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.

  • 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.

  • 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

The modal window remains active during file processing to provide real-time upload status.

Catalog Integration

  • Initiate Catalog Selection

  • Navigate to the My Workspace interface

  • Select the + Catalog option to enable the Add Objects to Workspace modal.

  • 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.

Access to catalog assets depends on the organization’s metadata governance and access control settings. Non-permissioned datasets remain hidden from view.

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.

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.

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.


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

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