Getting started

What WorkOS is and how it is organized

An overview of WorkOS before diving into each section in detail.

How to sign in to WorkOS: with Google or with your email and a code

Sign in with your Google account or with your email and a one-time code, no password needed, and avoid being asked for it every time.

What you see on the Home screen and how to use it

Your day at a glance: today's agenda, new emails, pending tasks and tasks you've already completed.

Kairos daily summary on Home

Every morning, an actionable summary of your pending emails, today's and overdue tasks and what you have tomorrow, with checkboxes to tick off.

How to get around WorkOS and use the search

The menu, the header and the global search to quickly reach any task, email, document or contact.

The browser's Back and Forward buttons

How Back and Forward work in WorkOS, what happens if you have unsaved changes, and what to do if you'd rather turn them off.

Notifications: the bell, alerts and Do not disturb

How to see your notifications, which alerts you get today, how to turn each type on or off and how to silence them for a while.

Your user menu: language, switching accounts and logging out

How to change the WorkOS language, switch between accounts if you have several, and log out.

How to use WorkOS on your phone and add it to your home screen

What changes on a phone, how to have WorkOS as an icon, and what permissions it needs to record by voice.

Help & support: ask WorkOS from inside the app

How to use the support chat to solve questions, talk to a team member and see their replies.