Collections
Collaboration
Share and collaborate on your Collections with your team.
To collaborate with others, you need to create or move a Collection under the Shared Collections folder.
Collaborative Editing
All members in Shared Collections can:
- Upload and manage files/assets
- Create and access all SmartChat™ conversations
- View entire chat history
- Rename or restructure Collections
Viewing Changes
After any collaborator:
- Adds/removes files
- Renames Collections
- Modifies chat contexts
- Creates new SmartChats™
Other team members will be able to see the changes
- Up to 60 seconds after the change was made
- After a user refreshes their browser
Example Workflow
Example Workflow
Marketing Team Scenario:
- PM uploads Q4 strategy PDF to
Shared/2024-Plans
- Analyst asks SmartChat™: “What’s #2024-Plans Q4 budget?”
- Collaborators see both assets and chat immediately
Security Management
Access Controls
Revoking Access
Revoking Access
When moving Shared→Personal:
- All collaborators lose access
- Pending invites canceled
- Move documentation →
Data Visibility Rules
Data Visibility Rules
- Shared Collections show full email addresses
- All chat history remains visible
Troubleshooting
Delayed Updates
Delayed Updates
- Check collaborator’s access status
- Verify Collection location
- Contact support if >5min delay