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Organizing Work with Workspaces

Organizing Work with Workspaces

Create workspaces to organize conversations around specific projects, clients, or compliance initiatives. Each workspace maintains its own conversation history and can have custom instructions.

What Are Workspaces?

Workspaces are project containers that help you:

  • Separate conversations by project or client

  • Maintain context for multi-conversation projects

  • Add custom instructions specific to each project

  • Track compliance work by framework or company

When to Create a Workspace

Create a new workspace for:

  • Each client or company you're working with

  • Different compliance frameworks (ISO 27001, SOC 2, etc.)

  • Different departments or business units

  • Different phases of implementation (planning, implementation, audit)

Workspace Naming Examples

  • "Acme Corp - ISO 27001 Implementation"

  • "SOC 2 Type II Audit Prep"

  • "GDPR Compliance - HR Department"

  • "Client: TechCorp - Risk Assessment"

Creating a Workspace

Method 1: From the Home Page

  1. Click the workspace dropdown on the home page

  2. Click "Create new workspace" or the + button

  3. Enter the workspace name (e.g., "ISO 27001 Implementation")

  4. Click "Create Workspace"

Method 2: From the Workspaces Page

  1. Click "View all workspaces" in the sidebar or navigate to the Workspaces page

  2. Click the "Add" button or "+" icon

  3. Enter the workspace name

  4. Click "Create Workspace"

Method 3: From the Sidebar

  1. Locate the workspaces section in the left sidebar

  2. Click "Add workspace" or the + button

  3. Enter the workspace name

  4. Click "Create Workspace"

After creation, you'll see: "Workspace created"

Using a Workspace

  1. Navigate to the workspace by clicking on it in the sidebar or workspaces list

  2. The workspace name appears at the top of the chat area

  3. All conversations you start in this workspace are saved within it

  4. The AI remembers the context of your workspace for personalized responses

Workspace vs. Personas

ISMS Copilot offers two ways to customize your conversations. You can use either, but not both at the same time:

Personas (No Workspace)

  • Default - Standard compliance assistance

  • Implementer - Focus on implementation

  • Auditor - Focus on audit and verification

  • Consultant - Focus on strategic guidance

Use when: You want to change how the AI responds to your questions

Workspaces

  • Custom project-specific context

  • Organize conversations by client or framework

  • Separate conversation histories

Use when: You want to organize multiple clients or projects

Important: Selecting a workspace resets your persona to "Default". Selecting a persona clears your workspace selection. A dialog appears to confirm this change.

Editing a Workspace

  1. Go to the Workspaces page ("View all workspaces")

  2. Find your workspace in the grid

  3. Click the "Edit" button on the workspace card

  4. Update the workspace name

  5. Click "Save Changes"

You'll see: "Workspace updated"

Deleting a Workspace

  1. Go to the Workspaces page ("View all workspaces")

  2. Find your workspace in the grid

  3. Click the "Delete" button

  4. A confirmation dialog appears: "Are you sure?"

  5. Click "Delete" to confirm

Note: Deleting a workspace is permanent. All conversations in the workspace will be deleted. This cannot be undone.

Workspace Storage in Sidebar

The sidebar shows your 3 most recent workspaces. To see all workspaces:

  1. Click "View all workspaces" at the bottom of the workspace section

  2. This takes you to the full workspaces management page

Switching Between Workspaces

  1. Click a workspace name in the sidebar

  2. Or click on a workspace from the workspaces list

  3. The workspace name appears at the top confirming you're in that workspace

  4. Your conversation history for that workspace is loaded

Best Practices

Naming Conventions

  • Include the framework: "Client ABC - ISO 27001"

  • Add the date or phase: "Q4 2024 - SOC 2 Audit Prep"

  • Be descriptive: "Acme Corp - Risk Assessment 2024"

Organization

  • Create one workspace per major project or client

  • Use workspaces for long-term compliance initiatives

  • Consider creating separate workspaces for different compliance frameworks

Conversation Management

  • Keep related questions in the same conversation (thread)

  • Start new conversations for new topics within the workspace

  • Rename conversations to reflect their topic for easy finding

Managing Conversation History in Workspaces

Each workspace maintains its own conversation history:

  1. Click a workspace to view it

  2. Previous conversations appear in the History section (left sidebar)

  3. Click any conversation to continue it

  4. Hover over a conversation and click "..." to rename or delete

Tip: Rename conversations with clear titles like "Risk Assessment Prep" or "Policy Review - Q1" for easy identification later.

Limitations

  • Conversations are specific to each workspace (cannot move between workspaces)

  • Workspace selection disables persona selection

  • Maximum workspace name length (typically 255 characters)

Troubleshooting

Cannot Create Workspace

Error: "Error creating workspace"

Try:

  • Refresh the page

  • Ensure you're signed in

  • Use a shorter workspace name

Cannot See All Workspaces

The sidebar shows only 3 recent workspaces. Click "View all workspaces" to see all your workspaces.

Workspace Disappeared

Workspaces are automatically deleted after a period of inactivity (premium users control retention). To keep a workspace:

  • Start a conversation in it regularly

  • Adjust your data retention settings in Account Settings

Next Steps

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