Using the GUIDE Portal

Workspot GUIDE lets you turn your existing workflows into AI agents without formal programming. It interacts with apps and Web sites on a PC the same way you would: with a (simulated) keyboard and mouse. You tell it what to do and watch it doing it: there’s no arcane API programming layer in between. And it has no difficulty using your organization’s unique internal apps.

This document provides a brief overview of the GUIDE Portal, the Web-based administration system for GUIDE.

(To create and run GUIDE agents, see Getting Started with GUIDE.)

GUIDE Portal Navigation

The GUIDE Portal is at https://manage.runguide.ai Navigating to this URL will send you first to a sign-in page, then to the Overview page.

On all pages except the sign-in page, there is a left-hand navigation pane and a top-right My Account icon.

Sign-in Page Summary

The sign-in page allows you to:

• Sign into the GUIDE Portal, usually using your work email.

  • Both Google and Microsoft logins are supported; use the one that your organization supports.

  • Only GUIDE Administrators can sign into the Portal. (Administrators include the person who signed up for a free GUIDE trial.)

• View the Getting Started with GUIDE article.

• Download the Windows GUIDE app.

Navigation Pane Summary

The Navigation Pane entries are summarized below.

• Overview. The Portal’s home page.

• Settings. Currently limited to setting the preferred AI model provider (Anthropic, AWS Bedrock, or Vertex AI).

• Users. User management. Invite users to join your GUIDE team, manage permissions (Builder/Admin), delete users, assign default remote desktops.

• Agents. Lists the Agents that have been published for use by the team.

• Subscription. Details of your current GUIDE subscription. You are typically charged a monthly fee per team members. Team members are charged starting when they accept the invitation to join.

• Usage. Statistics about AI token usage over time and per-user.

• Activity. The GUIDE Portal log file.

• Community. Takes you to the Workspot Slack Community.

• Docs. Takes you to the Workspot documentation site.

My Account Summary

The “My Account” icon in the upper-right corner pops up a screen with:

• The user’s name.

• The email address used to sign into the Portal.

• The GUIDE role (Builder or Administrator)

• The Team name.

• A link to the Getting Started with GUIDE article.

• A download link for the Windows GUIDE app.

• A logout link.