Workspace capabilities
An index from what you want to do to the page that documents it. Feature list is the same ground organised by what the module offers.
Setting up
Section titled “Setting up”| Capability | Covered in |
|---|---|
| Create a workspace | Quickstart |
| Choose a workspace type | Quickstart |
| Write a purpose that guides the AI | Run a decision |
| Set standing AI instructions | Control what the AI does |
| Decide what belongs in one workspace | How a workspace is organised |
References
Section titled “References”| Capability | Covered in |
|---|---|
| Add source material from Assets | Gather references |
| Upload a file | Gather references |
| Filter the picker by module or review status | Gather references |
| Read the evidence signals on an asset | Evidence and provenance |
| How the AI selects sources | Gather references |
Research
Section titled “Research”| Capability | Covered in |
|---|---|
| Get the AI to plan research | Quickstart |
| What a research item contains | Work with research |
| Judge whether to trust a finding | Work with research |
| Evidence gaps | Work with research |
| Rate a research item | Work with research |
| Download research as Markdown | Work with research |
| Edit Asset metadata | Work with research |
| Create content from research | Work with research |
Content
Section titled “Content”| Capability | Covered in |
|---|---|
| Create a document, chart, or scratchpad | Create content |
| Set page status to Draft or Live | Content and metadata settings |
| Set a name, description, or keywords | Content and metadata settings |
| Have the AI suggest metadata | Content and metadata settings |
| Choose the landing page | Publish a workspace |
| Group content into collections | Content and metadata settings |
| Get a collection into the published navigation | Content and metadata settings |
| Find a workspace item from outside the workspace | Content and metadata settings |
| Provenance on generated content | Create content |
| Backlinks | Create content |
| Organise navigation | Create content |
Controlling the AI
Section titled “Controlling the AI”| Capability | Covered in |
|---|---|
| Auto-apply and staged edits | Control what the AI does |
| Approve or dismiss a staged change | AI panel reference |
| Review every suggestion | Control what the AI does |
| Stop a running plan | Control what the AI does |
| Start a new conversation | Control what the AI does |
| Starter prompts | AI panel reference |
| Read a plan’s progress | AI panel reference |
| What the event messages mean | AI panel reference |
| Who can see the transcript | Control what the AI does |
| Understand why it decomposes and cites | What the AI is for |
| Know what happens when a topic has no sources | What the AI is for |
Sharing and publishing
Section titled “Sharing and publishing”| Capability | Covered in |
|---|---|
| Publish content to readers | Publish a workspace |
| Set who can open the published copy | Publish a workspace |
| Create a time-limited share link | Publish a workspace |
| Allow comments on published content | Publish a workspace |
| Record what changed in a publish | Publish a workspace |
Things the module does not do
Section titled “Things 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 |
| Publishing drafts | Only Live items publish, 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 |
| Judging whether the question is right | It gathers evidence; the question is yours |
| Cross-workspace research | Evidence travels through the Asset Library, not directly |
| A published copy beyond the landing page | Extra Live pages publish but are not linked from the published contents list |