Onboarding and workspaces

A workspace is the basic unit in Rhetis for managing projects, Knowledge documents, styles, assets, and credits together. When you first sign in, you prepare a workspace by entering only the information you need step by step.

Choose personal or team

This choice is meant to keep initial setup simple. You can manage members and workspace information later from Settings.

Complete onboarding

1. 1

   Choose how to start

   Choose a personal or team workspace. Even if you choose a team, you do not need to enter every complex security or policy setting.

2. 2

   Choose your first deliverable type

   Choose sales and proposals, investment and pitching, management and weekly reporting, product and strategy sharing, education and onboarding, or freeform writing. This selection helps tailor the first conversation and recommendations quickly.

3. 3

   Enter workspace information

   Enter a workspace name. For a team workspace, invite teammates by entering multiple email addresses separated by line breaks or commas, and add a company domain if needed.

4. 4

   Upload reference material

   Upload PDFs, documents, research material, or existing slides. If you do not have material yet, choose Later to skip this step.

5. 5

   Upload brand material

   Upload a logo, brand book, or reference images. You can create styles separately after starting a project, so you may skip this step as well.

6. 6

   Start the workspace

   When setup is complete, Rhetis creates the workspace and processes the selected materials. The workspace may still be created if some material processing fails; you can add the material again from Knowledge or Style.

Name your workspace

• Use a name that makes the team or purpose immediately clear.
• If you operate multiple organizations, include both the company and team names.
• Before splitting every client project into a separate workspace, decide whether members, materials, and credits need to be shared.
• In workspaces for external collaboration, take care not to upload internal-only materials automatically.

Complete items skipped in onboarding

• Add reference materials from Knowledge in the left navigation.
• Create a new style from Style with images and prompts for brand materials.
• Invite teammates from Workspace settings in the profile menu.
• You can freely change the first-deliverable type later in each project prompt.