# My Workspace

My Workspace in askEdgi serves as a unified environment where users can upload data, connect catalog assets, and perform AI-assisted analysis. It brings together data management, intelligent exploration, and automated insights—allowing users to interact with their data, discover patterns, and build reusable analytical workflows.

## Interface Overview

### **Data Ingestion Controls**

#### **File Upload**

* Initiate File Selection
  * Navigate to the My Workspace interface.
  * Select the Files option to open the upload modal window.

    <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2F5VfbsaAkEXZSBW2kzf0O%2Funknown.png?alt=media&#x26;token=f171c8e8-6a21-4a25-970c-c912d8f7c662" alt=""><figcaption></figcaption></figure>
* Execute File Transfer
  * Utilize either of the following methods:
    * Drag and drop supported files directly into the designated area.
    * Select the '**Browse to Upload**' button to open the system file browser, then choose and confirm the file for upload.

      <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FfRn7ss78xGR3Fc9Nmk6D%2Funknown.png?alt=media&#x26;token=aa6f74d0-62d4-4d24-9aff-bcf3998f6d00" alt=""><figcaption></figcaption></figure>
* **Complete Upload Process**
  * The system validates file format and size automatically.
* Once validation is complete, the file appears in the workspace data list, ready for analysis.

**Supported File**

| Parameter        | Requirement          |
| ---------------- | -------------------- |
| Accepted Formats | CSV, PQT, XLSX, JSON |
| Maximum Capacity | 1 GB per file        |

{% hint style="info" %}
The modal window remains active during file processing to provide real-time upload status.
{% endhint %}

### **Catalog Integration**

* Initiate Catalog Selection
  * Navigate to the **My Workspace** interface
  * Select the **+ Catalog** option to enable the **Add Objects to Workspace** modal.

    <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2F6P5lgsXEFD8TXrulL9oz%2Funknown.png?alt=media&#x26;token=c6d81cd3-e203-415e-b9ee-50e55720d65a" alt=""><figcaption></figcaption></figure>
* Execute Object Selection\
  The Add Objects to Workspace window displays all crawled and permissioned catalog objects.
  * Utilize either of the following methods:
    * Apply search or filtering to locate specific assets
    * Select '**Explore Resources**' to browse and select available catalog objects manually.
* Select desired objects using checkboxes.
* Confirm selection by clicking the **+Add** button.

  <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2Fmwz1AWm5TOolaCSLFHuv%2Funknown.png?alt=media&#x26;token=05af192b-3223-4548-accc-6916274857c8" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Access to catalog assets depends on the organization’s metadata governance and access control settings. Non-permissioned datasets remain hidden from view.
{% endhint %}

{% hint style="warning" %}
Catalog-linked datasets maintain metadata lineage and can be referenced directly in AI analysis or recipes without duplicating data.
{% endhint %}

## Data Catalog - Workspace Projects Integration

This section explains the functional details of the Workspace integration within AskEdgi and its behavior across modules, including Projects, Data Catalog, Business Glossary, Data Stories, and Search Results.

### **Operational Framework**

The AskEdgi Workspace operates as a personal project within the Projects module and receives data objects from multiple areas, including the Data Catalog, Business Glossary, Data Stories, and Search Results. Tables and files can be added to the workspace from the AskEdgi interface. Still, direct workspace management actions from other modules are governed by clear rules to ensure consistent behavior and data governance.

“My Workspace” functions as a default personal project with defined validations, icon behavior, access checks, duplicate checks, workspace limits, and visual indicators. Only supported object types, including tables and files, can be added to the workspace. Other object types, such as glossary terms and data stories, remain restricted to standard projects.

### **Feature Details**

1. Projects List View

| Field        | Behavior                                     |
| ------------ | -------------------------------------------- |
| Project Type | My Workspace displayed as Username Workspace |
| Description  | Non-editable to maintain workspace integrity |

2. Data Catalog List View

| Object Type            | Workspace Icon Behavior                             |
| ---------------------- | --------------------------------------------------- |
| Tables and Files       | Workspace icon visible                              |
| All other object types | The icon appears greyed out to indicate restriction |

**Manage Project navigation**

* Log in as an **Administrator**.
* Navigate to the **Data Catalog** module from the main **application** menu.
* Select one or more **data objects** from the list.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FR4Cv7Fyxg6lRxCHQEp6H%2Funknown.png?alt=media&#x26;token=f5dcb0f8-b70f-467e-9c33-b1722002a5fb" alt=""><figcaption></figcaption></figure>

* Click on the **Nine-Dot** menu.
* Select the **Manage Projects**.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FFoB8ISuBv94yY294olHE%2Funknown.png?alt=media&#x26;token=680f6518-6f4c-43ef-a8de-b92502ba2f3a" alt=""><figcaption></figcaption></figure>

* Click **Add to Project**.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2Fufqv6LPWzpyr9EtRWqvl%2Funknown.png?alt=media&#x26;token=13cf3e05-e8c4-4d0d-887c-506bba6b180b" alt=""><figcaption></figcaption></figure>

* The system displays the list of eligible projects based on the selected object types.
* Choose a target project from the displayed list.
* The system validates duplicate entries, data access, and workspace limits.
* The system displays the relevant success or validation message.
* Valid objects are added to the selected project.

**Validation rules for adding to My Workspace**

<table><thead><tr><th width="194.3333740234375">Validation Type</th><th width="197.333251953125">System Behavior</th><th>Message</th></tr></thead><tbody><tr><td>Duplicate Check</td><td>If the object already exists, it is skipped</td><td>Some table(s) or file(s) already exist in your workspace and will not be added again</td></tr><tr><td>Mixed Duplicate and New</td><td>Some exist, and some are new</td><td>X of the selected tables or files already exist in your workspace. The remaining Y have been added successfully</td></tr><tr><td>Access Check</td><td>Object added, but access flagged if Data Read Access is missing</td><td>Error message displayed</td></tr><tr><td>Workspace Limit</td><td>Workspace limit reached</td><td>X of Y objects added to the workspace. Workspace has reached its limit of N tables or files. Please remove some objects before adding new ones.</td></tr></tbody></table>

{% hint style="info" %}
Connector availability is validated before adding objects to ensure AskEdgi access readiness
{% endhint %}

3\. **Data Catalog Summary View**

**Add to Project behavior**

| Selected Object Types          | System Behavior                                              |
| ------------------------------ | ------------------------------------------------------------ |
| Only non-table or file objects | My Workspace is not displayed when Add to Project is clicked |
| Only tables or files           | My Workspace displayed                                       |

**Validation**

Messages match those shown in Data Catalog List View

**Examples**

The selected table(s) or file(s) already exist in your workspace and will not be added again.

Workspace limit exceeded: Workspace has reached its limit of X tables or files. Please remove some objects before adding new ones.

4\. **Business Glossary, Data Stories, and Impact Analysis**

**Add to Project behavior**

| Condition                                  | System Behavior                     |
| ------------------------------------------ | ----------------------------------- |
| Default Project is My Workspace            | Only tables and files are supported |
| Business Glossary Terms and Data Stories   | Cannot be added to My Workspace     |
| Alternate routes, including bulk selection | My Workspace is not shown           |

**Icon behavior**

From the Business Glossary List View, the default project icon changes to a greyed-out state.

{% hint style="warning" %}

* Only data objects, including tables and files, are allowed in My Workspace.
* Glossary terms, Data Stories, and Impact Analysis items remain associated with standard projects.
  {% endhint %}

**5. Search Page Results**

**For Tables and Files**

* My Workspace icon is displayed.
* Validation checks performed including
  * Duplicate check
  * Access check
  * Workspace limit check

**For other object types**

* The " Add to Project” button is greyed out.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2F0pd7N4T7aDlVgNvkondh%2Funknown.png?alt=media&#x26;token=33cc6423-cf3f-459c-97e0-234913d7748a" alt=""><figcaption></figcaption></figure>

### askEdgi Workspace Health, Controls, and Upgrade Options

This section describes the required improvements to the AskEdgi Workspace to provide real-time visibility into system performance and the ability to take corrective actions when the workspace becomes slow or unresponsive.

#### **Business Context and Problem**

Users experience situations where the AskEdgi Workspace becomes unresponsive or takes extended time to load. The current interface does not display detailed workspace health information, and no recovery actions are available. Workspace stability, responsiveness, and management flexibility are critical for uninterrupted analysis and productivity.

The enhanced interface introduces health insights, session controls, and upgrade capabilities directly within the Workspace Status panel.

#### **Workspace Status Interface:**

* Click the **Connected** icon on the left side of the workspace. The workspace Status Interface will appear.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FDxPlwfU8YH3xQR0lk2Bi%2Funknown.png?alt=media&#x26;token=bb28a008-c3d2-4f09-8340-0917da0a61f0" alt=""><figcaption></figcaption></figure>

#### **Feature Details**

* **Enhanced Workspace Status Interface**\
  The existing Workspace Status panel displays only the connection state and CPU utilization. The panel is expanded to include additional workspace management actions.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FDiqIESV3QH7nwzOAb0ej%2Funknown.png?alt=media&#x26;token=bac684e7-8df4-4b66-91d4-baa03f3cb507" alt=""><figcaption></figcaption></figure>

**Workspace Status Options**

<table><thead><tr><th width="119.6666259765625">Feature</th><th width="431.333251953125">Description</th><th>UI Placement</th></tr></thead><tbody><tr><td>View Logs</td><td>Opens a modal with recent workspace logs including last N operations such as queries, uploads, joins, failures with timestamps and severity levels including info, warning, error</td><td>Displayed below the CPU Utilization bar</td></tr><tr><td>Restart</td><td>Restarts the workspace session. Clears DuckDB cache, reloads objects, and resets the state without removing uploaded files</td><td>Displayed beside the Logs button</td></tr><tr><td>Upgrade</td><td>Opens a modal or dropdown that offers workspace configuration upgrades including table limits, memory allocation, CPU quota. Initiates backend provisioning workflow</td><td>Displayed below the CPU Utilization</td></tr></tbody></table>

{% hint style="info" %}
These actions provide transparency, control, and scalability within the workspace environment.
{% endhint %}

**Force Restart Mechanism**

The Reload action performs a controlled restart of the DuckDB session.

* On the Workspace status interface, click the “Reload” button. Reload Container pop-up will appear.

<div align="left"><figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FtVcBbskMIbiOInn112oZ%2Funknown.png?alt=media&#x26;token=fba70d75-25a9-4f33-beaa-896f568e3c6f" alt=""><figcaption></figcaption></figure></div>

* On the Reload Container pop-up, click the Reload Container button.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2F6cVbkTc4uMzjc3Yep2io%2Funknown.png?alt=media&#x26;token=92f747bd-da68-4da9-a9b5-392b37f85ee9" alt=""><figcaption></figcaption></figure>

**System Behavior**

* Gracefully terminates the current DuckDB session
* Clears temporary workspace cache
* Reloads workspace metadata
* Displays a confirmation prompt

**Completion Toast**

* Workspace reloaded successfully

{% hint style="info" %}
Restart actions do not remove files uploaded by the user.
{% endhint %}

### **Logs Management**

A dedicated Logs Modal provides operational history for diagnostics.

* On the Workspace status interface, click the “View Logs” button.

<div align="left"><figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FIpFJc1NlqaxQ28ar4AHK%2Funknown.png?alt=media&#x26;token=7245c4e3-26e0-48ef-a3f4-9adf51e689ed" alt=""><figcaption></figcaption></figure></div>

* Logs pop-up will appear.<br>

  <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FFkphcKLpapBIkLSP1ulZ%2Funknown.png?alt=media&#x26;token=d1fc03db-7d1c-40c0-89ff-8d085e451393" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Logs assist in identifying performance issues and operational failures.
{% endhint %}

#### **Upgrade Mechanism**

The Upgrade option allows users to increase workspace capacity when limits are reached.

**Upgrade Behavior**

* Opening the Upgrade modal displays available configuration enhancements
* Selecting a container applies an upgrade to the workspace
* The upgrade is chargeable to the end user

{% hint style="info" %}
Upgrades adjust workspace performance factors such as storage, table capacity, memory, and processing power.
{% endhint %}

**Workspace Upgrade Steps**

1. On the Workspace status interface, click the “**Upgrade Now**” button.

<div align="left"><figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FlCvyyofD3C0tkvpsr85w%2Funknown.png?alt=media&#x26;token=e10d246b-1bcb-4dbc-8527-2bc897228563" alt=""><figcaption></figcaption></figure></div>

2. The Upgrade modal appears displaying available container options.
3. Select the required container type: Standard, Medium, or Large.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FEgcHx95xlvmQ2fedsZVw%2Funknown.png?alt=media&#x26;token=0f7d7f67-17ff-4c60-bbeb-66f4f88a873f" alt=""><figcaption></figcaption></figure>

4. Click the Select button to apply the chosen upgrade.
5. A Workspace upgrade initiated message pop-up appears confirming the action.

<div align="left"><figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FJGABmXbYyTLc6rg3zaT0%2Funknown.png?alt=media&#x26;token=e9905596-8162-42d6-9e14-6df37a17b260" alt=""><figcaption></figcaption></figure></div>

**Visual and UX Enhancements**

The Workspace Status section includes animated indicators to reflect the live state of the workspace.

| Indicator       | Meaning                                    |
| --------------- | ------------------------------------------ |
| 🟢 Connected    | Workspace is active and available          |
| 🟠 Restarting…  | Workspace is in restart or reload mode     |
| 🔴 Disconnected | Workspace is unavailable or failed to load |

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FpJMZF6V3j78GK6D90QFM%2Funknown.png?alt=media&#x26;token=a68a88de-cf0f-467d-9bed-0d33b28ad023" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
These indicators improve awareness of workspace responsiveness and system health.
{% endhint %}

### Context Focus Selection

The Context Focus Selection feature enables targeted analysis by allowing users to pin specific workspace objects. This action directs the AI assistant to reference the selected items during interactions. The focused context remains persistent across sessions and supports multi-object analysis when multiple items are pinned.

Initiate Analysis Focus

* Locate the pin icon labeled "**Pin to focus your analysis**" adjacent to each file or data catalog object within the workspace.
* Select the **pin** icon for each relevant item to focus analysis on that specific dataset.

  <figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FfqqC3Q7AT97EMrnFedGK%2Funknown.png?alt=media&#x26;token=2a0746f5-dde7-4b74-96f2-2f0e633e959e" alt=""><figcaption></figcaption></figure>

**Execute Context Limitation**

* The AI chat system automatically detects all pinned items.
* The assistant restricts its analysis exclusively to the selected objects.
* All subsequent queries and operations reference only the pinned dataset.

{% hint style="info" %}
When multiple items are pinned, the AI assistant performs cross-object analysis and identifies relationships within the selected dataset. The focus remains active until manually cleared by deselecting all pinned items.
{% endhint %}

## Folder Structure

The Folder Structure feature in askEdgi Workspace allows efficient organization of tables, files, and other objects. It enables logical grouping, simplifies navigation, and supports workspace management by allowing actions at both the object and folder levels. This functionality enhances workspace usability and provides a scalable foundation for managing various assets in a structured manner.

{% hint style="warning" %}
Objects must be successfully added to the workspace before they can be moved into folders.
{% endhint %}

### **Folder Creation**

Folders can be created inside the workspace and assigned custom names.

**Naming Conventions:**

* Each folder name must be **unique**.
* **Maximum length**: 256 characters
* **Minimum length**: 1 character (empty spaces are not valid)
* **Allowed characters**: Letters, numbers, spaces, and special characters\
  \_ (underscore), - (hyphen), . (period), () (parentheses), \[] (square brackets), @ (at sign), and # (hashtag).

#### Steps to Create a Folder

1. Navigate to **askEdgi > Workspace**.
2. Click the **three-dot menu** beside **My Workspace** Search.
3. Select **Create a Folder**.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FwcnHmogSKJJZA8O0vpaF%2Funknown.png?alt=media&#x26;token=6e2d1686-9a3f-4bf8-8f68-0d5b54613159" alt=""><figcaption></figcaption></figure>

4. Enter the desired folder name.
5. Click the **tick mark** icon to save and create the folder.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2Fa5wTpcbhf49PKjrMaZlw%2Funknown.png?alt=media&#x26;token=a1c8b1ba-ea93-46ee-aeb0-6edcbb0ae5ad" alt=""><figcaption></figcaption></figure>

### **Object Management within Folders**

#### Moving Objects into a Folder

Objects such as tables or files can be added to folders using drag-and-drop or selection options.

#### Steps to Move Objects

1. Select one or more objects in the workspace.
2. Drag and drop them into the desired folder.
3. Objects are automatically **sorted alphabetically** within the folder.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FvSVsTVv3oEGlHCHGvSfY%2Funknown.png?alt=media&#x26;token=1d598d24-e5c0-452f-982f-189e40293e17" alt=""><figcaption></figcaption></figure>

#### Removing Objects from a Folder

Objects can be moved out of folders using drag-and-drop actions.

**Steps to Remove Objects:**

1. Hold and drag the **object** from the folder.
2. Release it outside the folder area.
3. The object will no longer belong to that folder but will remain in the workspace.

**Moving Multiple Objects between Folders**

1. Click the **three-dot menu**.
2. Select **Move Objects**.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2Ft2buWKqaj3eebSHdiCsn%2Funknown.png?alt=media&#x26;token=e26cf987-ffe1-4d56-91aa-ba72734a68de" alt=""><figcaption></figcaption></figure>

3. The **Move Objects** pop-up modal will appear.
4. Choose the target folder.
5. Confirm the move in the pop-up confirmation window.
6. The selected objects will be moved to the specified folder.

#### Folder Deletion

Folders can be deleted from the workspace with confirmation.

**Steps to Delete a Folder:**

1. Hover over the folder name to display the **Delete** icon.
2. Click the **Delete** icon.
3. A confirmation pop-up will appear.
4. Confirm whether to delete the folder or move the contained objects to another folder.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FrznkHrx3Dt5OLcljwWSW%2Funknown.png?alt=media&#x26;token=8894aa8c-eead-4bec-88bc-371cafacb2bf" alt=""><figcaption></figcaption></figure>

**Removing All Objects from Workspace**

1. Click **Remove All from Workspace**.
2. Confirm the action in the pop-up window.
3. All folders and objects will be removed from the workspace.

<figure><img src="https://1813356899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhTnkoJQml0pok9awFDhx%2Fuploads%2FnOq5pZQu6bm2JrV0eBln%2Funknown.png?alt=media&#x26;token=cad95d2b-0a94-4020-a8fd-f77931706038" alt=""><figcaption></figcaption></figure>

### Pinning Behaviour

* When an object inside a folder is pinned, only that object is moved to the top of the folder.
* The entire folder does not move to the top of the workspace.

***

Copyright © 2025, OvalEdge LLC, Peachtree Corners, GA USA