Left sidebar
| Menu item | Purpose |
|---|---|
| AI Staff | High-level department and workspace insights |
| Chat | Talk with your AI assistant |
| New task | Run tasks from prompt templates |
| Auto tasks | Tasks that run on a recurring schedule |
| Projects | Organize and manage chat history |
| Meetings minutes | Upload, record, and review meeting analysis |
| Knowledge | Document library used as AI answer sources |
Account menu (top-right)
Click your profile icon in the top-right corner to access:
- Integrations
- Developer API (some accounts only)
- Company users, roles & limits, approvals, usage (admin accounts)
- Logout