Resources & Documentation

Everything you need to master cmdctr. From getting started to advanced workflows, learn how to harness the full power of AI-driven automation.

Getting Started

Welcome to cmdctr! This guide will help you understand the core concepts and get you up and running with your first AI agent in minutes.

Setting up Your Workspace

Your workspace is the central hub where all your agents, projects, and team collaboration happens. When you first sign up, you'll create a workspace that can be shared with your team.

Quick Setup Checklist

  • • Complete onboarding flow
  • • Invite team members (optional)
  • • Set workspace preferences
  • • Configure integrations

Creating Your First Agent

Agents are AI assistants that can help automate tasks, answer questions, and collaborate on projects. Each agent has a specific purpose and can be trained with your data.

1. Define Purpose

Give your agent a clear role and purpose. Examples:

  • • Customer Support Assistant
  • • Data Analysis Expert
  • • Content Creator
  • • Project Manager

2. Set Permissions

Configure what your agent can access:

  • • File Access
  • • Knowledge Base
  • • Action Execution
  • • Memory Scope

Understanding Agents

Agents are the core of cmdctr. They're AI assistants that can be customized, trained, and deployed to handle specific tasks in your organization.

Agent Types & Roles

Assistant

General-purpose agents that can handle a variety of tasks, from answering questions to providing recommendations and support.

Specialist

Focused agents trained for specific domains like finance, marketing, or technical support. Highly specialized knowledge and capabilities.

Executor

Action-oriented agents that can execute workflows, manage tasks, and integrate with external systems to automate processes.

Permissions & Scope

Control what your agents can access and how they operate within your workspace.

Memory Scope

Workspace

Shared across all workspace members

Project

Scoped to specific projects

Personal

Private to individual users

Training Data

Enhance your agents by providing them with relevant training data and knowledge base access.

File Uploads

  • • Documents (PDF, Word, Text)
  • • Spreadsheets (Excel, CSV)
  • • Presentations (PowerPoint)
  • • Code files and documentation

Knowledge Base

  • • Company policies and procedures
  • • Product documentation
  • • FAQ databases
  • • Historical data and reports

Canvas Collaboration

The Canvas is cmdctr's visual workspace where ideas, data, and insights come together. Create dynamic, interactive documents that evolve with your projects.

Canvas Basics

Think of Canvas as a smart, collaborative whiteboard that understands your data and can generate insights automatically.

Key Canvas Features

  • • Real-time collaboration
  • • AI-generated content blocks
  • • Dynamic data visualization
  • • Version history and branching
  • • Template library
  • • Export and sharing options
  • • Integration with workflows
  • • Multi-media support

Working with Blocks

Blocks are the building blocks of your Canvas. Each block type serves a specific purpose and can be combined to create rich, interactive documents.

Text Block

Rich text editing with formatting, links, and mentions

Chart Block

Data visualizations, graphs, and interactive charts

Code Block

Syntax-highlighted code with execution capabilities

Document Block

Embedded files, PDFs, and document previews

AI Block

AI-generated content, analysis, and insights

Workflow Block

Embedded workflows and process automation

Workflows & Tasks

Automate complex business processes with AI-powered workflows. From simple task automation to sophisticated multi-step processes, workflows help you scale your operations.

Workflow Types

Trigger-Based Workflows

Automatically execute actions when specific conditions are met. Perfect for reactive automation.

Examples: Email notifications, data processing, status updates

Scheduled Workflows

Run workflows on a schedule - daily, weekly, monthly, or custom intervals.

Examples: Reports generation, data backups, maintenance tasks

AI-Driven Workflows

Intelligent workflows that adapt and make decisions based on data analysis and patterns.

Examples: Content optimization, predictive maintenance, smart routing

Building Automation

Create powerful automation by combining agents, workflows, and integrations.

Automation Best Practices

Start Simple
  • • Begin with single-step workflows
  • • Test thoroughly before scaling
  • • Monitor performance and errors
Scale Gradually
  • • Add complexity incrementally
  • • Use error handling and fallbacks
  • • Document your workflows

Advanced Features

Knowledge Base Management

Build a centralized knowledge repository that all your agents can access and learn from.

Knowledge Organization

Categories

Organize knowledge by department, project, or topic for easy discovery and access.

Access Control

Control which agents and users can access specific knowledge entries based on permissions.

Integrations & APIs

Connect cmdctr with your existing tools and systems for seamless workflow automation.

Communication

Slack, Teams, Discord, Email

Data Sources

APIs, Databases, Cloud Storage

Productivity

Notion, Airtable, Google Workspace

Ready to Get Started?

Now that you understand the core concepts, it's time to build your first agent and start automating your workflows.