The four storeys
The storeys are stacked top to bottom. Use the storey rail, or press ⌘ ↑ / ⌘ ↓ (Ctrl on Windows and Linux) to go up or down one storey.Dashboard
The Dashboard is split into ten districts. Click a district to open its panel:Only company admins can open the Dashboard. Members see an Admins only message instead.
Period and live mode
The period band at the bottom of the Dashboard sets the window every district reports on. It opens on the last 24 hours, as history.- Pick a preset — Today, 24 h, 48 h, 7 d, or 14 d — or drag the handles to set a custom window.
- Choose the granularity: 15 min, Hour, or Day.
- Turn on Live to follow activity in real time. The window then moves forward on its own, every 30 seconds. Turn it off to go back to a fixed window.
Floor
Click a team to frame it, then an agent to open the agent panel. The panel shows the agent’s team and manager, its Activity, its Scheduled tasks, its Shared files, and the notices it raised. Its channel tabs — Chat, Webhooks, Mailbox, and Inter-agents — open each channel in its own window. Agent settings holds everything you can change on the agent. From the Floor you can also:- Click Create an agent to add a new agent. See Creating and managing agents.
- Click Org chart to see your company’s people and agents, team by team. See Organization.
- Switch between Browse and Edit. In Edit, admins drag teams to rearrange the floor, and drag agents or people to change their team.
Context
The Context storey holds three cubes. Click a cube to enter it:- Knowledge — your company context, shared with every agent. See Team.
- Files — the drive shared with your agents. See Files.
- Integrations — the tools your agents use, connected for the whole company. See Integrations overview.
The corner buttons
The buttons in the bottom-left corner are available on every storey:Global search
Press ⌘ K (Ctrl K) from any screen, or click the search button. Search covers agents, teams, people, sessions, webhooks, scheduled tasks, projects, cards, wiki pages, files, folders, integrations, settings, and actions — and takes you straight to the result.Keyboard shortcuts
Press ? to open the full list. Shortcuts stay quiet while you’re typing in a field.
On Windows and Linux, use Ctrl wherever the table shows ⌘.
Guided tours
A welcome tour introduces the storeys, search, notifications, and settings, and each storey has its own short tour. To replay them, go to Settings → Appearance and click Reset next to Replay the guided tours.Related
Quickstart
From sign-up to a working agent.
Creating and managing agents
The creation sheet, lifecycle, and permissions.
Chat
Sessions and working with an agent day to day.
Settings
Personal and company settings.