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Workspace

The workspace is your private environment for a ChatGPT/Claude desktop-like experience with your data. It provides a familiar chat interface where you can switch between assistants, upload files, connect to external tools, and control how deeply the AI thinks about your questions. Workspace Interface

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Assistant Selector

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Switching Assistants

Use the assistant selector button to switch between different assistants:
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assistant_selector
dropdown
Choose from your created assistants or the default “IllumiChat” assistant.
Make sure to switch from the default assistant to the one you want to use for your specific task.

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Setting Default Assistant

You can change which assistant appears by default:
  1. Go to the assistant’s page
  2. Click the star icon to make it your default assistant
  3. The starred assistant will appear first in the selector
The default “IllumiChat” assistant is available for users who haven’t created their own assistants yet and want to test the workspace functionality.

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Adding Files and Connections

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Plus Button

The plus button allows you to enhance your workspace with additional data and tools:
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plus_button
button
Click to add files or manage MCP connections.

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File Upload

Upload files directly to your workspace:
  • Supported formats: PDF, Word documents, text files, images
  • File size limits: Varies by plan
  • Processing: Files are automatically processed and made available to your assistant
Upload relevant documents to give your assistant context for better responses.

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MCP (Model Context Protocol) Connections

Connect to third-party tools using MCP:

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Available Integrations

Jira
  • Access project issues and workflows
  • Query ticket information
  • Update issue status
HubSpot
  • Access CRM data and contacts
  • Retrieve marketing information
  • Manage customer relationships
MCP connections provide real-time access to your business data, making your assistant more powerful and contextually aware.
You can connect MCP tools directly from the workspace using the plus button. This is convenient when you’re already working with your data and want to add new integrations on the fly. Just make sure you’re on the correct assistant - you cannot connect MCP tools to the default IllumiChat assistant.

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Deep Research Mode

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Understanding Deep Research

The deep research button controls how thoroughly the AI thinks about your questions:
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deep_research
toggle
Switch between normal and deep research modes.

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When to Use Deep Research

Normal Mode:
  • Quick responses
  • General questions
  • Simple tasks
  • Lower credit usage
Deep Research Mode:
  • Complex analysis
  • Detailed explanations
  • Research-intensive questions
  • Higher credit usage
Deep research mode uses significantly more credits than normal mode. Use it only when you need more thorough analysis.

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Credit Usage

  • Normal Mode: Standard credit consumption
  • Deep Research Mode: 2-3x more credits per interaction
Monitor your credit usage in the account settings to ensure you don’t exceed your plan limits.

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Workspace Features

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Chat Interface

The workspace provides a familiar chat experience:
  • Message History: All conversations are saved
  • Context Awareness: AI remembers previous messages in the session
  • File References: AI can reference uploaded files in responses
  • Tool Integration: AI can use connected MCP tools when relevant

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Data Privacy

Your workspace is private and secure:
  • Private Environment: Only you can access your workspace
  • Data Encryption: All files and conversations are encrypted
  • No Training: Your data is never used to train AI models
  • Complete Control: You can delete files and conversations at any time

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Best Practices

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1. Choose the Right Assistant

  • Select an assistant that matches your current task
  • Use specialized assistants for domain-specific questions
  • Switch assistants as needed for different types of work

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2. Organize Your Files

  • Upload relevant documents before starting conversations
  • Keep files organized and well-named
  • Remove outdated files to maintain clean context

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3. Use MCP Connections Wisely

  • Connect only the tools you need
  • Ensure proper authentication for MCP connections
  • Monitor tool usage and performance

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4. Manage Credit Usage

  • Use normal mode for routine questions
  • Reserve deep research for complex analysis
  • Monitor your credit consumption regularly

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5. Leverage Context

  • Reference previous conversations when relevant
  • Upload supporting documents for complex questions
  • Use the AI’s memory of the session effectively

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Use Cases

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Research and Analysis

  • Upload research papers and documents
  • Use deep research mode for thorough analysis
  • Connect to databases via MCP for real-time data

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Content Creation

  • Upload source materials and style guides
  • Use specialized writing assistants
  • Leverage MCP connections for brand information

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Problem Solving

  • Upload technical documentation
  • Connect to project management tools
  • Use deep research for complex troubleshooting

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Learning and Education

  • Upload educational materials
  • Use different assistants for different subjects
  • Leverage deep research for comprehensive explanations

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Next Steps

Create Your First Assistant

Build a custom assistant for your specific needs.

Assistant Configuration

Configure your assistants for optimal performance.

MCP Integrations

Set up connections to external tools and data sources.

Knowledge Base Setup

Create knowledge bases to enhance your assistants.