Getting Started
Access the Gradial platform at app.gradial.com. Upon logging in, you’ll be greeted with a personalized welcome screen showing your recently visited workspaces and a search bar to quickly find what you need.Recommended Next Actions
Below the composer on the home page, Gradial surfaces a short list of relevant next actions — up to three concise, full-width suggestion rows. Quick Start remains below them, unchanged. Recommendations are drawn from your recent work, how your organization is actually using Gradial, your onboarding state, and Gradial-curated highlights.What gets recommended
- Follow-ups on recent work — threads and tasks that need attention or are ready for review resurface as suggested next steps
- Features your organization uses that you haven’t — when your org has adopted a capability you personally haven’t tried, it can be surfaced to you, along with any onboarding or setup prerequisites
- Gradial-curated highlights — timed recommendations such as new releases, which appear while they’re relevant and retire on their own
Acting on a suggestion
Clicking a suggestion either populates the composer with a ready-to-run prompt or routes you directly to the relevant page. Clicking a suggestion does not hide it. To dismiss one, use its dismiss control. Dismissing is permanent for you, and the next best candidate cycles into its place.How the list behaves
- Permission- and readiness-safe — suggestions are filtered by your permissions, feature availability, required integrations, and setup prerequisites, so you never see an action you can’t take
- Stable through the day — the list stays consistent during a session and refreshes over time, so suggestions stay fresh without shifting under you mid-task
Recommended next actions must be enabled for your organization. Contact your Gradial team if you don’t see them on your home page.
Main Navigation
The left sidebar is your primary navigation hub, organized into these key sections:Top-Level Navigation
- Home — Your dashboard with recently visited workspaces and quick access features
- Workspaces — View and manage all available project workspaces
- Design Systems — Access design-related projects, reusable UI patterns, and component libraries
- Rules & Skills — Manage rules and skills for Authoring and QA agents
Workspaces Panel
Below the main navigation, you’ll find your workspaces organized by:- Pinned — Quick access to your frequently used workspaces
- Private — Workspaces with restricted access (only you and invited members)
- Public — Workspaces accessible to all organization members
Working with Workspaces
Viewing Workspaces
Click Workspaces in the navigation to see all available project workspaces displayed as cards. Each card shows:- Workspace name and icon
- Privacy status (Public/Private badge)
- Creation date
- Team member avatars
Pinning Workspaces
Pin your most-used workspaces for quick access:- Hover over a workspace in the sidebar or workspaces view
- Click the three-dot menu (⋯)
- Select Pin Workspace
Filtering Workspaces
Use the sidebar filters to view workspaces by access type:- Click Private to see only restricted workspaces
- Click Public to see organization-wide workspaces
- Click Pinned to see your bookmarked workspaces
Inside a Workspace
When you enter a workspace, you’ll see a task management view with:Workspace Actions
From the top-right of any workspace, you can:- Access Settings (gear icon)
- Create new tasks or content
- View workspace members
Inside a Task
Larger pieces of work — campaigns, batch operations, multi-step projects — used to make the task view crowded, and left project managers inspecting work one item at a time. The task experience now organizes each task into three focused areas: Task, Subtasks, and Artifacts.Access: The views described in this section must be enabled for your organization. Contact your Gradial team to get access.
Task home
The task home puts the request, its inputs, previews of the primary artifacts, and the associated subtasks in one place. From here you can open any output directly in a full-screen preview rather than navigating away.Four ways to manage subtasks
Switch between views depending on what you’re trying to see:Reviewing artifacts
The two most recent outputs preview directly on the task home. For everything else, open the full artifact grid — inline thumbnails with instant expansion, and no page reload between them.Working with Grady alongside the task
Grady lives in its own resizable panel next to the task. You can:- Resize it to give more room to either side
- Close it entirely to focus on the task
- Expand it into a full-screen chat for longer back-and-forth
- Move it to either side of the screen
Activity and to-dos
The task activity and to-do list is expandable and handles long histories cleanly, without the stretching and text-wrapping problems of the previous view.Platform Settings
Access settings by clicking Settings at the bottom of the left sidebar.User Settings
User Profile
Manage your personal account:- Avatar — Upload or change your profile picture
- Display Name — How your name appears across the platform
- Email — Your account email (read-only)
Appearance
Customize your visual experience with theme options:- Light — Bright interface for well-lit environments
- Dark — Reduced eye strain for low-light conditions
- System — Automatically matches your device settings
Organization Settings
Organization
Configure company-wide settings:- Organization Name
- Organization Key (unique identifier)
- Logo upload
People
Manage team members:- View all users with their email, role, and status
- Search by name or email
- Invite new members
- Adjust roles (Owner, Admin, Member)
- Monitor status (Active, Pending)
Integrations
Connect external tools and services:- CMS platforms — read, author, and publish content
- DAMs — search, upload, and manage assets
- Project management and ticketing — receive and execute work from your queue
- Marketing automation and email — build and stage campaign deliverables
- Analytics and personalization — pull performance data and run experiments
- Design — import designs as a source for new pages
- Custom — MCP Agent for proprietary and internal systems
Environments
Configure deployment environments:- Prod — Production environment for live content
- Testing — Staging environments for QA (e.g., SFMC Testing)
Workspace-Specific Settings
Each workspace has its own settings accessible via the Settings button in the workspace header.General Settings
- Workspace Icon — Visual identifier for the workspace
- Workspace Title — Name displayed across the platform
- Description — Optional details about the workspace purpose
Access Control
Configure who can view and contribute: Public Workspace Toggle- ON — All organization members can access
- OFF — Only invited members can access
- Organization admins and owners automatically have access
- Add specific members with the Add Members button
- Assign roles: Owner, Admin, or Member
- View all current members in a searchable table
Environments
Configure which environments are available for this workspace:- Select from organization-defined environments (e.g., SFMC Testing, Prod)
- Set the Default Environment for new tasks
- Save changes to apply environment configuration
Quick Tips
Keyboard Navigation- Use the search bar (“Ask Gradial…”) to quickly find workspaces, tasks, or settings
- Pin your daily workspaces for one-click access
- Use Private workspaces for sensitive projects
- Use Public workspaces for cross-team collaboration
- Try “System” appearance to automatically switch between light and dark modes based on your device settings
Need Help?
- Use the Ask Gradial search bar for quick answers
- Contact your organization admin for access issues
- Check the integrations panel to ensure your tools are properly connected