Workspaces

Workspaces are feature-rich interfaces that are bound to squads. They provide a dedicated user experience for a specific workflow while still using the squad's agents, orchestration, memory, and access controls behind the scenes.

Unlike chat widgets, a workspace is not embedded into another website. It is opened as a hosted PrimePilot interface at a workspace URL.

Lead Generation Workspace

When to Use Workspaces

Use a workspace when the squad needs more than a conversation window. Workspaces are useful for guided workflows, multi-step processes, structured data review, learning workspace, lead generation, and other experiences where users need controls, progress, context, and agent assistance in one place.

Enabling a Workspace

To enable a workspace:

  1. Open the squad in the dashboard.
  2. Go to the squad's Deployment tab.
  3. Select a compatible workspace type.
  4. Save the workspace binding.
  5. Open the generated workspace URL.

Workspace URLs use the selected workspace type and squad id, for example:

  • /workspaces/lead-generation/{squadId}
  • /workspaces/learning/{squadId}/learn

Compatibility Requirements

Each workspace type can require specific agents or orchestration settings. PrimePilot checks compatibility before a workspace can be selected. If a squad is missing a requirement, the Deployment tab shows what needs to be added or changed before the workspace can be enabled.