Collections

A collection is a named group of artifacts, files, to-dos, tables, links, terminology, and agents that you can chat with all at once. Instead of searching through everything, you pick a collection and the assistant has access to just what matters for that task.

Why collections are useful

Collections let you organize your workspace by project, topic, or workflow. You can:

• Group related items — keep artifacts, files, tables, tasks, links, terminology, and agents together.
• Chat with a focused set — pick one or more collections in Chat, and the assistant has access to everything in them.
• Chat with a collection directly — use the floating chat bubble on a collection's dashboard to ask questions about just that collection's content.
• See what's inside — the Collections page shows you exactly what you've collected in a dashboard view with cards per content type, plus context size.
• Share with your team — mark a collection as workspace-visible so everyone can see it and add items to it.

Finding collections

On the sidebar under Assets, select Collections. You'll see a list of all your collections on the left, and when you pick one, its contents appear on the right.

Creating a collection

Click New on the Collections page to create an empty collection. You can also create one inline from the Artifacts, Files, or To-dos pages — select items and use the Add to collection bar to file them and pick or create a collection at the same time.

Managing a collection

When you select a collection, click Manage to:

• Rename it — edit the name.
• Add a description — optional, for your own reference.
• Share it — toggle Share with the workspace to let everyone on your team see it and add items to it.
• Delete it — remove the collection itself (the items inside are kept).

What's inside

The collection dashboard groups your content by type in cards:

• Artifacts — documents, code, and web pages.
• Files — PDFs, images, and other uploads.
• To-dos — tasks and checklists.
• Tables — data tables with their rows shown as JSON.
• Links — shared bookmarks with metadata.
• Terminology — glossary entries with definitions and context.
• Agents — deployable prompt + tool bundles.

Each card shows what you've collected and lets you add more items with the + Add button. Click the ✕ icon to remove an item from the collection without deleting it.

Collapsing cards

Cards can be collapsed to reduce clutter — click the chevron icon next to the card title. The collapsed/expanded state is remembered for each collection, so when you come back, your layout stays the same.

Viewing items

Click an item to open it in a modal. This lets you:

• Preview the content — see artifacts, files, tables, and links without leaving the collection.
• Quick actions — for to-dos, you can mark them done or reopen them directly from the modal without navigating away.
• Stay in context — when you close the modal, you're back on the collection dashboard, not scattered across different pages.
• Bookmarkable — the modal's URL is addressed (e.g., /collections/:id/todos/:itemId), so you can bookmark or share a link to an item while in a collection.

To jump to an item's full page (for advanced editing), click Open full page in the modal footer.

Using collections in Chat

In the Chat page, use the 📚 picker to select one or more collections. The assistant then has access to:

• All artifacts in those collections (the full text).
• All files — PDFs are searched by their indexed chunks, text files are inlined, and images/binaries are skipped.
• All tables — a preview of each table's rows shown as JSON.
• All to-dos — shown as a checklist so the assistant knows what work is planned.
• All links — titles, descriptions, and URLs so the assistant can discuss them and fetch them if needed.
• All terminology — glossary entries so the assistant understands your domain-specific language.
• All agents — names and descriptions so the assistant knows what specialized capabilities are available.

If you pick multiple collections, overlapping items are counted once (no duplication), and the picker shows you the combined size so you can see how much context you're using.

Chat with a collection

On any collection's dashboard, a floating chat bubble (bottom right) lets you ask questions about just that collection. The assistant has access to all the content on the collection, and can use tools to add new to-dos, notes, or artifacts back into the collection. This is a quick way to get focused answers without opening the full Chat page.

Conversation history

Your chat history within a collection is automatically saved. When you close the chat panel or navigate away from the Collections page, your conversation is kept so you can pick up where you left off. To clear the history, click the Clear button in the chat panel header. History is stored per collection in your browser, so you'll see a different conversation for each collection you chat with.

Collections and visibility

• Private — only you (and admins) can see it.
• Workspace — everyone on your team can see the collection, view its contents, and add new items to it.

Visibility is set at the collection level. Individual items within a collection keep their own visibility settings, but the collection itself gates who can access the whole group.

Adding items to a collection

You can add items to a collection from anywhere:

• From Artifacts: multi-select artifacts and click Add to collection.
• From Files: multi-select files and click Add to collection.
• From To-dos: multi-select tasks and click Add to collection.
• From Links: multi-select links and click Add to collection.
• From Terminology: multi-select terms and click Add to collection.
• From Agents: multi-select agents and click Add to collection.
• From Collections dashboard: click the + Add button on each card to pick items to add.
• From the collection chat: tell the assistant to add a task, note, artifact, term, or table, and it will file it into the collection automatically.
• When creating: the assistant can create artifacts and file them into a collection automatically as part of a larger task.

Context size

At the top of the collection detail, you'll see an estimated token count and a meter showing what percentage of your chat model's context window this collection uses. This helps you judge whether adding another collection will fit in your model's window.