How-to

Sign in and choose your workspace

Reach the right workspace before doing anything else. Sign in once, then check which workspace is active.

33 sFor: New or invited pilot user5 steps

Read the steps OR watch the video. Both teach the same outcome, and neither is needed for the other.Jump to the video

Guided Quick Start

Six steps from sign-in to useful context

Follow the sequence or jump to any lesson. Every step also works on its own, with written instructions alongside the optional video.

Step 1 of 6

  1. Step 1Sign in and choose your workspaceGoal: Reach the right workspace before doing anything else.33 s
  2. Step 2Know where to startGoal: Know the three places you will use: the Home queue, Add to DM and Knowledge.25 s
  3. Step 3Record your first decision and whyGoal: A decision candidate with its rationale is saved for review.37 s
  4. Step 4Approve it so the team can rely on itGoal: The candidate becomes approved team knowledge.39 s
  5. Step 5Find it again laterGoal: Find the decision, its reason and its evidence.44 s
  6. Step 6Put it to workGoal: Ask DM from the decision, and hand it to an agent task as context.45 s

Quick steps

  1. Fill in the formOpen DM and sign in with your email and password.
    1. Open the DM sign-in screen.
    2. Type "alex.morgan@example.test" into the "Email" field.
    3. Enter a password (at least 8 characters) in the "Password" field. The value is not shown or recorded.

    What it means: Open DM and sign in with your email and password.

  2. Click Sign inSelect Sign in.
    1. Click "Sign in". The next view is "Good evening, Alex" (/).

    What it means: Select Sign in.

  3. Click Workspace SwitcherThe sidebar shows which workspace is active, and your role in it. Today's work is in Acme Platform Team. Open the Workspace Switcher.
    1. Click "Workspace Switcher". The next view is "Good evening, Alex" (/).

    What it means: The sidebar shows which workspace is active, and your role in it. Today's work is in Acme Platform Team. Open the Workspace Switcher.

  4. Click Acme Platform TeamSelect Acme Platform Team.
    1. Click "Acme Platform Team". The next view is "Good evening, Alex" (/).

    What it means: Select Acme Platform Team.

  5. Review your workspace and roleYou're in Acme Platform Team as an editor. Your role decides what you can approve. Next, find your way around DM.
    1. Review "Your workspace and role": "Acme Platform Team Editor · 2 workspaces".

    What it means: You're in Acme Platform Team as an editor. Your role decides what you can approve. Next, find your way around DM.

Sign-in against a deployed backend was not shown or verified. Only the email and password form is used; Google, Microsoft and GitHub sign-in, invitations and signup are covered elsewhere.

Role permissions are not demonstrated, only the role label.

Descriptive transcript

Read the full transcript, including what happens on screen

Demo environment · synthetic workspace and data · backend responses are simulated. Quick Start 1 of 6
This guide uses the real DM sign-in screen, Home and Workspace Switcher with SIMULATED backend responses and two synthetic workspaces. It does not prove sign-in or workspace switching works in staging or production. Quick Start clips 1 to 6 follow one example workspace, Acme Platform Team.

A banner reading "Demo environment · synthetic workspace and data · backend responses are simulated" stays on screen for the whole video.

00:00–00:05 · signin-fields

On screen: Open the DM sign-in screen. Type "alex.morgan@example.test" into the "Email" field. Enter a password (at least 8 characters) in the "Password" field. The value is not shown or recorded. A highlight marks "Your email". A highlight marks "Your password".

Narrator: Open DM and sign in with your email and password.

00:05–00:08 · signin-submit

On screen: Click "Sign in". The next view is "Good evening, Alex" (/). A highlight marks "Sign in".

Narrator: Select Sign in.

00:08–00:19 · check

On screen: Click "Workspace Switcher". The next view is "Good evening, Alex" (/). A highlight labelled "Workspace Switcher" marks "Acme Sandbox Viewer · 2 workspaces".

Narrator: The sidebar shows which workspace is active, and your role in it.

Narrator: Today's work is in Acme Platform Team. Open the Workspace Switcher.

00:19–00:23 · choose

On screen: Click "Acme Platform Team". The next view is "Good evening, Alex" (/). A highlight labelled "Choose a workspace" marks "Acme Platform Team".

Narrator: Select Acme Platform Team.

00:23–00:32 · confirm

On screen: A highlight labelled "Your workspace and role" marks "Acme Platform Team Editor · 2 workspaces".

Narrator: You're in Acme Platform Team as an editor. Your role decides what you can approve.

Narrator: Next, find your way around DM.

Last verified against the product on .

How-to 25 s4 steps

Know where to start

Know the three places you will use: the Home queue, Add to DM and Knowledge. Three places are enough to get started.

For: Any signed-in workspace member

How-to 37 s7 steps

Record your first decision and why

A decision candidate with its rationale is saved for review. Write the decision first. Add the reason while it is fresh.

For: Workspace member who can create decisions

How-to 39 s8 steps

Approve it so the team can rely on it

The candidate becomes approved team knowledge. Until a person approves it, it is only a proposal.

For: Reviewer or workspace decision owner

How-to 44 s6 steps

Find it again later

Find the decision, its reason and its evidence. Months later, search beats remembering.

For: Any authorized workspace user