A.4. Finding Chapters by Menu
Overview
Use the name of an item in the left menu of CogentAI AAS (AAS) to find the matching chapter in this manual. The menu is divided in the order "Group › Screen". The "Who sees it" column of each table shows which users can see that screen. "Everyone" means every signed-in user.
Left Menu
Dashboard
| Screen | What it does | Who sees it | Chapter |
|---|---|---|---|
| Dashboard | Shows the status of AI agent workspaces (the place where an AI agent works, created one for each user) and the items that need action on one screen. It opens first after you sign in. | Everyone | 1.1. Introducing AAS and Signing In |
Chat
| Screen | What it does | Who sees it | Chapter |
|---|---|---|---|
| Chat | Choose an AI agent and talk to it right away. The number next to the menu is the number of chats waiting for a reply or an approval. | Everyone | 2.1. Chat Basics, 2.2. Past Chats and New Chats, 2.3. Uploading and Downloading Files, 2.4. Document Viewer, 2.5. Voice Input and Read Aloud, 2.6. Answering Approvals and Questions, 2.7. When Replies Are Blocked or Slow |
| Office | Several AI agents and people work together in one room. It has a 3D scene, meeting rooms, and a Kanban board. | Everyone | 3.1. Touring the 3D Office, 3.2. Meeting Rooms and TFT Rooms, 3.3. Handing Off Work with Kanban |
My AI Agents
| Screen | What it does | Who sees it | Chapter |
|---|---|---|---|
| Profiles | Edit the personality, model, skills, tools, scheduled jobs, and messenger connections of a profile (the set of settings for one AI agent in a workspace) in one place. | Everyone. Editing is for owners, team managers, and administrators | 4.2. Profile Overview and Model, 4.3. Personality (SOUL) and Instructions (AGENTS), 4.4. Secrets and Credential Files, 4.5. Connecting External Tools (MCP), 4.6. Importing and Exporting a Profile from a PC. For the Skills tab, see 5.1. Skill List. For the Scheduled jobs tab, see 6.1. Scheduled Jobs. For the Messenger connections tab, see 6.2. Messenger Connections |
| AI Agent Workspaces | Create your AI agent workspace and check its status and the limit on the number of workspaces. | Everyone | 4.1. AI Agent Workspaces |
| Models | See the AI model that a profile uses. Ask an administrator to change the model. | Everyone | 4.2. Profile Overview and Model |
Skills
| Screen | What it does | Who sees it | Chapter |
|---|---|---|---|
| Skill list | Browse the skills your AI agent has. There are views for your own skills, built-in skills, and all skills. | Everyone | 5.1. Skill List, 5.2. Built-in Skills in AAS, 5.4. Creating Your Own Skill, 5.7. Company Wiki Skills |
| Skill hub | Choose a skill package and install it to a profile. The gray number next to the menu is the number of new versions you can upgrade to. | Everyone | 5.3. Installing from the Skill Hub, 5.5. Publishing Your Skill to the Hub |
| Skill map | See in a diagram where a skill is called from and what it calls. | Everyone | 5.6. Skill Map |
Automation
| Screen | What it does | Who sees it | Chapter |
|---|---|---|---|
| Scheduled jobs | Create work that an AI agent does at set times, and check jobs that failed or stalled. The number next to the menu is the number of failing issues and jobs. | Everyone. Creating and changing jobs is for owners, team managers, and administrators | 6.1. Scheduled Jobs |
| Messenger connections | Check and connect the paths for talking to an AI agent through messengers such as Telegram and Slack. | Everyone. Connecting is for owners, team managers, and administrators | 6.2. Messenger Connections |
Records
| Screen | What it does | Who sees it | Chapter |
|---|---|---|---|
| Usage | See chat sessions and token usage. | Everyone | 7.1. Usage |
| Change history | See who changed what and when. It appears as "My AI Agent Workspace change history" for owners and as "Team AI Agent Workspace change log" for team managers. | Administrators, AI agent workspace owners, team managers | 7.2. Change Log |
Admin
The "Admin" group is visible only to administrators. It is outside the scope of this manual and is explained in the Administrator Manual.
| Screen | What it does | Who sees it | Chapter |
|---|---|---|---|
| Users & roles | Decide who can sign in and who is an administrator. | Administrators | Administrator Manual |
| Role templates | Manage AI agent personality (SOUL) templates for each company role. | Administrators | Administrator Manual |
| Notices | Announce maintenance, outages, and news about new features at the top of the user screen. | Administrators | Administrator Manual |
Settings
| Screen | What it does | Who sees it | Chapter |
|---|---|---|---|
| My display | Choose the language, table rows, date time zone, theme, Office background music, and read-aloud voice. These are saved in this browser only. | Everyone | 7.3. My Display Settings |
| API keys & tokens | See where the keys and tokens that an AI agent uses to connect are stored. The number next to the menu is the number of keys that have expired or will expire soon. | Everyone. Entering values is for owners, team managers, and administrators | 7.4. API Keys and Tokens |
| Claude Code connections | For developers who use Claude Code. Manage the connections and tokens that let Claude Code on your PC work with your AI agent through AAS. The number next to the menu is the number of tokens that end within 7 days. | Everyone | 7.5. Connecting Claude Code |
| Company info | General users edit the slogan and goals of their own department. The company name and the AI agent introduction text are visible to administrators only. | Everyone | 7.6. Company Information and My Account |
Top Bar and Account Menu
| Location | What it does | Chapter |
|---|---|---|
Search (Ctrl + K) | Find and go to screens, AI agent workspaces, skills, jobs, and API key and token names. | A.2. Keyboard Shortcuts |
| Language (translate icon) | Choose the screen language from "한국어" and "English". It may not be visible on a narrow screen. | 7.3. My Display Settings |
| Help | Find and follow guides organized by "what you want to do". "Ask the AI" is also here. | 1.3. Help and Walkthrough Guides |
| Inbox (bell icon) | See approval requests, questions from AI agents, and alerts in one place. | 2.6. Answering Approvals and Questions |
| Account menu › My account | See your email, department, and role, and change your password. | 7.6. Company Information and My Account |
| Account menu › Current notices | See notices you closed again. It appears only when there are notices. | 7.6. Company Information and My Account |
| Account menu › Keyboard shortcuts | See the shortcut table. | A.2. Keyboard Shortcuts |
| Account menu › AI Agent Workspaces | Choose which workspace to view when you have more than one. | 4.1. AI Agent Workspaces |