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Agent - Workspaces

Agent - Workspaces

Workspaces enhances task organization and by creating separate environments for dedicated purposes, each with its own conversations, files and Instructions. Users can create and switch between multiple Workspaces as necessary.

Creating New Workspace

To create a new Workspace, click on the plus (+) button located in the Workspace menu list. This will open a setup wizard that guides you through defining the Workspace's configuration

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The initial setup page allows you to provide a unique Title and, optionally, a Description as well as choose an Icon and Icon Color:

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  • Icon Selection: Choose an icon from a predefined list.

  • Icon Color: Select a color to personalize your workspace.

Switching Between Workspaces

To switch Workspaces, click on the workspace icon or title in the left menu. Once you have selected a Workspace, you can start chatting within that environment.

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Workspace Settings

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When in the Workspace, the menu button in the Resources tab expands the options to:

  • Edit the Workspace’s configuration.

  • Delete the Workspace, permanently removing its contents.

Chat History

The chat interface will only display the conversation history specific to that Workspace.

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Managing Workspace

By choosing the Edit option, users are allowed to do one of the following actions:

  • Change workspace title, icon, and description

  • Share the workspace with co-workers

  • Manage resources

  • Manage instructions

 

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Managing Access Settings

To manage access settings, users should select the Access option. This feature allows users to share the workspace with their coworkers. They have the flexibility to share the workspace either with individual members or the entire organization. Furthermore, users can designate more than one person as an owner of the workspace. It's important to note that only those with owner status have the capability to modify Access settings.

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Managing Resources

Users can manage resources in the Workspace from multiple locations:

  • Managing Resources from the Resources wizard section tab

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  • Managing Resources from Files tab

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  • Resources panel

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Managing Instructions

Workspace-specific Instructions can be created and modified in the Workspace wizard or directly from the chat area.

  • Workspace wizard

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    Instruction selector

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