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Getting started

Learn the basics and set up your workspace.

  • •Create your first chat
  • •Invite teammates
  • •Connect data sources

Knowledge base

Organize context and manage data for better answers.

  • •Upload files
  • •Manage tables
  • •Review source history

Settings

Tune your experience and account preferences.

  • •Profile and language
  • •Notifications
  • •Security

Integrations

Connect external tools to automate workflows.

  • •Google Sheets
  • •API access
  • •Webhooks

Generate a System User token in Meta Ads

Follow these steps to create a System User access token and connect your Meta Ads account.

1Open Business Settings

Go to your Business Manager settings in Meta Business Suite.

2Create a System User

In the left menu, select Users > System Users. Click Add, set a clear name (e.g., Agency_Integration), and assign the Administrator role.

3Assign assets

Select the created user and click Add Assets. Assign the App ID and the ad accounts, pages, or pixels you need.

4Generate the token

In the System User section, click Generate New Token. Choose your Meta app, select permissions, and copy the token immediately (you will not see it again).

Suggested permissions

  • •ads_management
  • •business_management
  • •pages_read_engagement
  • •If you grant additional permissions, the agent can operate with that scope.

Important

  • •The token can be set to never expire if available on your account.
  • •Do not reuse the same token across multiple apps; each app needs its own System User and token.
  • •If you change permissions, you must regenerate the token.

Important: granting this token allows AI-driven actions within the permissions you approve. The AI can execute operations with those permissions, which may include changes or deletions. You are responsible for reviewing permissions, using least privilege, and validating outcomes before using it in production.

Generate a Supabase Personal Access Token (PAT)

Follow these steps to create a PAT and connect it to AI Workforce.

1Sign in to Supabase

Log in to the Supabase dashboard.

2Open Account Settings

Go to Account Settings.

3Go to Personal Access Tokens

Navigate to the Personal Access Tokens section.

4Create a new token

Click New Token, add a name, and click Generate.

5Copy and save it

Copy the generated token and store it safely (you will not be able to see it again).

This token lets you interact with the Supabase Management API.

Important: granting this token allows AI-driven actions within the permissions you approve. The AI can execute operations with those permissions, which may include changes or deletions. You are responsible for reviewing permissions, using least privilege, and validating outcomes before using it in production.

Getting started

1Create your first chat

Choose an agent and start a conversation in seconds.

2Connect your data

Upload files or link data sources for richer context.

3Invite your team

Add teammates and collaborate in shared chats.

Frequently asked questions

How does energy work?

Energy reflects monthly usage capacity and renews with your plan.

Can I change my plan later?

Yes. You can upgrade or downgrade at any time from Subscription.

How do I add teammates?

Go to Organization Settings and invite members by email.

Where can I get help?

Use the Contact Support button or send a message from the app.

Resources

Documentation

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Tutorials

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Support

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