Start with the main areas
- Work is where you find Agents, start conversations, and open Pods and Skills.
- Spaces organise connected data and its access scope.
- Admin is for workspace settings, members, and permissions.
Three useful habits
- Choose the right source. Name the file, period, or business entity you mean. An Agent can use only sources that are configured and accessible to you.
- Review the answer. Check citations, names, amounts, dates, and conclusions before sharing or relying on them.
- Separate a suggestion from a completed action. If an Agent proposes changing an external record, confirm the authorisation and check the destination system afterwards.