How it works
From your first sign-in to work handed on
What your administrator sets up, what you do from your first sign-in, and how a person stays in charge throughout.
Before you start
Your administrator sets things up
Creates the accounts
Every account is made by an administrator, for the people who need one. Nobody makes their own.
Arranges workspaces and roles
Teams get their own workspaces, and roles decide who can see and change what.
Chooses what is connected
Administrators decide which apps are connected and who may use them.
Shares what everyone needs
Workspace Knowledge Bases, agents and AI employees can be set up once for the whole team.
Your first day
Then you take it from there
Sign in
Sign in with the account your administrator created for you.
Open your workspace
Your workspace holds your conversations, your files and the tools your team has set up.
Bring your files and information
Upload the documents you work with, choose a Knowledge Base, and tell the assistant what it should remember.
Work with AI assistance
Ask, draft and summarise in conversation, with your documents and Knowledge Bases to hand.
Hand work to agents and AI employees
Give specialised or repeatable work to agents and AI employees, and review what comes back.
Once you are working
Where everything lives
Conversations
Every conversation is kept, so you can return to it and pick up where you left off.
Documents and Knowledge Bases
Uploaded files stay in your workspace; Knowledge Bases are yours or shared with the workspace.
Tasks
Work given to AI employees is tracked as tasks, each with its progress and review history.
Throughout
A person stays in charge
Review
Work from AI employees waits for a person to approve it, ask for changes or reject it.
Sources you can check
Answers from a Knowledge Base show the passage and page they rely on.
Memory you decide
The assistant remembers what you ask it to remember.
Already have an account?
Sign in to your workspace with the account your administrator created.
Sign in