My Workspace

My Workspace in askEdgi provides a centralized environment for ingesting data, connecting catalog assets, organizing workspace content, and performing AI-assisted discovery and analysis. It unifies data ingestion, intelligent exploration, live data access, and automated insights, enabling users to interact with structured and file-based data, discover patterns, and build reusable analytical workflows within a scalable workspace.

The workspace interface supports clear separation between ingested data and live external sources, improved search and navigation, and enterprise-ready data management across uploaded files and catalog assets.

Interface Overview

The My Workspace interface consists of:

• Data ingestion controls for uploading files and adding catalog assets

• Structured Data Objects sections for Imported Objects and Live Sources

• Unified search across workspace content

• AI-driven exploration and chat workflows

• Right-side dynamic panel for previews, outputs, and conversations.

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 in askEdgi

askEdgi enables users to add catalog data objects and supported file-based datasets directly into the workspace, ensuring consistent ingestion behavior across catalog and upload workflows.

• Initiate Catalog Selection

  • Navigate to the My Workspace interface

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

    
  • This interface allows users to discover, filter, and select cataloged data assets as well as supported file uploads available through the Data Catalog.

• Browse and Select Catalog Assets The Add Objects to Workspace window displays all crawled, indexed, and permissioned catalog assets, including supported file-based datasets.

  
• Users can locate assets using either of the following methods:

  • Use the search bar or filtering options to quickly find specific catalog objects or file-based datasets. File types such as CSV, PQT, XLSX, and JSON.

  • Select Explore Resources to navigate to the Data Catalog interface, where users can browse catalog folders and datasets.

• Select one or more desired assets using the checkbox selection control.

• Click the + Add button to confirm and ingest the selected objects into the workspace.

• Selected items become available for analysis, discovery, AI conversations, and downstream workflows without requiring duplicate uploads.

Supported File Types from Data Catalog

• Users can add all file formats supported by askEdgi uploads directly from the Data Catalog widget, including:

  • CSV

  • PQT

  • XLSX

  • JSON

Data Objects Organization in My Workspace

Imported Objects

Imported Objects represent workspace-ingested data, including:

• Files uploaded through Upload

• Objects added from Catalog

• Outputs generated through recipes

These objects:

• Are stored inside the workspace engine

• Support organization into folders

• Can be moved within the Imported Objects section

• Are fully available for search, discovery, transformation, and AI analysis

Objects cannot be moved to Live Sources, ensuring ingestion integrity.

Live Sources

Live Sources represent external connections that are not ingested into the workspace.

These sources:

• Are queried live at runtime

• Remain read-only external references

• Do not support folder creation or object movement

• Cannot be moved into Imported Objects

This maintains clear separation between stored workspace data and real-time external systems.

Unified Search Across Workspace Content

A single search bar under Data Objects enables scalable search across:

• Imported Objects

• Live Sources

• Workspace tables

• Files

• Folders

• Chats

• Live connections

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

Catalog-linked datasets maintain metadata lineage and can be referenced directly in AI analysis or recipes without duplicating data.

Tooltip for Object Source Identification

To improve clarity in My Workspace, tooltips for uploaded or added objects now display the fully qualified object name in the format:

connection.schema.object.

This helps users quickly identify the original data source when multiple connections contain similar table names.

Behavior Details

• Tooltip displays the connection name, schema name, and object name.

• Applies only to tooltip display - no impact on recipe ingredients or underlying object mapping.

• Enhances usability when working across multiple data connections.

Retry Upload for Failed Objects in My Workspace

askEdgi My Workspace supports uploading data objects from files and the Data Catalog. To improve resilience against temporary failures such as network interruptions or system timeouts, askEdgi now provides a Retry Upload option for failed ingestion attempts.

This enhancement eliminates the need to delete and re-add failed uploads, saving time and reducing repeated effort - especially for large datasets.

Upload Failure Handling Behavior

When an object upload fails in My Workspace, the system marks the object with a Failed status and exposes a Retry Upload action.

Common Failure Scenarios

• Network interruptions

• Temporary connectivity issues

• Large dataset upload timeouts

• System or service disruptions

Retry Upload Action

When an Upload Fails

• The object status displays Failed

• A Retry Upload button or icon appears next to the failed object

• Users can retry without deleting or re-adding the object

Executing a Retry Upload

Steps to Retry a Failed Upload

1. Navigate to askEdgi → My Workspace

2. Locate the object with status Failed

3. Select the Retry Upload action next to the failed object

1. The system re-attempts ingestion, either:

   1. Resuming from the last known progress (if supported), or

   2. Restarting the upload gracefully

2. Upload progress is updated in real time

3. On success, the object becomes Available for Analysis

System Behavior During Retry

If Retry Succeeds

• Upload completes successfully

• Object status updates to Ready

• Object becomes available for:

  • Discovery

  • Analysis

  • AI Chat

  • Recipes

  • Downstream workflows

If Retry Fails Again

• Status remains Failed

• User can retry again or choose to delete the object

• Failure reason remains visible for troubleshooting

Global Search Across Workspace in askEdgi

The askEdgi search feature provides a unified interface for locating workspace assets, including data objects, folders, files, live connections, and previous chat interactions. This enhancement enables faster discovery across multiple content types while maintaining clear navigation and consistent behavior. Search results are grouped logically and support seamless redirection to the relevant view, improving efficiency and reducing time spent browsing the workspace.

Executing a Data Object Search

1. Navigate to the top section of the My Workspace panel where the primary navigation icons are located.

2. Select the Search icon to open the unified search panel.

3. View the list of recent items, grouped under time-based headers such as Yesterday and Older.

4. Enter the name of a data object, folder, file, live source, or chat in the search field.

5. Review the consolidated results list, where different result types are visually distinguished using appropriate icons.

6. If a data object is selected, the corresponding object view opens in the workspace.

7. If a folder is selected, the right panel updates to display the folder contents.

8. If a chat is selected, the associated conversation opens for review or continuation.

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

1. 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.

• Click on the Nine-Dot menu.

• Select the Manage Projects.

• Click Add to Project.

• 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.

• Data objects where user has minimum Data Read access permission are added to the selected project.

Validation rules for adding to My Workspace

Validation Type	System Behavior	Message
Duplicate Check	If the object already exists, it is skipped	Some table(s) or file(s) already exist in your workspace and will not be added again
Mixed Duplicate and New	Some exist, and some are new	X of the selected tables or files already exist in your workspace. The remaining Y have been added successfully
Access Check	If the user does not have minimum Data Read access, the object is not added to the workspace.	X of Y data objects were not added due to access permission. Error message displayed.
Workspace Limit	Workspace limit reached	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.

Connector availability is validated before adding objects to ensure AskEdgi access readiness

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.

• 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.

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.

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.

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.

Workspace Status Options

Feature	Description	UI Placement
View Logs	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	Displayed below the CPU Utilization bar
Restart	Restarts the workspace session. Clears DuckDB cache, reloads objects, and resets the state without removing uploaded files	Displayed beside the Logs button
Upgrade	Opens a modal or dropdown that offers workspace configuration upgrades including table limits, memory allocation, CPU quota. Initiates backend provisioning workflow	Displayed below the CPU Utilization

These actions provide transparency, control, and scalability within the workspace environment.

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.

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

System Behavior

• Gracefully terminates the current DuckDB session

• Clears temporary workspace cache

• Reloads workspace metadata

• Displays a confirmation prompt

Completion Toast

• Workspace reloaded successfully

Restart actions do not remove files uploaded by the user.

Logs Management

A dedicated Logs Modal provides operational history for diagnostics.

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

• Logs pop-up will appear.

  

Logs assist in identifying performance issues and operational failures.

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

Upgrades adjust workspace performance factors such as storage, table capacity, memory, and processing power.

Workspace Upgrade Steps

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

1. The Upgrade modal appears displaying available container options.

2. Select the required container type: Standard, Medium, or Large.

1. Click the Select button to apply the chosen upgrade.

2. A Workspace upgrade initiated message pop-up appears confirming the action.

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

These indicators improve awareness of workspace responsiveness and system health.

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.

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.

Objects must be successfully added to the workspace before they can be moved into folders.

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.

1. Enter the desired folder name.

2. Click the tick mark icon to save and create the folder.

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.

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.

1. The Move Objects pop-up modal will appear.

2. Choose the target folder.

3. Confirm the move in the pop-up confirmation window.

4. 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.

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.

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.

AI Prompt Validation, Execution Progress & Hover Insights

askEdgi now supports prompt validation with preview mode, execution progress tracking, and hover-based execution summaries to help users validate AI enrichment logic before processing large datasets.

This enhancement improves accuracy, transparency, performance efficiency, and user confidence when running AI enrichment workflows.

Validate Prompt (Preview Mode)

Users can validate AI prompts by executing AI enrichment on a small sample set (default: 5–10 rows).

Behavior

• Executes AI enrichment only on sample rows.

• Displays preview output within the enrichment modal.

• Allows users to edit prompts and re-validate before running full execution.

• Supported across Prompt Analysis, Sentiment Analysis, Intent Analysis, and all AI Enrichment functions.

• Preview does not modify actual table data.

Execution Control & Progress Tracking

Execution Behavior

• Full execution is initiated only after prompt validation (if enforcement is enabled).

• UI displays:

  • AI function name

  • Execution status

  • Row-level progress percentage (0–100%)

  • Live progress updates for multiple sequential enrichment functions

User Guidance

• If a user attempts execution without validation, the system displays: “Please validate your prompt before execution.”

Hover Card Details (Post-Execution Function Summary)

After execution, users can hover over the AI function badge to view a detailed summary card containing:

• Function type (Prompt Analysis, Sentiment Analysis, etc.)

• Input column(s)

• Output column

• Prompt text (if applicable)

• Total rows processed

• Success / failure record count

• Confidence or AI accuracy score (when available)

• Execution timestamp

• Processing duration

Purpose

• Improves auditability and traceability

• Helps users understand how AI outputs were generated

• Supports debugging and validation of enrichment logic

Thoughts Feature in askEdgi

askEdgi includes a Reasoning Transparency Panel, accessible through a Thoughts button on AI-generated responses. This feature provides visibility into how the system interprets user prompts, selects relevant data sources, applies policies, and constructs final answers.

The panel is designed to improve transparency, trust, explainability, and troubleshooting while ensuring that sensitive internal reasoning remains secure and sanitized.

Why Reasoning Transparency Matters

Users often need clarity on:

• How askEdgi interpreted a prompt

• Why certain tables, columns, or glossary terms were selected

• Which sources contributed to an answer

• How policies and permissions influenced the result

This feature helps:

• Reduce misunderstanding of AI responses

• Improve prompt refinement and analytical accuracy

• Support debugging for internal teams and support users

• Build confidence in data-driven insights

Accessing the Thoughts Panel

A Thoughts button appears next to every AI-generated response in askEdgi.

The button:

• Appears only for messages generated by the askEdgi AI agent

• Does not appear for user messages

• Opens a modal overlay when selected

The Thoughts icon visible only within the current active chat and disappears when the user switches to a different chat.

Thoughts Modal Content (MVP)

When opened, the modal displays structured and sanitized reasoning details in multiple sections.

1. Searching and Interpreted Intent

This section explains how askEdgi understood the user request, including:

• Interpreted user query

• Detected entities

• Classified intent such as aggregation, join, or comparison

This helps users understand how their prompt was parsed and interpreted.

2. Source Objects Used

This section lists all internal sources referenced while generating the response, including:

• Catalog objects accessed

• Glossary terms referenced

• Workspace tables and columns used

• Lineage paths traversed

• Metadata such as classifications, policies, and descriptions

Each source entry displays:

• Object name

• Object type

• Reason it was used

Sources are presented in a structured and organized list.

3. Reasoning Summary

This section provides a high-level summary of how the answer was formed, such as:

• Identifying entities and relevant metrics

• Matching columns using synonyms or metadata

• Applying access controls and governance rules

• Determining relevant joins or calculations

The reasoning is sanitized and summarized, ensuring internal chain-of-thought is not exposed.

4. Execution Steps and Query Plan (If Applicable)

When relevant, the modal may include:

• Steps executed by the AI agent

• Query planning or execution context

• Applied filters and policy constraints

If query execution fails, the reasoning is displayed up to the failure point, along with a failure message.

Security and Sanitization Principles

The Thoughts panel does not expose raw internal chain-of-thought.

Instead:

• Reasoning is presented in a safe, structured, and summarized format

• Sensitive internal logic remains hidden

• Only high-level, explainable insights are displayed

This ensures transparency without compromising system integrity or security.

Post Analysis Actions and Operational Execution

askEdgi supports operational actions that can be executed based on analysis results. These actions enable users to convert analytical findings into governed operational outcomes after review and approval.

The action framework connects analytical outputs with downstream platform operations while maintaining governance controls and audit visibility.

Configure Action Framework

Actions can be configured for tabular analysis outputs during analytical workflows.

Configuration capabilities include:

• Mapping analysis result values to action fields

• Validating mandatory mappings before saving

• Supporting static values where applicable

• Maintaining a single action configuration per output table

After saving, configuration remains associated with the recipe definition and can be updated through the same configuration flow.

Take Action

The Take Action feature allows users to convert analysis results into governed operational actions directly from askEdgi. It connects analytical insights with downstream platform workflows, enabling users to initiate tasks such as tagging data assets, creating service desk tickets, or posting questions without leaving the analytical context.

The Take Action button provides the execution entry point for configured actions after analysis completes.

The Take Action button becomes available only when:

• An action is configured

• The recipe is saved

• Execution generates a tabular output

The feature enables execution of predefined operational tasks based on analysis results.

Supported actions include:

• Assign Tag on Data Asset

• Create Data Quality Service Desk Ticket

• Post Question on Question Wall

Each action uses values from the analysis output to populate required fields automatically.

Steps

When the Take Action button is selected, askEdgi initiates a controlled execution workflow.

The system performs the following sequence:

1. Displays the action review screen showing selected records and mapped fields.

2. Allows users to confirm or approve the execution.

3. Starts a background job after confirmation.

4. Generates a job identifier for tracking execution status.

5. Processes each record based on the configured action logic.

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