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Workspace navigation

Understand the Workbase workspace shell, sidebar, command palette, and settings areas.

The workspace shell is the main frame around Workbase. It gives every workspace a consistent left sidebar, top navigation, command palette, resource breadcrumbs, and access to settings.

Main areas

  • Home is the workspace starting point.
  • Agent opens the general assistant conversation surface.
  • Agents lists custom agents and their run history.
  • Inbox is the shared conversation workspace when enabled.
  • Objects hold structured records.
  • Lists group records or entries around a workflow.
  • Boards hold task workflows when enabled.
  • Library stores files, notes, skills, integrations, MCP tools, calls, whiteboards, attachments, and archived items.
  • Settings contains profile, connected accounts, users, billing, plans, objects, lists, boards, privacy portal, and other workspace configuration.

The sidebar can show static navigation and dynamic workspace resources. Common dynamic sections include favorites, lists, boards, and objects. Some items can show counts, active states, and resource icons.

Use favorites for resources you return to often. Use sidebar visibility for resources that should become part of the team navigation.

Command palette

The command palette combines local actions and workspace search. It can open pages, find workspace resources, and start an AI request from the current query.

Use it when you know what you want but do not want to click through the sidebar. Search results can include records, notes, files, conversations, lists, tasks, apps, skills, and other resources.

Many product pages expose the current resource in the top area. Depending on the resource type, actions can include opening, copying a link, favoriting, renaming, editing the icon, relating it to another resource, or showing it in the sidebar.

Settings navigation

Settings is where workspace-level configuration lives. Use it for users, plans, billing, connected accounts, workspace identity, objects, lists, boards, privacy portal, and feature-specific configuration.

Resources Learn the shared model behind search, previews, relations, and agent context. Users and permissions Understand who can manage workspace configuration. Objects and records Understand the structured data areas shown in navigation.

Related pages

Documentation

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