Admin

Workspace Management

Your workspace is the central hub where everything in Agently lives, Jarvis, your knowledge, tasks, documents, integrations, and team. This guide covers how to set it up, manage your team, and configure it for the best results.

How Do I Access Workspace Settings?

Access workspace settings by clicking Settings in the sidebar. From here you can manage:

How Do I Manage My Team?

How Do I Invite Team Members?

  1. Go to Settings

  2. Navigate to the team section

  3. Enter the email address of the person you want to invite

  4. Select their role

  5. Click Invite

They'll receive an email with a link to join your workspace. Pending invitations can be viewed and cancelled from the same page.

What Roles Are Available?

Agently has three workspace roles:

Owner

  • Full control over the workspace

  • Can delete the workspace

  • Can manage billing and subscription

  • Can invite and remove any member

  • One owner per workspace

Admin

  • Can manage workspace settings

  • Can invite and remove members

  • Can manage integrations

  • Cannot delete the workspace or change billing

Member

  • Can use all workspace features (Jarvis, Brain, Spaces, Pages, etc.)

  • Can chat with Jarvis and create content

  • Cannot change workspace settings or manage members

How Do I Remove a Team Member?

Admins and Owners can remove members from the workspace. Removed members immediately lose access to all workspace data and conversations.

What Is Brand Context and Why Does It Matter?

Brand context is one of the most impactful settings you can configure. It tells Jarvis about your business identity, and it's woven into every response.

What Should I Include in Brand Context?

  • Company name and what you do

  • Industry and market

  • Target audience, Who your customers are

  • Brand voice, How you communicate (formal? casual? technical? friendly?)

  • Key messaging, Your value proposition, taglines, key differentiators

  • Things to avoid, Language, topics, or claims agents should never use

Why Does Brand Context Matter?

Without brand context, a cold email might come out in generic sales language. With it, Jarvis matches your tone, references your actual value proposition, and sounds like it came from your team.

Brand context is automatically applied to every conversation, so you set it once and everything benefits.

Can I Have Multiple Workspaces?

Yes. You can be part of multiple workspaces. This is useful if you:

  • Run multiple businesses

  • Manage different departments that need separate contexts

  • Work with clients who each have their own workspace

Switch between workspaces from the workspace selector in the sidebar. Each workspace has its own Brain, integrations, billing, and team.

How Do Workspace Invitations Work?

Accepting an Invitation

When someone invites you to their workspace:

  1. You'll receive an email with an invitation link

  2. Click the link to accept

  3. If you already have an Agently account, the workspace is added to your account

  4. If you're new, you'll create an account first and then join the workspace

Managing Invitations

Workspace admins and owners can:

  • View all pending invitations

  • Cancel invitations that haven't been accepted

  • Resend invitations if needed

Tips for Setting Up Your Workspace

  1. Set up brand context early, This has the single biggest impact on agent quality

  2. Start with the right roles, Give admin access only to people who need to manage settings

  3. One workspace per business, Keep things clean by separating unrelated work into different workspaces

  4. Connect integrations at the workspace level, This benefits everyone on the team

  5. Feed theBrainbefore heavy use, Spend 15 minutes uploading key documents and snippets before asking agents to do serious work

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