FAQ

How do I switch workspaces?

Use the workspace switcher at the top of the sidebar.

How do I bring an AI agent into a conversation?

Type @ in any task discussion, brainstorm, or channel, pick the agent, and write your request. It runs and replies in the thread. See "AI Agents".

What's the difference between a server-side agent and a local agent?

A server-side agent is configured in the workspace and answers @mentions. A local agent is your own AI client (Claude Code, etc.) connected over MCP that drives the workspace from your machine. Both have the same permission-checked access. See "AI Agents" and "Work from Your Own AI (MCP)".

There are two kinds of "API key" — which is which?

An agent API key is your LLM provider key (OpenAI / DeepSeek / …) that an in-workspace agent uses to think. A workspace API key (Settings → Connect to Claude) lets an external local client connect into the workspace over MCP. Don't mix them up.

Who can see a document?

It depends on the page's visibility — Private (members), Trusted workspaces, or Public (anyone with the link). Set it from the page's actions menu. See "Publishing & Visibility".

How are estimates measured?

In story points: XS=1, S=2, M=3, L=5, XL=8, XXL=13. A 13 usually means the task should be split. A parent's estimate is the sum of its subtasks.

How do I see what an agent or teammate changed?

Open the task's or project's Activity feed, or the workspace Activity Log in Insights. Agent actions are attributed to the person who triggered them.

Do I have to connect a Git repository?

No — it's optional. Connecting one lets a server-side agent answer questions about your code. See "Repositories".

Why is a setting missing for me?

Some settings (members, trusted workspaces, workspace-wide configuration) are limited to owners/admins. See "Members, Roles & Invites".