CogLake user guide
Work with knowledge, chats, agents and automations, and manage your account safely.
Use CogLake to find company knowledge, work with AI, and run recurring tasks. This handbook explains the controls available to users and company administrators; it does not describe internal infrastructure or product implementation.
- 1Choose your workspace
- 2Find or add information
- 3Ask or delegate a task
- 4Review the result
Start here
AI Workspace
Chats, agents, models, files, skills and memory.
Automations
Set up triggers and review unattended work.
Getting started
Sign in, learn the navigation, and complete a first search workflow.
Knowledge Base
Browse workspaces, connected sources, previews, notes, and links.
Discover
Use hybrid search, filters, graph exploration, and result exports.
Administration
Manage connectors, users, roles, identity, agents, and operations.
See Agent access for API keys, OAuth, and MCP, or check Supported files for preview and processing behavior.
Looking for a fix? Start with Troubleshooting, permissions or connector setup. Features vary by plan and installation.
Permission-aware by default
What you can see and change depends on your role, resource access, and the permissions imported from the original source. Search results, previews, downloads, graph traversal, API calls, and MCP tools apply the same access checks.
Administrators can configure roles and preview a search as another role. Being an administrator does not silently make a source document visible when its source ACL denies access.
Main areas
| Area | Purpose |
|---|---|
| Overview | Knowledge volume, recent activity, and operational status you are allowed to see |
| Knowledge Base | Browse and edit internal workspaces or inspect connected sources read-only |
| Discover | Search visible knowledge and follow relationships between results |
| Administration | Manage users, roles, connectors, identity, agents, reports, backups, and diagnostics |
| AI Workspace | Chats, projects, agents, models, skills, plugins and memory |
| Automations | Time-based and event-based tasks with separate run details |