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Find the work you need quickly and organize Cassidy around the resources you use most.

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What you’ll learn

  • How to move between Agents, Workflows, the Knowledge Base, meetings, and chats
  • How to resume recent chats across desktop and mobile
  • How to pin frequently used Agents and Workflows
  • How Projects keep related chats together
  • How to find resources with search or Command K on Mac and Ctrl K on Windows

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Put it into practice

1

Pin a resource you use often

Find an Agent or Workflow you return to regularly and pin it to your sidebar. Organization-wide pins may require additional permissions.
2

Organize related chats

Create a Project for a customer, initiative, or recurring area of work, then add the relevant chats.
3

Try global search

Open search or use the keyboard shortcut to find an Agent, Workflow, chat, or other Cassidy resource.

Chat with an Agent

Learn how to start, organize, and continue conversations.

Find your first use case

Choose a focused first project for your team.