Simple Chat

Lock workspace scope in chat

Keep a conversation tied to the same selected workspaces after grounded answers.

What this does

Workspace scope lock keeps a conversation associated with the workspace scope used for grounded chat. The chat header shows Scope locked when locked scope metadata exists.

Video planned

Lock workspace scope in chat walkthrough

Recording planned. Show lock workspace scope in chat end to end and explain why this task helps a user.

To publish this video:

  1. Upload the recording to YouTube or Microsoft Stream.
  2. Save a poster frame as docs/images/video-posters/guide-lock-workspace-scope.png.
  3. Add the watch URL to this slot in docs/_data/media.yml.

Why you would use this

Use scope lock when a conversation should stay inside one team’s documents or one workspace context. It prevents accidental drift into other accessible sources; unlock or start a new chat when you intentionally need a different source set.

Before you start

  • Workspace chat must be available through enable_user_workspace, enable_group_workspaces, or enable_public_workspaces.
  • Admins can enforce the lock with enforce_workspace_scope_lock; see Workspaces settings.
  • You need access to the workspace documents you plan to use.

Steps

  1. Open Chat.
  2. Select Workspaces to open Grounded Search.
  3. Choose a Scope, then optionally choose Tags and Document.
  1. Send a grounded message.
  2. Look for Scope locked in the chat header or beside Scope.
  3. Select the lock indicator to manage it; if enforced, the modal explains that it cannot be unlocked.

Screenshot needed

Lock workspace scope in chat step 6

Capture the lock workspace scope in chat task at this step in SimpleChat with realistic sample data and redact secrets.

Save as docs/images/guides/lock-workspace-scope-step-6.png

Drop the file at that path and it replaces this card automatically. No other change needed.

  1. Start a new conversation when you need a different locked source set.

Verify it worked

The conversation continues to show the locked scope, and conflicting workspace selections are prevented or require unlocking first.

Troubleshooting

Symptom Likely cause Fix
You cannot unlock the scope enforce_workspace_scope_lock is enabled Start another conversation for a different source set.
Scope choices are disabled They conflict with the locked conversation scope Use the lock modal or create a new chat.