| I want to… | Do this | Article |
|---|---|---|
| See work waiting on me | Open your dashboard / review queue | Your dashboard |
| Approve or reject prepared work | Open the item, review, decide | Reviewing and approving work |
| Run something now | Run a task on demand | Running a task |
| Add files to a client | Use Add files (upload or connect) | Working with clients and files |
| Get notified when I’m needed | Create a notification rule | Notifications |
| Set up a new agent fast | Use Quick setup | Quick setup vs Advanced setup |
| Connect a data source | Add a connector, run a sync | Connecting a data source |
| Give an agent a structured table | Create a Data Store table | Create a Data Store table |
| Change what an agent does | Edit its instructions and skills | Instructions and skills |
| Control who can read data | Set access scope | Access scoping |
| Add a teammate | Invite and scope them to clients | Managing members |
| Understand a term | Look it up | Glossary |
| Fix a failed run | Read the error, check data + access | When a run fails |
Reference
Quick Answers
One-line answers and where to go next. For the narrative version, see the FAQ.
Know what you want to do? Find it here and jump straight to the article. For the narrative version, see the FAQ.