Open and arrange workspace panels

The deal workspace is built from panels such as Agent, Library, Inputs, Statements, Dashboard, Graph, and working documents.

Panels let you arrange the workspace around the question you are answering: source review, assumption editing, Dashboard review, Graph tracing, or memo drafting.

Open panels

Use the command palette to open panels quickly. Open it with Cmd+K on Mac or Ctrl+K on Windows and Linux, then search for the panel name.

Useful panel names include Agent, Library, Dashboard, Graph, individual Input panels, individual Statement panels, and open working documents.

Move around panels

Use panel tabs to switch between panels in the same pane. Use pane controls or the command palette when you need to close the active panel or move between panes.

Useful commands include Close Active Panel, Previous Pane Tab, Next Pane Tab, Previous Pane, and Next Pane.

Arrange for the task

Keep related work together. Place the Agent near Library when checking sources, Inputs near Statements when reviewing assumptions, Dashboard near working documents when drafting a committee note, and Graph near Statements when tracing how a value is connected.