Navigation
Top bar
- Sidebar toggle — collapse to icons
- Bell — notifications from employees and the platform
- Search (Ctrl+K) — chats, employees, workflows, knowledge, Kanban task id, workflow run id
- Profile menu — setup, onboarding, appearance, this user guide, Video Tours, Platform Help chat, logout
- Theme — sun/moon for Day ↔ Night
Left-nav sections (Settings, Run & Operate, and so on) start collapsed. Expand the ones you use; the browser remembers.
Home and workspace
| Label | Use for |
|---|---|
| Home | Executive chat (COO by default). On phones, Chat opens a full-screen sheet. Home may show an operating effectiveness score. |
| Digest | Weekly pulse: work, time saved, recent goal plans |
| Workspace | Daily board: open Kanban tasks, team, activity |
Run & Operate (typical)
My Org (/org) — architecture diagrams at the top, then org chart (Chart / Design / People), standups, Resync. How the COO and specialists fit together: How the company runs. How to set departments and reporting lines: Org and departments.
Also: Kanban, Scheduled goals, Goal plans (execution trace / telemetry), Broadcast, Knowledge, Content Explorer, Policies, Browser Session, Efficiency View (Org / Department / Agent View / User View / LLMOps), CRM/ERP (when enabled), Avatars.
Company Tools
Workflows, AI Employees, Tools, Connectors, MCP, AgentExchange.
Settings
API Keys, IP allowlists, Tokens, Workspace Builder, Menu visibility.
Menu visibility only hides labels in your sidebar. It is not a security control.
Timezone for boards and workspace: Profile → Display timezone.