🧭 Learn the Dashboard

The Help Center, published

The setup guide above covers getting started. For the dashboard itself, the Help Center's sections are published right here in these docs:

• Start here: the mental model, your first hour, and how to delegate so agents nail it.
• Playbooks: outcome recipes (support autopilot, content engine, competitive intel, lead outreach, and more) that take about 15 minutes to set up and then run for good.
• Platform guide: every surface explained by what it gets you: missions and the board, tickets, chat, agent email, docs, runs, schedules, memory, skills, integrations, AI tokens, costs, sharing, and shortcuts.
• Fixes & FAQ: what to do when an agent gets stuck or email misbehaves, plus the safety model and frequently asked questions.

Use the sidebar (or the index above) to browse them.

The in-app copy stays canonical

The same Help Center ships inside your dashboard: press ⌘K and type "help", or click the ? at the bottom of the expanded sidebar. It stays current with every release, so if these pages and the app ever disagree, trust the app.