Welcome to Workstream! These guides are designed for consumers of data assets, rather than the core team who builds the assets. Each article covers key Workstream functionality.

This article discusses how to start conversations in the web app and the Concierge.

Contents

Introduction

Conversations are a powerful feature that allows you to communicate directly with the rest of your team in the context of the asset you are exploring. Conversations can be about pretty much anything related to your data assets, from alerting other team members to a discovery you've made, to providing feedback on a graph, or submitting a request for changes to a dashboard.

Conversations in Context

One of the things that makes conversations in Workstream so useful is that they live side-by-side with your assets. Clicking on the "View on asset" button from the conversations page, or opening the conversation from the asset details, leads you to a view of the conversation next to the asset.

Starting Conversations in the Concierge

Similarly to how the asset details page allows you to view conversations within the context of an asset in your knowledge repository, the Concierge allows you to view and initiate conversations from directly within your analytics tool.

You can either select the conversation option from the bottom right corner when the Concierge is expanded to create a new conversation related to the asset:

Or you can select the related conversations option from the right sidebar which allows you to view and comment on existing conversations:

The structure and contents of conversations are the same regardless of where they were initiated, allowing you to keep up with them wherever you're working.

Annotations

In addition to having conversations with text, you can also include an annotation to provide more context. The annotation options within Workstream include free-hand drawing, pre-built shapes, and the ability to add text on top of the asset.

To create an annotation, locate the "Draw" button from within the conversation.

Annotations can be added both when initially creating the conversation, and when adding a new comment. The annotation is saved and presented along with your comment.

Be sure to hit "save" on your annotation before you post it, so you can be sure it gets added to your current comment.

Annotations are an easy way to make your conversations clearer, because you can visually present information rather than having to explain solely with text. If you need to call attention to a discrepancy or point of confusion, or highlight an interesting facet of your data, annotations make collaboration that much easier.

View Your Conversations

As a data team stakeholder, you can view all conversations you are involved in by navigating to the "My Conversations" option from the left nav.

You can expand the Conversations menu item to filter by active or solved conversations, or simply click on the Conversations button to jump straight to active conversations.

The conversations page shows a list of all conversations you have access to. This includes conversations you have started, ones you have been tagged in, as well as public conversations in your workspace.

Workstream currently supports the following statuses for conversations:

  • New: the request has been created but the analytics team hasn't triaged it yet

  • Seen: the team has seen the request, but has not yet started working on it

  • In Progress: The request or question is being actively addressed by the team

  • Solved: the request or question has been resolved. The conversation will now be moved from the "active" to the "solved" conversation views throughout the app

You can also create a new conversation using the "+ Add New" option:

You can view any conversation in more detail by clicking on it from the list.

Did this answer your question?