AI workspace

Understand the AI workspace

Understand the roles of AI Agents, Copilot, Skills, Tools, Knowledge, and Token Usage.

Updated 2026-07-24For: AI managers · Administrators

The AI workspace separates support agents from reusable resources. Agents control behavior, Knowledge supplies facts, Tools perform actions, and Skills package reusable flows.

Steps

AI Agents

Create channel-facing AI support roles and configure identity, capabilities, and human handoff.

Copilot

Configure the assistant used by human agents inside conversations.

Skills and Tools

Provide reusable workflows and external actions to agents or Copilot.

Knowledge

Import controlled sources and review processing and retrieval quality.

Token Usage

Track AI consumption and plan limits.

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