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Introducing Spaces: Organize and Share Knowledge within Unique FinanceGPT

We're thrilled to announce the launch of Spaces, a new feature within Unique FinanceGPT that empowers users to create and manage custom knowledge bases tailored to specific needs. Spaces acts as a central hub for collating and organizing financial information, making it easier than ever for teams to access, gain, and share insights.



In this blog post, we'll delve into a practical example showcasing how Spaces can streamline workflows for relationship managers within a large bank. Imagine a scenario where you need to simplify daily tasks for your colleagues who constantly compare and analyze various stocks. Spaces allows you to upload a collection of stock documents, including tables and fact sheets, into a central knowledge base. This eliminates the need for individual searches and ensures everyone has access to the latest information.


Creating a Space


With the uploaded documents in place, you can effortlessly create a dedicated Space. This Space serves as a one-stop shop for all things related to stock research and analysis. You can further enhance the Space by adding a detailed description and a warning text, which will be displayed to users when they access the Space.


 In this specific use case, we'll be incorporating two modules:


  • Investment Research Table:
    This module meticulously gathers information from uploaded stock tables and presents it in a user-friendly table format.
  • Investment Research Documents:
    This module delves into uploaded fact sheets, extracting key details and providing insightful text-based responses.

Guiding Users with Suggested Prompts


Spaces empowers you to provide suggested prompts to guide users towards optimal utilization of the Space. 


Defining User Access and Refining the Space


Spaces grants you complete control over who can access the information. You can choose to restrict access to specific users or groups, ensuring the information reaches the intended audience. Additionally, the Space admin view allows you to continually test and refine the Space. 


Sharing Knowledge Across Teams


Once you're satisfied with your Space, you can effortlessly share it with multiple users or even your entire company. This fosters knowledge sharing and collaboration, ensuring everyone has access to the latest information and insights.


Spaces represents a significant leap forward in knowledge organization and accessibility within Unique FinanceGPT. By creating dedicated Spaces for specific purposes, you can empower your teams to work smarter, not harder. We invite you to explore the potential of Spaces and discover how it can revolutionize the way your organization interacts with financial information.

Written by

Thea Kitzinger

Software engineer at Unique