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Create, Share & Use Personal Content

StackSpot AI offers a flexible and powerful way to personalize your development environment. It allows you to create, manage and share your Stacks AI, Knowledge Sources, Agents, and Quick Commands. This personalized content is directly accessible within your IDE through the StackSpot AI portal and extension, providing a tailored development experience.

Personal Permissions

ResourceActionDescription
Stack AIcreate, update, deleteManagement of Stack AI content in the Personal context. In the StackSpot AI Platform, you can create, update (change the name, description, and settings of the AI Stack), and delete a Personal Stack AI.
Custom and Remote Quick Commandcreate, update, delete, executeManagement of Custom Quick Command or a Remote Quick command content in the Personal context. In the StackSpot AI Platform, you can create, update (change the name, description, content, and settings), and delete a Personal Custom Quick Command or Remote Quick Command.
Knowledge Sourcecreate, update, deleteManagement of Knowledge Source content in the Personal context. In the StackSpot AI Platform, you can create and update (change the name, description, content, and settings) and delete Personal Knowledge Source.

Creating Personal Content

When you create Stacks AI, Knowledge Sources (KS), Custom Quick Commands (CQC), Remote Quick Commands (RQC), or Agents within the StackSpot AI platform, your content will be labeled as 'Personal'. You will be able to access this content on the Personal tab on the StackSpot AI Portal. See the example below:

Access Personal content

How to share Personal Content

You can share your personal content (Agents, Knowledge Sources, Stack AI, and Quick Commands) with specific users or the whole Account (if you are using an Enterprise one).

Follow the steps below:

Step 1. Go to the StackSpot AI Portal;

Step 2. Access the contents section you want to share, Agents, Knowledge Sources, Stack AI, or Quick Commands;

Step 3. Click on the 'Share' button. There are two options:

  • Option 1. Share with users: Add the user's email address and specify whether they can edit or view the content.

    • Can View: Users cannot change the content.
    • Can Edit: Users have full access to edit content.

image showing the share with users page

  • Option 2. Publish on the Account. It works only if you have permission:

    • Default: This setting automatically integrates content across account responses, which helps standardize usage.
    • Opt-in: Adds the content in a specific Workspace or the IDE.

image showing publishing on the account

Step 4 . Click on the 'Save' button.

You can also revoke access to the content. On the 'Share with users' tab, select the user and then click the 'Remove Access' button.

See an example:

GIF mostra o Portal StackSpot na seção Knowledge Source'. O mouse clica no botão Share (Compartilhar), seleciona um email para compartilhar o agente e, em seguida, clica no botão Salvar

How to access the StackSpot AI Contents

Tabs: Personal, Shared, Account

You can access content in the StackSpot AI Portal or IDE through three tabs:

  • Personal: Your own created content.
  • Shared: Content that has been shared with you by others.
  • Account: Content available in your Organization Account.

For further details, see below.

StackSpot AI Portal

Follow these steps to use Shared content. The process is the same for Personal and Account.

Step 1. Go to the StackSpot AI Portal;

Step 2. Access the content section you want to use, such as Knowledge Sources or Quick Commands;

Step 3. In the 'Shared' tab, you can access the content shared by other people.

Using content in the IDE

You can use a Personal, Shared or Account content in the IDE, follow the steps:

Step 1. Access your IDE and click in the StackSpot AI extension;

Step 2. Before typing what you want, click on the chat box to see the options: Choose 'Shared' to see the available content for you.

GIF mostra o Portal StackSpot na seção Agente'. O mouse clica no botão Shared (Compartilhar), seleciona um email para compartilhar o agente e, em seguida, clica no botão Salvar