Space types
The reusable templates every space is created from — and how their settings shape each space.
Space types are admin-only. If you don’t have an admin role, you won’t reach this area — you’ll be told you need an admin role to manage space types. You can still create spaces from existing types; see Create a space.
A space type is a reusable definition that new spaces are created from. Unlike a template that gets copied, a space type stays attached to every space made from it and governs who has access, how the knowledge graph is extracted, and which playbooks can run.
Open space types from Space types in the sidebar. Create one with New space type, giving it:
- A Title — for example, “Finance close”.
- An Identifier — lowercase letters, digits, and hyphens, starting with a letter and not ending in one, 2–40 characters (for example,
finance-close).
A space type’s detail page has three tabs.
Settings — members and roles
The Settings tab controls the members and roles that apply to every space of this type — “Roles granted here apply to every space of this type.” Add people with Add member; new members start as viewers.
The role ladder mirrors a single space’s (Spaces overview) but adds an extra Lister rung at the bottom:
Roles are cumulative. Access granted here is inherited by every space of this type and is separate from the direct roles set inside an individual space.
Ontology — how the knowledge graph is built
The Ontology tab (“Ontology extraction”) guides how the knowledge graph is extracted from files uploaded to spaces of this type:
- Extraction guidance — freeform instructions added to the extraction prompt (for example, “Focus on procurement documents; treat SOWs as contracts”).
- Entity types — an optional custom list. When set, it replaces the built-in entity types, and extracted entities are validated against the keys you define. Each entry has a lowercase key and an optional description to guide the model.
- Provide the current date and time to the model — a toggle that helps the model resolve relative dates.
Save with Save ontology settings. These settings shape what shows up on the Graph tab of every space of this type.
Playbooks — what can run
The Playbooks tab lets you “Choose which playbooks can run in spaces of this type.” Each row shows the playbook’s Status (Draft, Active, or Archived) and its Availability:
- Available in all space types — the playbook is global and runs in every space type.
- Available in this space type — the playbook is bound specifically to this type.
Only playbooks made available here can be run in this type’s spaces. Playbooks themselves are defined separately; see Playbooks overview.