Customer Workspace

Set up or operate customer workspaces without confusing setup artifacts with live records.

When to Use

• Creating a per-customer workspace.
• Operating an existing workspace: inbox updates, meeting notes, questions, actions, workstreams, or handoffs.
• Adding customer-information routing or meeting-note workflows.
• Reviewing the current owner, next action, and source records before a handoff.

Choose a Mode First

Inspect the workspace before choosing an action. Treat it as existing when it contains any managed record such as .github/copilot-instructions.md, .github/prompts/, workspace-summary.md, _customer/profile.md, _inbox/, or workstreams/. An aggregate operations workspace may contain a lightweight Customers/{id}/ profile, task list, inbox, and meetings. Do not initialize a full customer workspace over those records; ask for a separate target if dedicated customer management is needed.