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.