> ## Documentation Index > Fetch the complete documentation index at: https://agents.concierca.ch/llms.txt > Use this file to discover all available pages before exploring further. # Overview & Navigation > What Concierca AI is, the app shell, sidebar, search, departments, roles, and credits. Welcome to the Concierca AI User Guide. Each chapter covers one area of the product, in the same order as the sidebar navigation — what the area is for, where to find it, what each control does, and typical workflows. Product areas that require the **Company Admin** role are marked as such in each chapter. If an item in your sidebar shows a lock, your role does not include it. ## What is Concierca AI? Concierca AI is your company's AI workspace. It gives every employee a personal AI agent, plus a team of specialized agents that work on your company's data, follow your company's rules, and report back to you. In one place you can: * **Chat** with your agents about anything in your business. * **Build and manage agents** — each with its own briefing, skills, tools, and data access. * **Run missions** — multi-step, repeatable workflows carried out by agents. * **Browse your data** in live table views, with fine-grained control over who sees what. * **Capture company knowledge** — strategy, SOPs, decisions, and memories that agents use automatically. * **Connect your tools** — email, calendars, CRMs and more via secure integrations. Everything your agents do is visible: every run, every decision, every cost is logged and reviewable. ## Signing in Open your company's Concierca AI URL in a browser and sign in with the email address your administrator invited. After signing in you land in the main workspace. * **Multiple companies?** If your account belongs to more than one company, a **company picker** appears at login — choose the workspace you want to enter; you can switch by signing in again. * **First login.** Depending on setup, invited users receive a **one-time temporary password** from their administrator. Sign in with it, then change it right away under Settings › Account. * **Forgot your password?** Use the forgot-password link on the login page to reset it by email. ## Workspace concepts | Concept | What it means for you | | -------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Company (tenant)** | Your organization's private space. Data never leaves it — no other company can ever see it. | | **Department** | A group inside your company (e.g. Sales, Finance). Content and data views can be scoped to a department. You switch your active department at the top of the sidebar. | | **User** | You. You have your own agent, your own connections, and your own personal settings. Personal items are private unless you share them. | | **Roles** | *Member* — everyday use: chat, agents, data, knowledge. *Company Admin* — everything a member has, plus users, departments, branding, billing, approvals, and monitoring. Higher platform roles (agency admin, superadmin) manage multiple companies and are not covered in this manual. | | **Credits** | Agent runs consume credits from your company's balance. Your remaining balance is always visible at the bottom of the sidebar. | ## The app shell The workspace has a single left **sidebar** and a main content area. ### Sidebar, top to bottom 1. **Company logo and name** — your company's branding (set by your admin). 2. **Department switcher** — a dropdown showing your current department. Click it to switch; the DATA section and department-scoped content follow your selection. 3. **Navigation sections**: | Section | Entries | | ----------------------------- | ------------------------------------------------------------------------------------------------- | | **Chat** | Chat | | **Company** | Inbox, Strategy, SOP, Decisions, Brain *(Brain: admins only)* | | **Agents** *(collapsible)* | Agents, Hierarchy, Runs, Agent Decision Log, Agent Inbox, Analytics, Cost | | **Missions** | Missions | | **Knowledge** *(collapsible)* | Knowledge, Memories, Skills, Skills Review *(admin)*, K-Templates *(admin)*, Agents Mkt *(admin)* | | **DATA** *(collapsible)* | Your data views — one entry per table view visible to you, plus an **Add View** button | | **Settings** | Settings (opens the settings panel) | 4. **Footer** — light/dark theme toggle, collapse-sidebar button, the **credits card**, and your **user menu** (Account Settings, Logout). Notes on the navigation: * **Locked items.** Entries your role cannot open are shown with a lock instead of being hidden — you can see the surface exists, but cannot open it. * **Reorder items.** Drag any entry within its section to reorder it. Your order is saved per user and restored on your next visit. * **Collapse.** Sections marked collapsible fold up via their header. The whole sidebar collapses to an icon rail with the panel button in the footer. * **Badges.** Inbox, Runs, Agent Inbox, and Missions show live count badges when items need your attention. ### Global search Press **⌘K / Ctrl+K** anywhere to open search. Type at least a few characters to search across **memories, knowledge, inbox, chats, and runs**. Use ↑/↓ to move through results and Enter to jump to one. The same shortcut also surfaces quick navigation commands (Go to Inbox, Go to Agents, Go to Runs, Open Settings) and inbox channel filters; inside Chat it opens the chat-specific palette. ### Keyboard shortcuts | Shortcut | Action | | ------------------ | ------------------------------------ | | ⌘K / Ctrl+K | Open global search / command palette | | ⌘⇧L / Ctrl+Shift+L | Toggle light/dark theme | ### Credits card The card above your user menu shows your company's remaining credit balance as a ring plus a number. The ring stays neutral while the balance is healthy, turns **amber** when 20% or less remains, and **red** below 10%. After a top-up above your plan's allotment the card shows the absolute balance. ### Floating Data Assistant On data pages (Data views and the Inbox) a floating chat button appears bottom-right — the **Data Assistant**, a compact chat pre-scoped to the data you are looking at. See [Chat](/guide/chat) for details. ## Who sees what Concierca AI uses one consistent visibility model: * **Company isolation** — everything lives inside your company; there is no cross-company access, ever. * **Role gates** — admin-only surfaces (Brain, Skills Review, templates, most Settings sections) are locked for members. * **Department scoping** — data views and department-scoped content only appear for members of that department (or admins). * **The visibility picker** — content you create (knowledge, memories, and similar) carries a *"Who can see this?"* setting: keep it personal, share it with a department, or share it with the whole company. Agents respect the same boundaries — an agent can never read data its owner cannot see. ## Where to go next Start with [Chat](/guide/chat) for daily use, then [Agents](/guide/agents) to understand how your AI team is configured.