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A workspace is a shared surface in the Rilo customer portal where you and Rilo work together on a project. Workspaces are general-purpose: they don’t come as pre-built apps for a specific use case. A workspace starts blank, and Rilo builds the structure it needs from what you ask for — a dashboard for a launch, a tracker for outreach, a list of accounts to research. You can also build and edit it yourself.

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What’s in a workspace

A workspace holds one or more documents, and each document is made of widgets — general building blocks Rilo arranges to fit the work, such as:
  • tables and grids
  • kanban boards and checklists
  • rich-text and markdown documents
  • forms, calendars, timelines, and galleries
  • a live activity feed of what Rilo is doing
The same set of building blocks covers every kind of work. There are no per-industry layouts — the structure is general, and the content is whatever your task needs.

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Working with Rilo in a workspace

Every workspace has a built-in chat. From there you can:
  • Ask Rilo to build the workspace — “Set up a workspace to track our Q3 partner outreach,” and Rilo creates the documents and widgets to match.
  • Kick off work — give Rilo a task and watch it progress in the workspace’s activity feed.
  • Edit alongside Rilo — add or change content yourself; Rilo and your teammates see the same state.
Because the workspace chat is just another way to reach Rilo, anything Rilo learns there feeds the same memory as your other channels.

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Sharing and access

Workspaces are organization-wide: every member of your organization can see your organization’s workspaces, with access following their organization role (owner, editor, or viewer). There are no per-workspace invite lists to manage — if someone is in your organization, they can work in its workspaces. Everything is partitioned by organization, so workspaces are never shared across organizations.

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Your home workspace

Each member gets a personal home workspace that hosts the portal-wide chat with Rilo — a standing place to talk to Rilo even when you’re not in a specific project workspace.