Your workspace¶
After you sign in, Colleag opens the workspace. This is where you spend almost all of your time: everything else in the product is a setting or a panel that opens on top of it.
The first time you arrive¶
If your organisation has not been set up yet, you are met by company onboarding — a short guided conversation that fills in who you are, what you make and which markets you sell to. It is worth doing properly. Every agent reads this profile before answering, so five minutes here saves you correcting the same misunderstanding a hundred times later.
Towards the end the assistant asks whether you have procedures or purchased standards of your own, and names the ones you mentioned. Upload procedures and Upload standards below the chat bring them in there and then.
When setup is done you choose where to go: Start working opens the chat with no product chosen — you can ask about your ERP, your standards and your routines straight away — and Create a product opens the new-product screen. You do not need a product of your own to use Colleag.
You can skip it. If you do, you land in the same chat, and a thin banner appears above the workspace saying Complete your company setup for better AI recommendations with a Set up now link. It stays until the profile is filled in, and you can Dismiss it.
If your organisation is set up but you have no products yet, you get a welcome screen instead, with a way into the chat (Ask about your company, ERP, standards and routines) and a link to create your first product.
Without a product¶
With All products chosen, the chat covers the whole organisation — the ERP, routines, standards, reports. The Documents button still opens the documents panel: it holds COMPANY DOCUMENTS — standards, processes and company records — and the product picker, so you can upload standards and procedures before any product exists.
The parts of the workspace¶
Once you pick a product, the workspace settles into its normal shape.
| Area | What lives there |
|---|---|
| Rail | The icons at the far left: Chat, Colleagues, Security (with the CRA module), and your profile menu at the foot. |
| Sidebar | New chat, draft and review counters, what your colleagues reported, and your chat history. |
| Chat | The conversation, always in the same place. Its header names the product you are working on. |
| Documents | Opens beside the chat when you ask for it: the product tree and the open document. |
The chat header¶
- Product picker. One search over your products and ERP articles. While the documents are open it sits at the top of the document tree instead.
- Phase. The coloured pill beside the product shows its phase: Draft, Active, Review or Done. Click it to move the product to the next phase, to change its family or to delete it.
- Documents. Opens and closes the documents beside the chat (Ctrl+Shift+D).
- Publish. Publishes the product's drafts. The number is how many documents have unpublished changes.
- ⋯ opens the Execution plan.
Your credits, Settings, Help and manual and Log out are in the profile menu, behind your initials at the foot of the rail. The credit figure turns amber below 15% of what was granted and red below 5%.
The chat¶
The chat is the centre of Colleag. Colleag answers, and brings in the colleague a question needs. Where a page offers Ask in chat or Review with the colleague, it writes the request to Colleag for you, naming the colleague it is for.
At the bottom sits the composer. Two pickers sit inside it:
- a coloured pill that selects which agent answers — any discipline in the current area, or ● Roundtable (all);
- a model picker showing each model's credit multiplier, for example
(1x)or(3x).
When an agent writes to a document, the canvas opens automatically on the right and shows you what changed.
Your place is remembered
Colleag remembers the product, area, agent and conversation you had open, per business area. Close the tab, come back tomorrow, and you land exactly where you left off.
Next: Finding your way around →