Before you begin
Choose one workflow and the AI app or API client that will run it. Use a real task such as research, customer support, coding, reporting, or an internal operation.
If you were invited, the invitation shows the workspace and your role before you join. Complete your profile, then use the focused member home to connect an AI app and any company accounts your administrators approved.
- 01Create or join the company workspace
Name a new workspace, or accept an invitation and confirm your role and profile.
- 02Choose a connection type
Connect an existing AI app to tools and knowledge, or connect software to company models.
- 03Connect the required resources
Approve the workflow’s catalog items, company knowledge, and person-specific provider accounts.
- 04Run it and inspect the outcome
Confirm effective access, then review activity, applicable spend, and blocked actions.
Connection paths
Connect an existing AI app
Use Claude, Codex, OpenClaw, Hermes, or another supported host.
- Approve a tool or skill for the workflow
- Add or review trusted company knowledge
- Follow the app recipe in Connections
- Keep using the model supplied by that app
- See ChatGPT’s current workspace-plugin availability in its recipe
Connect software to company models
Use an app, agent, or automated workload.
- Assign models to Smart, Fast, and Low cost
- Add a custom alias when a workload needs one
- Create a separately revocable model API connection
- Call the stable alias through the company gateway
Use the right MCP.computer surface
Use the web workspace for complete setup and administration. Signed macOS and Windows companions are available from dashboard Settings for health, connection, and activity workflows; they are not required to connect an AI app today. Mobile companions are coming later.
Review app availabilityVerification checklist
- Complete one real task through the workspace.
- Confirm that the required resources were available.
- Confirm that the activity appears in the dashboard.
- Review any blocked action or unexpected model route.