> ## Documentation Index
> Fetch the complete documentation index at: https://help.casaconect.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# A tour of the workspace

> Find your way around Casa Conect: the sidebar, the side panels, the agent rail, the viewer and Settings.

## The sidebar

The sidebar on the left is how you move around. It can be collapsed, and you can drag its edge to resize it. Double-click the edge to reset it.

| Item              | Takes you to                                                            | You see it when                                                                         |
| :---------------- | :---------------------------------------------------------------------- | :-------------------------------------------------------------------------------------- |
| **Home**          | A welcome screen with your recent Shared Spaces and invitations         | Your organization does not have Casa Conect OS. With OS, the agent is your home screen. |
| **New agent**     | A fresh conversation with the agent                                     | With Casa Conect OS                                                                     |
| **Matters**       | The list of matters                                                     | With Casa Conect OS, and Matters enabled                                                |
| **Shared Spaces** | Every space you belong to                                               | Always                                                                                  |
| **Inbox**         | Opens the Inbox as a **side panel**                                     | Always                                                                                  |
| **Vault**         | Opens your documents as a **side panel**                                | Always                                                                                  |
| **Pinned**        | Projects and conversations you have pinned                              | With OS, once you have pinned something                                                 |
| **Recent agents** | Your latest conversations                                               | With OS                                                                                 |
| **Projects**      | Your projects. **+** creates one, and **View all projects** lists them. | With OS                                                                                 |
| **Account**       | Your avatar, with **Sign out**                                          | Always                                                                                  |
| **Settings**      | [Settings](#settings), as a full page                                   | Always                                                                                  |
| **Support**       | Opens an email to [support@casaconect.ai](mailto:support@casaconect.ai) | Always                                                                                  |

<Tip>
  **Inbox** and **Vault** open as panels *beside* what you are doing, rather than replacing it. You can drag a file from the Vault or the Inbox straight onto a document slot in a Shared Space.
</Tip>

### If items are locked

If your organization has been enabled for Casa Conect OS but has not yet registered a card, the OS items are visible but locked: *"Your organization is ready for Casa Conect OS. Register a card once and this page opens for everyone in your workspace."* See [Plans and billing](/admin/plans-and-billing).

## Projects in the sidebar

Each project can be expanded to show its conversations. From a project's menu you can **pin** it, or start a **new agent in the project**. The list updates by itself as colleagues create projects.

## The agent rail

With Casa Conect OS, **Open agent** slides out a conversation panel on any screen. It knows what you are looking at, whether a matter, a document, an email or a Shared Space, so you can ask about *this* without explaining what *this* is. See [Conversations](/agent/conversations#context-from-your-screen).

## The viewer and the editor

Opening a file shows it in the **viewer**, which you can dock to the side or expand. Files open as tabs, up to 20 at a time. Word, Markdown and text documents can be opened in the **editor**, with up to 12 tabs. See [The Vault](/documents/vault#the-viewer) and [The editor](/documents/editor).

## Settings

**Settings** takes over the whole page, with its own menu on the left. The arrow at the top returns you to where you were.

| Group                             | Sections                                                 |
| :-------------------------------- | :------------------------------------------------------- |
| *Personal*                        | **Account** · **Security** · **Integrations**            |
| **Workspace**                     | **Organization** · **Members** · **Access & billing**    |
| **Features**, with Casa Conect OS | **Agent personalization** · **Skills** · **Agent inbox** |

See [Administration](/admin/overview) for what each section contains.

## In Microsoft Word

The **Casa Conect** button on Word's *Home* tab opens the agent in a panel beside your document. See [Casa Conect for Word](/word-add-in/overview).