Workspace Setup
Here are all the steps to customize your Langdock workspace. It guides you from a blank, new workspace to be ready for onboarding your teams and for rolling out AI in your company. All of the steps are optional, but we recommend to customize the workspace to suit your technical and usability needs.
Security: SAML and SCIM
If you are using an identity access management (IAM) solution like Microsoft Entra or Okta, the first step is to set up SAML and SCIM. You can do this in the security settings and can find dedicated guides here.
Member, Group and Role Settings
You can manage your members in the member settings, to change a user’s role or invite the users (if you are not using an identity access solution only).
You can configure the permissions for the different roles here. We recommend to start with the default configuration and let all users (except for admins) have the “member” permission in the beginning. Of course, this can be changed at any time.
Optional: You can create groups to reflect different project teams or departments in the group settings. You can also sync your groups from your identity access management solution.
General Workspace customization
Next, you can add a workspace icon, rename the workspace to your company name and add a description in the general settings. The company description is sent to the model with every prompt of every user and helps the model to have more context what your company does and the context users ask questions in.
Further customization
You can further customize the appearance of your Langdock workspace to become your company-branded AI solution in the customization menu. Not all of the settings are necessary, so we will focus on the most important ones:
Brand color
Add the Hexcode of your company branding to change the color of primary buttons and highlights. We recommend not to use too bright or too dark colors to work well with dark and light mode.
Chat disclaimer
Many workspaces add a chat disclaimer to communicate legal disclaimers or that AI models can make mistakes. The disclaimer will appear below the chat input field.
Info boxes
In empty chats, you can display up to three info boxes with tricks and hints. You can also link to your internal wiki in case you have written documentation.
Custom links
In the sidebar, you can add custom links below the assistants, prompt library and integrations sections. These links can forward to your documentation.
Filling the prompt library and assistant library
To give your users a great start with example use cases, you can add some assistants or prompts already to the workspace. This can be something like an internal help chatbot, frequently-used prompts, like the email prompt, the grammar corrector or the translator. You can find some inspiration here. It also makes sense to present these in workshops and check-ins with your users.