Agent Serve opens into a single workspace. In the app a workspace is called a team space. A narrow left rail switches between the main areas, and each area opens its own pane or set of tabs.
The left rail
From top to bottom, the rail shows:
- The Agent Serve mark, which takes you to Chat's home screen.
- The team space tile, which switches between the team spaces you belong to.
- Relays, drawn as the Relay mascot. Its expression follows what your Relays are doing, and a blue dot appears when there are unread Relay updates. See Relays.
- Chat, where you build and manage everything in natural language. The Chat pane lists New chat, Integrations, and your recent chats grouped by date. See Chat.
- Spaces, where your team writes docs and draws on whiteboards together. Only shown when Spaces is on. See Spaces.
- Team spaces, which opens the shared data and analysis tabs described below.
- Apps, the apps installed in this team space, when Apps are on. Admins can pin an app's pages here too. See Apps and Plugins.
- Workflows, the workflow builder and your list of workflows, with Run history linked above the list. See Workflows.
At the bottom of the rail are the Get started checklist, the Notifications bell, your account menu, and Settings.
Each rail entry reopens the last page you visited in that area, so switching back and forth keeps your place.
Team spaces tabs
Team spaces opens a row of tabs along the top of the page. A tab that holds several pages shows them as sub-tabs underneath. In order:
| Tab | Pages | What they hold |
|---|---|---|
| Data | Data sources, Tables | Connections to warehouses, databases, apps, and spreadsheets, with the datasets synced from them, and the built-in tables your team, workflows, and Relays read and write. See Data sources and Tables. |
| Library | Files, Knowledge bases | The workspace's files and folders, and the documents your agents can search by meaning. See Library and Knowledge bases. |
| Dashboards | Charts, KPIs, tables, and reports built on your data. See Dashboards. | |
| Workbooks | SQL and AI-assisted queries over your data sources, in cells. Shown when Workbooks are on. See Workbooks. | |
| Model | Semantic model, Metrics, Rules | How your tables relate and what people call things, trusted definitions of your numbers, and reusable logic that flags, classifies, or scores records. See Semantic model, Metrics, and Rules. |
| Monitors | Checks on metrics and rules that alert you when something changes. See Monitors and alerts. |
A tab opens the first of its pages you can reach. A tab whose pages are all withheld from you is hidden.
Run history — every workflow run, block by block — is in the Workflows pane, linked above your workflow list. See Run history.
On the right of the tab bar, the Search anything… box opens the command palette (⌘K on Mac, Ctrl K elsewhere).
Workspace admins can hide the Tables, Library, and Knowledge bases tabs, and the Integrations entry, for their team space. If you don't see one of them, ask an admin.
Integrations and Playbooks
Integrations sits in the Chat pane. It has two tabs: Integrations, where you connect accounts such as Gmail, Slack, or Salesforce, and Playbooks, where you manage reusable instructions for your agents. See Integrations and Playbooks.
Get started checklist
The ring at the bottom of the rail is the Get started checklist. Its label shows your progress, for example "Get started, 2 of 4 done". The four steps are:
- Connect data — done once the team space has a data source or a connected account.
- Create a table.
- Build a dashboard.
- Invite a teammate — done once someone else has joined or has a pending invite.
Progress is read from your real workspace, so you can do the steps in any order. When all four are done the checklist reads You are all set. If you dismiss it, bring it back with Show getting started in the command palette.
Notifications
The bell at the bottom of the rail opens Notifications. A dot on the bell means you have unread items. The list covers the last 30 days, newest first, and shows up to 50 items. Clicking an item opens what it refers to and marks it read; Mark all read clears the dot.
You are notified about:
- Monitor and KPI alerts — opens Monitors.
- Failed workflow runs — "[Workflow name] failed", opens that run in Run history.
- Dashboard comments and mentions — opens the dashboard.
- Shares — someone shared a dashboard, table, workflow, knowledge base, or file with you.
- Relay updates — a Relay finished, failed, needs your review, needs input, or noticed something it was watching. Opens the Relay.
You only see a notification about a workflow or dashboard if you can still open it.
Settings
The gear at the bottom of the rail opens Settings, with a Find a setting search box. Settings are grouped into Account, Team space, Tools & developer, Organization, Governance, and System. Some sections only appear on certain plans or deployments. See Settings.