A little guidance. A clearer workflow.
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Find practical steps for workspace settings, client profiles, Content Studio, videos, and tasks.
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13 guides

Find your way around folders
Keep videos and their tasks together, with a clear place for every project.
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Upload a video to the right place
Choose a destination, follow upload progress, and understand what happens next.
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Plan work with the task board
See what needs doing, who owns it, and what is ready for the next step.
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Keep feedback and task updates clear
Use the linked video for review context and task updates to coordinate the work.
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Choose which workspace emails are sent
Understand comment, assignment, task-update, and upload-ready notifications.
Read guideSet up your workspace and team
Manage the workspace name, members, billing, and branded address.
Read guideKeep client details, logos, and notes together
Use a client profile for contact information and context alongside its folders.
Read guideChoose what happens after video uploads
Set automatic transcription and task creation without changing source-library processing.
Read guideConnect OpenRouter and set spending limits
The workspace owner connects funding; teammates choose compatible models directly in chat.
Read guideChoose a model and chat with your sources
Search compatible models in chat and keep each conversation’s sources and model choice.
Read guideUpload and select source versions
Understand ready text, replacements, retries, and current document limitations.
Read guideManage outbound webhooks
Enable workspace events and inspect delivery through the configured webhook service.
Read guideDownload workspace data
Prepare an owner-only JSON export and understand what it includes.
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