Limitations and FAQs

Learn about the limitations of Workspaces and get answers to some common questions.

Limitations

The following features are not yet available:

• Uploading a file.
• Sharing a chat with another Phocas user.
• Exporting a chat as a PDF or executive summary.

FAQs

How much will Workspaces cost?

Pricing hasn't been established yet while Workspaces is in early access. There is no charge for early access. Pricing and licensing details will be communicated before general availability.

Does Workspaces understand my business context?

Workspaces uses your Phocas data and the context of your conversation when responding to questions. You can also use Personalization to provide information about your role and standing instructions that Workspaces keeps in mind across chats.

Can I add my own context to guide the answers?

Yes. Add relevant context directly to your question, or use Settings > Personalization to add instructions that apply across your chats.

Do I need to connect Workspaces to my data?

No. Workspaces uses the Analytics data already available in Phocas, including the calculations, hierarchies, and definitions already set up for that data. You don't need to export your data or set up a separate connection to an AI tool.

You can review the data supporting an AI-generated response in the underlying Analytics grid.

What databases can I use?

Workspaces currently connects to Analytics databases. You can ask questions across multiple Analytics databases.

Support for databases from other Phocas products is planned for the future.

How do permissions and data restrictions work?

Workspaces respects the user permissions and data access already set up in Phocas, so you can only access data you have permission to view.

See User licenses, profiles and permissions (all users) and Manage a user's database access and restrictions (administrators).

Is my data secure?

Absolutely. In Phocas, we store your confidential data securely and handle it with great care.

See the Security and Technology page on our website for more information.

Will Workspaces change during early access?

The current features are expected to remain and improve as Workspaces develops. Additional capabilities are also being considered for future releases.

Can I use Workspaces with Analytics (Classic) and classic dashboards?

You can use any Analytics database already set up in Phocas. However, analyses, favorites, and dashboards created from a Workspaces conversation use the new Analytics and Dashboards experiences, not Analytics (Classic) or classic dashboards.

Can Workspaces connect to CRM or other systems?

Not yet. Connections to CRM and other systems, such as HubSpot and NetSuite, are in development.

Can I export or share the results of a conversation?

Some options are available now. From the chat, you can download a grid result as an SVG file. When you open the grid's underlying data in Analytics, you can save it as a favorite or add it to a dashboard from there.

See the limitations section above for more information.