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Workspace Settings

Workspace Settings is where Workspace Owners and Admins configure how the whole workspace looks, behaves, and spends. It's a single page with a row of tabs at the top.

Accessible to: Workspace Owners and Admins (most tabs); Trainers (Tags and Branding Intro tabs).

Opening Workspace Settings

Workspace Settings page with the General, AI Configuration, Appearance, Audit Trail, Billing, Branding Intro, Features, Forum, Images, Integrations, and Tags tabs visible across the top

Navigate to Workspace Settings in the sidebar. General is pinned as the first tab; the remaining tabs are listed alphabetically: AI Configuration, Appearance, Audit Trail, Billing, Branding Intro, Features, Forum, Images, Integrations, Tags.

The Forum tab only appears once the workspace has the in-workspace forum turned on, and the Branding Intro tab only appears once Branding Intro is enabled. Everything else is always present.

Trainers who open this page see only the Tags and Branding Intro tabs - every other tab is hidden for that role.

Looking for AI cost?

AI spend has its own home now. Open Analytics in the sidebar and switch to the AI Cost section. The breakdown is only visible to Workspace Owners.

General

Workspace-wide identity and retention settings.

Setting What it does
Company / Workspace Name The name shown on invitations, emails, and across the app.
Trash retention (days) How long a trashed course stays restorable before it is permanently deleted. Restoring a course cancels the countdown.
Custom Workspace Logo Upload a PNG, JPG, or SVG (up to 2MB; 256×256 recommended) to replace the default logo.

Click Save Changes in the page header to persist any edits - the button only appears when you have unsaved changes.

AI Configuration

Sets the voice Aimee uses when generating narration across this workspace.

  • Voiceover Languages - the languages trainers can generate per-slide voiceovers in. English is always available.
  • Agent Voice Persona - pick from the available voice personas. Trainers can still override per course or per block.
  • Accent / Locale - anchors the English accent used for every generated voice-over. Choose Neutral to let the model pick.
  • Default Avatar Character - shown once AI avatars on scenarios is enabled on the Features tab. Scenarios that don't pick their own character use this one.

The on/off switches that used to live here (recorded voiceovers, the Knowledge Base, and others) have moved to the Features tab.

Appearance

How the app looks for everyone in the workspace.

Course Display

  • "New" Course Badge Duration - courses created within this many days show a New badge in the catalog.

Interface Theme

A grid of theme cards. Click a theme to preview it live across the app - the workspace doesn't change yet, just your view. A banner appears reading "Previewing theme name - look around the app to check how it feels". Click Apply Theme to make it the workspace default, or Revert to go back. Leaving the page without applying also reverts.

Course Block Layout

Controls the padding, max-width, and typography used for every content block in the course viewer. Same preview / apply / revert flow as the theme picker - click a layout to preview, then Apply Layout to make it the workspace default.

Audit Trail

A read-only log of recent activity across the workspace - content edits, role changes, publish events, and other admin-relevant actions. Click Load Logs to fetch the most recent 200 entries.

Each row shows when the event happened, the kind of event, who triggered it (resolved to the person's name and email), and a short message describing what happened. Use it to spot-check who made a change before you ask in chat.

Branding Intro

A leading slide or set of slides that automatically play before every course in the workspace - a company introduction, brand chrome, or expected-tone framing. Set it once here and every course in the workspace picks it up; learners experience it as a seamless part of each course they launch.

Click Edit intro slides to open the intro editor. The first time you open it, the workspace's intro is created empty; add slides the same way you would in any course. Allowed block types: slide, image, video, YouTube, and PDF page. Interactive blocks (quiz, scenario, matching, acknowledgement, resource) are not available here - the intro is for branding, not for assessing learners.

Each course can opt out individually: open the course in the editor and turn off Include workspace intro slides under Settings. The toggle defaults to on, so new and existing courses pick up the intro automatically.

Edits to the intro propagate the next time a learner launches a course; in-progress sessions keep the intro that was injected at launch.

Billing

Your workspace's subscription plan, usage meters, and invoice history. See Billing & Subscriptions for the full walkthrough.

Features

Every optional workspace capability in one list. Each row is a name, a short description, and a switch; where a feature has its own guide, a link icon beside the name opens it. Changes save immediately - there is no Save button on this tab.

Feature What it enables when on
Recorded voiceovers Off by default. The slide editor's Voice Narration panel adds a Record and Upload File option alongside AI-generated narration, for any enabled language. Turning this off only hides the option for new recordings - anything already recorded keeps playing for learners.
AI slide regeneration On by default. Course authors see a Regenerate with AI button in the slide editor that rewrites the slide's title and body using course context.
AI reference uploads On by default. Course authors can upload documents (PDF, Word, PowerPoint, text) in the Generate with AI wizard as context. The files are read and summarised. Where the Knowledge Base is also on, the author can choose to keep them in the knowledge library rather than have them discarded.
Knowledge Base Off by default. Workspace owners, admins, and trainers get a Knowledge entry in the sidebar where they can build a searchable library of the workspace's own documents. Indexing a document uses a small amount of your AI allowance, and the documents count towards your storage allowance, which is why this is opt-in. See Knowledge.
Knowledge connectors Off by default; requires the Knowledge Base. Owners and admins can connect SharePoint and sync document libraries into the Knowledge Base automatically, once a day. See Knowledge.
Course health Off by default; requires grounded generation. Aimee checks once a day whether published courses still cite live Knowledge Base documents, and lists the ones that have drifted - because a document was replaced by a newer version or removed - on a Course health page for owners, admins, and trainers. Learners never see it. See Course health.
Per-course forum gating Off by default. Forum threads attached to a course are visible only to learners assigned to that course, and course creators get a per-course Forum toggle in the course editor. See Forum.
AI avatars on scenarios Off by default. Scenarios may show a lipsynced AI avatar alongside the voice agent. Pick the workspace default character under AI Configuration.
MCP access Off by default. Allows AI tools such as Claude to connect to this workspace and act on your behalf - reading your courses, generating new ones, assigning them, and so on. Uses the standard Model Context Protocol (MCP). Enable this only if you or your team are actively using an MCP-capable AI tool. See Integrations below and the API Reference for setup steps.

A feature that depends on another (for example, connectors depend on the Knowledge Base) shows greyed out until you enable the one it needs.

Forum

The Forum tab is where you administer the workspace's question-and-answer board. Here you can:

  • Manage the list of categories threads can be filed under.
  • Manage the tag allowlist that limits which tags learners and trainers can apply to threads.

The day-to-day moderation actions (pin, lock, hide a thread or post) live on the Forum surface itself, not here. See Forum for full coverage.

Images

Every image uploaded into this workspace - course thumbnails, slide images, scenario backdrops, and AI-generated illustrations. You can search by filename, preview an image full-size, and delete one that is no longer in use. Images that are still referenced by a course are flagged so you don't delete them by accident.

The tab has three sections:

  • Library - the workspace images described above.
  • Videos - the workspace video library. Videos added from the video button in a slide's rich-text toolbar are listed here with their size, who uploaded them, and how many slides use them. See Courses for how to place a video inside a slide.
  • Trash - images and videos you have deleted, kept for 30 days before being permanently removed. Deleting media that is still in use is allowed: any slide that used it shows a placeholder in its place.

Integrations

Outbound connections to other systems. Each integration is a collapsible panel - click a header to expand it.

Chat Notifications

Send notifications about course completions, failures, and other workspace events to Microsoft Teams, Slack, or any webhook-compatible tool. Set the destination URL, pick which event types to send, and use Send test to verify the wiring before saving.

CRM Webhooks

Send outbound webhooks for CRM-relevant events (a learner signing up, completing a course, etc.) to your CRM platform. Configure the destination URL, include a secret if your CRM verifies signatures, and pick which events trigger a send.

MCP Access

The on/off switch for MCP access lives on the Features tab. Once it is on, agents authenticate with a personal access token (managed here under Access Tokens) and are held to the token owner's role, so only owners and trainers can act. While the feature is off, the connection is refused even with a valid access token. Every tool call is recorded in the Audit Trail tab, and each token is rate-limited so a runaway agent cannot exhaust the workspace.

Tags

Tags are how courses are categorised in the catalog and how learners filter for the topics they care about. The Tags tab is the workspace's master list.

From this tab you can:

  • See every tag, its colour, and how many courses currently use it.
  • Click a tag to rename, recolour, or delete it.
  • Merge two tags - pick the source tag, pick the destination, and Aimee re-tags every course that used the source onto the destination, then deletes the source. Useful for cleaning up duplicates such as "Onboarding" and "On-boarding".
  • Create a new tag from the + New Tag button.

Tags are required to publish

Every course needs at least one tag before it can be published - see Courses → Publishing. Trainers can manage the tag list from this tab even though every other workspace setting is admin-only.