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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. 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"

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"

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]"

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.