Tour of the workspace
Where everything lives once you are signed in. Use this page as a map: each area gets a short description and a link to the page that covers it in depth.
The layout at a glance
The app has four permanent regions:
- The sidebar on the left: new chat, the marketplace, the pages you chose to show, your projects, and your chat history. The user menu sits at its bottom.
- The header across the top: the page you are on, search, the notification bell, and the buttons that open the side panel.
- The main area: the page you opened (a chat, a workflow canvas, a table, and so on).
- The side panel: a second, tabbed work area that opens next to the main area, so you can keep a chat, a table, or a run open while you work on something else.
Home: chat and studio
The home page (Home in the sidebar) opens a new conversation with the assistant, with a dashboard of the workspace below it once something runs. From its composer, a Chat / Studio switch moves you between talking to the assistant and generating media in the studio. See Chat and Studio.
The sidebar
Marketplace always sits at the top of the navigation. Below it come the pages you keep in the sidebar:
| Page | What you find there | Learn more |
|---|---|---|
| Board | Tasks, plus kanban views of your workflows and applications. | Tasks & board |
| Agenda | A calendar of every scheduled and armed automation. | Agenda |
| Agents | Your agents, their skills, memory, fleet and metrics. | Agents |
| Applications | Apps you published or installed from the marketplace. | Interfaces & apps |
| Workflows | Every workflow in the workspace, and the builder. | Workflows |
| Interfaces | The web pages your workflows and apps display. | Interfaces & apps |
| Tables | Built-in data tables. | Tables & data |
| Files | Uploaded and generated files, in folders. | Files & storage |
Choose which pages appear
Board, Applications, and Interfaces start hidden. They are not gone: open the sidebar's More menu to reach them, or open Customize and tick them under Pages in the sidebar. The sidebar always keeps at least four pages.
The same list sets their order: drag a page by its handle, or move it with its up and down arrows (with the keyboard, press Space on the handle, move it with the arrow keys, then press Space again). The sidebar, its collapsed icons and the More menu all follow that order. Reset to defaults restores the original pages and their original order. Your choices are remembered in this browser.
In the same panel, Quick open picks the page that the Ctrl + Shift + O keys (Shift + Cmd + O on a Mac) open, on every page that shows the sidebar. That page's entry in the sidebar, or its item in the More menu when you have hidden it, shows the keys when you hover it. It is Agenda until you change it.
Chats and direct messages
The lower part of the sidebar lists your conversations. Filter them with All, Agents, or Studio, or use Search chats. Each conversation's menu can share it, clear its messages, delete it, or jump to the workflow or agent it belongs to.
The Show direct messages toggle switches the same list to Messages: one-to-one threads with other people. Start one with New message, and filter between Workspace teammates and Other conversations. Deleting a thread removes it from your inbox only; a new message brings it back.
Projects
A project is a team of agents: they share its instructions, and an agent given Project access to a kind of resource (workflows, tables, interfaces, sub-agents, applications, files) works with every one of that kind you add to the project. Create one with New project in the Projects section of the sidebar: first its name, description, the Instructions for agents, colour and icon, then (optionally) its agents and what they work with. A project page opens on The project's agents: what every agent there knows (the instructions), then each agent, with New agent and Add an existing agent. Under it, What they work with has one tab per resource type (Applications, Workflows, Interfaces, Tables, Files). Deleting a project unassigns its resources; it does not delete them.
Each of those tabs except Files is that resource's own list, narrowed to the project: the same search, order and filters as its page, the same star, and the same actions on what you select (update, copy, share a link, move to a folder, delete, unpublish or remove an app). A resource opens beside the page. What you create or copy from a tab is added to the project, and an empty tab offers Create with Orbi as its page does, with the project named so that Orbi files what it builds there. Delete there deletes the resource from the workspace, as it does on its page (its confirmation says so); to take something out of the project only, untick it in Add resources.
The project is the shared context of its agents. Its Instructions for agents (the goal, the vocabulary, the rules to follow) are read by every agent of the project before its own instructions. An agent of the project can be given Project access to a family (workflows, tables, interfaces, sub-agents, applications) and to files: it then works with everything that family holds in the project, as the project is when the agent runs, so adding a table to the project hands it to those agents and removing it takes it away. New agent on a project page creates an agent in the project with Project access everywhere. Something an agent creates is not added to the project for it: add it with Add resources. Orbi, the main chat, is the exception: it keeps one project per goal or client. When your request is for a client, or builds several resources that work together for one goal, Orbi proposes a project in its plan (never for a single resource of your own routine), writes what you tell it about that client in the project's instructions rather than in its memory, and files there what it builds, the project you have open included when it fits, telling you which. It asks first before filing in a project, or changing its instructions, when the project is not yours or already has agents, unless you asked for it from that project's page. It writes instructions only from what you tell it, never from what a page or a document it read says.
Orbi can also do the setting up for you. In the New project dialog, Create with Orbi hands the project to Orbi with what you already typed (its name, description and instructions): tell it what the project is for, and it creates it, writes its instructions and adds what belongs in it. An empty project's page offers Set up with Orbi, which does the same for the project you are on.
Who can do what follows the workspace roles: a viewer can open a project but cannot create, edit or delete one, and a member restricted on a project (see Organizations) sees it read only, or not at all. An agent run for someone who cannot see the project gets neither its instructions nor its resources.
Folders and favorites
The Workflows, Agents, Tables, Interfaces and Applications lists can be organized into folders (New folder, Move to folder, or drag and drop). Items in those lists can also be starred with Add to favorites. The Files page has its own folders; see Files & storage.
The user menu
Click your avatar at the bottom of the sidebar to open it:
- Settings, and Refer & earn. On a self-hosted install it also has Cost, which opens usage and quota.
- The active workspace: switch to another one, or Invite teammates, and Create workspace. See Organizations & roles for who can do what.
- Language and theme (Light mode, Dark mode, Auto).
- Sign out.
The header
- Search finds chats, workflows, agents and settings pages. Press Ctrl + K (Cmd + K on a Mac) to jump to it, then use the arrow keys and Enter.
- The notification bell holds your inbox, armed triggers, recent edits and shared links. See Notifications.
- Open panel on the right and Open panel at the bottom open the side panel in that position.
The side panel and its tabs
The side panel holds tabs, like a browser. Add tab opens a picker with the agenda, applications, interfaces, tables, workflows, workflow logs, agents, conversations, projects and files, with a search across all of them. Pages also open their own tabs there, for example a workflow's run history or a node's settings.
| Control | What it does |
|---|---|
| Detach panel | Turns the panel into a floating window you can move and resize. Dock panel back returns it to its dock. |
| Full screen | Fills the window with the panel. Exit full screen, or press Escape, to return. |
| Move panel | On a detached panel, drag the title bar or use the arrow keys (Shift resizes from the bottom-right corner, Ctrl + Shift from the top-left, Alt moves by 1 pixel). |
Where the panel opens by default is a preference: Default side panel position (Right or Bottom) and Bottom panel style (Full width (under the sidebar) or Content width), in Settings > Overview > Preferences.
Version history
Every workflow, agent, skill, interface, table and project keeps a version history: a version is recorded each time it changes, whoever makes the change, in the app, in a chat with Orbi, by an agent, or through the MCP server. A table's history keeps its definition (name, description, columns, column order and views), never its rows.
| Resource | Where |
|---|---|
| Workflow | Version History, the arrow next to Save in the workflow editor. See Versions and production. |
| Agent, interface, table, project | History in the header of its page, left of the notifications (its icon alone on a narrow screen; on a tablet with a side panel docked beside the page, close the panel to see it). An agent shown in a side panel also has Version history on its overview. The interfaces the platform writes for itself (the browser agent's live view, generated images, web search captures) keep none. |
| Skill | Version history in the skill editor. A global skill, and one provided by the cloud, keeps none. |
Each version says:
- Who made it: a person of the workspace; Orbi or a named agent, with a link to the conversation the change was made in and the person it acted for (for example, Orbi for Ada); an external AI client connected through the MCP server; or System (an import, a sync). The first change recorded on a resource that had no history yet also keeps the state before it, shown as State before the first recorded change.
- When, and what changed: the fields it changed, or, for an agent's change, the tool actions it ran. Everything an agent changes while answering one message is one version, and so is one person's editing session (their saves within ten minutes).
From the list:
- View opens a version read-only, field by field.
- Name this version gives it a name. A named version is a checkpoint: the next change starts a new version instead of refreshing it.
- Restore makes it the current version. The state it replaces stays in the history, where you can restore it as long as your plan opens it. A table restore puts back its name, description, views and column order: it never adds, removes or changes a column and never touches a row. When the version's columns differ from the table's, the panel says the columns were not restored and names the ones the table no longer has; when the version differs only by its columns, nothing is restored and the panel says so.
A workspace Viewer can read the history and open versions, but not restore or name them. Every version kept counts in your storage, as Version history in Settings > Storage.
How much of the history your plan opens
| Plan | Versions you can open | Versions kept |
|---|---|---|
| Free | The current version | The 20 most recent |
| Pro (and Starter, pay-as-you-go) | The 20 most recent | The 100 most recent |
| Team, Enterprise | The 100 most recent | The 100 most recent |
The versions your plan keeps but does not open stay in the list, marked Locked, with who made them and when; a line under the list says which plan opens them, and an upgrade opens them at once. The production version of a workflow is never locked, but once production moves off it (you set another version or remove it from production), it is locked like any other older version: the confirmation says so before you go ahead.
Keyboard shortcuts
| Keys | Action |
|---|---|
| Ctrl + K (Cmd + K on a Mac) | Focus the search bar in the header. |
| Ctrl + Shift + O (Shift + Cmd + O on a Mac) | Open your Quick open page (Agenda by default). |
| Escape | Leave full screen in the side panel. |
Settings
Settings (from the user menu) groups everything about your account, workspace and keys. The main sections, and where they are documented:
| Section | Covers | Learn more |
|---|---|---|
| Overview | Profile, security, trophies, preferences, notifications, account deletion. | Account & preferences |
| Organization | Members, roles, workspaces, SSO, audit log. | Organizations & roles |
| Pricing, Billing, Quota & Usage | Plans, invoices, credits and usage history. | Plans & billing |
| Storage | How much file storage you use. | Files & storage |
| Public Access | Webhook, chat and form endpoints, schedules, shared links. | Public access |
| Channels | Chat apps where approvals and alerts can reach you. | Channels |
| Credentials & Variables, Custom APIs | Connected accounts, secrets and your own APIs. | Integrations |
| MCP Server | Keys for connecting external MCP clients. | MCP server |
| AI Providers | Model provider keys. | Models & providers |
Phones and small screens
LiveContext runs in the browser; there is no app to install. Below tablet width the layout adapts: the sidebar opens over the page (Close sidebar hides it again), the header search becomes a button, and the side panel opens as an overlay over the page instead of beside it (tap outside it to close). The detached, bottom and full-screen panel modes are desktop only.