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Step-by-step guides to setting up a workspace, inviting your team, and using docs, projects, calls and Zanbase Agent.

Getting started

Set up your first workspace and learn your way around.

Workspace and members

Manage your workspace, members, and access.

Docs

Write, organize, and share documents.

Tables and forms

Organize records, choose views, and collect responses.

Projects

Plan projects and keep track of tasks.

Chat

Work together in channels, messages, and threads.

Meetings and recordings

Join calls and work with recordings and transcripts.

Whiteboards, presentations and reels

Create on a canvas, present ideas, and make reels.

Files

Upload, organize, and share files.

Zanbase Agent

Work with Zanbase Agent in your workspace.

Automations

Set up and manage recurring workflows.

Integrations and MCP

Connect outside tools and manage their access.

Security and sign-in

Manage sign-in methods and workspace security.

Account

Manage your profile and account settings.

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