Workspaces

A workspace is a boundary for chats, knowledge, workflows, and data access. Each workspace has its own warehouse connection, knowledge documents, and member list.

​

What a workspace contains

• Chats — scoped to the workspace. Members see all chats.
• Knowledge base — workspace-specific tables, metrics, rules, and notes.
• Warehouse connections — each workspace connects with its own credentials.
• Workflows — scheduled analyses use the workspace’s knowledge and connections.
• Data Apps — dashboards are workspace-scoped and use the workspace’s connections.
• Bookmarks — saved results are workspace-scoped.

​

When to use multiple workspaces

Most organizations start with one. Add more to:

• Separate knowledge by team — marketing and finance can define “revenue” differently without conflict.
• Restrict data access — each workspace connects with its own credentials, limiting what the agent can query.
• Control visibility — workspace membership determines who sees chats and analysis.

​

Switching workspaces

Click the workspace name in the sidebar. Organization admins can access all workspaces.

​

Knowledge sharing

Knowledge is workspace-scoped by default. Create a knowledge share to grant another workspace read-only access to specific namespaces — useful for shared metric definitions or company-wide business rules. Knowledge shares are one-directional. Configure at Org Admin > Workspaces.

​

Data access isolation

Each workspace connects to your warehouse with its own credentials. The agent can only query tables those credentials can access. One workspace’s queries never use another workspace’s credentials. See Warehouse Connections for setup.

​

Roles

Roles (Explorer, Developer, Admin) are assigned per workspace. See User Management & Roles for the full permissions table.