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Choose A Workspace

A workspace is the folder Document.Bot uses for file browsing, search, source inspection, and AI-assisted work.

Choose a folder that matches one real job. Smaller, focused workspaces are easier to search, safer to review, and faster to index.

Good Workspace Examples​

  • a project folder for one client or customer
  • a folder of policies, procedures, and review notes
  • a research folder with papers, notes, and spreadsheets
  • a proposal folder with drafts, source material, and budget files
  • a demo workspace prepared for learning Document.Bot

Avoid Broad Folders​

Do not start with:

  • your entire home folder
  • your full desktop
  • your downloads folder
  • a cloud drive root with many unrelated projects
  • a software development repository unless your task is specifically about that repository

Broad folders make search noisy and may include files you did not intend to use.

Workspace Preflight Warnings​

Document.Bot may warn you before using a folder that looks risky or unusually broad.

Common warnings include:

  • very large folders
  • cloud-synced folders
  • shared folders
  • network folders
  • external links or symlinks outside the workspace

Read the warning before continuing. If you are not sure, choose a smaller subfolder.

What Document.Bot Can Do Inside A Workspace​

Inside the selected workspace, Document.Bot can:

  • browse folders and files
  • open supported file types
  • index supported files for search
  • search file names and content
  • use file references in chat
  • create, rename, delete, or reveal files when you choose file actions
  • ask for approval before sensitive AI-assisted file actions

Document.Bot is designed to keep file operations within the selected workspace unless you explicitly allow an exception.

Demo Workspace Recommendation​

For screenshots, tutorials, or learning flows, use a curated demo workspace instead of an active work folder. The recommended generic demo corpus is the Document.Bot decision-brief workspace, which combines public guidance documents with synthetic company files.

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