Creating Your First Workspace

Organizing Your Work with Workspaces

Workspaces are thematic areas designed to group collaborations (Collabs aka team’s chats) involving the same users, macro projects that need to be divided into multiple Collabs, or projects addressing similar themes. This guide will walk you through the process of creating your first workspace on allmates.ai.

Accessing Workspace Creation

1. Open the Organization Menu:

   • Click on the black downward arrow icon located to the right of the organization's name at the top left of the application screen.

2. Select "Create a new workspace":

   • From the drop-down menu, select "Create a new workspace."

Configuring Your New Workspace

1. Workspace Name:

   • Enter a name for your workspace. Ensure it is relevant and descriptive to facilitate collaboration management.

   • Select an icon to increase the visibility of your workspace

2. Workspace Visibility:

   • Choose the visibility setting for your workspace:

     • Public: This workspace will be visible to all members of the organization.

     • Private: This workspace will be visible only to its members.

3. Description:

   • Provide a detailed description of the workspace. This description is important as it will be shared with Mates to guide them on the overall context of the workspace collabs.

4. Language:

   • Select the primary language used in the workspace. This indicates to the Mates which language they should prioritize in their responses, which is especially useful in an international context.

   The name, description and language of the Workspace are crucial for helping Mates understand the context, tasks, and expectations, thereby improving the quality and relevance of their contributions.

5. Validate and Create:

   • Once all information is filled in, click "Validate" to create the new workspace.

Completing Workspace Creation

1. Edit an Existing Workspace:

   • To edit an existing workspace, click on the three-dot icon next to the workspace name.

   • Select "Edit workspace" from the drop-down menu.

   • Modify the workspace details (name, description, language) and validate the changes.

2. Manage Workspace Members:

   • In the "Members" section of the workspace edit window, you can add or remove members.

   • Enter the email address of the members to add and select their role (User, Admin, etc.).

   • Click "Grant access" to give them access to the workspace.

Tips for Effective Workspace Management

• Choose Descriptive Names:

  • Use clear and descriptive names for your workspaces to make them easy to identify and navigate.

• Provide Detailed Descriptions:

  • Write detailed descriptions to help Mates and team members understand the purpose and scope of the workspace.

• Set Appropriate Visibility:

  • Choose the appropriate visibility setting (public or private) based on the sensitivity of the information and the intended audience.

• Manage Members Carefully:

  • Add and remove members as needed to ensure that only authorized users have access to the workspace.

Example Use Cases

• Marketing Campaigns: Create a workspace to organize all collaborations related to a specific marketing campaign.

• Product Development: Set up a workspace to manage all aspects of a new product's development, from brainstorming to testing.

• Client Projects: Create separate workspaces for each client to keep their projects and communications organized.

What's Next?

Congratulations! You've successfully created your first workspace on allmates.ai. Now you can:

• Create collaborations (Collabs) within your workspace.

• Invite team members to join your workspace.

• Start using Mates to enhance your projects.

Related Articles

• Creating Your Account

• Navigating the allmates.ai Interface

• Starting Your First Chat with a Mate