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SpecifyDocs

Workspace

Settings at a glance

Where to find account, workspace, AI agent, and billing and usage settings, and what you can change in each.

Open settings from the account menu at the bottom of the sidebar → Settings. In the settings window, choose an item from the list on the left to see its contents on the right.

The account General page in the settings window, with the Account, Workspace, AI Agent, Plans & Billing, and Manage groups on the left

Settings items

GroupItemWhat you can do
AccountGeneralProfile (name and photo), theme and language, account deletion
NotificationsNotification preferences
WorkspaceGeneralWorkspace name, URL, and description, default AI model, doc generation model
Members · TeamsInvite members and manage roles in a team workspace (Invite your team and manage roles)
AI AgentAutomationsAgent tasks that run on a schedule (Automations)
Agent LearningReview and delete the memories and skills the agent learned from conversations
Doc Style GuideWriting rules applied to every document in the workspace
PluginsInstall official skill plugins (Plugins and skills)
Tools & skillsManage connectors, skills, and editor connections (MCP)
Plans & BillingPlanYour current plan and billing
UsageThis month's document and AI budget usage (Usage and AI budget)
ManageArchiveSearch, restore, and delete archived items

The Members and Teams items appear only in team workspaces. They aren't shown in personal workspaces.

Workspace general

Set the workspace name and URL, and the model AI uses by default in this workspace.

Workspace General settings with Workspace Name, Workspace URL, Description, and the Default AI Model and Doc Generation Model pickers
  • Default AI Model: The default model used for automations in this workspace.
  • Doc Generation Model: The model used for document automation (project creation and automatic updates).
  • The workspace URL identifier (slug) can contain only letters, numbers, and hyphens. You can always access the workspace at its UUID address.

For help choosing a model, see Choosing a model.

Document style guide

Writing rules shared by every document the workspace generates. Write your tone, structure, and terminology rules in Markdown, and they apply starting with the next generation run.

Doc Style Guide settings with a field for entering tone and structure rules in Markdown and a Save button
  • You can enter up to 8,192 bytes.
  • System quality rules such as length, citations, and verification can't be relaxed here.
  • Each document project can have a more specific project style guide, and the project guide takes precedence when they conflict.
  • Editor or higher permissions are required.

Usage

See this month's document count and AI budget usage. Usage is scoped to the current workspace, and personal and team workspace budgets are separate.

The Usage page showing this month's usage period, unlimited documents, and an AI Budget usage bar

For how the AI budget is calculated, see Usage and AI budget.