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Workspace Resources

Workspace Resources are durable files, notes, and data records attached to your Navigic workspace. Use them for material that should be available across agents and channels.

If Workspace > Resources is not visible in your dashboard, the resource library is not enabled for your workspace yet.

What Belongs Here

Good resource candidates include:

  • Support policies, product FAQs, and escalation notes
  • CSV, JSON, Markdown, or text files that agents should be able to inspect
  • Channel-specific knowledge tagged for support, sales, onboarding, or account help
  • Reusable reference material that should stay separate from one agent draft

Do not use Workspace Resources as a password vault. Put credentials in your own secret manager, integration settings, or approved connector flow instead.

Resources vs Agent Knowledge

Workspace Resources are general workspace material. Agent knowledge is material attached to a specific agent's instructions and behavior.

Use Workspace Resources when content needs metadata, tags, audit history, reviewable paths, or shared use across multiple agents. Use agent knowledge when you are changing the behavior or context of one agent.

Paths and Metadata

Every resource has a normalized workspace path and metadata.

support/returns-policy.md
support/pricing-faq.md
onboarding/account-setup-checklist.md

Recommended metadata:

FieldUse
pathStable workspace path for humans and product views.
titleShort readable name.
descriptionOptional context for search and review.
kinddocument, asset, data, knowledge, or other.
mimeTypeMedia type such as text/markdown, text/csv, or application/json.
tagsRouting hints such as support, pricing, onboarding, or account.

Paths are not storage keys. Navigic stores resource bodies behind product-owned storage and uses resource IDs for unambiguous access.

Current Dashboard Access

  1. Open the dashboard.
  2. Go to Workspace > Resources.
  3. Review existing resources and metadata when the surface is enabled.

If Workspace > Resources is not visible, the feature is not enabled for your workspace yet. Use Agent Knowledge for editable support context that should guide a specific agent.

Let Navigic Agents Use Resources

Workspace resources are not automatically injected into every agent. A deployed Navigic agent must be configured to use the relevant resources before it can rely on them.

For channel use, tag resources for the channel you expect to use them. For example, tag support knowledge with support, then confirm the relevant channel settings if resource selection is enabled for your workspace.

Security Notes

  • Each dashboard action is authorized against the current workspace.
  • Resource access should appear in workspace audit history when that surface is enabled.
  • Navigic logs resource metadata and action metadata for audit. Do not rely on audit logs as a place to review full raw content.

Next

Review Knowledge and Resources for the product model, then add focused support knowledge to the agent that will serve your channel.