Help center

Create a new workspace

1. Click your avatar in the top-right and pick Account.
2. On the account page click + New workspace.
3. Enter a workspace name.
4. If you already own a paid workspace, pick it from the Add to organization dropdown to reuse the same subscription — otherwise leave it as New Free organization.
5. Click Create workspace.

• Free is capped at 5 users. Upgrade to Starter / Growth / Business to raise the cap to 10 / 25 / 50.

Invite teammates

1. Open any channel.
2. Click Members → Invite.
3. Either share the invite link or enter the teammate's email.
4. Pick a role (member / admin) and send.

• Free workspaces are capped at 5 active members. Upgrade to Starter / Growth / Business to raise the cap to 10 / 25 / 50.

Switch between workspaces

1. Click the workspace name in the sidebar header (next to the chevron).
2. Pick another workspace from the list.
3. To create a new one inline, click + New workspace at the bottom of the menu.

Create a task

1. Open the Tasks tab.
2. Click + New task at the top right.
3. Fill in title, type, priority, assignee, due date, and channel.
4. Click Create.

• You can also turn any chat message into a task — open the message menu (⋯) and pick Convert to task.

Link related tasks together

1. Open a task.
2. Scroll to the Linked tasks section.
3. Click + Link a task.
4. Pick the related task and choose a link type (relates_to, blocks, duplicates, …).

• When you click into a linked task and want to come back, use the back arrow at the top of the panel — it returns to the previous task in your navigation chain, not the table.

Sort and filter the tasks table

1. On the Tasks tab, use the Status, Type, Priority dropdowns to filter.
2. Click any column header (#, Title, Type, Pri, Status, Assignee, Channel, Due) to sort by that column.
3. Click the same header again to flip the sort direction.
4. Pagination is at the bottom — sort and filter apply server-side so paging stays consistent.

Add a customer (company)

1. Open the Customers tab.
2. Click + New customer.
3. Enter the company name, email, and any other details.
4. Click Create.

Add a contact to a customer

1. Open the customer detail page.
2. Scroll to Contacts.
3. Click + Add contact.
4. Enter the person's name, title, email, and phone.

• A Customer is a *company*; Contacts are the *people* inside it. Use the workspace-wide Contacts sub-tab to search across every contact in every customer.

Use a built-in agent

1. In any channel, type @ and pick an agent from the autocomplete.
2. Add a prompt after the mention, e.g. @summarizer last 20 messages.
3. Press Enter. The agent replies inside a thread to keep the channel readable.

• Built-in agents: @assistant (Q&A), @summarizer (recap channels / threads), @task (create/list/complete tasks via chat), @meeting-notes (structured notes).

Recover when an agent stops replying

1. Check your plan's daily AI token cap on the Pricing page.
2. Caps reset at 00:00 UTC.
3. If you've hit the workspace-wide cap, ask a teammate to slow down, or upgrade for a higher ceiling.

Start a huddle in a channel

1. Open the channel.
2. Click the 🎧 headphones icon in the channel header.
3. Click Start huddle.
4. Invite teammates by sending the channel a quick @-mention, or wait for them to join via the channel notification.

• Free huddles are 1-on-1, 10 min max. Paid plans unlock group huddles (Starter 10, Growth 25, Business 50 participants).

Share your screen

1. Inside an active huddle, click the screen-share button in the call controls.
2. Pick a window, tab, or your full screen.
3. Click Share.

• Screen-share requires Starter or higher. On Free, the screen-share button is hidden.

Record a huddle

1. Recording is Business plan only.
2. Inside the huddle, open the call menu and pick Start recording.
3. Recordings are kept for 30 days and posted into the channel after the call ends.

Upgrade your plan

1. Click the workspace name → Settings → Billing (or the Upgrade chip in the sidebar).
2. Pick a plan: Starter ($50/yr), Growth ($200/yr), or Business ($500/yr).
3. Click Upgrade to <plan>. You'll be redirected to Stripe Checkout.
4. Pay with a card. The plan flips to the new tier the moment Stripe confirms.

• Simple annual pricing. The user count on each tier is a cap, not a multiplier — adding teammates within the cap costs nothing extra.

Manage subscription, invoices, and cards

1. Open Settings → Billing.
2. Click Manage subscription — this opens the Stripe customer portal in a new tab.
3. From there: change card, download invoices, cancel, or switch plan.

More than 50 users

1. Reach out via the Contact us link in your account menu.
2. We'll get you on Enterprise — adds SSO (SAML/OIDC), audit logs, data residency, and dedicated support.