Apps within the platform allow you to save a specific voice or to create standardized workflows for tasks like drafting thank you notes, writing grant proposals, or creating fundraising emails, saving time and ensuring consistency across your team.
What Are Apps?
Apps organize your tasks in the same way that folders organize your chats and knowledge collections organize your documents. They are automated workflows with saved instructions that can be run repeatedly with different data inputs.
Step 1: Accessing Your Apps
On the left side bar you'll see your Workspace. All of your apps are listed here on the first tab. You can see which apps are active through the green toggle next to each app name.
Step 2: Creating a New App
To create a new app, click on the "New App" button in the top right corner. You'll have several basic configuration options:
- Name: Type in a descriptive name for your app
- Base Model: Select your preferred model (most likely "Change Agent")
- Tags: Add relevant tags like "comms," "development," or your organization name
- System Prompt: Enter the saved instructions that this app will reference every time it runs
Step 3: Configuring App with Context
You can also connect knowledge sources to your app by either:
- Selecting an existing knowledge collection from what you've already saved within Change Agent
- Clicking the upload button to add individual files one by one
Step 4: Selecting Tools
When creating your app, select which tools you want to be automatically enabled when running the app. When you're finished with configuration, click "Save and Update" to create your app.
Step 5: Organizing Apps
You can organize your apps by tag for easy filtering. For example, if you only want to see apps specific to your organization or only communications-related apps, you can filter by the relevant tags.
Step 6: Running an App
There's more than one way to run an app once it's created. One way is to, open up a chat and select it from the dropdown menu where the default app "ChangeAgent" is listed.
Step 7: Pinning Frequently Used Apps
For apps you use regularly, you can pin them to the sidebar for quick access. To manage pinned apps:
- Go to your workspace, first tab (Apps)
- Use the pin icon to keep an app in the sidebar
- Use the hide option to remove it from the sidebar
You can then click directly on it from your sidebar in the Apps section.
Step 8: Running Apps from Folders
Another way to activate apps is by running them from specific folders. The advantage of this method is that it:
- Saves and remembers which app you want to use for that folder
- Automatically saves the chat to that folder for organized workflow
To run an app from a folder, select the folder and choose the appropriate app from the available options. The resulting chat will be saved within that folder for easy reference.
Step 9: Sharing Apps with Team Members
If you want to share an app with teammates:
- Click the "Access" button in the top right corner of the app
- Select the appropriate group (e.g., "Save the Octopi group")
- Set permissions to "Read" if teammates should only use the app, or "Write" if they should be able to edit it as well
Need Help?
If you need further assistance please contact us at support@thechange.ai, sign up for live support during our regularly scheduled office hours on Tuesdays and Thursdays, or sign up for an AI Bootcamp cohort with other change makers like you.