1. Understanding spaces

Create a space

Spaces help you organize and manage AI work in one place. You can create a space manually or convert a chat into a space. Each space captures related activity, artifacts, and context in one place, making it easy to track progress, refine outputs, and collaborate with others.

The first step when you create a space is to choose a pre-configured flow based on the type of work you want to do. A flow is a structured, end-to-end workflow that automates complex marketing processes by coordinating AI-driven and human-assisted steps toward a common goal. In Agentic Studio, flows connect multiple agents, organize work into stages, and include human review or approval points where needed. This approach enables teams to run one or many flows in parallel, manage complex work efficiently, and ensure consistency, accuracy, and human collaboration from start to finish.

You can run flows on demand to manage complex, coordinated work such as creating an ABM campaign, generating context-aware content, or optimizing marketing performance. If you only need to automate a single, focused task, consider using an agent instead.

Flows can:

  • Run multi-step work - break complex processes into stages and assign the right agents for each step.

  • Maintain context - carry data and decisions through every stage for consistent results.

  • Enable agent handover - pass outputs from one agent to the next, allowing each step to build on the previous one.

  • Include human review - add approval steps or checkpoints when needed.

Before you begin
  • Ensure you have a Builder license. This is required to create spaces in Agentic studio.

  • Make sure you know what you want to achieve. A clear objective helps you choose the right flow and get better results.

  • Review available flows to find the best fit for your task.

  • Make sure the agents in the flow are configured for your needs. See Before you start using agents.

Within a space, you can add one or more agents and continue working with shared context, making it easy to manage results and collaborate with others.

Create a space

To create a space:

  1. In the navigation menu, click Agentic and then, in the left sidebar, click Space.

  2. On the Spaces page, click Create Space.

  3. On the New space page, in the Space name field, enter a name for the space and describe objective of your space.

  4. In the Starting point section, choose the type of space you want to create:

    • Bulk updates - creates content for multiple audiences and channels at the same time. (Bulk deterministic work across many items).

    • Content creation - creates long-form, ready-to-use blog content based on a single prompt.

    • Start from scratch - provides a blank space for you to start a conversation, add agents, skills and context.

    • Existing template - uses a predefined workflow. This is the default starting point.

  5. If you selected the Existing template, from the Existing template drop-down list, click one of the following flows:

  6. On the Agents tab, if setup is required, click the agent and configure it (for example, select target languages for the Translator agent).

  7. Optionally, for a specific agent, provide the following:

    • Items - use items as the inputs the agent will act on. The agent processes each item to generate outputs. Click Add items to include:

      • CMS - select content item from a SitecoreAI site or collection.

      • Artifacts - use artifacts previously generated in any space.

      • Briefs - select a brief created in the Strategy app.

      • Other - import a CSV file and select all or part of its data.

    • Context - use context as background information that guides how the agent generates results. Click Add context to include:

      • Artifacts - use any artifacts previously generated in the current space.

      • Brand kits - select your organization's brand kit.

    • Supporting files - click Browse to upload supported files related to your request.

Run agents within a space

After your space is set up, you can run agents and review or refine the results.

  1. In the right pane, click  Run to start the first agent.

    Note

    Processing might take some time. You can leave the page and return to the space at any time to track progress.

    The agent processes your request, and the results appear in the space when it finishes.

  2. If your space includes multiple agents, run them one by one by clicking Run.

    Each agent allows you to build on earlier results.

    You can add an Agent Context if needed to add temporary instructions for the next agent.

  3. Repeat until all agents have run. When complete, the results appear in the space.

    Important

    Always review AI-generated artifacts carefully and validate key information before using them.

To learn more about what’s included in a space, see Open a space.

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