FAQ

Looking For Answers?

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.

Task & Project Management
What is Kanban and how do I use it?
How many projects can I run at the same time, and how do I create a new one?
How can I view all the tasks assigned to me?
How do I assign someone responsible for a task in Projects / Task Tracker?
What is a Backlog, and how do I use it?
What does the Activity section show?
How should tasks be described in a Task Tracker? What is a Task Card?
Which task list view is the best one? Why are there several?
AI Agents and Automation
How do I activate an AI agent?
How do I configure the skills of an AI agent?
What data sources can an AI agent use?
Can an AI agent read from or post to external messengers?
How can the right language model be chosen for an AI agent?
What is a language model?
How much does using the AI models cost, and how do I track token spend?
What are tokens and why do they matter?
What is an AI agent and how does it work?
Communication & Collaboration
What is the difference between 'Chats' and 'Threads'?
How do I create a new chat or channel?
What are internal and external users, and what is the difference between them?
How do I start a call and invite others?
Databases & Integrations
How can I create my own database? Which field and data types are supported?
How do I filter records in a database?
Can I connect external databases or services to my workspace?
Pricing & Plans
What does the free user plan include?
What does the paid Bridge plan include?
Still have questions?Can’t find the answer you’re looking for? Please chat to our friendly team.Email us
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