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Workspaces are separate environments that let you organize your work in IllumiChat. Each workspace has its own assistants, chat history, projects, contacts, and settings. Use workspaces to separate different clients, teams, departments, or use cases.

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Creating a Workspace

1

Open the workspace switcher

Click on your workspace name in the top-left corner of the sidebar.
2

Create a new workspace

Select Create Workspace from the dropdown menu.
3

Enter workspace details

Give your workspace a name and an optional description, then confirm.
You are automatically assigned the Owner role for any workspace you create.

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Switching Between Workspaces

Click on the workspace name in the top-left corner of the sidebar to see all workspaces you belong to. Select a workspace to switch to it. Each workspace maintains its own:
  • Chat history and conversations
  • Custom assistants
  • Projects and documents
  • Contacts
  • Member list and roles
  • Settings and configuration

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Workspace Settings

Owners and admins can manage workspace settings by navigating to Settings in the sidebar.
  • Rename the workspace
  • Update the description to help members understand its purpose
  • Delete the workspace (owner only) — this permanently removes all data
Deleting a workspace is irreversible. All assistants, chats, projects, documents, and contacts within the workspace will be permanently removed.

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Role-Based Access Control

Every workspace member is assigned a role that determines what they can do.
Every workspace must have at least one owner. If you need to step down, transfer ownership first.

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Managing Members

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Inviting Members

1

Go to Settings

Open Settings from the sidebar, then select the Members tab.
2

Click Invite

Click the Invite button.
3

Enter details

Enter the person’s email address and choose a role (Admin, Member, or Guest).
4

Send the invitation

Confirm to send the invitation. The invitee will receive an email with a link to join.

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Changing a Member’s Role

Owners and admins can change a member’s role from the Members tab in Settings. Click on a member’s current role to select a new one.

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Removing Members

To remove a member, go to the Members tab in Settings and click the remove option next to the member’s name. Removed members immediately lose access to the workspace.
Create separate workspaces for different projects, clients, or departments. This keeps your assistants, documents, and conversations organized and ensures each team only sees what is relevant to them.