> ## Documentation Index
> Fetch the complete documentation index at: https://docs.adopt.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workstreams

> The isolation boundary that keeps each client's files, data, and agent runs sealed off from every other's.

A firm serves many clients, and their data must never mix. Workstreams are how the platform guarantees that. A Workstream is a logical partition for all the data flowing in from a client's systems — and for an accounting or tax firm, a workstream is typically one client. Everything an agent touches on a run happens inside a single workstream's boundary.

## What Are Workstreams?

A Workstream is the platform's tenant line for client data. All the data flowing in through [Pipelines](/accounting/pipelines) and agents is separated on a per-client basis according to the workstream it belongs to. No two workstreams share data or access.

<Info>
  A Workstream is a per-client tenant — a sealed room that holds one client's documents, data, and runs, with a guest list on the door.
</Info>

## How to Access Workstreams

Click **Workstreams** in the left navigation, under the **Adopt Primitives** group.

<Frame>
  <img src="https://mintcdn.com/adoptai-0ccbafe4/-DUzAbjdNrKH4x0g/images/acct-workstreams.png?fit=max&auto=format&n=-DUzAbjdNrKH4x0g&q=85&s=ee6ccf8c37e3bfd7904083277f9f7a0d" alt="Acct Workstreams" width="1495" height="812" data-path="images/acct-workstreams.png" />
</Frame>

The left panel lists every workstream, each with a count of the people who have access. Selecting one opens its detail on the right, where you manage that workstream's members.

## What a Workstream Isolates

A workstream draws a hard boundary around everything tied to a client:

| Isolated              | What it means                                                                 |
| --------------------- | ----------------------------------------------------------------------------- |
| **Files**             | Each workstream's [File Explorer](/accounting/file-explorer) document stores. |
| **Data Store tables** | Structured rows scoped to that client.                                        |
| **Pipeline data**     | Each pipeline run is bound to a workstream.                                   |
| **Agent runs**        | A conversation happens inside one workstream's context.                       |
| **Access**            | An explicit list of people who can see and work in that workstream.           |

The logic stays shared while the data stays separate: the same agent runs across many workstreams, and only the data context changes per client.

## Managing Access

Each workstream carries its own member list — the people permitted to see and work in it. Add someone by email from the workstream's detail panel, and remove access just as easily. Create a new partition with the **New workstream** button at the top right.

<Warning>
  Adding a person to a workstream gives them access to that client's files, tables, and agent runs. Keep each workstream's member list tight — it's the access boundary for real client data.
</Warning>

## Workstreams at Runtime

In the [End-User App](/accounting/end-user-app), a workstream is the thing a person *picks* to scope a conversation. Choosing a workstream points the agent at that one client's files, tables, and pipeline data — nothing else is in scope. It's the moment the shared agent logic meets one client's isolated data.

## Why Workstreams Matter

Client confidentiality isn't a nice-to-have in accounting and tax work — it's the whole basis of the relationship. Workstreams make isolation structural rather than a matter of care: one client's data physically cannot appear in another's run. That's what lets a firm safely point the same powerful agents at dozens of clients, confident that the wall between them holds.

## Next Steps

1. [Run an agent scoped to a workstream](/accounting/end-user-app)
2. [Review the design principles behind isolation](/accounting/design-principles)
3. [See how workstreams wrap the whole platform](/accounting/how-it-connects)
