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A workspace is a separate area inside your organization with its own connections, agents, knowledge, conversations, and settings. Agents and members in one workspace can’t use another workspace’s connections, data, or conversations, so a workspace is how you keep production apart from staging. Organization Owners and Admins can open every workspace, and usage and audit logs cover all of them.

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What a workspace holds

Everything you set up while working lives in the current workspace: Billing, membership, SSO, and the audit log belong to the organization, not to a workspace.

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Choose a layout

Most teams start with one workspace and split when access or noise becomes a problem. Example: a platform team with 12 AWS accounts uses one workspace, adds one connection per account, and sets Environment (Production, Staging, or Development) on each connection, so approval rules can treat production changes more strictly. See set the environment. They split production into its own workspace only when it needs stricter Approvals or a separate credit limit. Your plan sets how many workspaces you can create. See plans and pricing.

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Prerequisites

  • You’re an organization Owner or Admin to create or delete workspaces.
  • You’re a workspace Admin to rename a workspace or change its settings. Organization Owners and Admins always are. Workspace Admins can’t delete a workspace from workspace settings.
  • Developers and Viewers can only work in workspaces they’re assigned to.

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Create a workspace

Signup already created your first workspace. Create another only when you need separate access, Approvals, or data, as in choose a layout.
Trying CloudThinker in an organization that already has real work? Create an Eval workspace for the trial. When you’re done, deleting it removes the trial’s connections and conversations in one step.
1

Start a new workspace

Click your avatar at the bottom of the sidebar, select the organization, and click New workspace. You can also go to Admin Settings → Workspaces and click New workspace.
2

Name it

In the Create Workspace in <organization> dialog, enter a Name (required) and an optional Description. Use a name people will recognize in the switcher, such as Production or Platform team.
3

Create

Click Create.Success state: the workspace appears as a card in Admin Settings → Workspaces and in the account menu.
4

Connect your systems

A new workspace starts empty. Switch to it and add a connection so agents have something to work with. A card that shows No cloud connected still needs one.
5

Add your team

Only organization Owners and Admins can see the new workspace at first. Add Developers and Viewers from its Members tab. See workspace members.

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Switch workspaces

Click your avatar at the bottom of the sidebar and pick a workspace from the list on the right. From Admin Settings → Workspaces, you can also click Go to workspace on a card and confirm the Switch Workspace prompt. Success state: the page reloads and the sidebar shows the new workspace’s name.

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Open workspace settings

Workspace settings open in a dialog with a menu of tabs. In the sidebar, click More → Workspace settings. You can also open the same dialog from the Chat Settings icon in the chat box, or from the settings icon on the current workspace’s card in Admin Settings → Workspaces. Workspace settings lists every tab, what you set there, and who sees it. See workspace roles for what each role can change. The BYOK tab picks which LLM key this workspace runs on: the organization key, a workspace key, or none. This tab is where you set a workspace key. The organization key itself is set by the Owner in Admin Settings → BYOK, and the Owner can require it everywhere. See organization and workspace keys.

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Rename a workspace

1

Open General

Open workspace settings and select General.
2

Edit and save

Change Name or Description, then click Save.Success state: the new name shows in the sidebar and the account menu.
To change the logo and colors used on reports, see workspace branding.

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Turn capabilities on or off

The General tab also lists Capabilities: Advisor, Blind Spot, and Conversation recaps. When they’re available for your organization, all three start on in every workspace and use the workspace’s credits. A workspace Admin turns each one off or back on with its switch, unless the organization Owner has set it for every workspace. See Capabilities.

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Delete a workspace

Deleting a workspace removes it for every member, including its connections, conversations, and settings. There’s no restore button in the app. Check with the workspace’s members before you delete it.
1

Switch away from it

You can’t delete the workspace you’re in. Switch to another workspace first.
2

Delete

Go to Admin Settings → Workspaces, click Delete (the trash icon) on the workspace’s card, and confirm in the Delete Workspace dialog. You don’t type the name, so check the card first.Success state: the card disappears from the list.
What else happens:

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Troubleshooting

Cause: you’re a Developer or Viewer, or your organization has reached its plan’s workspace limit. At the limit, Admin Settings → Workspaces shows Workspace limit reached.Fix: ask an Owner or Admin to create it, delete a workspace you no longer use, or upgrade your plan. Existing workspaces keep working at the limit.
The tooltip gives the reason:
  • Cannot delete the current workspace: switch to another workspace first.
  • This is the last workspace in the organization: create another workspace before deleting this one.
  • You need owner permission: organization Admins can delete too, despite the wording. You’re a Developer or Viewer, so ask an Owner or Admin.
Cause: they’re a Developer or Viewer and haven’t been added to it.Fix: add them from the workspace’s Members tab. See workspace members.
Cause: connections belong to one workspace. The connection was probably added in a different workspace.Fix: check the workspace name in the sidebar, then add the connection in the workspace where you’re chatting.

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Next steps

Add workspace members

Give teammates access and set what they can change.

Connect your systems

Add the cloud, code, and observability tools agents work with.