Set Up Axis Workspace

Step 1: Creating Your Axis Workspace Account

What you need to know

Your Axis Workspace is the central hub where your organisation’s AI activity, company knowledge, AI models, agents, and team collaboration come together.

Before you begin

Decide which account you’d like to use to sign in to Axis Workspace.

1
Choose how you want to create your account: Continue with Google Continue with Microsoft Use your Email address and password
2
If you choose to use your email address, enter your email and create a password.
3
Complete the sign-up process.
4
Once your account is created, log in to Axis Workspace.

How to create your workspace

1
Create your account.
2
Enter your workspace details.
3
Add your business information.
4
Configure your AI preferences.
5
Invite your team members.

What happens next?

Once your workspace is created, you’ll be taken into your Workspace, where you can start configuring your organization's AI environment.

Configure Your Workspace

The first place to go after creating your workspace is Settings, where you configure how your Workspace looks, operates, and manages AI access.

What you need to know

Settings let you customize your organization's Workspace and create a consistent experience for your team.

What you can configure:

1
Workspace Name
2
Timezone
3
Description
4
Default Language
5
Workspace Logo
6
Appearance — Light or Dark mode

How to do it

1
Settings → Workspace
2
Enter or update your workspace information
3
Upload your workspace logo
4
Select your preferred appearance

What happens next?

Your workspace settings apply across your entire team’s Axis Workspace experience.

Frequently asked questions

Can I change my workspace information later?
Yes. You can return to Settings and update your workspace information.
Can I change the workspace logo?
Yes. You can update your logo whenever needed.

Configure AI Models

Axis Workspace brings leading AI models together in one interface, giving your team access to the right model for each task. As a workspace administrator, you control which AI models your team can access.

Before you begin

Consider which models your team needs access to and which users should be able to use them.

How to do it

1
Go to Settings.
2
Select AI Models.
3
Review the available models.
4
Toggle each model on or off.

Your team will have access to the AI models enabled for your workspace.

Configure AI Behaviour

AI Configuration lets you define how AI operates across your Workspace.

What you can configure

1
Response Style — Define how AI communicates.
2
Context Mode — Control how AI uses available context.
3
Temperature — Adjust how varied or creative responses are.
4
Output Formatting — Define how AI structures its responses.

How to do it

1
Go to Settings.
2
Select AI Configuration.
3
Configure your preferred settings.
4
Save your changes.

Your AI preferences help create a more consistent AI experience across your organisation.

Knowledge Hub

This is where you organise and manage the information your team and AI can use within Axis Workspace. You can create Projects to organise knowledge around a specific business area, client, department, campaign, product, or use case.

Within a Project, you can bring together files, connected sources, website content, and brand information, all in one place.

Create a Project

What you need to know

Projects help you organise your company's knowledge into dedicated spaces. For example, you could create a “Marketing” project for your marketing team, a “Product Documentation” project for product information, or a “Company Brand” project containing your brand guidelines and assets.

Before you begin

Decide what information the Project will contain and who should have access to it.

Step 2: How to create a Project

1
Go to Knowledge Hub.
2
Select Create Project.
3
Add your Project name.
4
Add a description.
5
Configure who can access the Project.
6
Configure your brand settings.
7
Save your Project.

Add Files to Your Project

How to do it

1
Open your Project.
2
Select Upload Files.
3
Choose where you want to upload from.
4
Select your files.
5
Upload the files to your Project.

You can upload files from your computer or from the cloud.

Select Documents to upload files to your Project.

Your files will be added to the Project and can be used as part of its knowledge.

Connect Your Sources

What you need to know

Instead of manually uploading files, you can connect existing sources to your Project.

Axis Workspace supports connections to sources such as:

1
Google Drive
2
OneDrive
3
Notion
4
Dropbox
5
Confluence
6
SharePoint

Before you begin

Make sure you have access to the source and the necessary permissions to authorise the connection.

How to do it

1
Open your Project.
2
Select Connect Source.
3
Choose the source you want to connect.
4
Follow the authorization steps.
5
Select the content you want to make available.

The connected source becomes available within your Project and can be used as part of your organisation's knowledge.

Crawl a Website

You can also use a website as a knowledge source by crawling its content, useful when you want Axis Workspace to draw on information already published on your site.

Before you begin

Have the website URL you want to crawl available.

How to do it

1
Open your Project.
2
Select crawl website.
3
Enter the website URL.
4
Specify the pages you want to crawl, or choose the entire site
5
Start the crawl.
6
Review the content that has been added.

Enter a website URL to crawl and add its content to your Project.

Add Your Brand Information

Knowledge Hub also allows you to add your brand information so AI can better understand and represent your organization.

You can add:

1
Brand Guidelines
2
Brand Logos
3
Fonts
4
Tone of Voice

This gives your AI and team a consistent understanding of how your brand should look, sound, and communicate.

Your brand information becomes part of the Project's context, helping AI generate work that is more aligned with your organization's identity.

Manage Project Access

You control who has access to each Project, keeping specific company knowledge available only to the teams or people who need it.

Before you begin

Decide whether the Project should be available to an entire team or specific users.

How to give access:

1
Open the Project.
2
Go to Access or Project Access.
3
Choose whether to Add a Team or Add a User.
4
If adding a team, select the team you want to give access to.
5
If adding a user, search for them by name or email address.
6
Select the person or team.
7
Grant access.

Control access to your Project and its content.

The selected team or users will have access to the Project and the knowledge available within it.

Teams

The Teams section lets you organize users into teams and manage workspace members and invitations.

From the Teams section, you can view:

1
Users — See the users currently in your workspace.
2
Teams — View the teams created in your workspace.
3
Invitations — View pending workspace invitations.

Step 3: How to Create a Team

You can create a team and add users to it.

1
Select Create team.
2
Enter the team details and create the team.
3
Select the users you want to add to the team.
4
Confirm your selection.

Invite users to your workspace

You can invite new users to your workspace individually or in bulk using a CSV file.

To invite users individually:

1
Select Invite users.
2
Enter or paste the users' email addresses.
3
Select the appropriate role for each user.
4
Select the project you want to add them to.
5
Send the invitation.

Invite users using CSV

For bulk invitations, you can upload a CSV file containing the users you want to invite.

1
Select Invite users.
2
Choose the CSV upload option.
3
Download the CSV template and use it to prepare your list of users.
4
Upload the completed CSV file with their email addresses.
5
Review the users and their assigned roles and projects.
6
If needed, select Override CSV roles with the selected role to assign the same role to all users in the upload, regardless of the roles specified in the CSV file.
7
Send the invitations.

Step 4: How To Start a Chat on Axis Workspace

Chat

This is where you interact directly with AI in Axis Workspace. You can use Chat to ask questions, analyse files, generate images, use information from your Knowledge Hub, work with an AI agent, or choose the AI model you want to use.

What you need to know

Axis Workspace gives you the flexibility to choose how you want AI to help you.

Within a chat, you can:

1
Ask AI questions and give instructions.
2
Attach files for AI to analyze.
3
Generate images using the Image Generation icon.
4
Use knowledge from Knowledge Hub.
5
Choose an AI Agent to work with.
6
Select the AI model you want to use.

Attach Files

You can attach files directly to a conversation and ask AI to analyze or work with the information in them. This can be useful when you want to summarize a document, extract information, or ask questions about a specific piece of content.

How to do it:

1
Select +New Chat.
2
Select the Attach File icon.
3
Choose the file you want to upload.
4
Add your question or instruction.
5
Send your message.

Generate Images

What you need to know

You can generate images directly from Chat using the Image Generation icon.

How to do it:

1
Open Chat.
2
Select the Image Generation icon.
3
Describe the image you want to create.
4
Submit your request.
5
Review the generated image.

Use Knowledge Hub in Chat

What you need to know

You can bring information from your Knowledge Hub Projects into your conversations. This allows AI to work with your organisation's knowledge rather than relying only on general information.

For example, you could use a Project containing your company policies, product documentation, pricing, or brand guidelines and ask AI questions based on that information.

How to do it

1
Open Chat
2
Select Context
3
Toggle off Auto mode
4
Choose the File or Folder you want to use
5
Enter your question or instruction
6
Send your message

Choose an AI Agent

What you need to know

If your organization has created AI agents, you can choose an agent directly within Chat.

Agents are designed for specific roles or business functions and can be configured with their own instructions and knowledge.

How to do it

1
Open Chat
2
Select Agent
3
Choose the agent you want to work with
4
Start your conversation

Choose an AI Model

What you need to know

Axis Workspace brings multiple AI models into one interface. You can choose the model that best fits your task, depending on the models your workspace administrator has made available.

How to do it

1
Open Chat
2
Select the AI Model option
3
Choose your preferred model
4
Enter your prompt
5
Send your message

Share and Collaborate in Chat

What you need to know

When collaborating in Chat, you can share access to a conversation with a team or an individual member of your organization. The level of access depends on who you share it with.

Share with a member or team

1
In the chat, type @ and search for the member or team you want to share it with
2
Select the member or team from the options
3
If you selected a team, choose the access level: Editor — Team members can edit and contribute to the shared conversation. Viewer — Team members can view the conversation without editing it.
4
Confirm your selection, they will be notified by email

Finding your chats

You can always go back to your previous chats from the AI Workspace Chats section. You can also search for a specific chat to quickly find what you’re looking for.

Your chats can be filtered by:

1
Recent — View your most recent chats
2
Favorites — Quickly access chats you’ve marked as favorites
3
Archived — Find chats you’ve archived
4
Folders — Organize your chats into folders. You can also create a new folder directly from here

Under AI Workspace Chats, you’ll also find:

1
DMs — Your direct messages
2
Projects — Your project conversations
3
Group DMs — Conversations with multiple members

Team Chat

What is Team Chat?

Team Chat is where your team can collaborate, share information, and work together within Axis Workspace.

You can collaborate around Projects from Knowledge Hub, start threads, send private direct messages, create group conversations, and bring AI agents into conversations when you need assistance.

Collaborate in a Project

What you need to know

Team Chat allows you to collaborate with your project teammates and keep conversations connected to the work you’re doing.

You can create a thread and select a Project from Knowledge Hub to give the conversation relevant business context.

How to do it

1
Open Team Chat
2
Select a project from Knowledge Hub
3
Create a Project Thread
4
Invite your project teammates and create the thread

Direct Messages

What you need to know

Direct Messages (DMs) allow you to have private conversations with individual members of your organization. Use DMs when you want to discuss something privately with a teammate rather than in a group conversation.

Create a New DM

How to do it

1
Open Team Chat
2
Select New DM
3
Add a participant
4
Search for a member of your organization
5
Select the person
6
Create your DM

A private conversation is created between you and the selected team member.

Group Collaboration

Group Collaboration allows teams to create dedicated group conversations for projects, departments, or specific topics. It gives your team a shared space to coordinate and communicate.

Create a New Group

How to do it

1
Open Team Chat
2
Select New Group
3
Add the team members you want in the group
4
Give the group a name
5
Create the group
6
Start collaborating

Your group becomes a shared space where members can communicate, coordinate work, and share information.

Group conversations in Axis Workspace are human-first. Your team can communicate and collaborate without AI automatically taking over the conversation. When you need AI assistance, you can choose an AI Agent and bring it into the conversation.

The selected AI agent responds within the conversation, allowing your team to combine human collaboration with AI assistance when needed.

AI Agents

The AI Agents section of your workspace lets you create, discover, and use AI agents built specifically for your team.

From this section, you can:

1
Search for AI agents — Find existing agents available in your workspace
2
Use agents in chats — Bring an AI agent into a conversation when you need its capabilities
3
Filter agents — Browse agents by category or industry to find the right agent for your needs

Each AI agent has a name and a description explaining what it does, making it easier to understand its purpose before using it.

You can also see which agents are used most frequently, helping you discover popular and useful agents within your workspace.

At the bottom of the AI Agents section, you’ll find Recent Activity, where you can quickly review your latest interactions with AI agents.

Prompt Library

The Prompt Library in your workspace gives you access to 2,000+ prompts that you can discover, customize, and use in your chats.

From the Prompt Library, you can:

1
Search for prompts — Find prompts based on what you need
2
Filter prompts — Browse prompts by industry to find relevant options
3
Edit prompts — Select a prompt to review and customize it before using it
4
Use prompts in chat — Add the selected prompt to a chat and use it as needed

Step 5: How to create a presentation in Studio

Studio lets you create on-brand presentations. You can also manage, edit, share, and export the decks you create.

Manage templates

Before generating a deck, you can select Manage Templates to browse the available templates.

From here, you can:

1
Clone an existing template
2
Edit a template
3
Use a template to create a deck
4
Add your own brand guidelines

Studio → Manage Templates and available templates

Add brand guidelines

You can add your brand guidelines to create decks that follow your organization's visual identity.

You can upload brand guidelines:

1
From your device
2
Import from Knowledge Hub
3
Extract from references

You can then add your brand name, brand logo, and tone of voice, and save the brand.

Extract a brand theme

You can also extract a brand theme from an existing source.

1
URL
2
HTML/CSS
3
Describe

Enter the brand name, then select Extract brand. Once extracted, the brand theme is added to your template and can be used when creating a deck.

Generate a deck

After selecting a template, you can create your deck by providing the content and preferences for your presentation.

1
Select the template you want to use.
2
Enter a prompt describing the deck you want to create.
3
Select your source content. This is optional and can include: Text, Files and Knowledge Hub Content.
4
Select the number of slides.
5
Select Generate deck.

Manage your decks

Studio also lets you view and manage all the decks you have created.

You can:

1
Preview your deck
2
Edit your deck
3
Share your deck
4
Export your deck as PDF or PPTX
5
Export to a cloud drive, including: Google Slides, Google drive and OneDrive
6
Add your deck to Knowledge Hub

Step 6: How to track performance in Analytics

The Analytics section is designed primarily for workspace admins and owners. It provides an overview of AI adoption and usage, helping them understand how AI is being used across the team.

From Analytics, you can view:

1
AI Usage Trends — Track how AI usage changes over time
2
Performance Summary — Get an overview of key AI usage and adoption metrics
3
Analytics by AI Agent — See how individual AI agents are being used across the workspace
4
Peak Usage — Identify periods of highest AI usage
5
Team AI Adoption — Understand AI adoption across different teams
6
AI Model Usage — See which AI models are being used and how frequently
7
Prompts Used — Track the number of prompts used across the workspace

You can filter your analytics by date, team, and AI model to focus on the data you need. You can also export your analytics for further analysis or reporting.

Contact Support

In-app: look for the help option in settings

Email: support@myaxis.ai