Common questions and support documentation

• When to use Tools, Agents, or Knowledge Bases
• Data Privacy and Security
• How to create a new Project
• What is a Workspace?
• What is a Knowledge Base
• How do I create a new Workspace
• What is a Project
• 🎨 How To Create A Custom Output Template
• Custom Workflows
• What is a Workspace?

Browse all articles

• Getting Started with Assist: Your First Few Minutes
• What is Tagged Knowledge?
• MCP Integrations - Ownership & Troubleshooting
• Setting Expected Completion Time in Workspace Templates
• How to Move Projects Between Workspaces
• Effective AI Prompting Guide
• Deep Dive Tool Error — What It Means & How to Fix It
• Data Agent
• How to Validate Content with a Brand Guardian Agent
• How to Clone a Workspace Agent

Browse all articles