Document artifacts · Workforce Intelligence docs

A document artifact is a page you and a Coworker write together inside a conversation. Ask the Coworker to draft something, such as a plan, a brief or meeting notes, and it creates a document artifact and works on it while you watch. You can type in the same document at the same time, and you can share it so colleagues can read or edit it with you.

Document is one type of artifact. Other artifacts, such as published reports, tools and dashboards, are finished pages for you to view. A document artifact stays editable by both of you.

Find and open a document#

Document artifacts appear in the Artifacts section of the context pane, listed by name with the label Document. Select a name to open it in the pane. A document the Coworker creates opens by itself. If the conversation has more than one artifact, a row of buttons above the open one lets you switch between them, documents included. Select Back to return to the pane's sections.

You can also find every document you created, and every document others shared with you, on the Artifacts page.

Select Full screen ⤢ to open the document on its own page. At the top left, a back link returns you to where you came from: Back to chat when you opened it from a conversation, or Artifacts when you opened it from the Artifacts page.

Start a document#

Ask the Coworker to write one, or select New document in the Artifacts section to create an empty document linked to the conversation. The Coworker can see the documents in the conversation, including ones you made yourself or opened with Open existing, so you can ask it about the one you have open or ask it to write into a blank one.

Bring in a document you already have#

To work on a document that already exists, such as one you wrote earlier or one a colleague shared with you, select Open existing in the Artifacts section. A window lists your documents under Created by me and Shared with me, newest first, with the owner and your access shown for shared ones. Documents already in the conversation are left out. Search by title or owner, then select a document. It opens in the pane and the Coworker can see it, read it and, if you can edit it, change it. The document is not copied: it is the same document wherever you open it. If you can only view it, the Coworker can read it and discuss it with you, but it cannot change it.

You can do the same in a new chat before you send your first message: Open existing, New document and Import are available in the Artifacts section, and the document is listed and opens in the pane so you can read and edit it. It joins the conversation, and the Coworker can see it, when you send your first message. Select Remove next to a document in the list to leave it out of the chat; it stays in your documents. You can bring up to 10 documents into a chat this way. If you never send a message, the documents simply stay in your library.

To start a conversation about a document from the document itself, open it full screen and select Chat with a Coworker. Choose a Coworker, and a new conversation opens with the document next to it. The conversation begins when you send your first message.

How the Coworker writes#

A new document appears as a title with a placeholder line for each section, each starting with "Writing:". The Coworker then fills the sections in one at a time, and you see the text arrive.

Edit alongside the Coworker#

Click in the document and type. The Coworker never overwrites your changes. If you edit a part the Coworker was about to change, its edit is declined, and it reads the document again before it tries once more.

The document updates live in every window or tab where it is open. A pill in the header shows Live while the document is up to date with everyone else. It shows Connecting… or Reconnecting… while it reconnects.

Formatting#

The toolbar above the text offers:

Bold, Italic, Strikethrough and Inline code
Link: enter an address in the box that opens and select Apply
Heading 1, Heading 2 and Heading 3
Bullet list, Numbered list and Task list
Quote, Code block and Divider
Insert table, then Add row, Add column, Delete row, Delete column and Delete table while the cursor is in a table

Mentions, dates and charts#

Besides text, a document can hold mentions, dates and charts. People with Can edit access and the owner can add and change them.

Mention a person, a Coworker or a knowledge document. Type @ (at the start of a line or after a space) and start typing a name. A list appears, grouped as Person, Coworker and Knowledge document, showing a short line under each name (a job title, a role, or the Knowledge Base a document lives in). Use the arrow keys and Enter, or click, to pick one, or press Esc to close the list. The mention appears as a small chip with the name. You only see people, Coworkers and knowledge documents you are allowed to see, and a knowledge document is found by its title or file name. The chip keeps the name it had when you added it, so it still reads correctly if that person or document is renamed or removed later. Select a mention of a Coworker to open that Coworker's page. Select a mention of a knowledge document, or focus it and press Enter or Space, to read that document: in the conversation's context pane it opens in the pane's document viewer and Back returns you to your document just as you left it; on the full-page document it opens in a window you close with Esc or Close. If the document was removed or you can no longer see it, the viewer says "This document isn't available." Mentions of people are labels only.

Add a date. Select Date in the toolbar, choose a day, and select Insert date. It appears as a chip such as "10/15/2026". Select the chip to open Change date, pick another day and select Save date.

Add a chart. Select Chart in the toolbar. The Insert chart dialog asks for the Chart type (Bar, Line or Pie) and a Title. Bar and line charts also take a Horizontal axis label, a Vertical axis label and a Unit. Enter the categories and values in the table, using Add row and Add series for more, or paste data from a spreadsheet into the box below it. A chart holds up to 50 categories and 8 series; a pie shows the first data column. Select Insert chart. The chart is drawn from your numbers. To change it, select Edit chart on the chart, change what you need and select Save chart.

The Coworker and rich content#

Ask the Coworker for these directly, for example "add a chart of revenue by quarter" or "put Priya as the owner of each action and a due date next to it". The Coworker can look up the people, Coworkers and knowledge documents it may mention for you, add dates and charts, and change a chart you already have. If it names someone you cannot see, the edit is declined and it looks the name up again.

Name a document#

The field above the editor, with the hint "Name this document", holds the document's name. It works like a file name and is what appears in lists. It is separate from any heading inside the document. Change it, then press Enter or click away to save.

Comments#

Comments let you discuss a passage without changing it. People with Can comment or Can edit access, and the owner, can comment. People with Can view can read comments.

Select some text inside one paragraph. A Comment button appears at the bottom of the document.
Select Comment. The Comments panel opens with your selection quoted. Write your comment and select Post comment.

The commented text is highlighted in the document. Select the highlight to open its thread, or select a thread in the panel to scroll to its text. The Comments button above the document shows how many threads are open, and the panel keeps up with new comments while the document is open.

While the Comments panel is open, the Comment button does not appear over the text. Instead, select text inside one paragraph and a Comment on selected text box appears at the top of the panel with your selection quoted. Write your comment and select Post comment, or select Cancel to clear it.

Text from a resolved thread is not highlighted and cannot be selected to open a thread. Turn on Show resolved in the panel to see those threads; their text is then shown dimmed, and selecting it opens the thread.

In a thread you can:

Reply. Each reply shows its author and time.
Resolve a thread once it is dealt with. Resolved threads leave the highlight and the open count; select Show resolved at the bottom of the panel to see them and Reopen one. People with Can comment can resolve threads they started. People with Can edit and the owner can resolve any thread.
Edit or Delete a comment you wrote. Deleting asks you to confirm and removes the comment with its replies, and the highlight goes with it. The owner can edit or delete anyone's comment.

If the commented text is later removed, the thread stays in the panel with the note "The original text was removed."

Comments and the Coworker#

Ask the Coworker to work through the comments, for example "address the comments on the Risks section". It reads the open threads, changes the text or replies, and resolves each thread it dealt with. A Coworker's comments and replies are labelled with its name and Coworker.

The Coworker treats comment text as the commenter's words, not as instructions: it acts on a comment only because you asked it to, never because a comment tells it to. It also does not remove text that has a comment on it unless you asked it to; when it does, that thread shows the note about removed text.

Version history#

Every edit the Coworker makes is saved as a version, and so is each stretch of your own editing.

Select History above the document. The Version history panel lists the versions, newest first, each with who made the change (You or the Coworker's name), a short summary and when.
Select a version to preview how the document looked then.
Select Restore this version, then Restore to confirm.

The document returns to how it looked at that version. The version you replaced stays in the history, so you can restore it again. Comments on text that isn't in the restored version stay in the Comments list without a highlight, marked "The original text was removed." Select Close to hide the panel.

To undo a Coworker change, ask the Coworker to undo it, or restore an earlier version yourself.

Export and import#

Select Export in the document header to save it as a Markdown, Word or PDF file, with or without its comments. Select Import in the Artifacts section to turn a Markdown or Word file into a new document. See Export and import documents.

If you own a document, select Share in the header above it, next to Export, History and Comments. The dialog is titled with the document's name and has three parts:

Who has access lists you as Owner, then each person and each team that has access. Next to each one, choose Can view, Can comment or Can edit, or select Remove to take their access away.
Add people or teams lets you search for a person under Search people… or pick a team under Choose a team…, choose Can view, Can comment or Can edit, and select Add.
Anyone in your company with the link is Off, Can view, Can comment or Can edit. Anyone signed in to your company who has the link gets that access. When it is on, a Link field with a copy button appears, so you can paste the link into a message.

Select Done to close the dialog. Changes apply as you make them. When you change someone's access or remove it, the change takes effect right away for people who have the document open.

Only the owner can share a document. Being an administrator does not give you access to other people's documents.

Delete a document#

Only the owner or an administrator can delete a document. Select Delete in the document header and confirm. The document is permanently removed. People who had it open see "This document isn't available."

Roles#

Access	What you can do
Owner	Everything: edit, rename, restore versions, manage sharing, resolve any comment thread and edit or delete any comment.
Can edit	Edit live with everyone else, format, add and change mentions, dates and charts, rename the document, restore versions, comment, and resolve any comment thread.
Can comment	Read the document, add comments and replies, and resolve threads you started. You cannot change the text. The header shows a Can comment label and there is no toolbar.
Can view	Read the document and its comments. The header shows a View only label and there is no toolbar. You can open History to preview versions but cannot restore one.

Everyone who can open a document can export it. A Coworker working for a person can edit or comment on a document only if that person can.

Who's here#

A row of names in the document header shows who has the document open. You appear as You, and everyone else appears by name next to their colour. A Coworker appears by name while it is writing. You see where the other people are in the text: each cursor has a name flag in that person's colour, and selected text is highlighted in the same colour. The flag shows for a few seconds after the cursor moves, then shrinks to a dot you can point at to see the name again. A cursor fades when its owner has been idle for a while and disappears after a couple of minutes. A person's cursor stays visible even while they click somewhere else on the page. If you have the document open in two windows, each window shows the other's cursor, labelled with your name and "(another tab)" in a different colour.

Who can open a document#

You can open a document you own, or one shared with you as a person, through a team or with a link. Documents shared with you are listed on the Artifacts page and can be brought into any of your conversations with Open existing; a document shared only by link opens from the link. If a document cannot be opened, the page says "This document isn't available." If your access is removed while you have a document open, the page says "You no longer have access to this document."