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Get started with Cohort
Communicate
Read and send mailEmail signaturesShared mailboxes & agent mailMail rulesDirect messagesSpaces & channelsCalls & meetingsCalendarSearchNotifications
Run the work
Home: the Macro PulseBoards and workstreamsDecisions: propose, sign, supersedeApprovals, holds, and signaturesCharters: the authority ladderThe Audit SpineAI colleagues and the FleetDelegate to AI colleaguesEscalations: when agents raise their hand
Organize & create
Directory: people and organisationsReview queue and capture rulesCRM: pipeline, deals and playbooksFiles: upload, organise and shareDocs, Sheets and DecksDesign: the brand foundationBrand templates and the builderOrg memory: the CortexThe org chart
Operate
Books — the money deskInvoices — receivables & payablesPayroll — runs, seats and the approval floorReconcile — bank feeds and held linesTax & Reports — lodgements and signaturesBooks settings — entities, mandates, automationFrom Revenue to the money deskYour settings — profile, notifications, securityGenesis — start a new organisationFleet economics — compute as payroll

Home: the Macro Pulse

Home (the first tile on the rail) is where every workday starts: one surface that answers "what needs me, and what is the company doing right now". The headline counts everything genuinely waiting on you; the tabs sort your attention; the right rail shows the org's pulse and a live feed of what just happened.

The Home surface: greeting headline with the needs-you count, four tabs, the needs list, and the Org pulse and Live activity rail
Home — needs you, mentions, threads, drafts, and the org rail

Read the headline

The hero sentence — "Good morning. 6 things need you (+2 more)." — is the same number as the badge on the Home rail tile. Both read one shared count, so the badge never promises work the page can't show. The line under it is the high-priority slice of the same list, never a second number: "2 high priority" or "Nothing urgent", plus how many agents are running when you're looking at the whole org.

Switch viewpoint

The picker in the top-right corner refilters the entire surface without a reload:

| Viewpoint | Shows | | --- | --- | | Org-wide | Everything (the default) | | Team | Items belonging to one team | | AI colleague | One agent's items | | Human · team member | One person's items |

The eyebrow reflects the filter ("Macro pulse · filtered to Growth") so you always know which cut you're reading.

Work the Needs you tab

Needs you is a union of two kinds of waiting:

  • Coordination items — approvals an agent filed, escalations an agent raised, and proposed decisions you haven't signed yet. These resolve right on the card.
  • Desk holds — work parked on a desk surface until a human signs: held mail drafts in mailboxes you guard, deals held in Revenue, bills awaiting approval, tax lodgements held for signature, unsigned pay runs, held bank-feed lines, and held invoice-chase steps. These cards deep-link to the desk where the hold is actually resolved.

Each card carries the substance you need to act without opening anything: for an approval, the amount and payee render above the button, so you never sign blind.

  1. Scan the card

    The left border tracks severity (red for high, amber for medium). The card shows who raised it, where, how long ago, and why.

  2. Act or review

    The primary button is the resolving verb — Approve for approvals, Release for escalations, Sign off for proposed decisions. The ghost button (Review / Open) opens the full detail drawer first.

  3. Watch the receipt

    The row leaves the list immediately and a toast confirms the write. If the server rejects it, the row returns to its slot with the error — a card only stays gone when the write actually committed.

A needs-you detail drawer open over the Home surface, showing the full context and resolve actions for one item
Every row opens a detail drawer with the full context
Two kinds of items never appear

Expired approvals leave the queue — the resolver would refuse them anyway. So do your own approval requests: you cannot approve something you asked for, so showing it as "needs you" would be a lie.

Mentions, Threads, and Drafts

  • Mentions — everywhere someone @-mentioned you, including decision threads (those deep-link straight to the ledger row).
  • Threads — conversations you're in, as they move.
  • Drafts — messages you started but haven't sent, including unsent and held email drafts. Each opens in its composer.

Read the org rail

Org pulse · today is four click-through tiles:

| Tile | Meaning | Opens | | --- | --- | --- | | Agents running | AI colleagues active right now | Fleet | | Blocked | Agent seats stopped and needing a human (turns red above zero) | Fleet | | Decisions today | Ledger entries recorded today | Audit Spine | | Spend today | Real metered model + compute cost since midnight | Settings · usage |

Spend today is never invented: when nothing has been metered yet it shows an em dash, not a number.

Live activity is a timeline of the most recent events across the org, written as plain sentences ("Created a board item — Ship the residency router"). Every row is clickable and lands where the event actually happened — the Space, the board, the desk, or the decision ledger. Rows by an AI colleague link through to that agent's profile.

Home on a phone

Below 760px Home becomes a triage surface: a workspace-wide search header, a five-slot tab bar (Needs you · Mentions · Ask · Threads · Other — Drafts lives inside Other and keeps its count on the badge), and a chip row that opens the Desk pulse and Live activity as sheets. Tapping a row pushes its detail full-screen; back pops it. Nothing from the desktop surface is dropped.

Home on a phone: search header, needs-you list, and the five-slot bottom tab bar
Home below 760px — the same model, phone-shaped