Workspaces & Collaboration

Workspaces in PebbleAI enable teams to collaborate effectively on AI projects. They provide a shared environment where team members can create, share, and manage AI workflows together.

Understanding Workspaces

What is a Workspace?

A workspace is a collaborative environment that contains:

• Shared chatflows and agentflows
• Team conversations and chat history
• Shared resources and configurations
• Access controls and permissions

Think of it as a project folder where your team can work together on AI initiatives.

Workspace Hierarchy

Organization
├── Default Workspace
├── Marketing Workspace
│   ├── Content Generation Flows
│   ├── SEO Analysis Tools
│   └── Campaign Assistants
├── Customer Support Workspace
│   ├── FAQ Bots
│   ├── Ticket Handlers
│   └── Escalation Flows
└── Development Workspace
    ├── Code Assistants
    ├── Documentation Generators
    └── Testing Tools

Creating and Managing Workspaces

Creating a New Workspace

1. Navigate to the workspace selector (top of sidebar)
2. Click Create New Workspace
3. Configure workspace settings:
   • Name: Descriptive workspace name
   • Description: Purpose and scope
   • Icon: Visual identifier
   • Initial Members: Team members to invite

Workspace Settings

Access workspace settings to configure:

General Settings

• Workspace name and description
• Default AI models
• Shared API keys
• Resource limits

Member Management

• Invite team members
• Assign workspace roles
• Remove members
• Transfer ownership

Access Control

Define what members can do:

• Workspace Admin: Full control
• Editor: Create and modify content
• Contributor: Use existing resources
• Viewer: Read-only access

Working in Workspaces

Switching Between Workspaces

Use the workspace selector to quickly switch contexts:

1. Click the current workspace name
2. Select from your available workspaces
3. The interface updates to show that workspace’s content

Shared Resources

Chatflows

• All chatflows created in a workspace are visible to members
• Collaborate on flow design
• Share improvements and iterations
• Version control for changes

Conversations

• PebbleChat conversations can be workspace-specific
• Share context with team members
• Learn from others’ interactions
• Build collective knowledge

Templates

• Create workspace templates
• Standardize approaches
• Share best practices
• Accelerate new projects

Collaboration Features

Real-time Updates

• See when others are editing
• Avoid conflicts
• Track changes
• Coordinate efforts

Comments and Notes

• Add comments to chatflows
• Document decisions
• Share insights
• Provide feedback

Sharing and Permissions

• Control who can view/edit each resource
• Share specific chatflows externally
• Manage API access
• Set usage limits

Best Practices for Workspaces

Organization Strategy

By Department

- Marketing Workspace
- Sales Workspace
- Support Workspace
- HR Workspace

By Project

- Q4 Campaign Workspace
- Product Launch Workspace
- Customer Onboarding Workspace

By Use Case

- Content Creation Workspace
- Data Analysis Workspace
- Automation Workspace

Naming Conventions

Use clear, consistent naming:

• Workspaces: [Department] - [Purpose]
• Chatflows: [Type] - [Function] - v[Version]
• Templates: Template - [Use Case]

Access Management

1. Principle of Least Privilege

   • Grant minimum necessary access
   • Regular access reviews
   • Remove inactive members

2. Role Assignment

   • Workspace admins: Team leads
   • Editors: Active contributors
   • Viewers: Stakeholders

3. External Sharing

   • Use time-limited access
   • Monitor external usage
   • Revoke when complete

Resource Organization

Folder Structure

Even within workspaces, organize resources:

Customer Support Workspace/
├── Active Bots/
│   ├── FAQ Bot v2.1
│   └── Ticket Classifier
├── In Development/
│   └── Sentiment Analyzer
├── Templates/
│   └── Support Bot Template
└── Archive/
    └── FAQ Bot v1.0

Naming Standards

• Use versioning for iterations
• Include purpose in names
• Date experimental flows
• Mark production-ready items

Common Workspace Scenarios

Cross-Team Projects

Scenario: Marketing and Sales collaboration

1. Create shared workspace
2. Invite members from both teams
3. Build lead qualification bot together
4. Share results and insights

Client Projects

Scenario: Agency managing multiple clients

1. Create workspace per client
2. Invite client stakeholders as viewers
3. Build and demo solutions
4. Transfer ownership when complete

Training and Onboarding

Scenario: Teaching new team members

1. Create training workspace
2. Include example chatflows
3. Provide practice exercises
4. Graduate to production workspace

Workspace Administration

Monitoring Usage

Track workspace metrics:

• Active members
• Resource consumption
• API usage
• Storage utilization

Maintenance Tasks

Regular workspace hygiene:

1. Archive Old Content

   • Move unused flows
   • Clean up experiments
   • Maintain organization

2. Review Permissions

   • Audit member access
   • Update roles as needed
   • Remove departed users

3. Optimize Resources

   • Consolidate similar flows
   • Remove duplicates
   • Update templates

Workspace Limits

Be aware of limits:

• Maximum members per workspace
• Storage quotas
• API rate limits
• Concurrent users

Troubleshooting

Common Issues

“Can’t see workspace content”

• Check workspace membership
• Verify permissions
• Confirm workspace selection

“Can’t invite members”

• Verify admin permissions
• Check organization limits
• Review member’s organization status

“Resources missing”

• Confirm correct workspace
• Check filters/search
• Verify not archived

Getting Help

For workspace issues:

1. Check workspace settings
2. Contact workspace admin
3. Review organization policies
4. Reach out to support

Advanced Features

Workspace Templates

Create standardized setups:

1. Configure ideal workspace
2. Save as template
3. Deploy for new projects
4. Maintain consistency

Automation

Automate workspace tasks:

• Member onboarding
• Resource provisioning
• Usage reporting
• Cleanup routines

Integration

Connect workspaces to:

• Project management tools
• Communication platforms
• Version control systems
• Analytics dashboards