Personal vs. Shared Content
How personal and team content coexist in Formula Bot — understand the difference between your private workspace and shared team resources.
When you're part of a team, Formula Bot gives you two workspaces: Personal and Team. Use the workspace switcher at the top of the sidebar to toggle between them.
How It Works
- Personal workspace — Your private content. Only you can see chats, files, playbooks, and connectors here. If your team has a paid plan, your personal workspace inherits the team's plan limits (messages, AI actions, etc.) so you're never downgraded to free tier when working privately.
- Team workspace — Shared content visible to all team members. Everything created here can be accessed by anyone on the team.
The sidebar looks the same in both workspaces — only the content shown changes based on which workspace you're viewing.
Creating Content
Content is created in whichever workspace you're currently viewing:
- New Chat — Starts in the active workspace (personal or team)
- Upload Files — Files land in the workspace you're viewing
- Playbooks — Scoped to either your personal workspace or the team
Content stays in the workspace where you created it. There's no automatic sharing between personal and team.
What Shows Up Where
| Content Type | Personal Workspace | Team Workspace |
|---|---|---|
| Chats | Your private chats | Chats visible to all team members |
| Files | Your private uploads | Files shared with the team |
| Playbooks | Your private playbooks | Team playbooks anyone can run |
| Data Connectors | Your personal connections | Shared connectors for the team |
| Reports | Your private reports | Reports shared with the team |
Data Connectors
Data connectors in the team workspace have special access rules:
- All members can query shared connectors in chats
- Owners and Admins can add, configure, and remove shared connectors
- Members can view connector settings but cannot modify them
Connector credentials are protected: only the person who originally created a connector can update its credentials. This applies regardless of role — even Owners and Admins cannot edit credentials on connectors they didn't create. They can delete the connector and re-add it with new credentials if needed.
This ensures everyone can analyze shared data while only authorized members control what's connected.
Knowledge Base
Team knowledge bases follow similar rules:
- All members can use knowledge base context in their chats
- Owners and Admins can add, edit, and remove knowledge base entries
- Members can view knowledge base content but cannot modify it
Plan Limits
When you belong to a paid team, your personal workspace automatically inherits the team's plan limits. This means:
- You get the same message limits, AI action credits, file upload limits, and other capabilities in both workspaces
- No need to switch to the team workspace just to get higher limits
- Team members always get at least their team's plan level — if your team is on Enterprise, your personal workspace gets Enterprise-level limits too
- If you're not on any paid team, your personal workspace uses your individual plan
Switching Workspaces
Use the workspace switcher at the top of the sidebar to move between workspaces. The sidebar updates to show content from the selected workspace.
You always keep your personal workspace, even when you're part of a team. Your private content is never affected by team membership.