Workspaces and files

A workspace is a folder of files that you and your agents share. Documents, spreadsheets, images, data, the pages of a website, whatever you uploaded this morning: it all sits in a workspace, and both of you can open it. When an agent writes a report it writes a real file into a workspace, and you can go and read it yourself.

The kinds you will meet

Each agent has its own. It holds that agent's working files and follows the agent everywhere, into a project and out again. The researcher's notes stay the researcher's.

Each project has a default one. Work done inside a project lands there rather than in the workspace of whichever agent happened to do it, so it stays with the project. See Projects.

Jobs use a folder inside that one. A job does not get a space of its own, which is why you can still find last month's job output without hunting through a list of one-off spaces.

You can create your own. Ask for a workspace for a client, a product or a long-running piece of work and you get a named one. Connect it to a project as Use, so agents there can read and search it, or Use and update, so they can write to it as well.

The list, and a workspace's tabs

Manage > Files (/workspaces) lists all of them. Create one, pin the ones you keep returning to, delete the ones you have finished with, and filter by type: the ones you made, agents' own, jobs', or all of them together. The search box in the page's header row filters the list as you type.

Open a workspace and it has up to four tabs. Files is the file browser. Cloud sync shows the cloud folders synced into it. Knowledge shows whether its contents can be searched by meaning as well as by name, and its Index this workspace button turns that on after telling you what it will cost. Projects sets which projects may use it, and appears when projects are switched on. A menu at the end of the tab row holds Download as zip, Sync all where cloud folders are attached, and Delete workspace for any that is not a project's default.

What you can do with the files

You click a file, and it opens in a tab beside the page, the same kind of tab that opens beside a chat. Text, markdown and code, images, audio and video, PDFs, slide decks, spreadsheets, word-processor documents and 3D models all show in place. Click another file and it opens in a second tab, so you can read several side by side. Text and markdown you can edit right there, in a rich editor or in raw markdown, then save. Previous and next arrows, and the left and right keys, step through the files in the same folder. The round button at the top right, or Ctrl and \ (Cmd and \ on a Mac), hides the tabs and brings them back. The file menu on a tab has Print and Download as PDF for the files that convert. The preview pane describes the tabs in full.

Chat about this file. A button on the tab's bar opens the Help panel on a conversation about that file, so you can ask what it says or have it changed without describing which file you mean. Save a change in the tab and the assistant knows to read the file again.

Browse, upload, move. Make new folders and upload with the button or by dragging files onto the page. Download a single file, or a folder or the whole workspace as a zip. Cut, Copy and Paste work between folders and between workspaces, and dragging entries onto a folder asks whether to move or copy them.

Search. Search a workspace and it looks at file names and at what is inside the files, then opens a result at the lines that matched. You can also just ask your assistant, which does the same work and puts the file in a tab beside the chat.

In a chat, the Files button in its controls opens that chat's workspace in a tab without leaving the conversation.

Attaching a cloud drive

Ask for a drive to be connected and it is: your assistant checks it can be, gives you a link to sign in, then asks which folders. Connect storage, on the Files page, does the same by hand. You are offered only the services your installation was set up with.

Google Drive signs you in through your browser. Dropbox, OneDrive and Box connect through an app you create once in that service's own developer console. Your assistant walks you through it a page at a time, and the secret goes straight to the Vault. That needs your installation to have a public web address. SharePoint document libraries come through a OneDrive connection: choose Add a SharePoint site in the folder chooser. WebDAV, S3 and SFTP take a short form instead.

Then pick the folders you want and give each one a direction: two-way for something you and your agents both work in, download for reference material you only read, upload for output you want published to the drive. After that it is an ordinary folder inside the workspace, so anything written there appears on your drive.

The Cloud sync tab shows when each folder last synced, live progress while a sync is running, and buttons to sync now, run a full resync or detach. Detaching stops future syncing and deletes nothing, in the workspace or on the drive.

Where it lives

Manage > Files (/workspaces) in the sidebar. An agent's own workspace also has a Workspace tab on that agent's page, and a job's files have a Files tab on the job.

Being able to read a workspace does not make it searchable by meaning: that is a separate choice on the Knowledge tab, and anything you want your assistant to simply know is usually better kept in Memory. The habits, and the fuller picture of what belongs where, are in Workspaces and Memory Spaces. For the drive itself, follow Connect a cloud drive.