First task

Choose a workspace

The workspace is the scope the digital worker can read and write. Choose a project folder on first use; files, commands, and outputs stay inside it.

• Use a separate folder for each project to avoid mixed context.
• Do not choose an entire disk or a system folder.
• The Messages space is a control directory for communication, not a workspace.

Create a session

Create a session in the left sidebar and enter your task. The top bar lets you switch models, view token usage, and open settings.

Three common modes:

• Execute: start working immediately.
• Analyze: read-only discussion and advice; no file changes.
• Task: create a trackable, verifiable task.

Files and paste

• Upload files or drag them into the session.
• Paste Excel ranges and images.
• Use @ to reference workspace files so the digital worker reads them first.

Permission cards

When a sensitive action is needed (run a command, edit a file, access an external folder), a permission card appears:

• Allow once: only for this action.
• Always allow: add to the allowlist under the current policy.
• Deny: stop the action and explain why.

If an enterprise security policy is active, it takes precedence over personal settings.

Writing a good task

1. State the goal and deliverable.
2. Point to input files or folders.
3. Define acceptance criteria (format, scope, exceptions).
4. For long tasks, ask for a plan before execution.

Review the result

Results appear in the session; save anything you need to keep into the workspace. In task mode, submission records and verification results are also generated.

Next: Tasks and schedules.