.

Related

• Getting Started — Quick setup guide for your workspace
• Workflows — Build and configure conversation flows manually
• Workspace Settings — Configure workspace defaults directly