Build your team an app
Every agent gets a default app. Here is how to make it the place your team works.
What you get
Each agent gets an app built from what it can do: one kind of item it tracks, pages where people see and change those items, and the agent in a side pane working on the same items. It opens with example items so you can see the shape before real work arrives, and the examples disappear with the first real item.
Pin it
Pin the app to the rail so it is one click away, and set it as Home for the people who live in it. A head of sales opens the Pipeline desk in the morning the way they used to open the CRM.
Share it
Share the app with the people who need to see the work, including people who should not see the agents behind it. A viewer sees the items and the steps, not the agent’s settings.
Ask for changes
Tell the agent, in the side pane, what you want to see: what needs a person, where the risk is, what moved this week. Comments on items teach the agent the same way comments on a draft do.
Last checked 27 October 2026