Workspace

Workspaces are the foundational organizational unit in ClickAI — everything your team builds, configures, and manages exists within a workspace.

Table of Contents

· [Overview](#overview)

· [Workspace Model](#workspace-model)

· [Creating a Workspace](#creating-a-workspace)

· [Model Providers](#model-providers)

· [Plugins](#plugins)

· [Tools](#tools)

· [App Management](#app-management)

· [Member Management](#member-management)

· [Personal Settings](#personal-settings)

Overview

A Workspace is the central control hub for all activities on ClickAI. All resources — applications, knowledge bases, model configs, team members — are organized within a workspace.

Workspace Model

🏢 Your Organization └── 📁 Workspace ├── 🤖 Apps (chatbots, workflows, agents) ├── 📊 Knowledge Bases (documents, embeddings) ├── 👥 Team Members (roles & permissions) ├── 🧠 Model Providers (API keys, configurations) ├── 🔧 Tools & Plugins (integrations, custom code) └── 💳 Billing (subscription, limits, usage)

How Resources Connect

Role	Permissions
Owner	Manage billing, model providers, workspace settings
Admin	Manage team members, configure models/plugins
Editor	Build applications, manage knowledge bases
Member	Use published applications

Creating a Workspace

1. Log in to ClickAI at https://app.clickai.vn

2. Click the workspace selector in the header

3. Select "+ Create Workspace"

4. Name and describe the workspace

5. Invite team members (optional)

📝 NOTE: Each account can create or join multiple workspaces. Data between workspaces is completely independent.

Model Providers

Configure AI model providers — the foundation powering all your applications.

Supported Providers

Provider	Key Models	Type
OpenAI	GPT-4o, GPT-4o-mini, o1, o3	LLM, Embedding
Anthropic	Claude 4 Opus, Sonnet, Haiku	LLM
Google	Gemini 2.5 Pro, Flash	LLM
Azure OpenAI	All GPT models	LLM, Embedding
DeepSeek	DeepSeek-V3, R1	LLM
Groq	Llama 3, Mixtral	LLM
Cohere	Command R+, Embed	LLM, Rerank
Jina AI	Jina Embeddings	Embedding

Configuring a Model Provider

6. Go to Settings → Model Providers

7. Select the provider you want to connect

8. Enter the provider's API Key

9. Test connection → Save

⚠️ IMPORTANT: Model provider API Keys are encrypted and securely stored. Only Owner and Admin can view and edit API Keys.

Model Types

Type	Function	Used In
LLM	Text generation, reasoning	LLM node in Workflow
Text Embedding	Convert text → vectors	Knowledge Base indexing
Rerank	Re-sort search results	Knowledge Retrieval
Speech-to-Text	Convert voice → text	App Toolkit STT
Text-to-Speech	Convert text → voice	App Toolkit TTS
Moderation	Content moderation	Content Moderation

Plugins

Extend ClickAI capabilities through the plugin system.

Plugin Marketplace

Browse and install plugins from the marketplace:

10. Go to Plugins from the sidebar

11. Browse the Marketplace or search

12. Click "Install" on the desired plugin

13. Configure credentials if required

Plugin Types

Type	Description	Example
Tool	Add tools for Agent/Workflow	Google Search, Weather API
Model	Add model providers	Custom LLM endpoint
Extension	Extend platform features	Content moderation API
Bundle	Multi-type combination pack	Full integration suite

Tools

Manage tools that Agents and Workflows can use.

Built-in Tools

Tool	Function
Web Search	Search for information online
Wikipedia	Look up Wikipedia articles
Calculator	Mathematical calculations
Current Time	Get current time
Weather	Check weather conditions

Custom Tools (API-based)

Connect external APIs as tools for AI to use:

14. Go to Tools → "+ Create Custom Tool"

15. Enter the API's OpenAPI/Swagger specification

16. Configure authentication

17. Test tool → Save

18. The tool will appear in the tools list when building Apps

# Example OpenAPI Spec for Custom Tool openapi: 3.0.0 info: title: CRM Lookup version: 1.0.0 paths: /api/customers/{id}: get: summary: Look up customer information parameters: - name: id in: path required: true schema: type: string

App Management

Application List

The Apps page displays all applications in the workspace as grid cards:

· App name & icon — Application name and icon

· App type — Chatbot, Workflow, Agent

· Status — Active, Draft, Paused

· Last updated — Most recent update time

· Team members — Who is working on the app

Management Actions

Action	Description
Create	Create a new application
Duplicate	Clone an application
Export	Export DSL (YAML) for backup or sharing
Import	Import application from DSL file
Delete	Delete application (cannot be undone)
Tag	Assign classification tags

Member Management

Inviting Members

19. Go to Settings → Members

20. Click "+ Invite"

21. Enter email → Select role → Send invitation

Permission System

Permission	Owner	Admin	Editor	Member
Manage billing	✅	❌	❌	❌
Configure model providers	✅	✅	❌	❌
Manage team members	✅	✅	❌	❌
Install plugins	✅	✅	❌	❌
Build & edit apps	✅	✅	✅	❌
Manage knowledge	✅	✅	✅	❌
View logs & analytics	✅	✅	✅	❌
Use applications	✅	✅	✅	✅

🚨 WARNING: Only the **Owner** can transfer ownership or delete the workspace. Consider carefully before changing the owner.

Personal Settings

Account Information

Manage your personal profile:

· Display name — Name shown in workspace

· Email — Login email (cannot be changed)

· Avatar — Profile picture

· Password — Change password

· Language — Interface language (Vietnamese, English, ...)

Personal API Keys

Manage API keys for your account:

22. Go to Personal Settings → API Keys

23. Click "+ Create API Key"

24. Set a descriptive name → Copy key

25. Use this key for CLI or API management

Integrations

Connect your account with external services:

· GitHub — Import code, sync repositories

· Google — OAuth login, Google Drive access

· SSO — Single Sign-On via SAML/OIDC

📖 Previous: [Knowledge](./04-knowledge-en.md) · [Back to: Build]