Find your way around

The sidebar on the left is for day-to-day work; the menu under your name is for setting things up.

The sidebar

• Home: chat with your team and give it work.
• Tasks: two tabs. Tasks (every job and its result) and Results (finished documents, drafts, images and files).
• Routines: work that runs on its own.
• Team: your agents as an org chart. Open one to see and change how it works.
• Tables: the records your agents keep, like leads and tickets. It opens while you're on a table.
• Knowledge: what your team knows about your business.
• Analytics: what your team did and what it cost.
• Connected Apps: the apps your team works in.

Top right

The bell shows everything that needs you: approvals, questions, results to review and anything that failed.

The menu under your name (bottom left)

Settings, Marketplace (ready-made agents), Plan and billing, Help and docs and Log out.

The workspace name (top left)

Click it to switch between your businesses or start a new one.