Organize document workspaces and chat sessions

Before you start

Have access to the DocVault service and documents that have finished indexing.

Steps

1. Open Workspaces or Library and create a workspace with a useful name.
2. Link the intended existing documents using the available workspace document controls.
3. Open chat for that workspace and verify the selected scope before asking a question.
4. Use sessions to keep separate conversations for different tasks. Confirm the selected document or workspace when returning later.
5. Unlink a document when it no longer belongs in the workspace; read deletion warnings carefully before deleting the underlying file.

Check the result

The workspace lists the correct documents and chat searches the intended content.

Troubleshooting

Unlinking a document from a workspace is different from deleting the stored document. Missing context can result from linking the wrong file, selecting another session, or using a document that is not indexed.