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.

In this article we'll be discussing the Workstream Concierge, powered by our Chrome extension.

What is the Concierge?

The Concierge is a browser extension that extends Workstream's functionality into the data tools you already use. Whereas the knowledge repository collects all of your team's data assets in a single place, the Concierge appears when you're viewing any supported asset type. This allows you to interact with your data tools as usual, with the added context and functionality Workstream provides immediately available with just a couple clicks.

Installing the Concierge

Installing the Concierge takes just a few seconds. Simply head to the extension's listing in the Chrome web store, and click "Add to Chrome."

Opening the extension from your URL bar will prompt you to sign in.

You must be signed in for the Concierge to function, but once you've done so it runs seamlessly in the background with no further configuration.

If you are having any issues, please see our documentation on troubleshooting the Concierge.

Using the Concierge

Once installed, the Concierge displays in the bottom right corner of the page when viewing an asset. You can move it up and down the right side as necessary.

Click on it to expand the menu. This view is similar to the one available from the asset details page. From top to bottom the menu options are:

  1. Asset info: this section provides details about the asset, including the name, platform, and any tags that have been added to the asset. Clicking the three dots in the top right corner also allows you to open the asset within Workstream.

  2. Related conversations: here you can find any conversations related to the content you're viewing. This includes both conversations you've started and conversations that the data team has decided to make public. Public conversations will usually contain relevant information that is beneficial to anyone using the asset.

  3. Status page: if you have dbt Cloud connected, a status page will display showing data quality and freshness for the asset.

  4. Asset history: see a history of asset views and conversations created around the asset.

  5. Content overview: see curated documentation from your analytics team, describing how to use the asset and interpret the data it contains.

  6. Start a conversation: this option allows you to ask a new question or create a new request.

All of the menu options show information about certification status, asset status, and the option to "like" the asset, as well as the option to open the asset within the web app.

Crucially, you can also request that the asset be certified if it hasn't already.

Requesting certification automatically sends a request to your data team, who can review and determine if asset certification is appropriate. This is a great way to determine if a particular asset is worth using, or if you would be better off using a different one.

Click on the "X" to close the Concierge menu when you're ready to resume viewing the asset.

Did this answer your question?