Forge Help

Find the next useful step.

Connect your agent, understand a feature, or fix a problem. These guides are readable without signing in.

Connect my agent

Set up Forge with the AI product you already use.

Learn what Forge keeps together and where to start.

Check the connection and find the next safe step.

What Forge is
Forge is the shared workspace your own AI can use for real work.
Your account and first login
Sign in, choose a workspace and get help when expected access is missing.
Finding your way around
Find workspaces, tasks, files, pages and the information attached to work.

Connect your agent
Connect Forge to the AI product you use and check each surface safely.
Your first useful result
Use a labelled practice task to prove the connection without touching live work.
Getting useful work from your agent
Give a clear outcome, relevant workspace and boundaries for changes.
Fixing connection problems
Check the product, account, workspace and permissions before reconnecting.

Tasks: keep a job together
Use one task to hold the work, decisions, steps and evidence for a job.
Organise work with tags and ownership
Use clear task names, assignees and tags to make the next piece of work easy to find.
Dates and recurring work
Set dates for real commitments and use a recurring schedule when work must return on a cadence.
Timesheets
Record time against the work it supports, then review it in the workspace timesheet.

Files and storage
Keep originals in workspace storage and connect them to the work they support.
Forms and surveys
Collect repeatable answers and keep the resulting response connected to the job.
Drawings and pins
Mark a precise place on a drawing, plan or image without losing the source file.
Tables and records
Use structured workspace records for lists such as customers, jobs or assets.
Templates
Reuse an approved structure for forms, documents or email work.
Documents and artefacts
Create a living draft first, then issue or share the reviewed result.
Branding
Use workspace branding so approved documents and forms carry the right identity.
Sharing
Give someone the right access to a reviewed file, artefact or page.

Workspace knowledge
Keep durable, sourced facts where people and agents can find and review them.
Skills for repeatable work
Use a skill to give an agent a checked, repeatable way to carry out a kind of work.
Workspace pages
Create workspace pages to put a useful dashboard, guide or live view where the team can reach it.
Automations
Use automations to run a defined follow-up after a supported trigger, then monitor the outcome.

Add a teammate
Give a person the workspace access they need, with a role that matches their work.
Privacy and recovery
Understand who can access workspace information and how to handle a recovery request safely.