Spaces overview
A space is your main workspace. It holds the files you upload, the playbooks and actions you run against them, the data those runs produce, and the knowledge graph and search index built from your documents. Every space is created from a space type — a reusable template that decides which playbooks can run in the space and how its knowledge graph is built. See Create a space and Space types.
The Spaces list
Open Spaces from the sidebar to see every space you can access. The list is titled Spaces with the subtitle “Workspaces created from a space type.” Each row shows three columns:
The sidebar groups your spaces under collapsible space-type headers, so spaces of the same type sit together.
If you have no spaces yet, the list shows No spaces yet — “Create a space from one of your space types to get started.”
Inside a space
A space opens to a tab bar. Each tab is its own area:
The Playbooks tab and the Actions tab are easy to confuse. Playbooks lists agentic runs, where the AI assistant works through a multi-step goal. Actions lists single-action runs, where you run one action yourself over selected files.
Members and roles
Open Settings → Members to control who has direct access to this space. The panel is described as “Edit direct roles for this space. Inherited access from the space type is not changed here” — so granting people access here does not touch the access they already inherit from the space type.
To add someone, use Add member and pick them from the people picker. New members start as viewers; change their role afterward. Each member has a role dropdown:
Roles are cumulative — each rung includes everything below it.
Access is enforced by the platform’s authorization service, not by the screen. If you don’t have an admin or management role, admin-only surfaces don’t appear for you.
Archiving a space
At the bottom of Settings is Archive space: “Archived spaces are hidden from the workspace. Existing files and data stay stored.” Archiving asks you to confirm (“Archive this space?”) and then removes the space from the spaces list. Nothing is deleted — its files, data, and runs stay stored.