Find your way around the app

Updated September 21, 2026 · 1 min read

Use Home, Workers, Tasks, Knowledge, and Performance to run day-to-day work.

The main nav

  • Home — a daily overview: knowledge sources, gaps, integrations, and performance at a glance
  • Workers — every Worker you have, grouped by kind
  • Tasks — deliverables waiting on your review or approval
  • Knowledge — the sources your Workers search: helpdesk articles, SOPs, and past conversations
  • Performance — company-wide metrics across your Workers
Left nav with Home, Workers, Tasks, Knowledge, and Performance.

Account settings

Account, at the bottom of the nav, holds Settings, API, MCP, Workers, Team, Billing, and Notifications for your whole company.

Account settings tabs: Settings, API, MCP, Workers, Team, Billing, Notifications.

FAQ

Where do I manage integrations or billing?

Both live under Account: Integrations from the left nav, and Billing as a tab inside Account.

What's the difference between Workers and Knowledge?

Workers are the automations themselves. Knowledge is what they search — helpdesk articles, SOPs, and past conversations.

Where do I see everything my company has connected?

Open Integrations from the left nav for a full list of connected platforms.

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