Workspaces transform how you interact with Triple Whale by letting you organize dashboards, agents, and files around your specific jobs to be done. Think of it as creating focused environments where Moby can provide more accurate, contextual responses based on the content you've curated.

Whether you're optimizing Meta creative performance or analyzing product trends, Workspaces help you:

• Group related content - Organize dashboards, agents, and files that work together

• Train Moby effectively - Provide context so Moby's responses are tailored to your specific needs

• Streamline workflows - Access everything you need for a particular task in one place

• Chat with purpose - Get insights based on the exact data and context that matters to your goals

Note: Workspaces are available for shops on an agent plan.

Getting started with Workspaces is simple:

Once you've created your workspace, you'll see the main interface with tabs for organizing your content.

Your workspace can include three types of content:

• Dashboards - Visual reports and data views

• Agents - AI-powered assistants for specific tasks

• Files & Context - Documents, images, CSVs, PDFs, and text files

Use the navigation tabs in the right-hand panel to add content:

For each content type, you'll see available options and can select multiple items that relate to your workspace's purpose.

Once you've added content to your workspace, the chat interface appears prominently in the main area. You'll see:

• A chat input field with "Chat with your workspace"

• Chat history section below

• Quick action buttons for different conversation types

When you chat within a workspace, Moby becomes significantly more powerful:

• References workspace content - Moby draws from the specific dashboards, agents, and files you've added

• Uses context files - Any uploaded documents provide background knowledge for responses

• Leverages agent expertise - Moby can utilize the specialized knowledge from included agents

• Responds to direct file requests - You can ask Moby to reference specific files you've uploaded

You can set a workspace prompt to guide Moby's behavior. For example, "Act as an expert creative analyst" ensures Moby maintains that perspective throughout your conversations.

Organize your workspaces around specific objectives rather than just data types. Consider what you're trying to accomplish and what information Moby needs to help you effectively.

Example: Creative Optimization Workspace If your goal is creating new ads, you might include:

• Creative performance dashboards

• Product performance data (if relevant to creative decisions)

• Ad creative analysis agents

• Brand guidelines documents

• Previous campaign performance files

Don't just add the obvious content. Think about what additional context might help Moby provide better recommendations:

• If you're focused on creative performance, also consider product performance data

• Include historical context files that provide background on your strategy

• Add agents that complement your primary analysis

You can upload various file types to provide context:

• Images - Brand assets, competitor examples, creative references

• PDFs - Strategy documents, brand guidelines, research reports

• CSVs - Custom data exports, performance metrics

• Text files - Notes, strategies, campaign briefs

Pre-built templates help you get started quickly with common use cases. These templates include relevant dashboards, agents, and suggested file types for specific workflows.

Use the "Deep Dive" option in the chat interface for more comprehensive analysis across all your workspace content.

To get the most out of Workspaces, explore these related features: