Workspace feature list
Everything the module does, grouped by what you would be trying to achieve. Where a feature has a guide, the guide is linked.
Setting up a workspace
Section titled “Setting up a workspace”| Feature | What it does |
|---|---|
| Four workspace types | Decision, Research, Policy, and Delivery |
| Name | What the workspace is called |
| Purpose | Gives Research and Content a shared decision boundary, so the AI can judge relevance |
| AI instructions | Standing instructions applied to every AI chat in the workspace |
| Workspace options | Settings for the workspace after creation |
| Filter this Workspace | One box that filters content, research, and references together |
References — source material
Section titled “References — source material”| Feature | What it does |
|---|---|
| Add from Assets | Opens the service’s asset store and links one registered item into the workspace |
| Upload | Adds a file straight from your machine |
| Module filters | Facets down the side of the picker, each with a live count |
| Review status filter | Narrows the picker to assets in a given review state |
| Evidence signals | Six signals per asset — authority, provenance, publisher/owner, source date, geography, review status — with a filled-in count |
| Automatic selection | The AI chooses which references are relevant to a question rather than reading everything |
Gather references covers this rail.
Research — evidence
Section titled “Research — evidence”| Feature | What it does |
|---|---|
| AI-planned topics | The workspace breaks a request into separately answerable topics and registers them |
| Question and status | Each item records what it set out to answer and whether it finished |
| Summary and findings | A short answer, then the detail |
| Per-finding sources | Real links, plus a Sources used count on every step in the AI panel |
| Evidence gaps | The panel reports “Research completed with evidence gaps” instead of claiming completeness |
| Asset metadata | Edits the item’s name, description, and keywords, and pins it in the workspace |
| Ask AI to suggest metadata | Fills the metadata fields for you |
| Registered as service assets | Research and scratchpads appear in any asset picker in the service, which is the only route evidence takes between workspaces |
| Remove | Takes an item out of the workspace |
Work with research covers this rail, and Content and metadata settings documents every field.
Content — what you publish
Section titled “Content — what you publish”| Feature | What it does |
|---|---|
| Documents | The full document editor, inside the workspace |
| Charts | Diagrams built with the Charts designer |
| Scratchpads | A free canvas with drawing, elements, pan, and zoom |
| Draft and Live | Page status per item. Drafts stay editor-only |
| Landing page | The item that opens first, required before you can publish |
| Configure page | Name, description, page status, landing page, keywords, and collection for one item |
| Collections | Group content items, and become named groups in the published navigation |
| Keywords | Free-text tags for anything the service has no field for |
| Ask AI to suggest metadata | Fills name, description, and keywords from the item’s own content |
| Pinned in this Workspace | Keeps an item to hand |
| Organise navigation | Arranges published pages into navigation groups, by hand or from collections |
| Per-item versions | The publish dialog shows each item’s current and published version |
| Generated from N sources | Provenance badge recording what an item was written from |
| Linked from | Backlinks showing what points at an item |
Create content covers this rail.
The AI
Section titled “The AI”| Feature | What it does |
|---|---|
| Multi-step plans | Scaffolds topics first, researches each separately, then plans the content |
| Visible progress | Each step shows a tick, a duration, and a completed-task count |
| Runs in the background | A plan keeps running if you navigate away |
| Stop this run | Halts the plan after the current request. Provider requests cannot be paused mid-flight |
| Auto-apply | New content is created for you; edits to existing content stay staged until approved |
| Approve and Dismiss | Per-change buttons on a staged suggestion |
| Review mode | Switch auto-apply off to review every suggestion |
| Starter prompts | Draft business requirements, research the gaps, create a scratchpad of open questions, suggest Asset metadata |
| Personas | The assistant persona is selectable |
| Conversation history | Past conversations, plus a button to start a new one |
| Context meter | Shows how much of the conversation budget is used before compaction |
| Duplicate avoidance | The AI reuses an existing item rather than creating a second one |
| Team-visible transcripts | Recorded transcripts are visible to workspace members |
Control what the AI does and the AI panel reference cover this.
Sharing and publishing
Section titled “Sharing and publishing”| Feature | What it does |
|---|---|
| Share Workspace | Sets internal access — Private, Restricted, or Internal |
| Share links | Time-limited links, with an expiry in days |
| Publish Workspace | Publishes Live content to a reader-facing page |
| Publish summary | Shows the landing page, the item count, and how many drafts are being omitted |
| Allow comments | Lets signed-in viewers leave feedback on the published copy |
| Version history note | Records what changed in a publish |
| Open published Workspace | Opens the reader-facing copy |
Publish a workspace covers this.
What the module does not do
Section titled “What the module does not do”| Not available | Detail |
|---|---|
| Private AI chats | Transcripts are visible to workspace members by design |
| Pausing a request mid-flight | Stop applies after the current provider request completes |
| Publishing drafts | Only Live items are published, and the landing page must be Live |
| Anonymous access from the workspace | Anonymous visitors need an External Publisher URL |
| Adding several references at once | The asset picker confirms one item at a time |
| Research without a question | The AI works from the workspace purpose and your request; a vague ask produces a vague plan |
| Cross-workspace research | Evidence travels through the Asset Library, not directly between workspaces |
| A published copy beyond the landing page | On the version tested, extra Live pages publish but are not linked from the published contents list |
Related
Section titled “Related”Quickstart works a real decision through end to end. Capabilities maps each feature to the page covering it.
