Manage Workspaces and Environments

Workspaces are the top-level organizational unit in Agent Studio. This guide covers how to create a workspace and how to navigate between workspaces and environments in your day-to-day work.

Before You Start

• You need appropriate permissions to create workspaces in your tenant.

• Plan your workspace structure before creating. You are limited to five workspaces per tenant.

• Use clear, descriptive names and descriptions so other users understand the purpose of each workspace.

How to Create a Workspace

1

Log in to Agent Studio.

2

Click the workspace name in the breadcrumb at the top left of any page, or click the Workspaces icon in the main navigation menu.

3

In the workspace panel, select the option to create a new workspace.

4

Enter a name for the workspace that clearly identifies the business area, site, or use case.

5

Enter a description explaining what the workspace is intended for and who manages it.

6

Save the workspace. It will appear in your workspace list immediately.

How to Switch Between Workspaces and Environments

The breadcrumb at the top left always shows your current workspace and environment.

• To switch workspaces: click the workspace name in the breadcrumb and select the desired workspace from the panel.

• To switch environments within a workspace: click the environment name in the breadcrumb (UAT or Production) and confirm the switch.

Reminder: Changes to Digital Workers, including installation, configuration, and publishing, always happen in UAT. Production is read-only except for HITL configuration, model parameters, and concurrency settings.

Key Rules

Rule	Detail
All installs happen in UAT	Digital Workers can only be installed into the UAT environment, never directly into Production.
Changes stay in UAT	You can only edit the Draft version of a Digital Worker, which exists in UAT.
Promotion is intentional	Moving a Digital Worker to Production requires a deliberate publish and promote action.
Maximum 5 workspaces	Plan your workspace structure before you reach the limit.

Workspace Planning Tips

• Create workspaces around business units, sites, or product areas that have distinct processes and data, not around individual Digital Workers or use cases within a single area.

• Document the purpose and owner of each workspace in the description field so the team knows where new Digital Workers should be installed.

• If you are close to the five-workspace limit, review whether any existing workspaces can be consolidated before creating a new one.