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The Workspace dashboard is the starting point for day-to-day work in Faster. It combines AI chat, quick actions, recent AI sessions, and shortcuts into customer, content, marketing, money, website, and workflow areas.
What this guide helps you do
- Understand what each dashboard area is for.
- Use quick actions to reach the right workspace tool without hunting through menus.
- Restart recent AI sessions and continue work with context.
Before you start
- Log in to the correct organization.
- Confirm your role has access to the tools you expect to use.
- Connect the first channels or data sources if the dashboard sections are empty.
Do it manually
- Open Workspace from the app navigation.
- Use the Faster AI tab when you want to ask for help, draft work, or continue a plan.
- Use quick actions for Chat, Customers, Engagement, Money, Website, Forms, Posts, and Canvas.
- Open Recent AI Sessions to return to active work instead of starting over.
- Use content sections to jump to existing website pages, email templates, blog posts, or visual assets when available.
- Use search when you know the name of the page, customer, post, asset, or workflow you need.
Ask Faster AI
- Explain what is already set up in my workspace and which areas I should configure next.
- Help me decide whether this task belongs in Customers, Engagement, Forms, Posts, Website, Money, or Workflows.
- Create a daily operating checklist for this workspace based on the tools we are using.
Review before saving, sending, or publishing
- Check which organization you are in before creating or publishing work.
- Review recent sessions before starting a duplicate AI request.
- Use the editor or tool that owns the asset for final review, not only the dashboard card.
Common issues and fixes
- If quick actions open a blank area, create the first item or connect the required channel.
- If recent sessions do not appear, start a new AI chat and return after messages are saved.
- If a content card looks stale, open the owning tool and refresh or search there.
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- Screenshot placeholder: add an annotated screenshot of understand the workspace dashboard with private customer names, emails, amounts, task details, and unpublished content blurred.
- Video placeholder: add a short walkthrough that starts from Workspace, shows the manual path, then shows how to ask Faster AI and review the result before saving, publishing, sending, or applying work.