Setting Up the Workspace

Guide

Tip

After creating your organization and completing the onboarding, you will be redirected to the dashboard. Since there are no workspaces yet, Prodgy displays a welcome screen and automatically starts a guided tour to help you set up your first workspace.

Creating Your First Workspace

1. Welcome screen

   When accessing the dashboard for the first time, a welcome screen is displayed with instructions. After a few moments, the guided tour starts automatically.

2. Open the creation dialog

   Click the Workspace button in the navigation bar or on the welcome screen to open the creation form.

3. Fill in general information

   In the first tab of the form, enter the workspace details:

   Field	Description	Required
   Name	Workspace name (max. 100 characters)	Yes
   Description	Workspace description (max. 500 characters)	No
   Website	Workspace URL (automatically normalized)	No
   Logo	Workspace image (drag-and-drop upload)	No

4. Add members (optional)

   Click Next to advance to the Users tab, where you can invite team members to the workspace.

5. Finish

   Click Finish to create the workspace. It will be automatically selected as your active workspace.

Magic Fill

Use the Magic Fill button (wand icon) to automatically fill in the fields with AI assistance. Magic Fill triggers automatically when you leave the Name field (if filled with more than 3 characters), or can be triggered manually by clicking the button. Use the Clear button to reset the form.

Note

Only users with Admin or Super Admin roles can create workspaces. Regular users should contact the administrator.

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Workspace Settings

After creating the workspace, you can manage it by accessing the workspace settings:

Tab	Description
Overview	Edit workspace name, description, website, and logo
Users	Manage members with access to the workspace
API Tokens	Create and manage API tokens for integrations

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Guided Tour

After creating the first workspace, Prodgy continues the guided tour through the remaining platform features:

1. Upload documents to the Knowledge Base
2. Set up Integrations
3. Install Agents
4. First interaction in the Playground

Note

Tour progress is saved automatically. You can complete the steps at your own pace. If you close the tour, it will remain available through the help button in the navigation bar for future access.