> For the complete documentation index, see [llms.txt](https://docs.clickai.vn/clickai-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.clickai.vn/clickai-docs/clickai-docs-en/developer/workspace.md). # 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 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]*