Navigating the app

What each item in the top navigation opens, and which ones you see depending on who you are.

For: Any signed-in user · Last updated

Everything in Workforce Intelligence starts from three places: the top bar across the page, the Manage menu for role-gated destinations, and your avatar menu at the right end. The Workforce Intelligence wordmark at the left takes you back to the Coworker roster (or to Chat if you do not have access to the roster) from anywhere.

The top bar#

The top bar holds what every signed-in user has.

Item What it opens
Apps The Apps your company has registered.
Chat Your conversations with Coworkers.
Knowledge The shared Knowledge Bases Coworkers draw on.

Manage#

The Manage menu appears only for people whose role grants at least one of the destinations it holds. Each item is shown only if your role allows it.

Item What it opens Who sees it
Coworkers The roster of Coworkers you can see, with Chat and Details for each. See The Coworker roster. Executives and anyone with the Manage Coworkers ability; admins see only its Proposed · awaiting approval list
Workflows The workflow definitions, with Run now and All runs. See Starting a workflow run. Admins, executives, and anyone with the Manage Coworkers or Manage Apps ability
Governance Usage & cost, Reviews, Compensation, Audit and Value. Everyone except members with no extra ability

Your avatar menu#

The avatar menu holds your work and your account.

Item What it opens Who sees it
Artifacts The documents and pages you created, and documents others shared with you. See The Artifacts page. Everyone
Review queue Workflow runs waiting for you. See The review queue. Anyone who has a review of their own (a run for them or started by them, or a review assigned to them or their team), whatever their role. Admins and executives get it only when they have such a review
Settings Your personal settings, including your connected accounts, plus company administration for admins. Everyone
Report a problem Send a report to the people who look after the product. Everyone
Sign out Ends your session. Everyone

Needs your attention#

When something is waiting on you, a number appears beside the item that holds it: Review queue shows the reviews you can decide (including reviews assigned to your team), and Coworkers shows the proposed Coworkers you can approve. Settings shows the requests from your Coworkers that are waiting for your OK, such as a Coworker asking to use your GitHub account; see Approving a request.

The counts are grouped so they never overlap. Your avatar badge adds up reviews, connector approvals and low-disk warnings. The Manage trigger badge shows proposed Coworkers awaiting approval. Each badge disappears when nothing is waiting.

Some items show everyone the page but gate what you can do on it. Buttons you are not allowed to use are hidden rather than greyed out, for example Hire a Coworker on the roster. What your abilities mean explains each gate.

Governance#

Governance has two views, switched with the buttons at the top of the page:

  • Usage & cost shows what your Coworkers, Knowledge Bases and system jobs have used. Everyone can open it. With the people_manager or executive ability you see all Teams; otherwise you see the teams you belong to.

  • Reviews shows upcoming and recent Coworker reviews. People with the executive or manage_coworkers ability can open it. See Reviews and feedback.

  • Compensation comes after those. It shows hourly rate bands and who they apply to. You need the manage_compensation ability to edit, or the executive ability to view. The admin ability does not include either. See Compensation.

  • Audit is the organization-wide record of who did what. You need the auditor ability; admin and executive do not include it. See The Audit log.

  • Value is the last tab. It shows the estimated hours and dollars your Coworkers save. You need the executive ability. See Value.

If you have neither ability, Governance opens on Reviews.

Settings#

Settings shows a grouped list on the left (on desktop) or a full list on phones. Each item opens its page. The groups are:

  • Your account — My account (API keys, connected accounts, time zone, your data), SSH keys, Secrets, Connectors. Which items appear depends on your abilities and whether you supervise a Coworker.
  • Company — Company, Team, Single sign-on, Global instructions. Admins see all four; an auditor sees Team read-only. See Global instructions.
  • AI models — Model providers, Model prices, Features, Knowledge. Admin only.
  • Coworkers & Apps — Hiring and promotion (creation and promotion gates), API keys for Coworkers and Apps. Admin only.
  • Data — Conversation retention. Admin only.
  • Server — Agent VM, Updates. Admin only.

You see only the items your abilities allow. My account is the page you land on. It holds your API keys, Connected accounts (once your administrator has set up an outside system), What your Coworkers may do, Waiting for your OK, Time zone and My data (a download of your own data, see My data). See Your time zone, Connecting your accounts, Secrets and Reviewing and editing connectors.

Score#

Score appears when you have the executive ability. Editing the financial inputs on the page needs the executive ability.

On a phone or narrow screen#

On screens narrower than 600 pixels (phones), the top bar shows the full Workforce Intelligence wordmark, a menu button on the left, and your avatar on the right. The menu button opens a panel with all the navigation groups: Workspace (Apps, Chat, Knowledge), Manage (role-gated), Your work (Artifacts, Review queue), then Settings, Report a problem and Sign out.

Between 600 and 839 pixels (tablets), the top bar shows WI in place of the full wordmark, with the navigation links (Apps, Chat, Knowledge, Manage) and your name beside the avatar. No menu button is needed at this width.

Page tabs (such as the Governance tabs) scroll sideways in one row, with the chosen tab scrolled into view. The last tab may be cut off at the edge.

Going back#

The Back button at the top of a detail page returns you to the page you came from, such as Back to chat or Back to Review queue, with its thread, filters and scroll position intact. If you opened the page directly from a link, it takes you to the page's parent list instead.