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Help Center / Getting Started / Choosing a workspace template
Getting Started

Choosing a workspace template

Updated · 3 min read

Templates give a new workspace a real starting point instead of an empty screen. Four options: Blank, Product Team, Research, and Sales & GTM.

  • Blank — no presets, configure everything yourself
  • Product Team — Research + Reviewer agents, a starter design doc
  • Research — a citation-first Research agent, sessions default to using this workspace's Knowledge
  • Sales & GTM — a Marketing agent, PII redaction on by default, connect your CRM whenever you're ready
💡 Templates only set the starting point — every agent, model, and policy they configure stays fully editable afterward.

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→Creating your first workspace→Building your first custom agent

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