Guides
Steps for someone who already knows what they want — grouped by the job you are on, not by the surface you happen to be in.
The guides are grouped by the job you are on rather than by the surface you happen to be in. Each group below holds the steps for one job.
Run a channel
- Create a channel Pick the template that matches the work, read what the preview promises, and create a channel with its surfaces, agents and workflow already wired.
- Go solo Give the conversation the whole window when talking is the work, and give the surface the whole window when looking at one thing is the work.
Tune your attention
Work with agents
- Direct a message to one agent Scope your next message to a single agent with the Direct to rail, without leaving the channel, and know when a direct message is the better place.
- Act on a pending-decision card Find the card an agent is waiting on, read its ranked options, choose one or answer in your own words, and put the run back in motion.
- Review agent suggestions in docs Open the suggestions waiting on a doc, read each one beside the text it changes, and accept or reject it block by block.