Atlas · User Manual
User Manual
Start with the task you need to finish. New to Atlas? Sign in, check your organisation, then find a customer or review today’s work.
Choose your task
- Sign in and choose your workspace
- Find a customer and check their profile
- Review today’s priorities
- Ask a question with cited sources
- Review a proposed change
- Understand access and permissions
Organisation administrators can continue with membership and permissions. For terminal or HTTP integration, use the CLI, MCP and REST references above; this manual covers web workflows.
Before acting, check each procedure’s role requirement, availability and source date. The coverage note below records the historical verification scope.
Coverage and limits
This manual covers 84 feature workflows across eight modules. The procedures were verified on staging atlas.staging.forth.ai on 22 September 2026 against web build 027732e (ref staging), signed in as an owner, an admin, a manager and two reps of one ordinary organisation. Every navigation destination those roles can reach is mapped below.
- Reps and managers land on the Today workbench; owners and admins land on Business overview via Work → Insight. The address
/insightsredirects to Today for every role, so Business overview is reached from the Work rail's Insight group or at/dashboard. - The verification walk was read-only. No decision was accepted, rejected or dismissed, no message was sent or retried, no record or setting was saved, and no paid agent run was started. Procedures that would change data say what the control does and are marked as not executed.
- Sections that need a platform-operator account, which the walk did not use, state that they were not re-observed on 2026-09-22 and describe the administered behaviour.
- Screenshots dated 2026-09-07 come from the earlier production study at web revision 0af15ad and are kept where the screen is unchanged. Screenshots dated 2026-09-22 are staging. One sender address was masked; rows named UAT-Fixture are test data.
- The Skills module separately marks its currently staging-only capability.
Getting started →
Sign in, see where Atlas opens for your role, switch organisation and set your language.
Assistant →
AI Assistant, review proposed work and follow your AI team.
- Start a conversation and ask a useful question
- Attachments and customer context
- Resume, revise and delete conversations
- Review action proposals and contextual work
- Find your AI team and sales assistants
- Hire and configure an account manager
- Agent lifecycle, work history and skills
- Personal and team retrospectives
- Ask about current policies and procedures
- Ask the Assistant how to use Atlas
- Report an issue through the Assistant
Knowledge →
Organise source material, ask for cited answers and maintain your Policies.
- Knowledge Library: find the right document
- My Docs: resolve files that need answers
- Review a document
- Upload and review documents
- Create and maintain folders
- Review, move and maintain a document
- Improve extracted understanding
- Read and maintain knowledge policies
- Maintain workflow definitions
- Read the activity standard from Policies
- Configure pipeline and classification
- Create and maintain custom fields
- Set activity standards and review checks
- Set daily focus and retrospective cadence
- Define outreach playbooks
- Review and restore a playbook version
- Ask questions with a defined document scope
- Rate an answer and review its evidence
- Review knowledge-answer feedback
- Information review and service availability
- Policies: Policies, Procedures and Standards
Skills →
Understand shared, versioned agent methods and the document capabilities they add.
Actions →
Work the Today workbench, manage tasks and read the business overview.
- Today: priorities and monthly target
- The Priority entry on Today
- The end-of-day Work summary
- Review prepared work and customer changes
- Notifications and scheduled briefings
- Create, edit and complete tasks
- Task filters, calendar and decision grouping
- Business overview and owner Full view
- Customer insight and Sales insight
- Review synced communications
- Work your Workbench
- Sort your inbox and link emails to customers
Customer Management →
Find companies and contacts, build the customer profile and classify it consistently.
- Find and create customers
- Create from notes or a file
- Create from an inbox conversation
- Import spreadsheets and resolve duplicates
- Customer profile and classification
- Contacts, communications, documents and notes
- Record historical transactions
- Manage contacts and primary contacts
- Public customers: release, claim and assign
- Customer pool recycling: settings, protection and warnings
- Customer labels: a step-by-step guide
Sales Management →
Track deals, pipeline stages, quotations and the next step for each deal.
Settings →
Find personal, organisation, billing and AI administration settings.
- Open Settings and inspect your account
- Organisation identity and deletion
- Invite and manage members
- Roles and effective permissions
- Sessions and authentication policy
- Pilot readiness and communication channels
- Connect your mailbox
- Model provider policy and credentials
- Scheduled briefings and prepared work
- Usage, wallet and billing history
- Subscription and seats
- Plans, pricing and usage limits
- Pilot adoption, work and targets
- Agent quality metrics and alerts
- Traces, evaluations and human review
- Managed knowledge sources in Settings
- Platform operations and organisation access
- Platform usage, credit policies and finance
- Platform feedback, session labels and skills
- Feature registration and visibility
- Label templates in Settings
- Publish rates and rate previously unrated usage
Study scope and screenshot provenance
Procedures verified on staging atlas.staging.forth.ai, 22 September 2026, web build 027732e (ref staging), signed in as an owner, an admin, a manager and two reps of one ordinary organisation. That walk was read-only: no decision was accepted, rejected or dismissed, no message was sent or retried, no record or setting was saved, and no paid agent run was started. Visibility differs by role and release settings; sections that need a platform-operator account say so and were not re-observed. Staging advanced from web build c848b7e to 027732e during the walk; the Today screenshots and every quoted Today wording come from 027732e, and the only difference between the two builds is on Today (singular overdue wording, a dropped tier label and a sort fix). Screenshots dated 2026-09-07 come from the earlier production study of atlas.forth.ai at web revision 0af15ad and are kept where the screen is unchanged; screenshots dated 2026-09-22 are staging. One sender address was masked. Destructive, financial and sending procedures are described from the deployed source and were not executed.