Main Pages Overview

This article walks you through the platform's 8 main pages: what each page is for, where to find it, and the common operations on it. Use the screenshots to quickly build an overall picture of the platform; for detailed rules, see each page's dedicated documentation.

Agent List

The management entry point for all Agents in the current Workspace:

• View all Agents you have access to and their status (draft / published)
• Search and filter to locate a target Agent
• Management operations such as creating a new Agent, entering the editor, duplicating, and deleting
• Note: Agents and the list contents are scoped to the Workspace—switching Workspaces changes the list accordingly (see Workspace & Plans)

Create Agent

The creation entry supports two modes; choose based on your needs:

Mode	How You Build	Best For
Agentic Chat	Configuration-based: prompt + attached tools	Quickly validating ideas, lightweight scenarios
Chatflow	Canvas orchestration: nodes + connections	Multi-branch routing, precisely controlled production scenarios

• Supports AI-assisted creation: describe your need and the AI generates the initial configuration (this consumption is covered by the platform)
• For a hands-on tutorial, see Quick Start; for mode selection tips, see Tip 1

Knowledge Base Management

Manage the knowledge files that Agents can retrieve and cite:

• Upload, view, and delete knowledge files; check vectorization processing status
• Capacity quota varies by plan (e.g. Starter 50MB / Pro 5GB / Premium 20GB; the plan page's live display is authoritative)
• When capacity is exceeded, new uploads are blocked; over-limit files are marked disabled (excluded from retrieval) starting from the oldest by upload time, but are not deleted automatically
• For a deep dive into knowledge base capabilities, see Platform Capabilities · Knowledge Base

Skill Management

Manage the Skills that can be attached to Agents:

• Create, edit, and delete custom Skills (the count limit varies by plan)
• View available official built-in Skills (earnings analysis, etc.; requires Pro or above)
• When the Skill count limit is reached, creation is blocked—delete existing Skills or upgrade your plan
• For a deep dive into the Skill system, see Platform Capabilities · Skill System

Workspace Member Management

Manage the members and permissions of the current Workspace:

• View the member list and each member's role
• There are three member roles: Owner (only one per Workspace, with full permissions), Editor (can edit resources), and Viewer (read-only usage). The number of Editors and Viewers depends on the plan's member count limit
• Only the Owner can perform commercial operations such as subscription purchases/upgrades
• For member role rules in detail, see Workspace Member Roles

Usage

💡 How to get there: the Usage, Plan, and Orders pages share one entry point—click your profile avatar in the bottom left to open the menu, select Workspace Plan, then use the expanded submenu to open "Usage", "Plan", or "Orders":

View your quota balance and consumption details:

• When a benefit card is active, a benefit card status card is shown at the top (trial tier + remaining days + the stacked weekly available quota)
• Shows the available quota for the current rolling 7-day period and the monthly balance
• Consumption details show the source of each charge and which service entity collected it (charged by)
• For billing units and deduction rules, see Usage

Plan

Entry: profile avatar menu → Workspace Plan → Plan (see the entry note in Section 6)

View and manage the current Workspace's plan:

• Shows the current plan, a tier-by-tier benefits comparison, and prices (the live display on this page is authoritative; the help documentation may lag behind)
• Purchase / upgrade / downgrade / unsubscribe entry points (Workspace Owner only)
• Upgrades take effect immediately with a prorated charge; downgrades take effect the following month; after unsubscribing, the Workspace falls back to Starter at expiry
• Pricing currency is fixed by your registration region; for SG users, page prices exclude tax (GST is collected separately by the payment channel)—see Regional Services

Orders

Entry: profile avatar menu → Workspace Plan → Orders (see the entry note in Section 6)

View subscription-related transaction records:

• Order list: time, amount, currency, and status of each subscription/renewal
• Payment channel information (Apple IAP / Stripe)
• The service entity an order belongs to matches your registration region

Related Reading

• Quick Start — build your first Agent starting from the creation page
• Workspace & Plans — the complete rules for plans, usage, and member roles
• Legal Agreements — where to find the user agreement, privacy policy, and other legal documents