Getting Started

This guide takes you from a fresh account to an AI agent calling workspace tools inside one of your drives.

1. Create Your Account

Sign up at pagespace.ai — there are no passwords. Pick one:

• Passkey (recommended): use Touch ID, Face ID, Windows Hello, or a hardware key.
• Magic link: enter your email and click the link we send.
• Google or Apple OAuth.

No credit card required. The free tier includes 500 MB storage, $5/month of AI credits, and a 20 MB max file size.

After signup, PageSpace sets you up with a starter drive (workspace) so you can jump straight in.

2. Understand Drives and Pages

PageSpace organizes everything into drives and pages:

• Drives are top-level workspaces. You can create multiple drives and invite members to each.
• Pages are the universal content primitive. Everything is a page — documents, folders, AI chats, channels, task lists, sheets, canvases, code files, and uploaded files.

Pages form a tree hierarchy. A document can live inside a folder, which lives inside another folder. This structure gives AI meaningful context; access is controlled by drive membership and explicit per-page permissions (no inheritance from parent folders).

📁 Marketing/
├── 📁 Q1 Campaign/
│   ├── 📄 Brand Guidelines
│   ├── 📋 Task List
│   ├── 💬 Team Channel
│   └── 🤖 Campaign AI Agent
├── 📁 Assets/
│   └── 📎 logo.png
└── 🤖 Marketing Assistant

3. Create Your First Document

Click the + button in the sidebar or right-click to create a new page. Select Document and start typing.

Documents use a TipTap rich-text editor with:

• Markdown input shortcuts (type # for a heading, - for a list)
• Real-time collaboration via Socket.IO
• Bubble and floating toolbars for formatting
• Drag-and-drop file uploads
• An HTML / Markdown storage toggle per page

4. Set Up AI

Every cloud model is served through OpenRouter and organised under its real vendor, so you reach one catalogue that spans many providers without supplying any API keys — credentials are managed by the deployment operator (on pagespace.ai cloud that's PageSpace; on self-hosted, whoever runs the server). The default model is openai/gpt-5.3-chat.

Vendor	What it is
OpenAI	GPT-5.4 / 5.3 / 5.2 families
Anthropic	Claude 4.6 / 4.5 / 4.1 families
Google	Gemini 3 and 2.5 families
xAI	Grok 4 family
DeepSeek, Qwen, Mistral, Moonshot, MiniMax, Meta, and more	Additional open and frontier models in the OpenRouter catalogue

Self-hosted deployments can also point at a configured endpoint instead of OpenRouter:

Endpoint	What it is
Azure OpenAI	Models from a configured Azure deployment
Ollama	Models discovered from a configured Ollama server
LM Studio	Models discovered from a configured LM Studio server

Open Settings > AI to pick a model. The model you pick becomes your account-level default; any individual AI Chat page can override it. Each call draws from your plan's monthly AI-credit allowance based on the model's real cost. Free accounts use a curated allowlist — openai/gpt-5.3-chat (default), the GPT-5.4 nano and mini models, Claude Haiku 4.5, and the Gemini Flash family — while paid plans unlock the full catalogue.

5. Create an AI Agent

AI Chat pages are specialized AI conversations with custom configuration:

1. Right-click in the file tree and select New AI Chat
2. Open the agent's settings to configure:
   • System prompt: custom instructions for the agent's behavior
   • Enabled tools: which of the 37 workspace tools the agent can call
   • Read-only toggle: when on, the agent can only read and search — no writes, no trash, no task updates
   • Web search toggle: enables the web_search tool
   • Provider / Model: which AI model powers this agent
3. The agent inherits context from its position in the hierarchy — an agent inside a project folder understands that project.

Agents can also consult each other via the ask_agent tool, enabling multi-agent collaboration.

6. Connect External AI Tools (MCP)

If you use Claude Desktop, Claude Code, Cursor, or other MCP-compatible tools, you can connect them to your PageSpace workspace:

1. Go to Settings > MCP and create a token
2. Add the PageSpace MCP server to your tool's config:

{
  "mcpServers": {
    "pagespace": {
      "command": "npx",
      "args": ["-y", "pagespace-mcp@latest"],
      "env": {
        "PAGESPACE_API_URL": "https://pagespace.ai",
        "PAGESPACE_AUTH_TOKEN": "mcp_your_token_here"
      }
    }
  }
}

See the MCP Integration guide for full details.

7. Invite Your Team

To collaborate:

1. Go to Drive Settings > Members
2. Add members by email — they join as MEMBER by default
3. Promote members to ADMIN for drive management access
4. Set page-level permissions for fine-grained access control

Members can collaborate in real-time on documents, channels, and AI conversations.

Next Steps

• Core Concepts — pages as primitives, context inheritance, the tree model
• Page Types — the 9 built-in page types and what each one is for
• Features — plain-language reference for the behaviours every page shares
• MCP Integration — connect Claude Desktop, Cursor, or your own MCP client