Collaboration & Workflow in cofi.ai

📌 Overview

Collaboration in cofi.ai connects data, people, and decisions in one workspace.

Every model, dashboard, and database can be shared, discussed, and tracked — allowing teams to work together transparently while maintaining structure and security.

The Collaboration & Workflow tools make it easy to:

Share dashboards and models securely.
Comment, tag teammates, and discuss insights in context.
Track updates, revisions, and publication events over time.

Together, these features ensure every data-driven decision is both collaborative and auditable.

➕ What Collaboration Includes

Feature	Description
Sharing and Permissions	Control who can view or edit dashboards, models, and data sources.
Comments and Discussions	Communicate directly within dashboards and models through tagged conversations.
Event Tracking and History	Review past activity, track model versions, and see who published what and when.

💡 Tip: Collaboration tools respect workspace roles and permissions — meaning users only see and interact with items they’re authorized to access.

➡️ How Collaboration Works

Admins and Editors can share, comment, and publish updates.
Viewers can access shared content, filter views, and participate in discussions.
Every action (sharing, commenting, publishing) is captured in your workspace history, providing accountability and traceability.

🪄 Benefits of an Integrated Workflow

Benefit	Description
Transparency	Everyone can see what changed, who changed it, and why.
Contextual Collaboration	Comments live directly beside data, not in separate emails or chats.
Speed	Share dashboards or tag teammates instantly — no manual exports required.
Governance	Collaboration follows workspace rules for access, publishing, and version control.