Agent workspace scope

The active workspace determines the Agent conversation and its funding. The scope control narrows the next question's general content search.

Choose a search scope

1. Use the workspace selector to open your personal or organization workspace.
2. Open Agent and select Choose Agent scope.
3. Choose All of the workspace for broad search, or choose a named Library folder.
4. Check the Next question label before sending.
5. Name the source and task in your question.
6. Read the answer's sources and the scope label on the sent message.

A folder selection includes readable Library content directly in that folder. It does not include child folders. Broad search includes the workspace's readable Library folders and can include other eligible source types.

If the selected folder becomes unavailable, CareMap asks you to explicitly choose the current workspace before continuing. It does not silently treat the missing folder as your intended broad search.

Know what folder selection excludes

Folder-only general search excludes workspace-wide Notes, Note attachments, Profile Documents, profile-detail search evidence, and Course/Reference releases from Learn. Choose All of the workspace when you need those sources. Their own access and preparation rules still apply. For a person's exact authored profile details, identify that person and ask for those details instead of relying on broad search to discover them.

In your personal workspace, broad Library search can also include personal Libraries shared with you and Libraries available through Guardian access. Selecting one folder removes that broader Library search.

Organization Library search requires current membership and stays with the selected organization's Library. Other source types have their own rules: Notes explicitly shared with that organization can be included, while Profile Documents and Learn content use their respective access rules. Workspace selection is not proof that every returned source is owned by that organization.

A search limit does not erase conversation context

Earlier messages, answers, and attachments remain in the same chat after you change the next-question folder. Attachment reading, public CareMap Help, and dedicated tools such as exact Report reading are separate from general Library search. Do not treat the folder picker as a filter for every fact the Agent can use.

Start a new chat for a separate topic or a fresh conversation context. Switching workspaces loads that workspace's history and credit balance; it does not move an existing conversation.

Inside an editor

The Guide Agent binds detailed authoring to the currently open Guide; the Form Agent binds it to the open Form. Their general search is also narrowed by the editor context. Open the correct item before requesting changes.

If a source is missing

Open the item directly, check its current access and processing status, and verify the selected folder. Try broad search or a more specific source name. A missing result is not proof that the record does not exist. See sources and search limits.