How-to-Guides

The how-to guides provide step-by-step instructions for importing from the Marketplace, editing instructions, managing workspaces, and setting up scorecards.

Find and Use the Marketplace

How to Use the Marketplace Import wizard, connector mapping, local template store

How to Find and Use the Marketplace

Customize a Digital Worker's Instructions

When and where to change, writing tips, MetaPrompter, after changes

How to Customize Instructions

Create and Manage a Workspace

Create, navigate, switch environments, planning tips

How to Manage Workspaces

Set Up and Use Evaluation Scorecards

Scorecards, rubrics, publishing, interaction results, dashboards

How to Set Up Scorecards