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Workbase Documentation

Workbase documentation for setup, core workflows, and answers to common product questions.

Welcome to the Workbase Help Center. Use these guides to set up a workspace, understand the main product areas, and give teammates a clean explanation of how Workbase works.

Start here

Getting started Set up the workspace baseline before adding advanced workflows. Workspace navigation Understand the shell, sidebar, command palette, and settings areas. Resources Learn the shared model behind search, mentions, agents, inbox, records, files, and tasks. Agents Use agents with connected workspace context and visible run history. Inbox Manage shared conversations with statuses, drafts, comments, and handoffs. Data Work with objects, records, lists, views, imports, and enrichment.

Find the right guide

  • Start with Getting started when you are setting up a new workspace.
  • Use Workspace navigation and Resources to understand the shared structure behind pages, search, records, files, conversations, and agent context.
  • Use Inbox when your team is handling shared customer conversations.
  • Use Data when you are configuring objects, records, imports, lists, views, or enrichment.
  • Use Agents when you are building repeatable AI-assisted workflows with connected workspace context.
  • Use the Admin guides for users, permissions, plans, credits, and workspace settings.

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