Keep each project in its own Agent Space

Writing the weekly report, adding new products, and answering customer emails are three different jobs. Floatboat lets you give each job its own Agent Space ("space" for short). A space holds everything for that job: the files you need, the pages you have open in the browser, and the tasks you've handed to Floatboat.

When you switch to another space, the tasks in the sidebar, the folder in the Files panel, and the open web pages all switch with you. Nothing gets mixed up, and when you come back a few days later, you can pick up right where you left off.

Create a spaceCopy Anchor Link

Here's the whole thing in about ten seconds: create a space, then give it a name.

Already have the folder? Start the space from itCopy Anchor Link

If the folder is already on your computer, Quick Open gets you there faster:

1. Click the magnifying glass next to Agent Space, or press ⌘K (Ctrl+K on Windows).
2. Type the folder's name and use ↑ and ↓ to select it.
3. Press Shift+Enter. The hint at the bottom of the search box reads ⇧↵ Open in New Workspace. (Here, "Workspace" means a space.)

Floatboat creates a space named after the folder, and the Files panel opens right inside it. The first time you search, Floatboat needs to index the files on your computer, which can take up to a minute.

If nothing matches what you typed, the search box offers Create Workspace “…” with your text in the quotes. Click it, and Floatboat makes a folder with that name in Documents and starts a space from it.

Switch between spacesCopy Anchor Link

Right under the Agent Space heading you'll see the name of the space you're in, with a small arrow next to it. Click it to open the list of spaces you're using. Click one to switch. The Tasks list, the Files panel, and the Chat panel all change to that space's tasks, folder, and conversation.

The bottom of the list has the same layouts as the + menu, so you can create a space from here too.

Remember a space's name? Press ⌘K (Ctrl+K on Windows), type it, and press Enter to jump straight there.

See all your spacesCopy Anchor Link

To see every space at once, click the grid icon next to Agent Space, or choose All Agent Spaces in the list. This opens the Agent Space Overview.

Each space gets a card. Click Enter on a card to open it. The buttons along the top filter the cards by In Use, Set Aside, or Pinned, and you can search by name or folder path.

Use a space a lot? Pin it. Hover over its card and click the pin in the bottom-right corner, and it moves to the front.

Arrange the panels in a spaceCopy Anchor Link

A space has four panels: Files, Browser, Chat, and Combo Skills. The row of four icons at the very top of the sidebar turns them on and off. From left to right:

Click an icon to show its panel, and click again to hide it. Icons with a highlighted background are the panels you're seeing now. If you forget which is which, hover over an icon and you'll see a hint like Show File Browser or Hide Chat.

Say you want to focus on the conversation. Click the folder icon to hide the Files panel, and the Chat panel fills the whole right side. Need to check something online? Click the browser icon, and the Browser opens next to the chat. You can keep several panels open side by side.

To change how wide a panel is, hover over the divider between two panels, then drag it left or right. Floatboat keeps the width you set.

Each space remembers which panels it has open. Leave only the Chat panel open in "Weekly sales report," and "Product listings" still looks the way you left it.

Rename a spaceCopy Anchor Link

1. Click the current space's name to open the list of spaces.
2. Hover over the space you want to rename and click the pencil icon on the right.
3. Type the new name and press Enter. Changed your mind halfway? Press Esc.

You can also rename a space in the Agent Space Overview. Hover over its card and click the pencil next to the name.

Renaming only changes what the space is called in Floatboat. The folder on your computer keeps its name.

Set aside spaces you're done withCopy Anchor Link

When a job wraps up, like a "Summer sale" that's over, you can set its space aside to keep your list short. Setting a space aside doesn't delete anything. Its tasks and files stay put, and you can bring it back whenever you like.

1. Click the current space's name to open the list of spaces.
2. Hover over the space and click the box icon on the far right. Its hint reads Set Aside Agent Space.

If a task is still running in that space, Floatboat checks with you first, because setting the space aside will stop that task. If you're not sure, click Cancel and come back once the task is done.

You can also do this from the overview: right-click a card and choose Set Aside Agent Space.

Bring a space backCopy Anchor Link

1. Open the Agent Space Overview by clicking the grid icon next to Agent Space.
2. Click Set Aside at the top. Every space you've set aside is listed here.
3. Click Enter on the one you want. It opens again and goes back into your list of spaces.

Right-clicking a card and choosing Restore Agent Space does the same thing.

Having trouble?Copy Anchor Link

• Can't find a space in the list? You may have set it aside. Open the overview and click Set Aside.
• The Chat panel disappeared? Click the speech bubble at the top of the sidebar, or the chat button in the bottom-right corner of the window.
• All four panels are closed and the middle is empty? You'll see a card that says Open a panel from here. Click Files, Chat, or another button on it to bring a panel back.
• The row of panel icons is missing from the top of the sidebar? Those icons only show up inside a space. If you're on the overview, Float Schedule, or a similar page, switch back to a space first.
• A new space opened the wrong folder? New spaces start in Documents. Click into the folder you want in the Files panel, or use Quick Open to start a space from that folder.
• Want to remove a space for good? Right-click its card in the overview and choose Delete. All the tasks in that space are deleted with it and can't be recovered, so if you don't need it for now, setting it aside is enough. Files on your computer are never deleted.

What's nextCopy Anchor Link