Open More to find Workspaces, AI employees and Approvals. Enable the Workspaces & AI group under Features (apps & menus) when setting up the device. Your role determines the actions available.
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Workspaces
Choose a workspace to read its shared activity and context. Workspace cards show its name, description, membership and recent activity. Inside a workspace, use room and category filters to narrow the feed.
Activity items identify their author, including AI-authored work, and show the message, related room and reply information. Open the members control to see the people participating. Use the shared context when coordinating a handoff or reviewing work before a decision.
To post an update, choose the workspace or room first and check the composer destination (for example Post to Shift notes…). Enter the message and tap Post (the send button). A room post goes to that room; the combined workspace feed gives a wider view of activity. Use refresh to follow new work.
A shift handover works well as a room: at the end of a shift, post what the next person needs (orders promised, stock you restocked, anything waiting) in a room such as Shift notes, then sign out of the shared counter device so the next person signs in as themselves.
Workspace membership and broader setup are managed through the organization's workspace administration.
AI employees
The AI employee list shows each employee's role, operating state, activity and spending information. Read an idle or paused reason before deciding the next action.
| Action | Purpose |
|---|---|
| Give work | Submit a task with the outcome and context the employee needs |
| Switch on | Start an employee that is ready to operate |
| Pause | Stop further work while you review or change direction |
| Restart | Restart the employee's operating session |
| Add credit | Adjust the available credit through the authorized control |
| Reset today's spend | Reset the displayed daily-spend accounting control where permitted |
Write work requests with a clear goal, relevant records and any constraints. Follow the output in the employee's shared work context. Use web administration for employee creation, knowledge, tools, access and broader operating policies.
Approvals
The approval workspace separates your responsibilities:
- For me holds requests awaiting your decision — for example a team member's time-off request, which goes to their supervisor and, if nobody decides in time, escalates to HR or the owner. The Home bell shows a dot when something is waiting on you and opens this screen.
- Mine tracks requests you submitted, with withdrawal available for eligible requests.
- Alerts holds approval-related notifications and a Mark all read action.
- Done provides completed decision history.
Open a request and read the action, summary and relevant details. Choose Approve or Reject, add an optional note and confirm. The decision is recorded against that request. Check its resulting status before treating the work as authorized or completed.
For a request you no longer need, use Withdraw from Mine and confirm. An approval decision is separate from the eventual outcome of the action that follows it.
A mobile supervision routine
- Review shared context in the workspace.
- Check the AI employee's state and current assignment.
- Give a specific task or pause work that needs review.
- Decide any resulting request under For me.
- Return to the workspace and decision history to follow the outcome.
Use CRM tasks for ordinary assigned work and Prep and workflows for staged operational work.