Default Workspace
When logging on, you are automatically brought to a default workspace where you can begin utilizing the platform. These workspaces are intended to help you organize and separate your work uniquely. Within the workspace, you can upload files, access internet search, and intranet search.
New Chat
You can start New Chats in any workspace. For example, if you open a workspace for physician needs, but want separate chats for different query types, you can open unique chats for the different purposes in a workspace.
You can converse with a variety of LLM models and the chats will be stored indefinitely. You can upload 10 files in a chat with a maximum of 50mb per query.
Note: If you change LLM’s within a chat, a new chat will initiate.
Workspace Settings / Opening a New Workspace
If you tap on the workspace you are working on, it will give you the option to open a NEW workspace along with a list of all of the workspaces you have opened.
If you press the new workspace, you will see a Pop-Up to define the new workspace settings; make sure to press save to open the new workspace. Users can create separate workspaces for their Physician-self, Researcher-self, Personal, etc.
There is a limit of 5 workspaces per user.
Projects
If you want to open a specific project, press the projects button where you can organize multiple different projects at the same time. If you press the button next to projects, then you will be able to create a new project space.
Projects are containers that group related chats, files, and instructions under a common theme or goal. Unlike standalone chats, projects allow you to maintain shared context across multiple discussions. Files and instructions added at the project level are accessible to all chats within that project.
Each project has a limit of 10 files or a total of 50mb per upload.
Additionally, projects are intended to be collaborative and shareable across teams. You can add users/team members to your specific project directly from the platform. If you hover over your project, to the right side 3 buttons will pop up. If you press those 3 buttons, you see the option to rename, share, or delete your project. If the person you want to share your project with has a GenServe account, you will be able to share it with them.
Collections
The Collections feature allows users to group multiple files together to be collectively referred to anywhere else in the platform. This feature is mainly used to organize and reuse files.
User Collections
User Collections are user-defined, flexible, and not tied to a specific project. They help organize files by topic, or any custom way that suits your work.
Only files stored in the file management can be used to create collections.
Bookmarks
You have the option to personalize your account with bookmarks to your most used or visited sites in the top right corner. Just press the “+” sign to add your bookmarks.
Accessing Copilots / Enterprise Assistants
To view our other copilots press the arrow on the top right corner. You will then see the drop down menu of other available copilots.
At the moment, we are currently building out this Copilots feature uniquely for our clients. This is to indicate that we are working towards having these copilots available for you soon.
Help Center
If you have a question, suggestion, or notice something going wrong, please submit a support request via our Help Center. By pressing the question mark in the bottom left corner, you will open up the help center box where you can also see the status of old requests in the “tickets” section.
