# Navigate Your Workspace

The Workspace is your daily hub for managing your AI workforce. It is the main screen you see after logging in.

## TL;DR

The Workspace has three layers: Employee (individual work), Team (group coordination), and Company (organization-wide oversight). Navigate between them using the sidebar on the left. Each layer has its own set of tabs for different tasks. The sidebar shows your org chart: Company at the top, teams as sections, and employees within each team.

## How the Workspace Is Organized

The Workspace is split into two main areas: the **sidebar** on the left and the **dashboard** on the right.

### The Sidebar

The sidebar is your navigation map. It shows your entire organization in a tree structure:

- **Company** at the top (your organization name)
- **Teams** as expandable sections below
- **Employees** nested under their team

Two special teams always exist:
- **Bench** holds employees that are not assigned to any team yet. New hires land here by default.
- **Alumni** (collapsed by default) holds employees that have been terminated. Their history is preserved.

Click any item in the sidebar to open its dashboard on the right.

### The Dashboard

When you select something in the sidebar, the dashboard shows a tab bar across the top. Each tab gives you a different view or capability. The available tabs depend on which layer you are viewing.

## Three Layers, Three Dashboards

| Layer | What It Is | Available Tabs |
|-------|-----------|----------------|
| **Employee** | Individual employee view. Day-to-day work happens here | Chat, Tasks, Drive, Skills, Tools, Duties, Schedule, Activity, Profile, Conversations |
| **Team** | Team management view. Coordinate a group of employees | Chat, Tasks, Drive, Members, Charter, Schedule, Activity, Profile |
| **Company** | Organization-wide view. Oversight and configuration | Chat, Tasks, Drive, Office, Employees, Training, Policies, Schedule, Activity, Profile |

### Employee Layer

This is where most of your time will be spent. Click on any employee in the sidebar to open their dashboard.

| Tab | What You Do Here |
|-----|-----------------|
| **Chat** | Send messages, give tasks, have conversations |
| **Tasks** | View and manage the employee's task board (kanban) |
| **Drive** | Browse the employee's files and work journal |
| **Skills** | View and assign skills (playbooks the employee follows) |
| **Tools** | Connect apps and services the employee can use |
| **Duties** | Set standing rules the employee always follows |
| **Schedule** | Configure recurring work schedules |
| **Activity** | Timeline of everything the employee has done |
| **Profile** | Edit name, personality, AI model, and reasoning settings |
| **Conversations** | View delegation history (messages sent between employees) |

### Team Layer

Click on a team name in the sidebar to open the team dashboard.

| Tab | What You Do Here |
|-----|-----------------|
| **Chat** | Messages go to the team leader, who coordinates the response |
| **Tasks** | Track work across all team members |
| **Drive** | Browse team files and journals |
| **Members** | Add or remove employees, set the team leader, manage roles |
| **Charter** | Define the team's mission (goals) and working standards (guidelines) |
| **Schedule** | View and manage schedules for all team members |
| **Activity** | Timeline of all team activities |
| **Profile** | Edit team name, description, and details |

### Company Layer

Click on your company name at the top of the sidebar to open the company dashboard.

| Tab | What You Do Here |
|-----|-----------------|
| **Chat** | Monitor conversations across all employees |
| **Tasks** | Track work across your entire organization |
| **Drive** | Browse all company files and journals |
| **Office** | Visual overview of your AI workforce |
| **Employees** | Browse and manage all employees |
| **Training** | Upload knowledge files and training materials for your workforce |
| **Policies** | Set organization-wide safety rules and guardrails |
| **Schedule** | View all employee schedules |
| **Activity** | Timeline of everything happening in your organization |
| **Profile** | Edit organization name and details |

## Settings (Separate from Workspace)

The Settings page is accessed via the gear icon in the top-right corner. It is separate from the Workspace and contains:

- **Subscription** for managing your plan and credit usage
- **Organization** for team and member management
- **Notifications** for configuring alerts and preferences

## What You Can Do

| Action | How |
|--------|-----|
| **Chat with an employee** | Click the employee name in the sidebar |
| **Message a team** | Click the team name in the sidebar (routes to the leader) |
| **Switch between layers** | Click Company, a team, or an employee in the sidebar |
| **Monitor credit usage** | Click the credit bar in the header |
| **Open Settings** | Click the gear icon in the top-right corner |
| **Switch organizations** | Use the organization switcher at the top of the sidebar |

## Tips and Tricks

- **Spend most time at the Employee layer.** Direct chat with employees is where most work happens.
- **Use the Company layer for oversight.** Check company-wide tasks, policies, and the activity timeline to stay on top of everything.
- **The sidebar is always available.** No matter which tab you are on, you can jump to any employee or team in one click.
- **Tabs persist when you navigate.** If you are on the Skills tab for one employee and click another employee, you stay on Skills.

## Good to Know

- **Real-time updates.** Messages, task changes, and activity updates appear instantly without refreshing the page.
- **Responsive design.** The Workspace works on desktop, tablet, and mobile browsers.
- **Desktop app available.** A companion desktop app adds browser and computer control capabilities for your employees.
- **URL reflects your location.** The URL updates as you navigate, so you can bookmark specific views or share links.

## Frequently Asked Questions

**Q: Where do I manage billing and my subscription?**
A: Click the gear icon in the top-right corner to open Settings. Billing is under the Subscription section.

**Q: What is the difference between Workspace and Settings?**
A: The Workspace is for managing your AI workforce (employees, teams, tasks, capabilities). Settings is for account configuration (subscription, organization, notifications).

**Q: Can I rearrange the sidebar?**
A: The sidebar reflects your org chart structure: company, teams, and employees. The order follows the organizational hierarchy.

**Q: Which layer should I start with?**
A: Start at the Employee layer for most tasks. Use the Team layer when coordinating a group. Use the Company layer for oversight and policies.

**Q: Where is the Training tab?**
A: Training is at the Company layer. Click your company name in the sidebar, then open the Training tab. Training materials uploaded here are available to all employees.