# Workspaces

> How to create an Aigio workspace for your brand, complete the five setup steps, and edit or delete a workspace later.

Source: https://guide.aigio.ai/workspaces

A workspace holds everything Aigio knows about one brand. You create one workspace per brand and complete a short setup. Aigio uses your answers to build a **Brand overview**.

## At a glance

- **Open a workspace:** Your workspaces > Click the workspace
- **Create a workspace:** Your workspaces > **New workspace** > Workspace details > Brand assets > Brand discovery > Missed information > Clarifications > Brand overview
- **Edit a workspace:** Your workspaces > **…** > **Edit** > **Save Changes**
- **Delete a workspace:** Your workspaces > **…** > **Delete** > Type the name > **Delete**

## Open a workspace

1. Sign in. The **Your workspaces** page opens.
2. Click the workspace you want.

If you have not finished setting up that workspace, Aigio takes you to the first step you have not finished.

The line above the list shows how many workspaces you have, for example "Showing 3 of 3".

## Create a workspace

Setting up a workspace has five steps. The left panel shows which step you are on.

| Step | Name | What it is for |
|---|---|---|
| 1 | **Workspace details** | Your brand's basic details. |
| 2 | **Brand assets** | Files your brand already has, such as guidelines, decks or product sheets. They help Aigio learn about your brand. |
| 3 | **Brand discovery** | Questions Aigio writes for your brand. Your answers are used to build a detailed Brand overview. |
| 4 | **Missed information** | A place to add anything the questions did not cover. You can leave it blank. |
| 5 | **Clarifications** | Follow-up questions to clear up anything unclear before Aigio builds your Brand overview. |

You cannot click a step in the left panel to jump to it. Complete the steps in order.

### Step 1: Workspace details

1. On the **Your workspaces** page, click **New workspace**. The **Let's set up your workspace** page opens.
2. Type your brand's name in **Brand name**.
3. Type where your customers are in **Where do you serve customers?**, for example a city or country.
4. Choose your brand's **Stage** from the list. See the table below.
5. Type a short description of your brand in **Brand introduction**.
6. Explain what sets your brand apart in **What makes your brand different?**.
7. Describe your main problems in **What challenges is your brand facing?**.
8. (Optional) Type your website in **Website address**. You do not need to type "https://".
9. (Optional) Type a social media link in **Social profiles**. To add another link, click **Add link**. To remove a link, click the **×** next to it.
10. Click **Create workspace**. Step 2 opens.

If a required field is empty, it turns red and a message appears under it.

| Stage | Choose this if your brand… |
|---|---|
| Idea | is still a concept. You are planning the product and have no customers yet. |
| Startup | has launched and has its first customers. You are proving that people want it. |
| Early Growth | has steady customers and is starting to grow sales and the team. |
| Expansion | is growing into new locations, markets or product lines. |
| Established | is well known in its market, with stable sales and loyal customers. |
| Enterprise | is a large organisation with several teams, products or regions. |

### Step 2: Brand assets

1. On the **Upload your brand assets** page, point to **View supported formats** to see which files you can add.
2. Click **Add files** and choose one or more files.
3. Wait until each file shows **Uploaded**.
4. Click **Continue**. The button shows **Reading your files…** while Aigio reads them. Step 3 opens when it is done.

No files to add? Click **Skip for now** to go straight to step 3.

| Type | Formats | Largest file |
|---|---|---|
| Documents | CSV, DOCX, MD, PDF, PPTX, TXT, XLSX | 100 MB |
| Images | GIF, JPEG, JPG, PNG, WEBP | 100 MB |
| Videos | MOV, MP4, WEBM | 500 MB |

- To remove a file, click the **×** next to it.
- If a file shows **Couldn't read**, click the retry button next to it.
- You can add up to 50 files.

### Step 3: Brand discovery

1. Click **Start discovery**. Aigio prepares your questions. This can take a moment.
2. Read the question. The counter shows where you are, for example "Question 1 of 8".
3. Tick every answer that fits. You can tick more than one.
4. (Optional) Type your own answer in the box below the choices.
5. Click **Next**. To change an earlier answer, click **Previous**.
6. On the last question, click **Submit**.

Every question needs an answer. Aigio may show more questions after you submit. When it has enough, step 4 opens.

### Step 4: Missed information

1. Read the question **Did we miss anything?**.
2. Type anything else Aigio should know about your brand, or leave the box empty.
3. Click **Continue**. Step 5 opens.

### Step 5: Clarifications

1. Read the first follow-up question.
2. Click every answer that fits, or type your own answer.
3. Click **Submit**. The next question appears.
4. Repeat until you have answered the last question.

When you submit the last answer, your workspace opens on the **Brand overview** page.

> **Finish this step in one go:** In step 5, your answers are saved only when you submit the last question. If you reload the page before that, you must answer again.

## Edit a workspace

1. On the **Your workspaces** page, click **…** next to the workspace.
2. Click **Edit**. The **Edit workspace** page opens with your saved details.
3. Change the details you want.
4. Click **Save Changes**.

To undo your changes before saving, click **Reset**. Both buttons stay greyed out until you change something.

You can also edit a workspace from inside it: click the pencil icon next to its name in the workspace switcher.

## Delete a workspace

Only the owner of a workspace sees **Delete**.

1. On the **Your workspaces** page, click **…** next to the workspace.
2. Click **Delete**. The **Delete workspace?** box opens.
3. Type the workspace name exactly as shown in bold, including capital letters and spaces.
4. Click **Delete**.

To stop without deleting, click **Cancel**.

> **This cannot be undone:** Deleting a workspace removes everything in it for good.

## Tips

- Write your brand details in full sentences. Aigio uses them to write your questions and your Brand overview.
- Add brand guidelines, pitch decks or product sheets in step 2. More information gives better questions and a better Brand overview.
- You can stop part-way through setup. Click **All workspaces** in the left panel. When you open the workspace again, Aigio takes you to the step you had reached.
- You can't go back to an earlier setup step once it is finished. To change your brand details at any time, even before setup is finished, use **Edit**.
