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.