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Workspace Management

Workspace Management is where you manage your AgentDesk workspace beyond day-to-day chat and task handling.

What a workspace contains

A workspace contains your:
  • Dashboard tasks and subtasks.
  • Agent roster and settings.
  • Chat attachments and workspace files.
  • Artifacts and evidence.
  • Delivery files.
  • Runtime status and activity logs.

First-time workspace initialization

If you are a new user, AgentDesk may show that your workspace is not initialized yet. Use the Init Workspace action to create your workspace.
Workspace initialization is explicit. AgentDesk should not silently route a normal user into another user’s private workspace.

Common management areas

Connections

Connections is where you set up external services that some workflows depend on. Examples may include:
  • model or provider access,
  • search providers,
  • design/content providers,
  • messaging or channel integrations.
What matters from a user perspective:
  • A connection can be required before an agent can complete certain work.
  • A saved credential is not always the same as a fully working runtime connection.
  • If a provider shows attention needed, pending setup, or similar status, treat that as setup still in progress.
If a workflow depends on an external service and the connection is incomplete, the task may remain waiting or blocked until setup is finished.

Files: artifacts vs deliveries

Workspace Management may surface file areas indirectly through tasks, reviews, or linked paths. Use this distinction when reviewing work:
  • Check artifacts when you want proof.
  • Check deliveries when you want the final result.

Safety expectations

  • You should only see workspaces you own or are authorized to access.
  • Disabled agents should not be used for new work.
  • Workspace deletion or disable actions should require clear confirmation.
  • Delivery files should stay inside your workspace delivery folder.