Forge Help
Find the next useful step.
Connect your agent, understand a feature, or fix a problem. These guides are readable without signing in.
Connect my agent
Set up Forge with the AI product you already use.
Understand a feature
Learn what Forge keeps together and where to start.
Fix a problem
Check the connection and find the next safe step.
Getting started
- What Forge isForge is the shared workspace your own AI can use for real work.
- Your account and first loginSign in, choose a workspace and get help when expected access is missing.
- Finding your way aroundFind workspaces, tasks, files, pages and the information attached to work.
Agent setup
- Connect your agentConnect Forge to the AI app you use, then check it works.
- Your first useful resultUse a labelled practice task to prove the connection without touching live work.
- Getting useful work from your agentGive a clear outcome, relevant workspace and boundaries for changes.
- Fixing connection problemsCheck the product, account, workspace and permissions before reconnecting.
Managing work
- Tasks: keep a job togetherUse one task to hold the work, decisions, steps and evidence for a job.
- Organise work with tags and ownershipUse clear task names, assignees and tags to make the next piece of work easy to find.
- Dates and recurring workSet dates for real commitments and use a recurring schedule when work must return on a cadence.
- TimesheetsRecord time against the work it supports, then review it in the workspace timesheet.
Forms, records and documents
- Files and storageKeep original files in one place and connect them to the job they belong to.
- Forms and surveysCollect the same information every time, and keep each answer linked to the job.
- Drawings and pinsMark an exact point on a drawing, plan or photo without losing the original file.
- Tables and recordsUse structured workspace lists for things like customers, jobs or equipment.
- TemplatesReuse an approved layout for forms, documents or email work instead of rebuilding it.
- Documents and artefactsStart with a draft you can check, then issue or share the finished document.
- BrandingUse your workspace logo, colours and details automatically on approved documents and forms.
- SharingGive someone access to one specific reviewed file, document or page.
Knowledge and workspace tools
- Workspace knowledgeKeep facts that matter beyond one job, with a source, so people and agents can find and trust them.
- Skills for repeatable workUse a skill to give your AI agent a checked, repeatable way to carry out a kind of work.
- Workspace pagesCreate workspace pages to put a useful dashboard, guide or live view where the team can find it.
- AutomationsUse automations to run a fixed follow-up whenever something happens, then check the result.
Workspace administration
- Add a teammateGive a person their own access to Forge, with a role that matches their work.
- Privacy and recoveryKnow who can see workspace information, and how to handle a recovery request safely.