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
| Area | What it does |
|---|---|
| Overview | Shows workspace status and key links. |
| Agents | Create, edit, disable, or review agents. |
| Connections | Connect workspace-level providers or services that agents depend on. |
| Settings | Workspace-level settings and metadata. |
| Audit / Status | Review important events and health information. |
| Delivery Files | Manage files produced for you. |
| Danger Zone | Destructive or sensitive actions that require care. |
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.
- 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.| Type | Use for |
|---|---|
| Artifacts | Internal proof such as screenshots, traces, logs, and test output. |
| Deliveries | Final outputs meant for review, download, or handoff. |
- 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.