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Workspaces & Folders

A Workspace is simply a local folder on your computer that you dedicate to Trio Mate.

Why use workspaces?

  1. Clear boundaries: The assistant can only read and modify files inside the folder you pick, keeping the rest of your computer safe.
  2. Built-in context: Every new chat started inside that workspace automatically knows about its files without needing re-uploads.
  3. Clean output: Generated reports, clean tables, and charts stay organized inside that project folder.

How to use them

  • Add a workspace: Open the workspace list on the left, click Add, and pick any folder on your machine (e.g. 2026-Marketing-Campaign).
  • Start a chat in a workspace: Click the workspace and select "Start new conversation in this workspace" to mount its files immediately.
  • Default folder: You can customize where new casual tasks save files under "Settings → General".