Getting Started with Workspaces

Welcome to the Septra Business Operating System! Septra is designed to securely link specialized autonomous AI agents to your organization's real business data, helping you automate executive strategy, paid advertising, content marketing, and operations based on live business telemetry.

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1. What is a Workspace?#

In Septra, a Workspace is the fundamental security, governance, and operational boundary. Every organization, agency client account, or department operates inside its own cryptographically isolated Workspace.

Workspace Isolation Guarantees#

Data Siloing: All uploaded documents, credentials, API tokens, and agent executions are logically and physically partitioned by composite keys in DynamoDB. No data can ever leak or cross between different Workspaces.
Identity Boundaries: All authentication and access management are handled by Amazon Cognito and OAuth 2.0 with PKCE. When a user authenticates, their verified JWT claims lock every backend API request to their authorized workspace ID.
Independent Agent Personas: Specialized AI agents (Ori, Sage, Aria, Gale, Elana, Theo, Astra) operate per workspace, drawing context strictly from that specific workspace's knowledge base and connected data sources.
Billing and Credits: Subscriptions and usage credits are managed independently for each workspace, with real-time attribution tracking spend by role, workflow, and LLM model.

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2. Setting Up Your Workspace#

Getting your AI-powered workforce operational takes just three steps:

Step 1: Provisioning & Welcome Credits#

When your workspace is first created, you are automatically assigned the Owner role. You will receive 500 free welcome credits to test agent actions immediately. Need more capacity? Both your monthly credit pool and workspace limits scale automatically when you upgrade your plan.

Step 2: Inviting Team Members & RBAC Roles#

You can invite collaborators to your workspace from the Settings page. Permissions are controlled by a 4-tier Role-Based Access Control (RBAC) governance model:

Owner: Full access to billing, subscription management, and workspace deletion.
Admin: Full access to connector authorizations, agent configurations, and data syncs.
Member / Editor: Can execute agent tasks, approve deliverables, and upload documentation.
Viewer: Read-only access to view analytical reports, audit scorecards, and conversation logs.

Step 3: Connecting Intelligence Sources & Populating Memory#

Before your agents can deliver high-impact results, they need visibility into your tools:

Navigate to Intelligence (/intelligence) to link your ad accounts (Google Ads, Meta Ads), analytics (GA4, Search Console), CRM (HubSpot, Odoo), and CMS.
Go to Knowledge Base (/knowledge-base) to upload brand guidelines, customer personas, product catalogs, and standard operating procedures (SOPs).

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3. Navigating the Septra Dashboard#

Home: Executive briefing overview highlighting recent agent activities, pending approvals, credit balances, and operational alerts.
Agents (`/agents`): The team directory of deployed AI agents where you can initiate real-time conversational sessions or review agent performance.
Tasks (`/tasks`): The centralized Kanban board where background agent work and human approval gates (In Review) are managed with complete transparency.
Goals (`/goals`): Strategic business OKRs and KPIs that align autonomous agent workflows to target metrics.
Knowledge Base (`/knowledge-base`): Document repository grounding your agents' semantic memory.
Reports (`/reports`): Automated multi-channel executive audits covering Paid Advertising ROAS, SEO Health, Generative AI Visibility (GEO), and Financials.