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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.
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.
  • 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

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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.

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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.
The left sidebar is your primary navigation hub, organized into these key sections:

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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

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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

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Working with Workspaces

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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

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Pinning Workspaces

Pin your most-used workspaces for quick access:
  1. Hover over a workspace in the sidebar or workspaces view
  2. Click the three-dot menu (⋯)
  3. Select Pin Workspace
Pinned workspaces appear at the top of your sidebar under the “Pinned” section. To unpin, follow the same steps and select Unpin Workspace.

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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

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Inside a Workspace

When you enter a workspace, you’ll see a task management view with:

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Workspace Actions

From the top-right of any workspace, you can:
  • Access Settings (gear icon)
  • Create new tasks or content
  • View workspace members

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Design Systems

The Design Systems section lets you organize reusable UI patterns from your CMS as building blocks for creating new pages.

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Accessing Design Systems

  1. Click Design Systems in the main navigation
  2. Browse or search existing design systems
  3. Click on a design system (e.g., “Pano Designs”) to view its patterns

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Working with Patterns

Each design system contains pattern cards showing:
  • Pattern preview thumbnail
  • Pattern name and type (e.g., “Case Study Spotlight - SECTION”)
  • Description of the pattern’s purpose
  • Tags and metadata
  • Last updated information
Click any pattern to view its full details, including implementations and connected components.

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Platform Settings

Access settings by clicking Settings at the bottom of the left sidebar.

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User Settings

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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)

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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

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Organization Settings

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Organization

Configure company-wide settings:
  • Organization Name
  • Organization Key (unique identifier)
  • Logo upload

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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)

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Integrations

Connect external tools and services:
  • CMS Platforms: AEM, Sitecore, Sitecore Content Hub
  • Project Management: Jira, Workfront, Wrike, Asana
  • Marketing: Marketo, SFMC
  • Design: Figma
  • Custom: MCP Agent for compatible systems
Existing integrations are displayed with their connection status and can be managed from this panel.

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Environments

Configure deployment environments:
  • Prod — Production environment for live content
  • Testing — Staging environments for QA (e.g., SFMC Testing)

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Workspace-Specific Settings

Each workspace has its own settings accessible via the Settings button in the workspace header.

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General Settings

  • Workspace Icon — Visual identifier for the workspace
  • Workspace Title — Name displayed across the platform
  • Description — Optional details about the workspace purpose

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Access Control

Configure who can view and contribute: Public Workspace Toggle
  • ON — All organization members can access
  • OFF — Only invited members can access
Workspace Members
  • 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

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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

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Quick Tips

Keyboard Navigation
  • Use the search bar (“Ask Gradial…”) to quickly find workspaces, tasks, or settings
Workspace Organization
  • Pin your daily workspaces for one-click access
  • Use Private workspaces for sensitive projects
  • Use Public workspaces for cross-team collaboration
Theme Recommendation
  • Try “System” appearance to automatically switch between light and dark modes based on your device settings

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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