Core concepts
A scope determines who owns a workspace. Your Personal scope contains workspaces owned by your account. An organization scope contains team-owned workspaces and shared organization settings.
Confirm the active scope before creating a workspace or uploading documents.
Workspace
Section titled “Workspace”A workspace is the main boundary for research. It keeps one document collection together with its conversations, working documents, members, assistant behavior, and indexing settings.
Research searches the active workspace rather than an unrelated global collection.
Source document
Section titled “Source document”A source document is an uploaded file used as research evidence. Files can be organized in folders, enabled or disabled without deletion, previewed, and inspected after extraction.
Extraction and indexing
Section titled “Extraction and indexing”Extraction converts the source into structured content such as text, headings, tables, formulas, and figures. Indexing prepares that content for retrieval. A document becomes available to research only after indexing completes and while the document is enabled.
Conversation
Section titled “Conversation”A conversation is a research session inside a workspace. It stores your questions, the assistant’s responses, research activity, sources, and—when created—one working document.
Citation
Section titled “Citation”A citation links a claim in an answer to a stored source reference, usually including the relevant document and page. Open the citation to inspect the original evidence.
Working document
Section titled “Working document”A working document is an editable Markdown deliverable associated with a conversation. It can be previewed, edited, and exported to Markdown, Word, or PDF.