Chat workspaces

Creating a workspace

Set up a new workspace in two steps: the basics (name, AI instructions, apps) and then access and permissions.

When to create a workspace

Create a new workspace when you want a specific set of apps, instructions, or team members available together. Each project, team, or client usually gets its own workspace.

Step 1 — The basics

  1. 1

    From the sidebar tap the workspace switcher, then Add workspace (or Add personal workspace for one just for you).

  2. 2

    Give the workspace a clear name — this is required.

  3. 3

    Write AI Instructions: anything Zenning should always keep in mind when chatting in this workspace (tone of voice, processes, who the audience is).

  4. 4

    Add the Apps the workspace should be able to use.

  5. 5

    Tap Next to continue to access settings, or Create Workspace if you are making a personal one.

Step 2 — Access and permissions

  1. 1

    Choose thread visibility: whether new threads default to private or visible to the workspace.

  2. 2

    Choose who can access the workspace: just admins, selected people, or the whole organisation.

  3. 3

    Search for team members and add them as Member, Admin, or Owner.

  4. 4

    Add User Groups if you would rather invite an entire team at once.

  5. 5

    Tap Create Workspace — you will see the message “Workspace created successfully”.

Tip: Personal workspaces skip the access step — they are always just for you.