Workspace Management

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 a 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.

---

Copyright © 2026, OvalEdge LLC, Peachtree Corners, GA USA