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Sharing Settings with Your Team

This page explains typical ways to share Agentiqs settings and custom fields with other members.

Using Shared Workspaces ​

You can create a workspace that multiple members can share and use.

Creating a Workspace​

This explains the procedure for creating a workspace.

Procedure
  1. Click [Workspaces] > [New Workspace] in the title bar.
    • The [Create New Workspace] dialog box will appear.
  2. Enter a [Name] and click the [Create] button. - A workspace is created and applied.
After creating a workspace
  • A new workspace is created in its initial state, and existing settings (agents, tools, knowledge, etc.) are not automatically carried over. Migrate them as needed using Export Settings and Import Settings.

Sharing a Workspace​

This section explains how to create and share a workspace.

Procedure
  1. Click [Workspaces] > [Manage Workspaces] in the title bar.
    • The [Manage Workspaces] dialog box appears.
  2. Click the [Edit] button for the workspace you want to share.
    • The [Edit Workspace] dialog box appears.
  3. Click the [Convert to Shared Mode] button.
    • The [Convert to Shared Mode] dialog box will appear.
  4. Set the folder path to be used as the shared workspace in [Shared Folder Path].
  5. Set the passkey as needed, and click the [Convert] button.
    • If sharing is successful, the .agentiqs folder and the workspace.yaml file will be output to the specified [Folder Path] location.
Items that can be shared in the shared workspace
  • Agents
  • Tools
  • Knowledge
  • Workflows
Note
  • Specify a location (Git, network folder, etc.) that all members sharing can access in [Shared Folder Path].
    If sharing via Git, clone the repository so that the [Shared Folder Path] is the same for all members.
  • The passkey is required when sharing shared items that require encryption (such as API keys). Distribute it to members using a secure method.

Joining a Shared Workspace​

This section explains how to join a shared workspace and use the common settings provided by your team.

Procedure
  1. Click [Workspace] > [Workspace Management] in the title bar.
    • The [Manage Workspace] dialog box will appear.
  2. Click the [Join Shared Workspace] button.
    • The [Join Shared Workspace] dialog box will appear.
  3. Enter the [Shared Folder Path] provided by the sharing source.
  4. If a passkey is set by the sharing source, also enter the [Passkey].
  5. Click the [Join] button.
    • Upon successful joining, the shared workspace will be added to your list, and you will be able to use common agents, tools, knowledge, etc.
caution

Editing various settings in a shared workspace (AI agent, knowledge, workflow, etc.) will affect all members sharing the workspace.
Example: If you set a shared folder in the workspace path, it will also overwrite the settings used by other members.
Please keep this in mind when using the workspace.

Leaving a Shared Workspace​

This explains how to leave a shared workspace you are participating in.

Procedure
  1. Click [Workspace] > [Workspace Management] in the title bar.
    • The [Manage Workspace] dialog box will appear.
  2. Click the [Edit] button for the shared workspace.
    • The [Edit Workspace] dialog box will appear.
  3. Click [Unshare].
    • Workspace sharing is removed, and it becomes a personal workspace.
Workspace after leaving
  • When you leave a shared workspace, the state of the workspace at that time is duplicated in your personal settings. Please note that changes to the shared workspace settings by other users after that will not be reflected in your personal workspace.

Sharing Knowledge​

You can publish the knowledge you create so that other members can use it, or import published knowledge into your own workspace for use.

Publishing Knowledge​

This explains the procedure for publishing knowledge so that other members can access it.

Instructions
  1. Click [Knowledge] > [Publish].
    • The [Publish Knowledge] dialog box will appear.
  2. Select the knowledge you want to publish and click [Next].
  3. Enter the destination folder in [Publication Destination] and click [Next].
    • The information of the knowledge to be published will be displayed.
  4. If the information of the knowledge to be published is correct, click [Publish].
Note
  • For knowledge containing confidential or personal information, or other information with handling restrictions, please determine the scope of publication according to your organization's rules.

Obtaining Knowledge​

This explains how to obtain published knowledge and use it in your workspace.

Procedure
  1. Click [Knowledge] > [Get].
    • The [Get Knowledge] dialog box will appear.
  2. Enter the published folder of the knowledge you want to obtain in [Source] and click [Explore available knowledge].
    • A list of published knowledge in the source folder will be displayed.
  3. Select the knowledge you want to obtain and click [Next].
    • Information about the knowledge to be obtained will be displayed.
  4. If the information about the knowledge to be obtained is correct, execute [Get].
    • The acquired knowledge will be added to the knowledge list.
About Acquired Knowledge
  • If [Automatic Acquisition] is enabled for acquired knowledge, the knowledge will be updated regularly.
    Also, if you change the settings for acquired knowledge while [Automatic Acquisition] is enabled, the information in the published knowledge may be updated. Please be careful when changing settings for knowledge other than that you have published.

Sharing Personal Settings​

You can share your personal custom settings in Agentiqs (AI agents, knowledge, etc.).

Exporting Settings​

This explains the procedure for exporting your personal custom settings in Agentiqs.

Instructions
  1. Click [Settings] > [Sharing] > [Share Settings] > [Export].
    • The [Export Settings] dialog box will appear.
  2. Select the items you want to export and enable the checkboxes.
  3. Enter a passkey of your choice and click [Generate Export Data].
    • The passkeyandexport data will be generated and displayed on the screen.
  4. Click [Download] to save the export data as a file.
  5. Distribute the saved export datafile andpasskey to the people you want to share it with.
Exportable Custom Settings
  • System
    • AI Provider
    • Proxy
  • Workspace
    • Agent
    • Tools
    • Knowledge
    • Workflow
Note
  • For security reasons, it is recommended to distribute export dataandpasskey through different means.
  • Only settings for the currently used workspace can be shared. If you want to share settings for a different workspace, switch workspaces before sharing.

Importing Settings​

This explains how to import your personal custom settings for Agentiqs.

Procedure
  1. Click [Settings] > [Sharing] > [Import].
    • The [Import Settings] dialog box will appear.
  2. Enter the following exported data received from the sharing partner:
    • Passkey
    • Exported data
  3. Perform the import.
    • If the settings are imported successfully, the import results will be displayed.
caution
  • If the imported data (knowledge, tools, etc.) settings contain absolute paths, they may not be able to be referenced and may not function correctly if the same path does not exist on the destination PC.
    • If possible, please standardize to relative paths (or paths that are the same among members) before exporting.
    • After importing, please check that the paths of each imported setting are correct in the destination environment.
  • If you imported knowledge, please perform [Index Update] after importing.
    • If you do not perform an index update, the search results and references for knowledge may not be updated.
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