Start here – our FAQ covers the key things you need to know. Learn how to scale workflows, train AI copilots, and make your tools finally in sync.
Frequently Asked Questions
Task & Project Management
AI Agents and Automation
Communication & Collaboration
Databases & Integrations
Pricing & Plans
Task & Project Management
How do I assign someone responsible for a task in Projects / Task Tracker?
Click on the round user icon in the bottom left corner of the card and select a teammate. Alternatively, open the card and find the 'Assignee' field to add an owner.
What does the Activity section show?
It logs every change — status updates, comments, document edits, and more. A single click takes you straight to the related item.
How many projects can I run at the same time, and how do I create a new one?
There’s no limit — run as many projects as you like. Click + New Project in the Projects sidebar, give the project a name, and invite your team.
Can tasks be exported to a CSV file?
Yes, you can export tasks to a CSV file directly from the List view of a project.
What is a Backlog, and how do I use it?
A backlog is an ordered list of every known task, including items that are already completed. It gives the team—and its managers — a bird’s-eye view of each task’s value, effort, and urgency. Regular backlog grooming and refinement keep priorities clear and sprint plans realistic.
In BridgeApp, the Backlog view provides that high-level perspective: you can see all task groups, their relationships, and statuses at once. It’s easy to add labels, reassign owners, adjust due dates, set priorities, bundle tasks into epics, or prune outdated items. Bulk editing, filters, and sorting turn the backlog into a steerable “center of gravity” for the project — ready to feed tasks into the next sprint.
What is Kanban and how do I use it?
Kanban is a visual work management method that originated in Japan. Every task is represented by a card on a board with columns such as Planned, In Progress, and Done (or any stages you define). As a card moves left to right, the team can instantly see progress — or spot bottlenecks.
In the BridgeApp, the Kanban board lives under the Board tab. You can drag cards between columns, change their priority or assignees, open them with a single click to edit details, and add labels, comments, file attachments, or subtasks. The goal is to make visual task management a matter of seconds, not minutes.
How can I view all the tasks assigned to me?
On the Home page, you find the "My Work" widget. This automatically collects all tasks where you’re an assignee or participant, grouping them by stage and due date.
You can also use Bridge Copilot directly from the Home page. Simply ask something like “What tasks are assigned to me?” and it will provide you with a list of your tasks.
To return to the Home page from anywhere, click the Bridge logo in the top-left corner.
How should tasks be described in a Task Tracker? What is a Task Card?
A task card typically contains all the essential information, such as the title, description, tags, assignee, and due date. You can drag the card across the Kanban board to move it to another sub-project or another stage. The controls in the bottom right corner of the card allow you to set priority or add assignees. Clicking on the card opens a detailed pop-up on the right side of the screen.
Which task list view is the best one? Why are there several?
They are all convenient in their own way. The Board view is a Kanban board that shows tasks by stage or status. Backlog – the master “warehouse” of all tasks, including completed ones. List View is a spreadsheet-style list with flexible filters, which is ideal for analytics.
AI Agents and Automation
How much does using the AI models cost, and how do I track token spend?
Sign up at BridgeApp. Go to Settings → Billing. The Compute Credits tab shows your balance and a daily spend graph. You can top up at any time. Tokens themselves are cheap: a million tokens cost about $1 – $4, depending on the model. But if your AI agents tackle very large tasks, the total bill can still add up.
You can find additional pricing details on our Pricing page.
Can an AI agent read from or post to external messengers?
Yes. The full list of supported messengers and external channels that are available for your non-human collaborators in the BridgeApp environment is shown in the agent profile under Communications.
What are tokens and why do they matter?
Think of a token as a tiny “unit of thought” for an AI system. Roughly one token is enough to process a simple word, while a more complex word might take two, three, or even four tokens.
The more complex and longer your prompt, the more computing work the AI has to do. Token usage is like electricity measured in kilowatt-hours — it tells you exactly how much power the “machine” used.
How do I activate an AI agent?
Mention the agent's @Name in any chat, and it will either join the conversation or execute the command.
How do I configure the skills of an AI agent?
In BridgeApp, you can create an AI agent with ease using a low-code visual editor, even if you don't have any programming skills. To do this, open the visual Skill Editor in the BridgeApp (Agents → Flows → Tap on a skillset or choose the + New Flow button in the upper right corner). This will give you a graphical representation of the agent's logic and its ability to solve tasks.
You can swap the blocks around to change the sequence of actions (‘Creaty DB Entry’, 'Send message', "Call API") or describe the action in detail by specifying instructions, sources (e.g., databases,) and ways of processing them, as well as communication channels (e.g., chats or messengers).
More information on configuring AI agents in BridgeApp can be found here.
What data sources can an AI agent use?
AI Agents can access BridgeApp databases or documents, as well as external APIs, MCPs, and data from messenger bots (e.g., Telegram).
How can the right language model be chosen for an AI agent?
There is a 'Model' field in the agent profile. Select and set the most appropriate one. The currently available options are:
GPT-4o
GPT-5.4
GPT-5.4 mini
GPT-5 mini
o1 Preview / o1 Mini
grok-4-1-fast-reasoning
Claude 3.5 Sonnet
Claude 3 Opus
Claude 3 Haiku
What is a language model?
A language model is an AI system trained to work with unstructured text data. It can analyze, interpret, and generate natural language — writing emails, answering questions, structuring information, and more.
What is an AI agent and how does it work?
An agent is a virtual coworker powered by artificial intelligence. It has its own prompt (a system instruction that defines its role and character), flows, and access to data. AI agents are now built into many apps and SaaS products. In the BridgeApp platform, you can create and train them as dedicated collaborators and enablers — then call them into any chat or task whenever you need their help.
Communication & Collaboration
How do I start a call and invite others?
In any chat, click the 📞 Call icon. Participants receive an instant invite and can join with one click.
What is the difference between 'Chats' and 'Directs'
Chats are workspace-based conversations. They belong to a specific company or workspace and include internal users.
Directs are one-to-one conversations between two contacts. They are not tied to a workspace and are designed for private communication.
In short, chats are workspace-based, while Direct tab is a single place for all your private conversations, even if they belong to different workspaces.
What are users and contacts, and what is the difference between them?
Users are internal members of a workspace. They are added by a workspace administrator and can access workspace modules (such as chats, projects, or other tools).
Contacts are external people (your network), such as clients, partners, or contractors. They are added by connecting via a profile link or QR code and do not require admin approval. Contacts can be invited only to specific chats and have access only to those conversations. They cannot see or access other parts of the workspace.
In short, users are part of your internal workspace structure, while contacts are designed for secure, limited collaboration across organizations.
What is the difference between 'Chats' and 'Threads'?
Chats are private messages and interactions with agents.
Threads consist of replies related to a specific message, preventing clutter in the general channel. When you click on a specific thread, you can see the context in a pop-up window on the right.
How do I create a new chat or channel?
In the Chats panel header, tap + and select New Message for a private conversation or New Channel for a team channel (public or private).
How do I search within my chats or channels?
The Search feature 🔎 is available in the web version and a desktop application of BridgeApp and allows you to quickly find messages across your chats and channels.
To use it, open BridgeApp in your browser or a desktop application and click Search in the left-hand menu (right under the BridgeApp logo).
Please note: search is currently not available in the mobile app.
Can I share my screen during call meetings?
Yes — screen sharing 🖥️ is available, but only in the web version and a desktop application.
You can also raise your hand ✋ during screen sharing (with a sound notification) and use reactions ❤️
What is “Watch this conversation” feature and how does it work?
The “Watch this conversation” feature allows you to follow a specific conversation and keep it easily accessible.
When you enable this option, the conversation is added to your Threads section, so you can quickly find it later and stay updated on any new messages.
This is especially useful for important discussions you don’t want to lose track of.
Databases & Integrations
How can I create my own database? Which field and data types are supported?
Navigate to Databases → + New Database. Define fields such as text, number, date, variable, file attachment, list, or boolean.
Design limitless databases with tailored fields and parameters that adapt to every business requirement.
Connect fragmented systems via powerful API integrations or streamline data migration through simple, one-click CSV imports.
Can I connect external databases or services to my workspace?
Create a service account and use the API of an external service or database (e.g., a CRM system) to securely integrate external systems and automate the uploading and downloading of data. Permissions can be configured to allow partial access only (e.g,. to a specific data category).
How do I filter records in a database?
Click Filter at the top of the DB view, select a field and condition (e.g. 'Status = Open'), and save the filtered view if needed.
Pricing & Plans
What does the free user plan include?
Up to 5 GB of storage, unlimited projects, basic chats, calls, tasks, documents, and basic access to AI agents (you only pay for the tokens you actually use to work with AI). Design your own custom agents using our no-code/low-code system, complete with a visual skill editor and a ready-to-use tool library.
What does the paid BridgeApp plan include?
BridgeApp offers two paid tiers: Pro and Enterprise.
Bridge Pro costs €9 per user per month (or €90 per user annually). It’s aimed at small teams and fast-growing startups. The plan includes a built-in CRM, messenger integrations, role-based access control, unlimited database capacity, and advanced search. You can try it free during a trial period.
Enterprise is designed for large organizations. Pricing starts at €19 per user per month and, in addition to everything in Pro, adds white-label branding (i.e., custom branded design), a dedicated account manager, priority support, and an uptime SLA (guaranteed availability under a service agreement). It also delivers an extended security suite, including on-premise deployment and encryption with your own keys.
Still have questions?Can't find the answer you're looking for? Please chat to our friendly team.Email us
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