Getting started

1. Create a Pod

How to create a Pod:

  1. In the left sidebar, under Pods, click New
  2. Enter a Pod name (e.g. "Acme Corp", "Q3 Product Launch", "Support Team")
  3. Set access: Open (anyone in your organization can find and join) or Restricted (invited members only) — Restricted is the default
  4. Click Create

You'll be taken directly to your new Pod. From there, go to the Settings tab to add a description, invite members, and configure further settings.


📘

A clear description in the Settings tab is more than a label — agents read it to understand what the Pod is about. The more specific you are about the goal, the better agents will contextualise their work.


2. Set Pod access

You can set access at creation time or change it later in the Pod's Settings tab.

AccessWho can see the PodWho can join
OpenEveryone in your organizationAnyone can join with one click
RestrictedInvited members onlyRequires an invitation from a Pod Editor

How to change access after creation:

  1. Open the Pod and click the Settings tab

  2. Toggle Open to everyone on or off

  3. The change takes effect immediately


📘

Use Restricted Pods for sensitive work — customer accounts, HR matters, executive planning. Use Open Pods for shared knowledge and initiatives the whole team can contribute to.