Surfaces
Goal: Understand surfaces and connect your data to them.
A surface is a scoped workspace - the execution boundary where warm queries run and your team's AI connects. Workshop level is the whole picture; surface level is one specific job. When data connects to a surface, it "spills onto" it as an isolated context.
Create a surface and connect data
Drag a Surface onto the canvas, name it GrowthMetrics, and draw a line from ProductData
to it.
An agent proposes a Surface (and the wiring) via manage_proposals; you accept in the portal and
deploy.
Ask Azi: "Create a surface called GrowthMetrics and connect ProductData to it." Review and accept her proposal.
One connection can feed many surfaces, and a surface can take many connections - queries inside see all the connected data.
Work inside a surface
Click the surface, then the Manage Surface icon. The breadcrumb shows {workshop} / GrowthMetrics. Inside, you add Warm Query nodes and see the connected data. Click the
workshop name in the breadcrumb to step back out.
Organize
One surface per area, per team, or per use case (dashboards, alerts, reports). Keep related queries together.
Verify and ship
The surface and its line appear on the canvas; the Inspector lists connected sources. Changes take effect when you Save then Deploy (see Workflow).
Next steps
- Build a Warm Query inside your surface
- Find your way around -> Navigation
- Scope who can see this surface -> Permissions
- Understand Save vs Commit