Customize your workspace
Configure your workspace settings, AI preferences, and team access to match how your team works.
What you'll build
By the end of this guide, you'll have your workspace tailored to your team's needs — from basic details like name and branding, to AI behavior preferences and notification settings. A well-configured workspace means less friction and a better experience for everyone.
Prerequisites
- You've completed the onboarding wizard and have an active workspace
- You have admin or owner permissions for your workspace (workspace creators get this by default)
Steps
Go to Settings
Click Settings in the sidebar to open the workspace settings panel. The settings are organized into sections, so you can jump to whatever you need. We'll walk through the most important ones.
Update workspace details
Under General, you'll find your workspace's name, description, and branding. Update these to reflect your team or organization:
- Workspace name — This shows up in the sidebar and in invitations
- Description — A short blurb that helps members understand what this workspace is for
- Logo — Upload your team or company logo for a polished, branded experience
Changing the workspace name updates it everywhere immediately — in the sidebar, email invitations, and member views. No need to notify your team separately.
Configure AI preferences
Under AI Preferences, you control how your AI assistant and agents behave across the workspace. You can set:
- Default model — Choose which AI model powers your assistant and agents
- Response style — Set the default tone and length for AI responses
- Safety settings — Configure content filters and guardrails
These are workspace-wide defaults. Individual members can still adjust their personal preferences, but these settings provide a consistent baseline for everyone.
Set notification preferences
Under Notifications, decide what triggers alerts and how they're delivered. You can configure:
- Activity notifications — Get notified about project updates, document changes, and task completions
- Mention notifications — Alerts when someone tags you in a comment or document
- Digest frequency — Choose between real-time, hourly, or daily notification digests
Notification settings here apply to your personal preferences. Workspace-wide notification policies (like mandatory alerts for critical events) are managed separately under admin settings.
Invite your team
Under Members, you can invite people to join your workspace. Click Invite, enter their email addresses, and assign a role:
- Admin — Full access to workspace settings and member management
- Member — Access to projects, documents, and AI features
- Viewer — Read-only access to shared content
Invitees will receive an email with a link to join. Once they accept, they'll appear in the members list and can start using the workspace immediately.
What's next?
Your workspace is configured and your team is invited. Here's where to go from here:
- Set up your knowledge base — Give your AI assistant and agents the context they need by uploading your documents
- Create your first project — Start organizing work with projects
- Explore all settings — Check out the full Settings reference for advanced options like integrations, API keys, and security policies