Collaboration Workspace

Definition

The Collaboration Workspace is an advanced conversation mode in GoInsight.AI's Insight Chat that transforms the "single dialogue" between a user and AI into an "intelligent project collaboration space". Using the @ command, all users can effortlessly invoke authorized AI workflows within the enterprise, even if the designed workflows are created by other colleagues.

All chat content is automatically synchronized as context for the invoked workflows, preventing redundant communication.

In the Collaboration Workspace's conversations, users, enterprise colleagues, AI, and workflows co-create, with information and results automatically shared. The AI intellengence becomes a "digital colleague" for the team, driving task execution and redefining how we collaborate.

Invoking Workflows in a Conversation

In the Collaboration Workspace dialogue box, typing @ will reveal a pop-up window listing available workflows. Here, you can click to select the workflow you wish to invoke. You can also @ the name of the workflow you wish to call, and a "Recent" list is available for quick access.

To invoke a specific workflow, you must enter a text instruction in the dialogue box.

• Example 1: How is the weather like in New York today? @Weather Forecast Agent
• Example 2: What are the features of GoInsight.AI? @Search Agent

Usage Example

Here, we will demonstrate how to implement "Sending a welcome email to new customers for enterprise sales" in the Collaboration Workspace.

Prerequisites:

You need to pre-configure three authorized AI workflows for use within the enterprise:

• "Customer Query Agent": Integrated with the enterprise CRM system, this agent supports querying customer information.
• "Email Writing Agent": Familiar with the company's business logic and email writing standards, this agent can generate compliant email content.
• "Email Sending Agent": Equipped with email sending capabilities, this agent can execute email delivery operations.

Demonstration Usage Flow:

Step 1: Query new customer information

• User input: "What new customers did I acquire yesterday? @Customer Query Agent."
• Simulated response: "Three new customers were added yesterday. Information is as follows: 1. [Customer 1 Name + Contact Information]; 2. [Customer 2 Name + Contact Information]; 3. [Customer 3 Name + Contact Information]."

Step 2: Automatically write a welcome email

• User input: "Help me write a welcome email to Customer 1 @Email Writing Agent."
• Simulated response: "[Email Body] Dear [Customer 1 Name]: Hello! We are honored that you have chosen to collaborate with [Company Name]... (specific business-related content omitted here). We look forward to a successful partnership! Best regards, [Company Name] Sales Department [Date]."

Step 3: Execute email sending

• User input: "Please send this email to Customer 1 @Email Sending Agent."
• Simulated response: "Email successfully sent to [Contact Information] of Customer 1."

As illustrated in the process above, users in the Collaboration Workspace can invoke multiple AI workflows as needed, and all chat records—including customer information and email content—are automatically synchronized as context for the corresponding workflows, eliminating the need for repeated information transfer. This entire operation occurs within the same collaboration space, facilitating a seamless workflow of "Query -> Write -> Send", thereby efficiently addressing complex business processes.