Space types
Space types are admin-only. If you do not have an admin role, you cannot open this area. The app tells you an admin role is required. You can still create spaces from existing types. See Create a space.
A space type is a reusable definition that new spaces start from. It is not a copied template. It stays attached to every space made from it. It 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 and give 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 for 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 matches a single space’s ladder (Spaces overview). It adds one Lister level at the bottom:
Roles are cumulative. Every space of this type inherits the access granted here. This access 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 platform extracts the knowledge graph 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. The platform validates extracted entities 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 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 to this type only.
Only playbooks made available here can run in this type’s spaces. Playbooks are defined separately. See Playbooks overview.