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How the workspace should feel

Workspace Basics

Learn how requests, approvals, notes, and safe history should be organized.

Current status: managed setup until approved. CoreStaff is preparing launch surfaces; some flows remain preview or human-reviewed until approved.

Explaining the expected customer-safe workspace view.
Open Workspace ShellHelp CenterApproval Boundaries and Agent AuthoritySecurity and Privacy Basics

Who should use it

Customers who need to understand how work should be tracked and reviewed.

What this is for

Explaining the expected customer-safe workspace view.

What to prepare

  • A list of the requests you want visible in the workspace.
  • The review rules for outputs and approvals.
  • The contacts for support and escalation.

Approval boundary

  • Anything outside the safe workspace boundary needs human review.
  • Owner approval is required before any future live capability is added.

Step-by-step

How to use the guide

Step-by-step usage guidance

  1. Review the request summary and the safe context provided.
  2. Track what the AI employee is allowed to draft or summarize.
  3. Check the approval boundary before anything customer-facing happens.
  4. Use support when something is unclear or needs escalation.

What the AI employee can do

  • Explain requests, progress, approvals, and safe output history.
  • Describe how review-first tracking should work.
  • Point to help and support resources.

What it cannot do yet

  • It cannot claim raw prompts, secrets, or provider internals.
  • It cannot claim a live portal if one is not implemented.

Privacy and security notes

  • Keep sensitive data out of the workspace unless a later phase explicitly approves it.
  • Do not include secrets or private operator notes.

Support path

  • Setup/help: hello@corestaffai.com
  • Support: support@corestaffai.com

Current status

Managed setup comes first while customer access is opened in stages.

This guide never claims live signup, live billing, live connectors, live OAuth, live email, or public-agent activation. It is a customer-facing explanation of the current managed setup posture and the human-review boundary, and it pairs with the static workspace shell preview.

Honest boundary

Customers should use hello@corestaffai.com for setup, custom, or general questions and support@corestaffai.com for support. If something is outside this guide's scope, route it to a human reviewer first.