7 min read

Who can use this feature

Available on monday AI Work Platform

Attention: Workspaces 2.0 is currently in a Beta.

Welcome to monday.com's Workspaces 2.0. A goal-oriented space where each workspace is built around a specific goal or initiative, with a dedicated workspace agent that understands that goal and supports the team working toward it. The workspace agent is shared with every member of the workspace from the moment it is created, so your whole team can collaborate with it from day one!

Use this article to understand how to set up your workspace and get the most out of your workspace agent.

Note: While in Beta, the workspace agent is free to use; no credits are charged.

What's new in the workspace?

Workspaces 2.0 takes a meaningful shift from how workspaces worked before. Previously, a workspace was a container for all the work a team does; a home for every board, doc, and project across a department. The goal-oriented Workspace 2.0 works differently. Each workspace is focused on one specific goal or initiative, and the agent assigned to it is entirely dedicated to that work. It knows what the team is trying to achieve, who is responsible for what, and what progress has been made, because all that context lives in the workspace it belongs to.

Example: managing a hiring process

A team hiring for a senior design role could create a workspace dedicated to that process. The agent would have context into the role requirements, the candidates in the pipeline, the interview stage each candidate is at, and which team members own each stage of the process. Any team member could ask the agent for a status update, request a candidate summary, or ask it to draft interview feedback, and the agent could respond with the full picture, just as a well-informed colleague would.

What is the workspace agent?

The workspace agent is an AI agent built into every new monday.com workspace. Think of the workspace agent less like a generic AI assistant and more like a knowledgeable team member who is fully embedded in the work. It does not need to be briefed from scratch each time. It understands your workspace's goal, the context you provide, and the work happening across your boards. It uses that context to provide every workspace member with relevant, accurate support.

The workspace agent can help your team define and refine the workspace goal, build boards and docs to organize the work, produce outputs such as reports and summaries, and keep work moving by answering questions and surfacing what matters. The more context you provide through knowledge files, goals, and connected boards, the more effectively it supports your team.

Note: The workspace agent's name and persona are unique to each workspace. The name and avatar shown in your workspace are generated automatically when the workspace is created.

Setting up your workspace

When you create a new workspace, an initial setup checklist appears in a right-hand panel to guide you through four steps. Completing these steps gives your workspace agent the context it needs to support your team effectively.

The workspace name is set when the workspace is created. Your workspace agent appears in the left pane and introduces itself, ready to get started.

To complete the set-up process, follow these steps:

1Click Set goal with agent in the setup checklist, or type your goal directly in the agent chat.

2Click Upload knowledge file to add files that give the agent context on the work being done.

3Click Invite team member to add teammates to the workspace.

You can also upload more files at any time from the Knowledge files tab in the left pane.

Tip: The workspace agent works best when it has context. Uploading knowledge files, such as a project brief, strategy doc, or reference materials, helps the agent give more accurate and relevant responses for your team's specific work. Supported file types are PDF, MD, and TXT.

Managing your workspace

Select Manage workspace from the left pane to access your workspace's content, collaborators, and permission settings.

Recents

The Recents tab shows the most recently accessed content in your workspace, so your team can quickly pick up where they left off.

Content

The Content tab shows all boards and assets in your workspace. From here, you can add a new board or start from a template to begin organizing your work.

Collaborators

The Collaborators tab lists all members of the workspace, both human team members and agents. This gives you a full picture of who and what is working inside the workspace.

Permissions

The Permissions tab is available to workspace owners and controls what collaborators can do within the workspace based on their role. There are three default workspace roles:

Workspace owner: full access to all workspace settings, content, and permissions
Workspace member: access to workspace content and the workspace agent, with configurable permissions
Workspace non-member: no access to the workspace agent, other workspace permissions configurable by the workspace owner

Permissions are organized by category, including AI Features, Agents, and Workspace actions such as creating automations, uploading files, and reordering content. Workspace owners can adjust these permissions per role at any time.

Note: Account admins can disable the workspace agent for their account at any time from the account-level admin settings.

Adding assets to your workspace

Use the + icon at the top of the left pane to add new assets to your workspace. You can add a board, doc, dashboard, workflow, Vibe app, folder, or more. All assets added this way appear in the left pane as usual.

You can also add agents directly from the left pane. Under My agents, select Add your agents to create a new agent or connect an existing one to this workspace.

Note: Your workspace agent cannot access information from private assets created inside the workspace.

Agent outputs

Any content created by the workspace agent, such as boards, docs, or other assets, is automatically saved to the Agent outputs folder in the left pane. This keeps everything your agent produces in one accessible place for the whole team. You will also see which assets the agent has created within the content tab, under Creator.

Another way to access agent outputs is directly from the workspace agent chat. Select the Outputs icon in the top right corner of the chat window to open the outputs panel without leaving the conversation.

Knowledge files

The Knowledge files tab in the left pane shows all uploaded files that provide context to the workspace agent. You can view, manage, and add new files here at any time, not just during initial setup.

Supported file types are PDF, MD, and TXT. Once uploaded, files become part of the agent's shared knowledge and inform every response it gives to workspace members.

Tip: Keep your knowledge files up to date as your project evolves. The more current and relevant the files, the better the workspace agent performs for your team.

Collaborating in your workspace

Every workspace includes a built-in group chat where all workspace members, both humans and the workspace agent, can communicate together in one place. This is where your team shares daily and weekly task updates, keeps each other informed on progress, asks questions, and coordinates work without switching to an external tool.

The group chat is automatically available to all workspace members from the moment the workspace is created. There is no setup required and no channel to configure. Everyone who is a member of the workspace is already in it.

To access the team chat, hover over the agent icons in the bottom-left corner and select the workspace name. Once in the chat, you can message anyone directly by typing @ followed by the member or agent's name. The agent responds in the thread, so its input is visible to the whole team, not just the person who asked.

This means one team member can ask the agent for a status update on the pipeline, a candidate summary, or a draft of the next steps, and everyone in the workspace sees the response in context.

Note: The workspace group chat is separate from your personal Sidekick conversations. Sidekick is your private 1:1 AI assistant. The workspace group chat is a shared space where the whole team and the workspace agent collaborate together.

Best practices

Set a clear workspace goal early. The agent uses this to understand the workspace's purpose and tailor its support accordingly.
Upload relevant knowledge files at setup and update them as the project evolves. The more context the agent has, the more useful it becomes.
Invite your full team before starting work so everyone has access to the workspace agent from the beginning.
Use workspace permissions to define what each role can do, keeping your workspace organized and governed from the start.

FAQs

Does the workspace agent cost credits to use?

While in Beta, no credits are charged for the workspace agent.

Can admins disable the workspace agent?

Yes. Account admins can disable the workspace agent for their entire account from the account-level admin settings.

Can all workspace members interact with the workspace agent?

Yes. The workspace agent is shared with all workspace members automatically. Any member can open the agent chat and interact with it directly. Non-members do not have access.

What file types can I upload as knowledge files?

The workspace agent supports PDF, MD, and TXT files as knowledge files. You can upload files during initial setup or at any time from the Knowledge files tab in the left pane.

Where do I find content that the workspace agent has created?

All content created by the workspace agent is saved automatically to the Agent outputs folder in the left pane. You can also access it via the Outputs icon in the top right corner of the agent chat window.

Related learning

If you have any questions, please reach out to our team right here. We’re available 24/7 and happy to help.