DataChat makes it easy to share and collaborate on your work with other users.
Share Content with Others
There are two ways to share workflows, files, snapshots, and Insights Boards with other users. You can use the:
Shareskill from within a session.
- The Share button from the Workflows, Insights Boards, Snapshots, Connections, and My Work tabs on the homepage.
Use the Share Skill
You can use the
Share skill to send workflows, files, and snapshots to other users. To:
Share a workflow with another user, enter
Share the workflow <name> with all users in my organizationor
Share the workflow called <name> withand select or enter their email address. Note that you must be a level three user to share a workflow with all of the users in your organization. Also, only you, the originating user, can delete the workflow.
Share a file with another user, enter
Share the file <name> withand select or enter their email address.
Share a snapshot with other users, enter
Share the snapshot <snapshot name> withand select the emails of the users you want to share the snapshot with. Optionally, enter
calling the shared snapshot <shared snapshot name>to rename the snapshot as you share it. You can also share a snapshot that was created with the Share by you (or shared with you) by entering
Share the snapshot withand selecting the emails of the users in your organization you want to share it with.
Share a connection to a database (with or without credential information), enter
Share the connection <name>, select whether you want to send credential information, then enter
withand select the users to share the connection with.
On the receiving end, the shared workflows and files can be seen in the File Manager and selected in skills just like any other workflow, file, or database, such as
You can also share charts with others by sending the charts as an image, sending an interactive link, or posting the chart to Facebook Workplace. Refer to the Share a Chart section for more information.
Use the Share Button
From the homepage, you can use the Share button from the Workflows, Insights Boards, Snapshots, Connections, and My Work tabs to share those items with other users:
Go to the tab of the item you want to share.
Select the item.
Click the Share button.
Select the users to share it with.
From the homepage, you can hide objects that are shared with you – objects such as Insights Boards, snapshots, database connections, folders, and files. A shared object features a group icon next to it. Hover over the icon to see who owns the object.
For example, to hide the shared workflow "Calcar":
- Click the workflow to select it.
- Click the Hide Workflow button.
- Toggle the Show Hidden button.
To show hidden objects, toggle the Show Hidden button. A check mark indicates that all objects are showing.
To unhide the shared workflow "Calcar":
- Toggle the Show Hidden button so that all hidden objects appear.
- Click the workflow to select it.
- Click the Unhide Workflow button.
Collaborate On Your Work with Others
Collaborate skill, you can work with another user in real time by temporarily granting them access to your account, including your workflows, files, and databases. When you end the session, the user you’re collaborating loses their temporary access to your account.
To begin collaborating on your workflow with another user, enter
Collaborate on this workflow with in the chat box, then select or enter their email address. The number of collaborators appears next to the workflow name.
On the receiving side, the workflow appears in the Active Sessions section of the homepage. You, the sender, are listed as the app's owner.
When the receiver opens the session, they see the exact same content in the chat history and display panel as you do. From here, you and the receiver can work on the workflow together in real time.