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 list has no search box of its own, because the box in the top bar filters it.

Open a workspace and it has 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. Projects sets which projects may use it.

What you can do with the files

Browse the folders and make new ones. Upload with the button or by dragging files onto the page. Download a single file, or the whole workspace as a zip.

Open a file and it previews in place: text, markdown and code, images, audio and video, PDFs, slide decks, spreadsheets and word-processor documents. Text and markdown you can edit right there, in a rich editor or in raw markdown, then save.

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 the preview pane beside the chat.

Attaching a cloud drive

Ask for a drive to be connected and it is: you sign in when the link arrives, then say which folders. Connect storage, on the Files page, does the same by hand. Google Drive, Dropbox, OneDrive, Box and SharePoint sign you in through your browser; WebDAV, S3 and SFTP take a short form instead. You are offered only the ones your installation was set up with.

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.