Account

Manage your workspaces

My Workspaces lists every workspace you belong to and is where you create a new one.

To open it, select Workspace at the top of the sidebar, then Manage workspaces. You can also go to Settings > My Workspaces.

My Workspaces with Acme Sales as the current workspace and Q4 Forecast under Available workspaces

SectionWhat it lists
Current workspaceThe workspace you are working in now.
Available workspacesThe other workspaces you belong to. The first five are shown; Show n more lists the rest.
Archived workspacesWorkspaces that were archived. You can see them but not switch to them.

Each row shows whether the workspace is Private (you are its only member) or Shared, your role in it, and how many members it has. If you belong to an organization, it also shows the workspace's organization: its name, No organization or Other organization.

Switch to another workspace

  1. Select Switch on the workspace's row.

  2. Select Switch workspace to confirm.

    The Switch workspace? dialog for Acme Sales with Cancel and Switch workspace

Alomana opens the home screen in that workspace. The workspace menu at the top of the sidebar does the same in one step; see Switch workspace.

Create a workspace

  1. Select New workspace.

  2. In Workspace Details, enter a Workspace name. Add a Mission and Goals to tell agents what the workspace is for.

    The New workspace dialog on Workspace Details with the name Acme Field Sales and a mission filled in

  3. Select Continue. In Invite Users, select Add users for each teammate, enter their email and pick a role, or skip this step.

  4. Select Continue. In Add Agents, pick the Default agent and switch on the agents this workspace should have.

  5. Select Create workspace.

StepFieldWhat it does
Workspace DetailsWorkspace nameRequired. You can rename the workspace later in its settings.
Mission (Optional), Goals (Optional)Context given to agents that have Use Ontology switched on. You can change it later under the workspace's Ontology settings.
OrganizationShown when you are an external member of an organization. Pick where the workspace goes: your home organization, which is preselected, an organization you are an external member of, or No organization when you have no home organization.
Created in organizationThe organization the workspace goes into. It uses that organization's roles and model rules.
Invite UsersEmail and roleMember, Editor or Admin. People who already have an account are added straight away; others get an invitation by email. People whose organization keeps its members inside can be added only to that organization's workspaces.
Add AgentsDefault agentThe agent a new chat starts with. Alo unless you pick another.
Agent switchesAlo, App Builder and Agent Builder are always on. Switch on any other agent the workspace should offer.

You are the workspace's Admin, and it becomes your current workspace.

Leave or delete a workspace

My Workspaces has no way to leave a workspace. Ask an admin of that workspace to remove you from its members.

The person who created a workspace can delete it from the workspace's General settings. See Workspace settings.

To create and manage workspaces with an API key, see Manage workspaces in the API documentation.

On this page