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Tour the workspace

Learn where to configure agents, automate work, review results, and manage context.

The workspace is organized around six primary surfaces. The first time you open each one from the sidebar, a short card explains what it does; use this page as the full reference.

AI Agent home showing workspace metrics, attention items, and current work.
Home brings the workspace's current state and next actions together.

Agents

Create operators with a focused role, instructions, knowledge, and controlled access to connections. Open an agent to test it, inspect recent activity, and refine its configuration. Learn more about agents or create and test one.

Workflows

Build repeatable sequences, run them manually, and configure recurring Autopilots. The Runs view shows recent execution across workflows and Autopilots. Compare workflows and Autopilots, then learn how to inspect runs.

Connections

Connect external accounts, then choose which account and tools each agent may use. Read tools can retrieve information; actions and destructive tools have additional controls. See the connections overview and tool access guide.

Knowledge

Add business context, websites, files, and notes that agents can reference. Knowledge also provides a place to review imported sources and discovered competitors. Learn how to add and manage knowledge sources.

Board

Organize work as tickets. Use the board to review scope, assign people or agents, track status, and inspect the history of work performed on a ticket. Learn how the Board and tickets fit together.

Home

Use Home as the workspace control panel for current work, items needing attention, and the next useful action.

Inbox and Projects

Two additional areas support the core workspace:

  • Inbox collects messages, proposals, approvals, waits, and errors that need attention. Learn how the Inbox and Board serve different purposes.
  • Projects provide optional boards for focused initiatives.

See the intro cards again

A dot sits on each sidebar item you have not opened yet. Opening that section shows its card once, then clears the dot. Closing a card does not change anything in the workspace.

Next steps

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