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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. Select Manager AI in the workspace sidebar.
  2. Describe what you want to set up.
  3. Optionally choose one or more Skills or attach an image or PDF.
  4. Submit the request to create the Chat and begin.

Opening Manager AI does not create an empty Chat. Your first Chat is created only when you submit a message or attachment. After that, Manager AI opens in the standard full-page Chat view. Use the Skills and Tasks menus beside the composer to see what the agent has loaded and the work it is tracking.

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"

Routines​

  • 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"

Plans​

The Manager can manage project plans — durable records of workspace initiatives stored as files in your workspace filesystem. Plans persist across sessions and are readable by all workspace members with file access.

  • Create a plan for any initiative that takes more than one sitting or involves multiple people
  • Track status, open questions, blockers, and next steps in a shared README.md
  • Run through a structured lifecycle: Specify → Evaluate-first → Build → Launch gate → Live

Try: "Create a plan for redesigning our customer onboarding workflow"

Plans are stored under plans/<slug>/ in your workspace files and include a spec, interview notes, eval scenarios, a decision log, and check-in notes as the initiative progresses. Quick single-session config changes don't need a plan — the Manager will just do them directly.

Guides​

The Manager can write and maintain how-to guides — step-by-step instructions for procedures your team performs repeatedly, stored as files in your workspace filesystem alongside any templates they need.

  • Guides are created for recurring procedures like schedule uploads, CSV imports, or directory updates
  • Stored under guides/<topic>/ in your workspace files, with a README and any template files
  • Updated whenever the procedure changes, so you always have accurate instructions at hand

Try: "Write a guide for uploading provider schedules, including a CSV template"

Guides are kept separate from plans: plans record an initiative's history, guides are operational docs for ongoing procedures. When a plan launches something your team will operate, the Manager writes a guide as part of the launch step.

Workspace Configuration Validation​

The Manager can run a configuration lint (validate_workspace_config) to check for known silent-breakage problems before they affect your workspace.

The lint checks for:

  • Workflows missing prompts
  • Event rules referencing workflows or action params that don't exist
  • Overly broad LIST_ALL permission grants on member-scoped data types
  • Workflows without qualification (eval) scenarios

Try: "Run the configuration validation" or "Check my workspace for configuration issues"

This is a read-only check — it reports findings with severity levels (critical, warning, info) and suggested fixes, but makes no changes. You can also ask for ability/CEL drift checks across all workflows, which is slower but more thorough.

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​

What You WantWhat to Say
New workflow"Create a workflow for [purpose]"
New form"Create a form to collect [fields]"
New role"Create a role that can [permissions]"
Schedule something"Every [schedule] send [action] to [members]"
Find something"Show me all [items] with [criteria]"
Configure access"Let [role] access [workflow/feature]"
Plan an initiative"Create a plan for [project]"
Write a procedure guide"Write a guide for [procedure]"
Check configuration"Run the configuration validation"

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.