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Workspaces

A workspace is the top-level container that holds everything you do in AI Expedite — your repositories, agents, documents, schedules, integrations, and team. Most accounts have one workspace; teams that work on multiple products, separate client engagements, or want to keep an experimental sandbox isolated from production end up with two or three. This page is about creating, switching between, and leaving workspaces — for configuring the one you're currently in, see Settings.

📷 Screenshot: Workspace selector dropdown at the top of the left navigation rail.

Switching workspaces​

The workspace selector lives at the top of the left navigation rail. It shows your current workspace's badge and name; clicking it opens a dropdown of every workspace you're a member of. Picking a different one rewrites the URL — /<oldWorkspaceID>/code becomes /<newWorkspaceID>/code — so you stay on the same page in the new workspace if that page exists there.

Pinned chat (the ?chatId= parameter) is preserved across workspace switches, but per-workspace state (filters, selected items, in-flight executions) is not — switching is a clean cut.

If you arrive on a URL for a workspace you don't have access to, the selector shows Access Denied with a red icon instead of the workspace name. That's the cue to switch back to one you can use, or to ask whoever owns that workspace to invite you.

When the navigation rail is collapsed, only the workspace badge stays visible; click the badge to reopen the rail and access the full selector.

Creating a new workspace​

The + New Workspace action opens the create-workspace modal from Settings → General. Fill in:

  • Name — between 3 and 50 characters, letters / digits / _ / - only (used as the workspace's URL slug, so this is what shows up in /<workspaceID>/... paths). A list of reserved names (admin, api, app, auth, config, settings, system, user, workspace, workspaces) is rejected.
  • Description — free text shown on the workspace selector and the Settings → General tab.
  • Visibility — public (anyone with the link can request to join) or private (invite-only).
  • Avatar — optional badge image; defaults to a generated initials badge in the workspace's color.

Creating a new workspace requires a plan that allows multiple workspaces. If your current plan doesn't, the action redirects you to Settings → Subscription to upgrade rather than opening the modal.

The first workspace on a fresh account is created during onboarding rather than through this flow — you pick the name, description, and starting plan as part of the welcome stepper.

Default workspace​

Each user can set a default workspace — the one you land in when you sign in fresh, or when you click the AI Expedite logo. The toggle lives on Settings → General of any workspace you're a member of: turn it on to make that workspace your default. Turning the toggle on for a different workspace silently turns it off everywhere else (you have exactly one default at a time).

If you've never set a default, the platform picks the workspace you most recently accessed.

Joining a workspace​

Two ways to end up in someone else's workspace:

  • Direct invite — an admin of that workspace adds you by email from Settings → Members. You receive a Workspace-category notification in Inbox (and an email if you've enabled email notifications) with the accept link. Accepting drops the workspace into your selector immediately.
  • Public-workspace request — for workspaces marked public, navigating to /<workspaceID> shows a "Request access" page. The workspace's admins receive your request as a Workspace notification and approve from Inbox.

Once you're in, your role in that workspace (set by whoever invited you) determines which pages you see by default — see Settings → Members for the role definitions.

Leaving a workspace​

You can remove yourself from any workspace except one where you're the sole admin. The action lives on Settings → Members: find your own row and use the Leave action; confirm with the typed-confirmation guard (leave <workspace-name>).

Leaving doesn't delete anything in the workspace — your past chats, agent runs, and authored documents stay attributed to you for the audit trail, but you lose access. Re-joining (via a fresh invite) restores access and your prior contributions are still there.

If you're the sole admin, you have to either promote a teammate to admin first or delete the workspace from Settings → General before leaving.

Per-workspace vs cross-workspace​

Most things in AI Expedite are scoped to one workspace:

  • Repositories, agents, documents, schedules, executions, integrations, custom workflows, and custom actions all live inside a workspace and don't leak across.
  • Subscription plans are per-workspace — each workspace has its own plan, its own credit balance, and its own billing.
  • Notifications are per-workspace too — switching workspaces switches your Inbox view.

A handful of things are user-scoped and follow you across every workspace:

  • Profile, password, MFA settings, theme, default workspace.
  • Inbox notification preferences (which categories notify you in-app / email / push) — though the Inbox itself is per-workspace.
  • Connected payment methods and tax info on Settings → Payments.

When in doubt, the rule is: anything that belongs to "the work" (code, agents, docs) is per-workspace; anything that belongs to "you the person" (your account, your preferences, your payment method) is user-scoped.