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Space Templates Overview

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SysAid Enterprise Service Management (ESM) extends service management beyond IT, enabling departments like HR, Finance, and Facilities to deliver structured, efficient services across the organization.

Spaces are the foundation of this approach. Each space represents a dedicated service environment for a specific department, with its own workflows, Service Level Agreements (SLAs), AI chatbot settings, etc.

To help you get started quickly, SysAid provides Space templates, pre-configured spaces designed to give you a structured starting point without building everything from scratch.

Available for:

Customers using SysAid Spaces ESM.

How it works

Space templates are ready-made space configurations that include essential components such as workflows and AI chatbot settings.

Rather than starting with an empty space, templates provide a foundation aligned with common departmental use cases, while still allowing full customization after creation.

Available space templates

SysAid offers several space templates to support different organizational needs:

  • HR
    Supports common employee-related processes such as requests and internal services.

  • Finance
    Designed for financial service workflows, including approvals and request handling.

  • Facilities
    Handles workplace-related services such as maintenance and equipment requests.

  • Additional IT space
    A full ITSM-enabled space similar to the primary IT space, allowing you to extend IT operations to additional teams, regions, or use cases.

  • Custom space
    A flexible template you can use for any domain or department, with default business-team configurations already in place so you can build on them instead of starting from scratch.

What’s Included in each space template

Each template provides a structured starting point to help you launch quickly while keeping full control over customization.

Core setup

  • Predefined space name and description. These can be changed and updated at any point.

  • Assigned icon and color. These are configured once per space and cannot be changed later.

  • Automatically generated email address for the space. You can edit it as you want. Once chosen, you will need to go through the steps of setting up the email integration.

  • Default agent group(s)

Service Desk structure

  • Pre-built service categories to organize requests

  • Simplified request forms with relevant fields

  • Standard statuses and priorities to manage workflows

AI capabilities

Every space has its own AI settings, AI chatbots, Data Pool, etc. The capabilities include:

  • AI chatbot framework with suggested welcome messages and prompts

  • Built-in guardrails to guide interactions

  • Optional connection to organizational data sources through datasets in the Data Pool.

Portal & user experience

  • Each space has a ready-to-use service catalog that exists in a designated Self-Service Portal for that space. All the Chatbot links across the Self-Service Portals will lead to one unified chatbot experience for the end-users.

Tip!

To learn how to fully customize your space’s Self-Service Portal, see Self-Service Portal General Settings.

Adjusted capabilities for non-IT spaces

  • IT-specific features are simplified or disabled

  • Service types are aligned with general service workflows rather than ITIL-specific processes

The Self-Service Portal experience

Once a space is activated, it becomes available to all users through the Self-Service Portal.

Users interact with a single chatbot interface that supports multiple departments. Each space is represented as a selectable option within the chatbot, allowing users to switch between departments as needed.

  • Users can switch between departments using the space selector in the chat interface

  • Each selection routes the conversation to the relevant department’s chatbot configuration

  • The active space indicates which department the user is currently interacting with. Each chatbot also includes department-based suggested prompts to help the user get started.

This allows users to access services across multiple departments from one place, while each team maintains its own workflows and logic behind the scenes.

What templates don’t do:

Space Templates are designed to accelerate setup, not replace configuration.

After creating a space, you can:

  • Customize forms, workflows, and categories

  • Adjust automation and AI behavior

  • Modify the portal and user experience

  • Add integrations and data sources

Some elements may start as general placeholders and should be tailored to your organization’s needs.

To learn how to create a new space, see Creating a New Space in SysAid.

Choosing the right template

Select a template that best matches your department or use case.

  • Use department templates, HR, Finance, and Facilities, for a structured starting point aligned with common workflows

  • Use the additional IT space to extend ITSM capabilities beyond your primary IT space

  • Use the Custom space template when you need a flexible template for any domain or department, with default business-team configurations already in place so you can build on them instead of starting from scratch.

Next steps

After selecting a template, you can create your space and begin customizing it to fit your organization.
To learn how to create a new space, see Creating a New Space in SysAid.