Core concepts
On this page
Organization#
Your company. Holds billing, members, and credit. You belong to one or more organizations.
Workspace#
A team space inside an organization. Holds conversations, files, integrations, MCP servers, and installed apps. Switch workspaces from the selector at the top of the sidebar.
Capability#
A shortcut you add to a message — Generate Image, Create Slides, Write Doc, Search Web, and more. Type / in the chat input to trigger the list.
Conversation#
A chat thread. All conversations live in the sidebar, grouped by date. You can organize them into Projects.
Project#
A group of related conversations with optional shared instructions, context files, and members. Created from the Projects page in the sidebar.
Artifact#
A file the assistant produces or cites — a generated .docx, an image, a PDF source. Opens in the artifacts panel beside the chat.
App#
An installable extension (Knowledge Base, Office App, Web Search, CAD, Remagine) that adds specialized capabilities to your org. Installed by an admin from the App Store in the Admin Console.
API Key#
A credential generated by an org admin to authenticate external systems or embedded chat widgets to SotaAgents programmatically. Managed in the Admin Console under API Keys.
Integration#
A connection to a cloud drive (Drive, OneDrive, SharePoint) set up by an admin. Lets the assistant read your team's documents.
MCP server#
A tool plug-in set up by an admin. Once connected, the assistant can use those tools mid-conversation to act on your behalf.