Consultant workspaces
The parent and child hierarchy, isolated client workspaces, and the owner/admin gate on cross-workspace retrieval into your home library.
The Consultant plan is built for people who run product work across several clients. It gives you a home workspace at the top with client workspaces underneath it.
The hierarchy
Your home workspace sits at the top of a tree. Each client gets its own workspace linked to that home workspace as a child.
- Each client workspace is isolated from every other client workspace. Data, retrieval, and search in one client never reach a sibling client.
- Your home library (the context, documents, and uploads in your home workspace) can be made available to a client workspace, so your reusable frameworks and playbooks travel with you.
The result: a client never sees another client's work, but you do not have to rebuild your own material for every engagement.
Creating a client workspace
From the workspace switcher or Settings on the Consultant plan, create a new client workspace. It is created as a child of your home workspace. Switch into it to work on that client's initiatives, context, goals, and documents.
Cross-workspace retrieval into your home library
Inside a client workspace, chat and document generation can pull from that client's own data and from your home library. This is how your reusable context reaches a client engagement.
Two things keep this safe:
- Retrieval never reaches a sibling client. It only ever combines the current client with your home library.
- Broadening retrieval into the home library is limited to owners and admins of the client workspace. A member added to one client cannot read your home library through a direct request. This is enforced on the server, not just hidden in the interface.
Billing
Consultant is $79 per seat per month with 600 generations per month. Seats and quota for client workspaces roll up to your home workspace's billing, so you manage one subscription across all your clients. See Plans & billing.
Where to go next
- Workspaces for the full picture of workspace types.
- How generation works to see what retrieval feeds into a draft.
- Transferring a workspace, and note the rule about transferring a parent that has clients.