Workspaces

Workspaces

Workspaces are the main collaboration containers in RealTimeX. They hold chats, documents, agent behavior, integrations, and member access for a specific team or use case.

Open the admin list from Settings > Admin > Workspaces.

What the page shows

The instance workspaces table includes:

  • workspace name
  • workspace slug or link
  • assigned user count
  • created date

The slug link opens the workspace chat directly. The user count link opens the workspace members screen.

Create a workspace

  1. Open Settings > Admin > Workspaces.
  2. Click New Workspace.
  3. Enter the workspace name.
  4. Save it.

After creation, the workspace becomes available immediately in the instance.

Current builds also remind you that you can add users later, so you do not need to finish all membership setup during creation.

Open a workspace quickly

From the admin list, click the workspace slug to jump straight into that workspace's chat surface.

This is useful when you want to:

  • verify the workspace opens correctly
  • test chat behavior
  • check agent or document configuration in context

Manage workspace members

From the user-count column, open the workspace's Members settings page.

The current members flow supports:

  • seeing who already belongs to the workspace
  • opening a member-management modal
  • searching users
  • selecting or unselecting users
  • saving the new membership set

This is where you decide which invited users can actually work inside a specific workspace.

Delete a workspace

The admin list also supports deleting a workspace.

Use deletion carefully:

  • the action is irreversible
  • the workspace becomes unavailable in the instance

If you only need to change who can use the workspace, update membership instead of deleting it.

Workspaces vs users

Use Users to manage accounts and roles.

Use Workspaces to decide:

  • which collaboration areas exist
  • which users belong to each one

A user can exist in the instance without being useful yet if they have not been assigned to the right workspace.

Good workspace patterns

Create separate workspaces when you need:

  • different teams
  • different system prompts or personality files
  • different connected channels or plugins
  • different document sets or knowledge boundaries

Avoid using one giant workspace for unrelated teams or tasks if you need clean separation of behavior, data, or access.

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