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Using Scope to Focus Your Chat

From the chat interface, you can define the scope of your interaction in three ways:
  • Workspace scope: select one or more workspaces (folders) to restrict the model to all documents within them. Best when you want to explore or analyze all content in a specific domain.
  • Document scope: attach specific files to focus on precise documents. Best when you need pinpoint accuracy.
  • Tag scope: filter by one or more tags to restrict the model to documents matching those tags, across all your accessible workspaces. Best when you want to target a topic or category that spans multiple workspaces. <!— NEW —>
Recommendation: Choose your scope strategy at the start of your session — workspace-based for broad exploration, document-based for precision, or tag-based for topic-driven filtering.

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How to Set the Scope in Chat

  1. Open the Chat interface.
  2. Locate the Scope / Context settings.
  3. Choose your scoping method:
    • Select one or more workspaces, or
    • Attach specific documents, or
    • Select one or more tags to filter by topic. <!— NEW —>
  4. Start your query: the model will only work with content matching your selected scope.
You can combine workspaces and tags together to further narrow your scope (e.g., select a workspace and a tag to only target tagged documents within that workspace). <!— NEW —>

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Limitations

You can scope your chat using one of the following combinations:
  • ✅ Workspaces only
  • ✅ Tags only
  • ✅ Workspaces + Tags
  • ✅ Documents only
  • ❌ Documents + Workspaces
  • ❌ Documents + Tags
  • ❌ Documents + Workspaces + Tags
In short: attaching specific documents is an exclusive mode — it cannot be combined with workspace or tag filters.