Bridge User Manual

Bridge (bridgeapp.ai) is an intelligent next-generation workspace platform, designed specifically for IT and product teams, as well as small and medium-sized businesses. On-premise deployment with a lifetime license and full data ownership.

It unifies chats, tasks, documents, databases, and AI tools in a single space — helping teams work faster, smarter, and more securely, without the need to switch between multiple disconnected services.

What Does Bridge Offer?

• iSmart Communication: Asynchronous and real-time chats with tasks, documents, and data in context.
• Project and Task Management: A simple task system with automation, dependencies, and built-in AI agents.
• AI Agents and Automation: Automate routine processes—from support to data collection and report generation.
• AI Skill Editor: A visual no-code interface to create your own logic and workflows.
• Centralized Databases and Knowledge: Flexible, interconnected databases with filters and customizable views.
• Deployment Options: Available both as a cloud service and for on-premise installations.

Let’s begin with the onboarding process and available system sections:

Inviting a User

Access to Bridge is invitation-only. To invite a new member, a team user must:

1. Go to the Users section and click the + button at the top of the panel.
2. Enter the email address of the person you wish to invite (you can enter multiple emails, separated by commas).
3. (Optional) Check the Invite as external users box if the invitee is an external collaborator.
4. Click Send Invitation.

An invitation email with a unique registration link will be sent to the specified address.

Registration and First Login 

1. The user follows the link in the invitation email.
2. A registration form opens, asking for:
   • First and last name
   • Password and password confirmation
   • Consent to the terms of use
3. After completing the form and clicking Continue, the account is created.

The user is automatically redirected to the Home Page, where they can begin working.

Users: Team and External Users

Bridge supports two types of users—Team (internal) and External—allowing flexible access management and collaboration.

Internal Users (Team) 

These are the core members of a Bridge workspace. They have access to all major sections:

• Chats and threads
• Projects and tasks
• Documents
• Databases
• AI Agents
• Settings, billing, profiles, etc.

Internal users can: 

• Create and edit tasks, documents, databases, and more
• Manage projects and invite other users
• Be assigned to tasks
• Be mentioned in chats, documents, and tasks (@mention)

External Users 

External users are invited for communication within specific chats only. Their access is limited to what they are explicitly added to. However, they can:
 

• Receive email invitations and register on the platform
• View only the chats they’re invited to
• Send and receive messages
• Join calls
• View chat participants and attachments
• Pin messages in chats
• Be mentioned (with lower priority in @mention lists)

They cannot: 

• Create channels, threads, tasks, or documents
• Manage participants
• Access other sections (documents, projects, CRM, etc.)
• Be assigned to tasks

System Settings and User Profile

Bridge offers a unified settings system for both global and personal preferences. In future versions, settings will be more role-based and permission-specific.

The System Settings section is accessible from the left menu (gear icon) and includes the following areas: 

Billing and Subscription

Bridge provides flexible billing to help you manage costs and scale the platform to fit your needs.

There are three independent billing categories:
 

1. User Subscription
 

• Free Plan – includes all essential features of the platform.
• Paid Plans – Pro and Enterprise tiers that enhance functionality, security, and team collaboration tools.
• Monthly and annual billing options are available.
• Subscriptions are based on the number of active users in the workspace.

2. Storage 

• Each workspace includes 5 GB of free cloud storage.
• Additional storage can be purchased in packages once the limit is exceeded.
• Storage is used for attachments, documents, and files in databases.

3. AI Compute Credits 

• AI features such as generation, analysis, and data processing require Compute Credits.
• Pay-as-you-go model — you top up your token balance as needed.
• Real-time balance and usage tracking is available.

Cost Control 

Bridge provides dashboards to monitor:

• Current subscription plan and upcoming payments
• Storage usage
• AI Compute Credits usage and remaining balance
• Payment history and saved payment methods

Other System Settings (Coming Soon)

• Privacy & Visibility – privacy preferences and visibility rules
• Integrations – connect external apps and tools
• Security, Roles, Storage & Limits, Branding & Appearance – available depending on your access level and user role

Profile Settings

Each user has access to their personal profile settings.
 

To edit your profile, click your avatar in the bottom-left corner → View Profile, or go to Account Settings → Profile.

You can: 

• Change your First name / Last name
• View your email address
• Upload a photo (or update your avatar)
• Remove your current photo
• Use the "About" section to share information about yourself
• Click Save Changes to apply updates
   

Future tabs under Account Settings (depending on user role and system configuration) will include: 

• Notifications – manage sound, email, and push alerts
• Security – change password, enable two-factor authentication
• Preferences – select language, interface theme, and more

Home Page (Bridge Dashboard)

After successful login, users land on the Home Page — a personal dashboard and entry point to the Bridge platform. This section is actively evolving.

The Home Page is designed to help users navigate work efficiently by providing:
 

My Work

A consolidated view of all tasks that involve you, sorted by status and priority. This section helps you stay focused and quickly access what matters most.

Tasks are grouped into categories:

• Ongoing — currently in progress
• Upcoming — scheduled for the future
• Finished — completed tasks

Activity Feed 

A real-time feed of recent updates and changes across your workspace:
 

• Task updates (status changes, new comments)
• Document edits and comments
• Changes made by teammates in projects you're following

Filter options:

• Everything
• Tasks
• Documents

@Ask Bridge

A quick-access input to interact with Bridge AI directly from the Home Page. Ask questions, generate insights, or get help with tasks using AI agents.
 

Sidebar Navigation (Left Menu)

Always available for quick access to key system areas:
 

• Chats
• Tasks / Projects
• Documents
• Databases
• Users
• Settings (Profile and System)
   

Coming soon: the Home Page will be enhanced with widgets, statistics, reminders, and AI-powered recommendations tailored to your activity.