DocsGetting Started
PublishedGetting Started

Key Concepts

Learn the core Springbase concepts: Contexts, retrieval, Recipes, Plans, Agents, Canvas, Meetings, permissions, and reusable assets.

The Springbase Mental Model

Springbase works best when you understand three layers:

  1. Memory: the knowledge Springbase can reference.
  2. Execution: the ways Springbase can perform work.
  3. Output: the artifacts, automations, and shared assets that come out of that work.

Most users start with Chat. Power users build a system where Contexts, Recipes, Plans, Agents, Meetings, and Canvas reinforce each other.

Memory -> Execution -> Output -> Reuse

Memory Layer: Contexts

Contexts are how you teach Springbase what matters. Without Context, AI answers are generic. With Context, answers can be grounded in your actual docs, meetings, and connected tools.

ConceptWhat it isWhy it matters
ContextsFocused knowledge bases made from files, meeting transcripts, live sources, or community knowledge.Keeps topics separated so Springbase can retrieve the right information for the right job.
ProjectsWorkspaces for organizing source material, documents, and collaboration around a goal.Helps teams keep related knowledge and outputs together.
RAG / retrievalThe process Springbase uses to find relevant source chunks before answering.Makes answers more specific and reduces hallucination.
CitationsLinks back to the source material used in an answer.Lets you verify claims instead of trusting the model blindly.
Live SourcesConnections to apps like Google Drive, Notion, GitHub, Slack, and other knowledge systems.Keeps AI memory fresh when source material changes.
Community ContextsPublic Contexts shared by other Springbase users.Lets you equip useful knowledge without building everything from scratch.

Context Hygiene

Good Contexts are focused, named clearly, and kept clean.

  • Use one Context per domain, team, client, or workflow.
  • Remove outdated docs when they conflict with newer docs.
  • Prefer source files with clear titles and useful structure.
  • Use live sources when the knowledge changes frequently.

Execution Layer: Workflows

Once Springbase has memory, you choose the right execution surface for the job.

Execution modeHow it worksBest used for
ChatA flexible conversation with models, files, Contexts, and tools.Exploration, brainstorming, fast questions, and one-off tasks.
RecipesReusable prompt templates with variables and optional Contexts.Repeatable work like summaries, briefs, reports, reviews, and outbound copy.
Plan ModeSpringbase drafts an editable step-by-step plan before executing a complex goal.Larger projects, multi-source research, content systems, strategy, and analysis.
AgentsAI workflows that can use connected tools to take action in other apps.Sending updates, moving data, creating records, or coordinating across apps.
Scheduled AgentsAgents that run on a recurring schedule.Monitoring sources, recurring reports, inbox cleanup, and operational routines.

Choosing The Right Surface

If you need to...Use
Ask a quick questionChat
Repeat the same prompt oftenRecipe
Complete a multi-step projectPlan Mode
Take action in another appAgent
Run something every day or weekScheduled Agent
Edit and polish a substantial outputCanvas

Workspace Layer: Canvas And Meetings

Springbase is not only a place to ask questions. It is also a place to capture real-world work and turn outputs into useful artifacts.

ComponentFunctionWhy it matters
CanvasA workspace for documents, code, tables, diagrams, and HTML.Important outputs can be edited, shared, exported, and reused instead of getting buried in chat.
MeetingsTranscription, summaries, decisions, action items, and post-meeting automation.Turns conversations into searchable knowledge and follow-up work.
SolveA lightweight public problem-solving surface.Lets people experience Springbase-style structured problem solving quickly.
Model accessAccess to many frontier and specialty models.You can choose the right model for the task instead of being locked into one provider.

Trust Layer: Permissions

Because Springbase can hold sensitive business knowledge, visibility and permissions matter.

VisibilityWho can access itBest for
PrivateOnly you.Personal work, sensitive docs, private drafts, financial data.
SharedSpecific people or team members.Collaborative team workflows and internal knowledge bases.
UnlistedAnyone with the direct link.Client reviews, contractor access, lightweight sharing.
PublicDiscoverable by the community.Helpful public Contexts, reusable Recipes, and showcase assets.

Use the narrowest access level that still supports the workflow.

Marketplace And Reuse

Springbase becomes more powerful when good work is reusable.

AssetReuse pattern
ContextEquip a knowledge base so it can ground Chat, Recipes, Plans, or Agents.
RecipeRe-run a reliable prompt with different inputs.
PlanSave a multi-step workflow that can be adapted later.
Canvas artifactShare, export, or refine a finished output.

Public assets can help other users move faster. Private assets can help your own team build internal operating leverage.

Models, Credits, And Cost Awareness

Springbase gives access to many models because different jobs need different strengths.

  • Use fast, efficient models for drafts and everyday work.
  • Use stronger reasoning models for strategy, analysis, coding, and complex planning.
  • Use specialized image, audio, or video models when the output is not just text.
  • Watch credit usage when running long Plans, large Context retrieval, or media generation.

The practical rule: use the lightest model that gets the job done, then upgrade when quality or reasoning matters.

The Most Important Terms

TermPlain-English meaning
ContextA focused memory bank for Springbase.
SourceA file, meeting, app connection, or webpage that feeds a Context.
CitationA reference showing where an answer came from.
RecipeA reusable AI workflow built from a prompt template.
VariableA fill-in field inside a Recipe.
PlanA multi-step execution path generated from a goal.
AgentAI that can use tools and connected apps.
CanvasA workspace for substantial outputs.
ArtifactA document, code file, table, diagram, or other created output.
EquipAdd a shared or community asset to your own workspace.

A Simple First System

If you want to feel how the pieces connect:

  1. Create a Context called Company Wiki.
  2. Upload three useful docs.
  3. Ask Chat a question with @CompanyWiki.
  4. Save the best prompt as a Recipe.
  5. Use Plan Mode for a bigger goal based on the same Context.
  6. Send the final output to Canvas.

That is the basic Springbase loop: memory becomes execution, execution becomes output, and output becomes reusable leverage.

Related docs

© 2026 Springbase. Docs are managed by the Springbase CMS.