Setting up a workspace

Guide · For Admins · 8 min read

Before you start

A workspace is the governance layer for your documentation programme. Everything agents produce follows it, so the values you enter here will appear across templates, headers and generated pages. Gather the following before you begin: your organisation's legal name and registered address, the governing law you operate under, the primary contact for documentation matters, and your house conventions for dates and currency.

Step 1 — Organisational details

Enter the legal name exactly as it appears in your contracts, the registered address, the governing law (for example, France) and the primary contact. These fields are reused by every template, so a change here is propagated on the next publish rather than edited page by page.

Tip

If your organisation trades under a brand name that differs from the legal entity, record the brand name in the display-name field and the entity in the legal-name field. Agents use the right one depending on context.

Step 2 — Matter conventions

Set the default owner and role for new matters, the date format (ISO 8601 such as 2026-09-16, or a localised form) and the currency format including symbol position and decimal separator. Conventions are applied automatically to every draft; reviewers never need to correct formatting by hand.

Step 3 — Review defaults

Define the standard review period for each document type. A typical starting point is 90 days for product documentation, 180 days for internal processes and 365 days for policies. Enable expiring links if review material or shared documents should stop working after a set time.

Step 4 — Renewal reminder schedules

Set the lead times that generate prompts before a notice or renewal date — for example 90, 30 and 7 days. Reminders are routed to the matter owner by default and can be escalated to a second contact if not acknowledged.

Step 5 — Approvers

Add the people who can approve publication and, if useful, restrict them to specific document sets. At least one approver is required before agents can publish anything.

Step 6 — Connect your source of truth

Point the workspace at your existing documentation. Agents treat it as the reference for what is true today and build on it rather than rewriting it. If you are migrating, see the migration guide.

What happens next

Once the workspace is saved, monitoring begins. The first drafts usually appear after your next release or when readers ask something the current pages do not answer well. Each arrives in the review queue with its cited sources.