How-to

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.

25 sFor: Any signed-in workspace member4 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 2 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. Start on DM HomeThis is your DM Home. It shows what needs you, and where to work next.
    1. Start on DM Home (/).
    2. Review "What needs you": "Needs your attention You're clear for now. Open Review You're clear for now Candidates, c…".

    What it means: This is your DM Home. It shows what needs you, and where to work next.

  2. Review record a decisionTo record a decision, use Add to DM.
    1. Review "Record a decision": "Add to DM".

    What it means: To record a decision, use Add to DM.

  3. Review approve candidatesCandidates wait in Review until a person approves them.
    1. Review "Approve candidates": "Review".

    What it means: Candidates wait in Review until a person approves them.

  4. Review approved decisionsApproved decisions live in Knowledge, where you can find them again. Next, record your first decision.
    1. Review "Approved decisions": "Knowledge".

    What it means: Approved decisions live in Knowledge, where you can find them again. Next, record your first decision.

Nothing is opened or clicked: this clip only points out where to work. Prepare context, Ask DM and Settings are covered elsewhere.

A real Home shows what your workspace and role allow; the empty queue here is a fixture.

Descriptive transcript

Read the full transcript, including what happens on screen

Demo environment · synthetic workspace and data · backend responses are simulated. Quick Start 2 of 6
This guide shows the real DM Home and sidebar with SIMULATED backend responses and a synthetic workspace. What your Home and sidebar show depends on your role and workspace. 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.

00:00–00:06 · home

On screen: Start on DM Home (/). A highlight labelled "What needs you" marks "Needs your attention You're clear for now. Open Review You're clear f…".

Narrator: This is your DM Home. It shows what needs you, and where to work next.

00:06–00:10 · add

On screen: A highlight labelled "Record a decision" marks "Add to DM".

Narrator: To record a decision, use Add to DM.

00:10–00:16 · review

On screen: A highlight labelled "Approve candidates" marks "Review".

Narrator: Candidates wait in Review until a person approves them.

00:16–00:24 · knowledge

On screen: A highlight labelled "Approved decisions" marks "Knowledge".

Narrator: Approved decisions live in Knowledge, where you can find them again.

Narrator: Next, record your first decision.

Last verified against the product on .

How-to 33 s5 steps

Sign in and choose your workspace

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

For: New or invited pilot user

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