Create a workspace
How to create a workspace in ORIZON 01: the name, the retrieval mode, the custom instructions and who can access it.
- Updated October 19, 2026
- From the video lesson
- 2 min read
- Watch 1:22
Summary
A workspace is the space dedicated to a project, a client or a department: it brings documents, chats and settings together in one place. To create one, click Crea nuovo workspace: the Nuovo workspace window opens.
Type a name and choose the retrieval mode, Standard or MAX. In the Istruzioni personalizzate field you can set the tone, the format of the answers or the context of your industry. Finally decide who can access it and click Crea.
Chapters
Key points
- Standard is the fastest mode and is recommended in most cases.
- MAX builds a knowledge wiki from your files, for even more in-depth answers, but processing takes up to five minutes for the longest files.
- The retrieval mode cannot be changed later.
- The custom instructions are optional.
- Turn on Pubblica to make the workspace visible to everyone, or choose the roles that can use it.
Transcript
This lesson is recorded in Italian and its video is on the Italian page. This is the English translation of the narration.
Transcript
A workspace is the space dedicated to a project, a client or a department: it brings documents, chats and settings together, in one place.
To create one, click «Crea nuovo workspace». The «Nuovo workspace» window opens. First, type a name: for example, «Offerte 2026».
Then choose the retrieval mode. Standard is the fastest, and it is recommended in most cases. MAX, instead, builds a knowledge wiki from your files, for even more in-depth answers. Processing takes longer: for the longest files, up to five minutes per file. And the choice cannot be changed later. In this example we stay on Standard.
In the «Istruzioni personalizzate» field you can set the tone, the format of the answers or the context of your industry. It is optional.
Finally, decide who can access it. Turn on «Pubblica» to make it visible to everyone, or choose the roles that can use it: for example, «Commerciale». When you have finished, click «Crea».
That's it: the workspace is ready. Now you can add documents, transcriptions and links, and start chatting with your content.
Related articles
How the assistant searches for information in your documents, in Standard or MAX mode.
Add documents to a workspaceAdd documents from the library to the workspace, to give the assistant the right information.
Workspace settingsHow to change the name, the custom instructions and who can access the workspace.