The Cloud Platform user guide.

Welcome

The Cloud Platform is a professional web application that helps you manage tasks, communications, research, and data through a single dashboard. It adapts to your needs by showing only the features relevant to the interests you select during setup.

With AI-powered conversations you can execute complex tasks through plain language. Upload documents and videos to build searchable knowledge bases, run deep research, and deploy automations that work around the clock.

First-time setup

Logging in

1. Open the Cloud Platform application
2. Enter your email and password
3. Optionally check Remember me to stay signed in
4. Click Sign In

If this is your first login, you may be prompted to set a new password (minimum 8 characters). Forgot it? Click Forgot password?, enter your email, and follow the instructions sent to your inbox.

The 3-step onboarding

New users complete three quick steps to customize their experience.

Step 1 — Choose your interests. Select one or more interest cards to control which features appear in your sidebar:

Step 2 — Set up your workspace. Join an existing workspace, create a new one, or join via an invite code. Step 3 — Choose your dashboard layout between an analytics-focused Dashboarding view and an action-focused Task Execution view. You can change any of these later in Settings.

Workspaces

Workspaces are shared environments for team collaboration and data. Each has its own documents, automations, integrations, and members. You can belong to multiple workspaces and switch between them easily.

Creating or joining

• Click your workspace name at the top of the sidebar, then Create Workspace — as creator you become the owner with full admin privileges
• To join with a key, choose Join Workspace and enter the key from your admin (format workspace-name-1234567890123)
• To request access, browse organization workspaces and click Request Access; you'll be notified when an admin approves

Member roles

Interface guide

The sidebar on the left is your primary navigation. Which items appear depends on the interests you selected during onboarding.

Pinning & the workspace switcher

• Click the workspace dropdown at the top of the sidebar to switch workspaces or open Manage Workspaces
• On desktop, hover any nav item and click the pin icon to keep it at the top; drag the grip handle to reorder pinned items
• Pinned pages persist across sessions, so your favorites are always accessible
• On mobile, the sidebar becomes a hamburger menu; pinning and drag-reorder are desktop-only

Command Center

The Command Center is your home dashboard. What you see depends on your role in the workspace. All views include suggestion cards and an AI prompt input — type a task and press Enter to start a new conversation.

• Leadership view (owner): organization-wide metrics, recent completed and failed tasks, and quick-action suggestions
• Director view (admin): workspace metrics, a live list of active tasks, and scheduled tasks you can trigger immediately
• IC view (team member): a time-based greeting, today's calendar events, your recent tasks, and a prominent prompt input

If you have access to multiple roles, a persona selector appears in the top-right to switch between Leadership, Director, and IC views.

Conversations

The Conversations page is where you interact with the AI to execute tasks. It has four tabs: Conversations (active), Archived, Shared (shared with you by teammates), and Scheduled Tasks.

Starting a conversation

1. Click New Conversation (bottom-right, or the + icon)
2. Type your task or question in the message input
3. Press Enter to send, or Shift + Enter for a new line

Responses may include markdown-formatted text, a collapsible thinking block showing step-by-step reasoning, a live browser preview, downloadable file artifacts, and approval or escalation prompts when the AI needs your input.

Managing & scheduling

• Hover any conversation for a three-dot menu: Rename, Pin, Favorite, Share, Archive, or Delete
• Status indicators show Running (animated dot), Completed (checkmark), or Failed (X)
• In Scheduled Tasks, click Create to set a recurring task with an instruction, schedule type, timing, and timezone — then pause, resume, or delete it anytime

Knowledge Base

Upload SOPs, documents, training materials, and videos so the platform can learn your workflows. Click Upload Document or Upload Video, drag a file in, add an optional title and description, and click Upload.

Video uploads take longer to process because the platform extracts the workflow structure from the footage — identifying steps, actions, and relevant details. The platform doesn't just store files; it extracts what steps matter, what rules apply, and where human review may be needed.

Status badges

Supported files

Insights

Run deep research queries against your knowledge base. Type a question in the search prompt, choose a depth level, optionally attach files for extra context, and click Research.

Results stream in real time and include markdown-formatted answer text, sources and citations that link back to the specific document and section, confidence indicators, and related findings the platform discovered.

Calendar

View upcoming events and scheduled AI tasks in one place. To see events you need a connected calendar account — if you haven't connected one, you'll see a Connect Calendar prompt that takes you to the Connect page for Gmail or Outlook.

Events are grouped by Today, Tomorrow, This Week, and This Month. Each card shows the title, time range (or "All day"), location, a type icon, and a source badge — Calendar for real events or Scheduled Task for AI-automated ones. Click Create Event to add one, or Trigger to run a scheduled task immediately.

Connect

Link external accounts and services. Find the service you want, click Connect, sign in on the provider's OAuth screen, and grant permissions — the card then shows a green Connected badge.

After connecting cloud storage, click Select Folder to choose what to sync, set sync frequency, and view the last-synced timestamp — synced folders feed the Knowledge Base automatically. At the bottom of the page you can add and configure phone numbers for voice calls and SMS, including language and inbound/outbound settings.

Activity Logs

Real-time system logs for everything the platform does. Status cards at the top show each service's health — Healthy, Warning, or Error — with latency, alongside quick metrics for requests per minute, error rate, and average latency.

Logs appear in a table of timestamp, service, level, message, and expandable details (with a Copy button). Rows are color-coded by level, and filter tabs narrow to All, Errors, Warnings, Info, or Debug. Toggle Live Mode for real-time streaming that auto-scrolls to the newest entries.

Notifications

Click the bell icon in the sidebar; the badge shows your unread count. Filter by All, Unread, Conversations, Tasks, or System. Each card shows an icon, title, optional detail, who triggered it, and a relative time, with Mark as read and Dismiss actions.

Use Mark all as read or Clear all for bulk actions. Configure delivery in Settings — toggle email and in-app notifications, set frequency (realtime, daily, or weekly digest), set Do Not Disturb quiet hours, and choose which types you receive.

Access Requests

Request permissions for features, or (as an admin) manage requests from your team. Under My Requests you can filter by All, Pending, Granted, or Denied, and cancel a request that's still pending.

Permissions are organized into Feature Access, Premium Features, and Account Permissions. Each card shows its status — Available (click Request Access), Requested (awaiting approval), or Already have. Admins see a Pending Requests section with member email, the feature requested, and Approve / Deny buttons.

Settings

Manage your profile, workspace, preferences, integrations, and security from one place.

• Profile & interests: edit your display name and toggle interests to control which features appear
• Workspace: view your workspaces, leave non-primary ones, create new workspaces, and (as admin) manage members and roles
• Preferences: switch Light/Dark theme and set an idle timeout (5 min to 1 hour) with an inactivity warning
• Memory: review contextual memories the platform stores from your conversations, and delete any you don't want retained
• Integrations: manage connected services, reveal or copy your API key, and regenerate it (the old key stops working immediately)
• Security: change your password and enable two-factor authentication

Quick reference

Keyboard shortcuts

Status indicators

Common tasks