Create dedicated research spaces to curate documents, run AI analysis, and return to your work anytime
Workspaces provides you a centralized place to organize and execute research in AlphaSense. Rather than working across disconnected searches, threads, reports, and grids, a Workspace brings everything together in one contained environment so you can keep research tied to a single theme, project, or deliverable.
Within a Workspace, you can:
- ask and save Generative Search questions in one place
- import previous threads into the same Workspace
- generate in-depth reports
- build Generative Grids from a template or from scratch
- upload up to 5,000 documents per workspace and connect directly with internal folders
This makes Workspaces especially useful when you want all of your research, analysis, and outputs organized around a specific company, event, market theme, or project.
Want to learn more about Workspaces? Check out our course Centralizing Your Workflows with Workspaces in AlphaDemics.
How to Get Started
The best way to begin in a Workspace is to first decide what kind of deliverable you want to create.
Option 1: Through Generative Search
- Launch Generative Search.
- Select New Workspace.
Option 2: Through Document Search
- Launch Document Search and run a keyword search.
- Select multiple documents using the checkbox icon in the document pane.
- Select Analyze Docs to send those documents into a new or existing Workspace.
Navigating a Workspace
Workspaces are best thought of as a research hub inside AlphaSense. They allow you to keep related threads, curated knowledge, reports, and grids together in one place, making it easier to stay organized and move from research to deliverable without losing context.
1. Use Generative Search & Organize Threads Within a Workspace
Generative Search in a Workspace helps you move beyond a static set of project documents and conduct more flexible, contextual research. You can ask questions that pull from both the knowledge added to your Workspace and relevant content across the broader AlphaSense library, making it easier to compare internal perspectives with external market intelligence.
Within a Workspace, you can use all available research modes, including Auto, Think Longer, and Deep Research, depending on the level of depth and analysis you need. This allows you to move from quick answers to more comprehensive, multi-step research without leaving your Workspace.
Workspaces also help you keep research organized over time. Conversation threads remain grouped within the Workspace, and one-off Generative Search threads can be moved into a Workspace so related research stays connected in a single place.
2. Create a Report or a Grid
The best way to begin in a Workspace is to first decide what kind of deliverable you want to create.
- If you want to create a report, select the Report option, enter your prompt, configure your Generative Search sources, and click Ask.
- If you want to create a grid, open the Grid dropdown and choose either:
- a pre-built template
- a blank grid
Your starting point matters because the workflow can vary depending on the output you want to build.
3. Add Knowledge to your Workspace
On the left-hand side of the Workspace, you’ll find the Knowledge section. This is where you can bring in the content you want to use for research and analysis.
How do I Knowledge to my Workspace?
- Click Add Documents and Files to begin curating knowledge for your Workspace.
- From there, you can choose from several sources:
- All Sources: Use the document picker to search for content across AlphaSense. You can refine your selection by: company, watchlist, industry, keyword, tags, content type, custom sources, date range. Once you preview the available content, you can select documents and add them directly into the Workspace.
- Folders: You can also pull in folders you’ve already created in AlphaSense. This is helpful if you’ve previously curated a set of relevant documents and want to reuse that collection.
- Saved Searches: Previously saved searches can also be added into a Workspace, making it easy to build on earlier research.
- Upload Files: If you have relevant files stored on your computer, you can drag and drop them into the Workspace to include them in your analysis.
- Browse Connectors: If your organization uses Enterprise Intelligence integrations, you may also be able to pull in internal content through connected sources.
How is knowledge is used in a Workspace?
- Once knowledge has been added to a Workspace, it can be used to support:
- Generative Search queries
- Reports
- Blank Grids
- A strong best practice is to organize your selected content into a folder first, then use that folder when building a blank grid. This gives you more control over the documents being analyzed.
Important note on knowledge for grid templates:
- Grid templates behave differently from blank grids.
- When you use a grid template, the template may modify or expand the document set used in the grid. That means the grid will not always rely only on the knowledge already added to the Workspace, and additional content may be introduced automatically.
- If you want tighter control over the source set, it is often better to start with a blank grid and use a curated folder of documents.
4. Revisit Previous Work from the Activity Section
All actions taken within a Workspace are captured under the Activity section. This gives you a centralized view of previously run search queries, generated reports, and created grids, so you can quickly jump back into earlier work without needing to recreate it.
The Workspace becomes your main access point for revisiting past projects, picking up where you left off, and keeping all related research assets organized in one place.
FAQs
How many documents can I upload to a Workspace?
You can upload up to 5,000 documents per Workspace and connect directly to internal folders through Enterprise Intelligence (EI). However, Workspaces can contain an unlimited number of documents.
Can I ask questions beyond just the documents in my Workspace?
Yes. Workspaces let you ask questions that combine your internal documents with external content from the AlphaSense library—enabling deeper comparisons and broader context.
What research capabilities are available within a Workspace?
You can leverage all three research modes, including Deep Research, to explore topics at varying levels of depth and precision.
Can I organize my research and conversations within a Workspace?
Yes. You can organize conversation threads within a Workspace and move one-off Generative Search threads into it for better continuity and collaboration.
What kind of deliverables can I create in a Workspace?
Workspaces enable you to create structured outputs, such as grids and reports, to turn insights into decision-ready deliverables.
Do I need a Workspace to ask questions about my documents?
No. You can now ask questions about documents directly within a Generative Search thread, without needing to create or use a Workspace.
Is there a limit to the number of documents I can include in Chat?
No. Chat is unlimited, meaning you can select as many documents or pages as you want to chat and interact with.
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