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Getting started

Creating and configuring a workspace

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Create a workspace, switch the active one, and complete settings shown in your own login.

A workspace is the foundation for everything you do in Lyyli. It brings together project contents, settings and team members. You can create multiple workspaces for different purposes. The Starter plan includes one workspace, the Growth plan includes two and the Professional plan offers unlimited workspaces.
Creating a new workspace
  1. Open the left-hand navigation and click the dropdown next to the workspace name.
  2. Select Create new workspace.
  3. Enter a workspace name and choose the default language.
  4. Set the workspace visibility: open to the whole organisation or private to invited members.
  5. Click Create workspace and proceed to fill in the settings.
Switching workspaces
To switch the active workspace, click the workspace name in the left-hand navigation and select the workspace you want from the dropdown. The active workspace is highlighted.

Validate fields in your own tenant

The interactive preview above illustrates common onboarding steps. Actual tab names, fields (tone of voice, visual identity, tracked web sources, email intake rules, default models, etc.), and ordering may differ by plan or rollout. Confirm what you ship in your authenticated environment before handing step-by-step runbooks to end users.

What to configure next
After creation, revisit workspace settings frequently during rollout: invitations/visibility where available, richer AI briefing text for your assistants, reusable images if exposed, integrations such as calendars or Meetings, plus organisation-level safeguards. Prefer linking people to UI labels you can see today rather than copy-pasted field lists from outdated screenshots.
Tips

Make adoption predictable

Decide naming + visibility upfront, pilot with two workspaces, gather feedback inside the tenant, then widen training.

Common problems

Tone still feels generic

Iterate on the prompting instructions you truly have in-product and tighten reviewer feedback loops—exact field layouts depend on rollout.

I can't find the workspace I just created

Check the dropdown in the left-hand navigation. Make sure you haven't selected the wrong workspace or organisation. If you created the workspace with a different account, ask the workspace admin for access.

Other sections

Login and accountWorkflow and KanbanCreating contentAI and brand voiceTeam and rolesIntegrationsAdmin and settings