# Finding your way around

> The workspace dashboard holds tabs like Apps and Files, Agents, and Integrations, and an agent can take you to any screen by name.

Bolter is organized around workspaces. Pick a workspace and its dashboard
gives you a tab for each surface. If you are unsure where something lives,
ask an agent to take you there; agents can link you straight to a named
screen. Your own settings, the left sidebar and your chat list are covered in
[Your sidebar, your lists and your settings](https://bolter.chat/help/your-sidebar-and-settings).

## The workspace dashboard tabs

- About: what the workspace holds, and the terms it is held under. Shown in
  team workspaces only. A personal workspace has no About tab and opens on the
  first tab in its strip instead: Apps and Files, or Agents when it has
  neither.
- Apps and Files: one merged tab in every workspace, personal and team alike.
  It opens on Recent, its files and web apps newest first, with Folders behind
  a header toggle. If Recent is empty (it skips chat uploads), Folders opens
  fully expanded and the toggle hides. Select a file to preview or share it,
  an app to open it. Appears once the workspace has a file you can see or an
  app.
- Agents: the workspace's agents; create and manage them here. On a desktop
  screen in a team workspace, this tab merges with Members into one Members
  and Agents tab.
- Members: who is in the workspace and who its admins are. Not shown in a
  personal workspace, since you are the only member, and not shown on a
  desktop team workspace either, where it is part of the Members and Agents
  tab.
- Chats: the chats shared with the whole workspace, a directory rather than a
  place you read them. It lists the chats open to everyone in the workspace,
  or listed to it, and you get names and who is in them, never the messages.
  Appears once at least one chat is open to everyone in the workspace, or
  listed to it. See [Chats, chat admins, and adding people](https://bolter.chat/help/access/chat-membership).
- Integrations: opens on a catalogue of tools to browse and connect, with a
  Connected view holding the workspace's connected accounts, your own links,
  MCP servers, and its stored secrets; see [Connectors overview](https://bolter.chat/help/connectors/index).
- Responsibilities: the standing responsibilities agents have taken on.
  Appears once the workspace has one. A scheduled job always belongs to a
  responsibility, so scheduling work brings the tab with it.
- Wiki: shared workspace knowledge written by agents (see [Memory and the Wiki](https://bolter.chat/help/memory)).
  Appears once the workspace has at least one page.
- Billing and Usage: balance, payment method, and spend. Workspace admins
  only.
- Admin: Consents, Governance (team only), Access (who can open the
  workspace's previews), Agent placements, Chat scope, Governance log, and
  Sealed buckets. Workspace admins only. See [Workspaces, accounts, and limits](https://bolter.chat/help/workspaces) and [Access: who can open your workspace's previews](https://bolter.chat/help/workspace-access).
- Workspace settings: name and other workspace level configuration. Team
  workspaces only; a personal workspace has nothing here to set.

Which tabs you see depends on your role in the workspace, and several tabs
only appear once your role or the workspace's activity earns them.

On a computer the tabs are a strip in that order, left to right; on a phone,
and in a window too narrow to hold the strip, the same list becomes a dropdown
beside the workspace name. A workspace opens on the first tab it shows
you. A team workspace has an About tab, so it opens there. Your
personal workspace has no About tab, so it opens on Apps and Files, or on
Agents when it has no file or app yet.

## What a team workspace's About tab holds

A workspace is a container: it holds things, says who may reach them, and
carries the bill. The About tab says that and nothing else, in two columns
wide and stacked narrow. Nothing on it is a chat, a message, a list of your
work, or a decision waiting on you; those live on your Home page, your chat
list, and Requests.

"What lives here" leads the left column, with a count per thing the workspace
holds, each a door: apps, files, agents and members. A count of nothing is
left out rather than shown as zero. Chats and artifacts are not counted: the
workspace does not hold them, since a chat can span workspaces and an
artifact belongs to the chat that made it. Under the counts, "What's
connected" gives a tile per integration, Manage opening Integrations; a
workspace with none is titled "What can be connected" and offers tiles to
connect, and Browse all integrations. "What it costs" leads with the balance
left, then the allowance, the refill date, and the week's spend.

The right column is "What's allowed", a row per thing it governs: whether
people outside the workspace can join its chats; whether they can bring their
personal agents; who can create agents; and who can see the workspace's
members. Each row asks its question and answers it, and opens the one setting
behind it: Governance for the first three, Settings for who can see the
members. A workspace admits nobody by itself, so none of this is about
joining it. What's allowed and what it costs are admin-only; a member sees
what the workspace holds and what is connected.

## Requests waiting on you

Requests addressed to you, invitations, and the decisions waiting on your
approval live in one inbox. It opens from the notifications panel (the bell at the
top of the left sidebar), at the top of the panel, where the things waiting on you are gathered above the
feed. See [Requests waiting on you](https://bolter.chat/help/requests) for what is in it, how to answer a row, and how to take
one out of your queue without answering it.

## Your Home page

Home is a single "What's next?" screen for the work at hand, and it reaches
across every workspace you are in. It is a different screen from the workspace
About tab described above, and nothing in this section appears on that tab. It
is the screen Bolter opens on, so a plain bolter.io link goes there.

It opens with a question box under a "What's next?" heading. On a computer you
can get back to it from anywhere: the Bolter mark at the top of the left sidebar
returns you to Home, cursor already in the box, every time rather than
reopening whatever you last asked. Anything you type goes to your assistant and
starts a brand new conversation for the answer, so you can ask something
without first deciding where it belongs.

Underneath the box is a short list of what is actually waiting on you, read
out of the messages you have not opened yet. Each line says what to do and who
is waiting, for example "Confirm whether Herman agreed to resuming the launch
work", with "Mention from Herman in Bolter, 3h ago" beneath it. At most three
lines show at a time. Clicking a line fills the question box with a ready made
ask, so you can edit it or add to it. Nothing is sent until you press Enter or
click send. When you do send it, the ask is attached to the message the line
came from, so your assistant opens that message and reads the conversation
around it rather than working from the one sentence summary. Where the answer
arrives, your question shows a quote of that original message, and clicking the
quote takes you to it.

Each line is a summary of one real message, so you can hover a line to see that
message exactly as it appears in the chat: who sent it, when, the full text, and
anything they attached. Check the summary against it before you act. The preview
names the chat it came from, or the person when it came from a one to one, and
its "Go to source" opens that chat right on the original message.

You can also dismiss a line. Hover it and click the ✕ on the right. The line is
replaced in place by "Dismissed" and an Undo, which stays there for about five
seconds and then goes, leaving the rest of the list where it was. Use it for
anything you have already handled somewhere else, or have decided not to
answer. A dismissal quietens that chat rather than silencing it: nothing
already said in it will be raised again, and if someone writes again
afterwards, a new line can appear from what they said. Dismissing is only about
this list, and it is yours alone: it does not mark anything read, does not
touch the chat, and nobody else can tell you did it.

Two things that list can say, and they mean different things:

- Lines: those are the things waiting on you.
- Nothing at all: either you are caught up, or the list could not be built this
  time. It stays quiet in both cases rather than telling you that you are clear
  when it does not know.

The list is not a notification count. It only names things that need something
from you, so a busy chat where nobody is waiting on you will not appear.

That is the whole page: the heading, the box, and that list. Nothing else
stacks under it. The other things it used to carry each have their own place in
the app, and that is where to look for them:

- Your past conversations with your assistant: not on Home, only in the Omni
  tab in the left sidebar.
- People and agents waiting on you: the bell at the top of the left sidebar,
  whose panel gathers what is waiting on you above the feed.
- Blueprints to install: the Blueprints button at the foot of the left sidebar, and see
  [Blueprints](https://bolter.chat/help/blueprints) for what installing one does.

## The features page

bolter.chat/features lists Bolter's features on one page, each with a button
that starts it. It is linked from the top of the help center. With an agent
connected from your computer, the sections that suit that agent come first.
Signed out, the same address shows a public overview instead: each capability
with a link to the help page that explains it, and the tools Bolter connects
to.

## About Bolter

bolter.chat/about says who makes Bolter, how signing up works today, and the
addresses that reach the team: support@bolter.chat for questions about Bolter
or your account, privacy@bolter.chat for your data. The footer of every other
public page links it, with the home, features, blueprints, pricing, help,
connect an agent, privacy and terms pages. A footer leaves out the page you are
on.

## Help pages as plain text

Signed out, each help page shows the date it was last updated under its
summary. Every page is also available as plain markdown: add `.md` to its
address, for example bolter.chat/help/what-is-bolter.md. That is the easiest
form for an agent to read or quote.

## What's new in Bolter

When something ships that you can use, your assistant posts a "What's new in
Bolter" card listing it. The card always goes to a conversation of that name, so
past updates stay together in one place instead of being scattered through your
older ones. It appears the first time you are sent a card.

It is one of your assistant's conversations, so it is not in the chat list. It
has no row of its own anywhere: you open it the way you open any other
conversation with your assistant, from the Omni tab in the left sidebar, where
it sits under its own name.

## The address bar

The address bar names the view you are on: the tab, the open file or app, the
agent profile tab, the request filter. Refreshing lands you back on that view,
and copying the address gives someone else a link to it. Text typed into a
filter box and a form left half filled are not part of the address.

## Your assistant's own place

Your assistant is not a chat, so asking it something does not leave a chat
behind. It has a screen of its own at /omni, and the Omni tab in the left
sidebar lists every conversation you have had with it.
Pressing Cmd+Enter (Ctrl+Enter on Windows) asks it from wherever you are. See
[Your assistant's own place](https://bolter.chat/help/your-assistant) for that screen, for finding an earlier conversation, for
archiving the ones you are done with, and for the shortcut.

## Getting somewhere fast

The search bar in the header, or Cmd+K on a Mac and Ctrl+K elsewhere, opens a
full-screen search panel that jumps you to the chat, person, agent or workspace
you name, and is also the way in to searching inside messages. See [Finding things](https://bolter.chat/help/search).


## Someone else's profile

Clicking someone's name or avatar in a chat, in a chat's member list, in an
@mention, or in a workspace's member list opens their profile. It shows your
direct message with them, the groups you have in common, the workspaces you
have in common, and their agents. Message opens or starts your one to one
conversation with them.

The profile is a full page, so Back sits in the top left of its title row and
returns you to whatever you were reading, at the place you left it. On a phone
Back sits on its own line above the name instead. Opening a profile link
directly, with nothing of yours behind it, shows no Back.

Picking a person out of search takes you to their profile page. On a phone you
get a compact card first, with a Full profile button on it.

The Agents list is scoped to you, not a roster of everything they have. It
holds the agents of theirs you already share a chat with, so an empty list
means none of their agents are in a chat with you, not that they have none.

Next to Message is a menu with two more actions, and they work for anyone whose
profile you can open, including people you have never shared a chat with:

- Report: send the person to the Bolter team for review. Pick a reason and add
  any detail that would help. Reports are looked at within 24 hours.
- Block: stop hearing from them. Blocking is per person, so it covers every
  account of theirs and their own agents too. Their invitations, requests,
  and adds are dropped before they reach you, their messages and reactions
  stop appearing for you in chats you share, and they cannot start a new
  direct message with you. They are not told, and everything they send still
  looks sent from their side. Blocking changes no membership in chats you
  already share; leave, or ask a chat admin to remove them, if you want that.
  A Blocked marker sits by their name while it is on, and the same menu
  unblocks them. Everyone you have blocked is also listed under Blocked
  people, in Privacy in your personal settings.

Silence sits beside Block wherever it appears: their requests and invitations
stop demanding your attention, without blocking them.

All of these are on each person's row in a chat's member list too, so you can
reach them from whichever surface you are already on.

Source: https://bolter.chat/help/navigating-the-ui