11 guides

Guides

How to do one thing at a time. Each is a two-minute read, and each one is what the help panel inside the app shows.

For your business

2 min read
Hire your first agent
Pick a role, make it yours, and try it before it works on its own.
Read it
2 min read
Write context an agent can use
Four short answers beat one blank box - and the company is typed once, not once per agent.
Read it
2 min read
Give an agent work to do on its own
Objectives, a trigger, and the flow view that shows what a run will actually do.
Read it
2 min read
Read Insights without being an analyst
What the numbers on that page actually tell you, and which two are worth acting on.
Read it

2 min read
Set up your personal space
About you, your first assistant, and switching it on - about ten minutes.
Read it
2 min read
Tell your assistants about you
Four short answers every assistant reads - and what never to put in them.
Read it
2 min read
Put an assistant on a routine
A goal, a time, and what it may do - so the work happens without you asking.
Read it
2 min read
Hand your money manager a statement
Export a CSV from your bank, upload it, and get exact totals every week.
Read it
2 min read
What stays private
Who can see your personal space, what the AI reads, and how to take it all back.
Read it

2 min read
Approve what goes out
Nothing leaves until you say so. Here is where it waits and what your options are.
Read it
2 min read
Connect email, publishing and a support inbox
How work leaves Desker and comes in - what each connection does, and what it doesn't.
Read it