Your path to first value
A practical, optional checklist. Your progress is saved when you are signed in.
Choose your path
Use Local for configured local services. Hybrid and External are used only when your workspace policy permits the declared provider.
Personal is private to you. Team workspaces share only the members, knowledge, agents and tools explicitly added to them.
Auto chooses an eligible model within workspace policy. A manual choice never overrides administrator routing or data-boundary rules.
Ask a focused question, review the answer and use citations before relying on knowledge-backed content.
Invite only the people who need access and review their role before adding shared data or tools.
Upload a supported file to the intended workspace and wait until processing completes before using it in answers.
Open each citation and confirm that the source, workspace and quoted context are correct.
Start with read-only capabilities, bind only required knowledge and require approval for consequential actions.
Use Research when enabled for your plan and route. Review source coverage and separate evidence from generated synthesis.
Voice appears only when an evaluated speech route is configured and allowed by workspace policy.
Use the bounded analysis environment for supported files. Remove unnecessary personal or confidential data first.
Confirm history, memory, provider and plan settings, then keep Help and support details available for your team.