# OpenBB Docs - workspace

## Docs

- [Copilot Basics](https://docs.openbb.co/workspace/analysts/ai-features/copilot-basics): Learn the basics of OpenBB Copilot interface and functionality
- [Context Management](https://docs.openbb.co/workspace/analysts/ai-features/copilot-context): Understanding how OpenBB Copilot manages and prioritizes context
- [Data Handling](https://docs.openbb.co/workspace/analysts/ai-features/copilot-data-handling): How OpenBB Copilot processes structured and unstructured data
- [Output Formats](https://docs.openbb.co/workspace/analysts/ai-features/copilot-output): Understanding OpenBB Copilot's output formats and capabilities
- [Step-by-Step Reasoning](https://docs.openbb.co/workspace/analysts/ai-features/copilot-reasoning): Understanding the transparent reasoning process of OpenBB Copilot
- [Generative UI](https://docs.openbb.co/workspace/analysts/ai-features/generative-ui): Understanding the Generative UI capabilities in OpenBB Copilot
- [MCP Tools](https://docs.openbb.co/workspace/analysts/ai-features/mcp-tools): Model Context Protocol (MCP) tools integration in OpenBB Copilot
- [Skills](https://docs.openbb.co/workspace/analysts/ai-features/skills): Create and invoke custom AI skills from the OpenBB Copilot chat interface
- [Apps](https://docs.openbb.co/workspace/analysts/apps): Discover and use OpenBB Apps - pre-configured dashboard templates with integrated AI agents and custom prompts for optimized analytical workflows.
- [Dashboards Overview](https://docs.openbb.co/workspace/analysts/dashboards/index): Learn how to create, manage, and share interactive dashboards in OpenBB Workspace
- [Excel Add-in Installation](https://docs.openbb.co/workspace/analysts/excel-addin/excel-installation): This page presents the general requirements and the steps to install the OpenBB Add-in for Excel. The OpenBB Add-in for Excel is available on Windows, Mac, and Excel on the web. It can be installed by an administrator or by individual users.
- [Excel Add-in Overview](https://docs.openbb.co/workspace/analysts/excel-addin/excel-overview): The OpenBB Add-in for Excel is a powerful integration that enables direct access to financial data within Microsoft Excel. This seamless integration allows you to create sophisticated financial models and perform comprehensive analysis without leaving your spreadsheet environment.
- [OBB.GET](https://docs.openbb.co/workspace/analysts/excel-addin/obb-get): Extract and slice specific data from Excel ranges using labels or indices
- [OBB.WIDGET](https://docs.openbb.co/workspace/analysts/excel-addin/obb-widget): This page provides an overview of the basics of the OpenBB add-in for Microsoft Excel. It covers the basic usage of the add-in and the available functions.
- [Troubleshooting](https://docs.openbb.co/workspace/analysts/excel-addin/troubleshooting): Common issues and solutions for the OpenBB Add-in for Excel, including error handling, installation problems, and connection troubleshooting.
- [AI-generated Widgets](https://docs.openbb.co/workspace/analysts/widgets/ai-generated-widgets): Learn how to use AI agent outputs as widgets in your OpenBB dashboard
- [Core Widgets](https://docs.openbb.co/workspace/analysts/widgets/core-widgets): Essential widgets that form the foundation of every OpenBB dashboard - navigation, notes, data integration, and productivity tools.
- [Interacting With Data](https://docs.openbb.co/workspace/analysts/widgets/interacting-with-data): Learn how to work with tables and charts in OpenBB Workspace, including parameter selection and synchronization across widgets.
- [Overview](https://docs.openbb.co/workspace/analysts/widgets/overview): Understanding widgets - the building blocks of OpenBB Workspace dashboards that transform raw data into actionable insights.
- [Sandbox Widgets](https://docs.openbb.co/workspace/analysts/widgets/sandbox-widgets): Explore the pre-built sandbox widgets available when you first log into OpenBB Workspace.
- [Static Files](https://docs.openbb.co/workspace/analysts/widgets/static-files): Upload and integrate your own files into OpenBB Workspace - transform spreadsheets, PDFs, and images into interactive dashboard widgets.
- [Agents Integration](https://docs.openbb.co/workspace/developers/agents-integration): How to integrate your own AI agent service with OpenBB Workspace
- [Citations for documents](https://docs.openbb.co/workspace/developers/ai-features/citations-for-documents): Add document-specific citations with PDF text highlighting for source attribution
- [Create charts](https://docs.openbb.co/workspace/developers/ai-features/create-charts): Stream inline charts as part of your agent’s response
- [Create HTML artifacts](https://docs.openbb.co/workspace/developers/ai-features/create-html-artifacts): Stream inline HTML artifacts as part of your agent's response
- [Create tables](https://docs.openbb.co/workspace/developers/ai-features/create-tables): Stream tabular data as an artifact in the conversation
- [Custom agent features](https://docs.openbb.co/workspace/developers/ai-features/custom-agent-features): Configure and manage custom agent features based on workspace options
- [Dynamic skill loading](https://docs.openbb.co/workspace/developers/ai-features/dynamic-skill-loading): Build agents that dynamically load skills from the workspace at runtime
- [Highlight widget citations](https://docs.openbb.co/workspace/developers/ai-features/highlight-widget-citations): Cite widget data sources in your responses and display them in Workspace
- [Interact with dashboard](https://docs.openbb.co/workspace/developers/ai-features/interact-with-dashboard): Receive full dashboard widget metadata and conditionally fetch data
- [MCP tools integration](https://docs.openbb.co/workspace/developers/ai-features/mcp-tools): Integrate Model Context Protocol (MCP) tools with OpenBB agents for enhanced capabilities
- [Parse PDF context](https://docs.openbb.co/workspace/developers/ai-features/parse-pdf-context): Parse PDF content from widget data and cite sources
- [Parse widget data](https://docs.openbb.co/workspace/developers/ai-features/parse-widget-data): Retrieve data from selected widgets and pass it as raw context to your LLM
- [Share step-by-step reasoning](https://docs.openbb.co/workspace/developers/ai-features/share-step-by-step-reasoning): Stream status updates alongside model output during long operations
- [User feedback](https://docs.openbb.co/workspace/developers/ai-features/user-feedback): Receive and persist user feedback (thumbs up/down) from the workspace UI
- [Apps](https://docs.openbb.co/workspace/developers/apps/index): Create and customize your own OpenBB Apps for optimized workflows
- [Data Integration](https://docs.openbb.co/workspace/developers/data-integration): Learn how to integrate your own data sources and APIs into OpenBB Workspace with a custom backend solution.
- [agents.json Reference](https://docs.openbb.co/workspace/developers/json-specs/agents-json-reference): Complete reference guide for configuring custom AI agents in OpenBB Workspace using the agents.json endpoint
- [apps.json Reference](https://docs.openbb.co/workspace/developers/json-specs/apps-json-reference): Learn about the structure and configuration of apps.json for creating custom applications in OpenBB Workspace
- [widgets.json Reference](https://docs.openbb.co/workspace/developers/json-specs/widgets-json-reference): Learn how to integrate your own backend with OpenBB Workspace using the cookie-cutter or language-agnostic API approaches, with illustrative guides and principles for handling widget.json files, APIs, interfaces, Python, FastAPI and more.
- [OpenBB AI SDK](https://docs.openbb.co/workspace/developers/openbb-ai-sdk): Build custom agents for OpenBB Workspace using the OpenBB AI SDK helpers and models
- [Categories and Subcategories](https://docs.openbb.co/workspace/developers/widget-configuration/category-subcategory): Learn how to organize widgets using categories and subcategories in OpenBB Workspace.
- [Data Update Display](https://docs.openbb.co/workspace/developers/widget-configuration/data-update-display): Learn about configuring data update display for widgets in OpenBB Workspace.
- [Error Handling](https://docs.openbb.co/workspace/developers/widget-configuration/error-handling): Learn how to handle errors in your widgets in OpenBB Workspace.
- [Grid Size](https://docs.openbb.co/workspace/developers/widget-configuration/grid-size): Learn about the grid-based layout system for widgets in OpenBB Workspace, including width and height specifications.
- [Matching widget to MCP tool](https://docs.openbb.co/workspace/developers/widget-configuration/matching-widget-to-mcp-tool): Learn how you can make it so an MCP server and tool are associated with a specific widget
- [Refetch Interval](https://docs.openbb.co/workspace/developers/widget-configuration/refetch-interval): Learn about configuring refetch intervals for widgets in OpenBB Workspace.
- [Render Functions](https://docs.openbb.co/workspace/developers/widget-configuration/render-functions): Learn how to configure and use custom render functions in OpenBB Workspace to customize data display and interactions.
- [Run Button](https://docs.openbb.co/workspace/developers/widget-configuration/run-button): Learn about the run button functionality in OpenBB Workspace widgets.
- [Stale Time](https://docs.openbb.co/workspace/developers/widget-configuration/stale-time): Learn about configuring stale time for widgets in OpenBB Workspace.
- [Advanced Dropdown](https://docs.openbb.co/workspace/developers/widget-parameters/advanced-dropdown): Learn how to implement and use advanced dropdown parameters in OpenBB Workspace widgets, including dynamic options from endpoints and additional information display
- [Boolean Toggle](https://docs.openbb.co/workspace/developers/widget-parameters/boolean-toggle): Learn how to implement and use boolean toggle parameters in OpenBB Workspace widgets, including configuration options and example usage
- [Cell Click Grouping](https://docs.openbb.co/workspace/developers/widget-parameters/cell-click-grouping): Learn how to implement cell click grouping in OpenBB Workspace widgets, allowing users to click on cells in a table to update related widgets
- [Date Picker](https://docs.openbb.co/workspace/developers/widget-parameters/date-picker): Learn how to implement and use date picker parameters in OpenBB Workspace widgets, including configuration options and example usage
- [Dependent Dropdown](https://docs.openbb.co/workspace/developers/widget-parameters/dependent-dropdown): Learn how to implement and use dependent dropdown parameters in OpenBB Workspace widgets, where options in one dropdown depend on the selection in another
- [Dropdown](https://docs.openbb.co/workspace/developers/widget-parameters/dropdown): Learn how to implement and use dropdown parameters in OpenBB Workspace widgets, including configuration options and example usage
- [Input Form](https://docs.openbb.co/workspace/developers/widget-parameters/input-form): Input Form
- [Number Input](https://docs.openbb.co/workspace/developers/widget-parameters/number-input): Learn how to implement and use number input parameters in OpenBB Workspace widgets, including configuration options and example usage
- [Parameter Grouping](https://docs.openbb.co/workspace/developers/widget-parameters/parameter-grouping): Learn how to implement parameter grouping in OpenBB Workspace widgets, allowing multiple widgets to share and respond to the same parameter input
- [Parameter Positioning](https://docs.openbb.co/workspace/developers/widget-parameters/parameter-positioning): Learn how to control the layout and positioning of widget parameters in OpenBB Workspace, including row positioning and parameter ordering
- [Tabs](https://docs.openbb.co/workspace/developers/widget-parameters/tabs): Learn how to implement tabs parameters in OpenBB Workspace widgets to create tabbed interfaces for switching between different data views
- [Text Input](https://docs.openbb.co/workspace/developers/widget-parameters/text-input): Learn how to implement and use text input parameters in OpenBB Workspace widgets, including configuration options and example usage
- [AgGrid Table Charts](https://docs.openbb.co/workspace/developers/widget-types/aggrid-table-charts): AgGrid Table Charts
- [File Viewer](https://docs.openbb.co/workspace/developers/widget-types/file-viewer): Guide to using PDF and multi-PDF viewer widgets in OpenBB Workspace
- [Highcharts Chart](https://docs.openbb.co/workspace/developers/widget-types/highcharts): Highcharts Chart
- [HTML](https://docs.openbb.co/workspace/developers/widget-types/html): Learn how to create and customize HTML widgets in OpenBB Workspace, enabling complete control over visualization and interaction design with custom HTML, CSS, and JavaScript.
- [Iframe](https://docs.openbb.co/workspace/developers/widget-types/iframe): Embed an external web app (such as a Streamlit dashboard) as an iframe widget in OpenBB Workspace, with optional sub-widget export via the Iframe Widget Protocol and auto-connected MCP tools.
- [Live Grid](https://docs.openbb.co/workspace/developers/widget-types/live-grid): Live Grid
- [Markdown](https://docs.openbb.co/workspace/developers/widget-types/markdown): Learn how to create and customize markdown widgets in OpenBB Workspace, including basic markdown display and data-rich markdown with dynamic content integration.
- [Metric](https://docs.openbb.co/workspace/developers/widget-types/metric): Learn how to integrate your own backend with OpenBB Workspace using the cookie-cutter or language-agnostic API approaches, with illustrative guides and principles for handling widget.json files, APIs, interfaces, Python, FastAPI, and more.
- [Newsfeed](https://docs.openbb.co/workspace/developers/widget-types/newsfeed): Learn how to create a newsfeed widget for OpenBB Workspace that displays articles in a clean, organized format.
- [Omni, SQL, Python](https://docs.openbb.co/workspace/developers/widget-types/omni): Learn how to create versatile Omni widgets for OpenBB Workspace that can dynamically return different content types based on input parameters, including SQL query and Python chart widgets.
- [Plotly Charts](https://docs.openbb.co/workspace/developers/widget-types/plotly-charts): Plotly Charts
- [SSRM Mode](https://docs.openbb.co/workspace/developers/widget-types/ssrm_mode): Server-Side Rendered Mode for handling large datasets efficiently in OpenBB Workspace widgets
- [TradingView Charts](https://docs.openbb.co/workspace/developers/widget-types/tradingview-charts): How to implement TradingView charts in OpenBB using UDF (Universal Data Feed)
- [Vega-Lite Chart](https://docs.openbb.co/workspace/developers/widget-types/vega-lite): Vega-Lite Chart
- [YouTube](https://docs.openbb.co/workspace/developers/widget-types/youtube): Learn how to create YouTube video widgets in OpenBB Workspace, including basic video embedding and transcript support for AI assistants.
- [Administration](https://docs.openbb.co/workspace/getting-started/enterprise/administration): Administration and management features for OpenBB Workspace Enterprise
- [Data Control & Security](https://docs.openbb.co/workspace/getting-started/enterprise/data-control): Data sovereignty, security architecture, and compliance features in OpenBB Workspace Enterprise
- [Enterprise](https://docs.openbb.co/workspace/getting-started/enterprise/index): Deploy OpenBB Workspace on-premises or in your private cloud with enterprise-grade security, compliance, and control.
- [Support & Services](https://docs.openbb.co/workspace/getting-started/enterprise/support-services): Enterprise support, professional services, and success programs for OpenBB Workspace
- [Team Collaboration](https://docs.openbb.co/workspace/getting-started/enterprise/team-collaboration): Collaborative features for teams in OpenBB Workspace Enterprise
- [FAQs](https://docs.openbb.co/workspace/getting-started/faqs): Common questions and answers about OpenBB Workspace, data integration, custom backends, and troubleshooting.
- [OpenBB Python Package](https://docs.openbb.co/workspace/getting-started/platform-installer): Learn how to integrate the Open Data Platform data to OpenBB Workspace
- [Progressive Web App (PWA)](https://docs.openbb.co/workspace/getting-started/pwa): Install OpenBB Workspace as a Progressive Web App for a native experience on desktop and mobile devices.
- [Workspace Overview](https://docs.openbb.co/workspace/index): OpenBB Workspace is a secure enterprise UI application for AI workflows, featuring data integration, AI model deployment, flexible UI customization, and on-premises deployment capabilities.