> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/workspaces/workspaces.md).

# Workspaces

Learn about Workspaces, a new AI-powered way to explore, understand and act on your business data.

{% hint style="info" %}
**Workspaces is currently in beta.** Functionality and the user interface are subject to change.

Access requires a **Full Analytics license** and acceptance of the **new Phocas End User License Agreement (EULA)** by your organization.

See [Limitations and FAQs](/workspaces/limitations-and-faqs.md) for current limitations and answers to common questions.
{% endhint %}

Workspaces is an AI-powered conversational experience for exploring and investigating your business data. It is powered by PACE, Phocas's AI capability. Ask questions in everyday language and get answers and summaries based on the same data you already use in Phocas.

[Start with a broad question](/workspaces/ask-questions.md), then ask follow-up questions to dig deeper. Workspaces uses the context of the conversation, so you can progressively narrow your questions, explore what's changed, investigate an anomaly, or look into the customers, products, or regions behind a result.

Workspaces combines AI-generated responses with data grids, so you can review the underlying data for a response. [Work with the results](/workspaces/work-with-results.md) to analyze or download the data, or create a chart to visualize it.

### Access Workspaces

Workspaces is available automatically when your organization has accepted the new EULA, provided you have a Full Analytics license.

If your organization hasn't accepted the new EULA, Workspaces won't appear in your navigation menu. You can still use the new Analytics and Dashboards experiences.

### Open Workspaces

Click **Workspaces** in your Phocas navigation menu. This is available in the new experience.

The chat page opens, displaying a message box for entering questions, some suggested prompts to help you get started, and a **My chats** panel on the right.

<figure><img src="https://2113001789-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvOLQsTln9gHNAPToYldL%2Fuploads%2FCZ1BpnYyoZ7oFGepCsuA%2Fimage.png?alt=media&amp;token=d76ef7fd-a3c9-4079-a005-d0dab910f72e" alt=""><figcaption></figcaption></figure>

### Manage your chats

Your chats are automatically saved in the **My chats** panel, where you can revisit and manage them.

It contains:

* **Pinned** chats, so you can keep important conversations easy to find. Drag a chat into the **Pinned** section, or use the chat menu and select **Pin chat**.
* **Recent** chats. Click a chat to revisit the response or ask follow-up questions.
* A **New chat** button (+) to start a chat on a different topic.

Use the menu next to a chat to **Pin chat**, **Rename**, or **Delete** it.

<div align="left"><figure><img src="https://2113001789-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvOLQsTln9gHNAPToYldL%2Fuploads%2FWt7q7ru1WcITFMI0nNmV%2Fimage.png?alt=media&amp;token=a16aefd8-9983-416e-95e3-961f9b86fbe1" alt=""><figcaption></figcaption></figure></div>

### Personalize your chats

Personalize Workspaces so its chat responses better reflect your role and how you work.

1. Click **Settings** at the bottom of the **My chats** panel.
2. Select the option that best describes your work. For example, select **Sales** if you're a sales representative.
3. Enter any information you want Phocas to keep in mind when responding to your questions. For example, you might specify the type of data you typically analyze or how you prefer responses to be presented.
4. Close the **Personalization** page.

Update your personalization when your role or standing instructions change.

<figure><img src="https://2113001789-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FvOLQsTln9gHNAPToYldL%2Fuploads%2Fed2JXCUUiD87zHnlraaU%2Fimage.png?alt=media&amp;token=5d4c7194-a669-404d-a3ca-1a205e86c8d9" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions
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## Querying This Documentation
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Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
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```

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