
- Acts as you. It sees and changes only what your role allows.
- Asks before changing anything. Reads run straight away; writes wait on an approval card. Building a process is the exception: Genie asks only before it deletes something, runs a test or reprocesses a case.
- Knows the page. “This flow” or “this table” means the one on screen.
- Per workspace. Chats and Always allow choices belong to the workspace you’re in.
/help and Genie says what it can do with the page you’re on, with requests you could send. Typing / lists the other skills Genie can work with.
Genie’s computer
Genie has its own computer, as Claude Code has yours. Attach your scripts and data, and Genie runs them there: a check you already use, a conversion, a quick analysis. It asks before it writes a file or runs a command, and you approve each one on its card. Each chat gets its own folder on that computer, and the computer is shared by your organization’s Genie, so keep secrets out of what you attach. Genie reads public web pages. It cannot open a page behind a login, such as a Notion page or a Google Doc: attach an export or paste the text instead.Genie is a beta feature, off until an administrator turns it on for the
deployment (see Turning Genie on).
Flows
Build, change, schedule and test flows.
Agents
Create, change and test agents.
Tables
Query, change, link, import and export.
Analytics and Billing
Usage, cost, your plan and usage limits.
Knowledge Bases
Create, fill, search and maintain.
Cases
Set up processes and the flows that work their cases.
Sandboxes
Set up, read and run in agents’ sandboxes.
Workspaces
Create and edit workspaces, and manage members and roles.
Approvals
What asks first, and Always allow.
Genie in your workspace
Give Genie what your team’s work needs. Click the library button at the top of the Genie panel to open Genie in your workspace:- Instructions: what Genie should know about how the workspace works, such as the currency invoices are in.
- Skills: instructions for a task, which members pick by typing
/in Genie. They’re edited as an agent’s skills are. - Documents members point Genie at: each workspace starts with a Genie Knowledge Base, made the first time someone opens Genie there. When you give Genie a document about one of the workspace’s use cases, it keeps it there (it asks first). Members point Genie at its documents by typing
@, and the library button in the panel header opens it and counts its documents. Any other knowledge base under Knowledge with Users can point at its documents with @ turned on in its options works the same way. - Knowledge: other knowledge bases of the workspace that Genie searches and cites.
- MCP: connections of the workspace whose tools Genie can use here.
Guides for kinds of use case
When you set up a use case with/onboard, Genie loads the guide for its kind when there is one, and follows its practices as it plans and builds. The first is for invoices: complaints about an invoice, credit notes, payment reminders and matching payments. It looks a record up by everything the message carries, not only the invoice number, gives a step all the rows it reads at once, opens one review per decision, keeps gross and net apart, and looks for a payment by amount and payer as well as by reference. Like /help and /onboard, you can edit the guide for your workspace in Genie in your workspace.