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How-To Guides

Practical, goal-oriented recipes. Each guide solves a specific problem — find the one you need and follow the steps.

Unlike tutorials, these assume you already know the basics and just need to get something done.

By Topic​

Agents​

Create, configure, and manage your AI agents — profiles, procedures, skills, email rules, desktop assignments, and logs.

Conversations​

Chat, voice/video calls, mentions, notifications, and document sharing.

Tasks​

Create tasks, track progress through subtasks, use Kanban/list/calendar views, and handle the inbox.

Schedules​

Set up recurring jobs with cron expressions, run custom commands, and review execution history.

Data & Knowledge​

Create vector spaces, upload documents, search your knowledge base, and monitor usage.

Integrations​

Connect external services — Google Workspace, Slack, GitHub, Atlassian, SendGrid, Telegram, Twilio, AWS, and Microsoft.

Projects & Workspaces​

Create projects, invite team members, organize with workspaces, and configure settings.

Desktops​

Provision cloud desktops (Linux/Windows), connect via VNC, and use computer-use automation with agents.

Billing​

View plans, upgrade your subscription, and manage cloud device billing.

Tokens​

Create and manage API tokens for programmatic access.

Xircuits​

Open the visual workflow designer, build workflows, and deploy them as services.