Product feature guide

Quick start

After sign-in, the workbench covers personal features; enterprise adds approvals and governance.

1. Sign up or log inUse Free start for a personal account, or enterprise SSO.
2. Open the workbenchGo to Workspace / Chat — assign tasks and watch the agent work.
3. Pick your pathChat for quick asks; create a project when you need Word, sheets, web, or browser automation.

Agent chat

Assign work in natural language and see what the agent did, step by step.

Start a conversation

1. Open the workbenchAfter login, open Workspace / Chat and describe what you want done in one message.
2. Follow the agentThe center panel shows each step the agent takes; you can steer with follow-up messages.
3. Review the trailEvery step stays in the thread so you can verify what happened later.

Collaborate & switch

Two common patterns in the composer:

• Type @ to notify a colleague inside the project.
• Type + to hand off to a digital employee (e.g. finance, docs).
• To change direction, send a new message — no need to start over.

Projects & delivery

Keep an entire job in a project folder and preview exports in the artifact panel.

Create a project

1. New projectClick + or New project, enter a name and first request; a dedicated folder is created.
2. Attach resources (optional)Mount skills, plugins, knowledge bases, or data files so the agent knows what to use.
3. RunThe agent reads and writes inside the project folder; the file tree updates on the left.

Four project types

Pick by deliverable:

• Document: reports and decks — preview and export PDF.
• Spreadsheet: Excel detail and pivots — multi-sheet preview.
• Web: landing pages and small sites — live preview link.
• Browser: web automation only — see the Browser guide.

Artifacts

Open the artifact panel to preview docx, xlsx, pptx, or web builds before download or share.

Browser automation

For legacy web UIs without APIs.

Create a browser project

1. Describe the siteCreate a browser project and state the URL and goal, e.g. log into a supplier portal and submit reconciliation.
2. Watch the sessionThe artifact panel streams the page while the agent fills, clicks, and navigates.
3. CAPTCHA takeoverWhen CAPTCHA or human confirmation is required, click “I’ll handle it”, complete it, then the agent continues.

Good fits

Bank portals, legacy OA, supplier sites without APIs.

• Log in and download reports
• Fill and submit web forms
• Move data across multiple sites in steps

Collaboration & notify

Connect AI execution with human approval and IM notifications.

@ colleagues in a project

1. Send @ messageIn project chat, type @ and pick a colleague with what you need confirmed.
2. Wait for replyThey respond in the workbench or IM; replies stay in the same project thread.
3. ContinueAfter confirmation, the agent can proceed (publish, submit, etc.).

Sensitive approvals

Enterprise policies can require approval for email, payments, etc.:

• An approval dialog appears when the agent tries the action.
• The named approver must confirm via @.
• If denied, the agent stops and explains in chat.

Mobile & IM

With WeCom or similar connected, colleagues get @ or approval alerts on mobile and jump back to the project.

My space

My space on the left holds docs, project files, and agent output — personal, department, or enterprise scope.

• Personal Private docs and projects — visible only to you.
• Department Shared within your department; members can upload and reference.
• Enterprise Admin-published materials readable by all — policies, templates, shared data.

Upload reference files to the right scope before creating a project; mount them in chat or projects so the agent can use them.

Personal settings

Configure your agents and account in Settings; enterprise members also get directory and shared Skill catalog.