Home and AI chat

Home is the first page you see after you sign in. It gathers what needs your attention across Spacebrain, such as overdue tasks, waiting conversations and failed automations, and ranks it so you know what to do first. It also has an Ask Spacebrain box, so you can ask the AI about your work. This guide is for everyone who uses Spacebrain day to day.

Before you begin

• Home shows only what your role can see. Two teammates can see different Home pages in the same workspace.
• Home is most useful once you have some data. If you see Connect your workspace, select Connect data to add CRM data, calendar bookings or an integration.
• Asking the AI uses credits. See Orbit, your AI assistant.
• In an agency sub-account, AI chat may be turned off by the agency.

Open Home

Select Home at the top of the sidebar. The page greets you by name, for example Good morning, Alex.

What's on Home

From top to bottom, you may see:

Which sections appear depends on your data, your role and how you've customized Home.

Work through your priorities

What needs you now lists the work Spacebrain thinks matters most. Critical failures always stay at the top.

Filter the list

• Filter by Priority: All, High, Medium or Low.
• Switch views: Focus (a short, distinct list), All signals or Snoozed.
• Use Find a priority… to search, or Filters to pick a Module.

Handle one item

1. Select Work on this on the top item, or select any item to open it.
2. A side panel shows the item and lets you act without leaving Home. For example, for a task you can Complete task, change Due date and time or Assign to someone. For a deal you can change its Expected close date.
3. Select Why this matters to see why the item is on your list.
4. For anything else, select Open in module to go to the full page.

What you should see: a message such as Task completed. Home is refreshing. and the item leaves your list.

Review several items in a row

Select Start review. Spacebrain opens the first item in a work session. Use Complete and next or Save and next to move on, or Previous and Next to skip around.

Snooze an item

Select Snooze on an item and choose For 1 hour, For 4 hours, Tomorrow at 9 AM, Choose date and time…, Not relevant today — hide until tomorrow or Handled elsewhere — hide until tomorrow. It comes back by itself. To bring it back early, open Snoozed and select Restore.

Critical failures can't be snoozed. They stay visible until they're fixed.

Customize Home

Select Customize to open Customize Home. The tabs are:

• Priorities: choose a Home priority preset: Balanced, Grow sales, Deliver client work, Collect payments or Keep operations healthy.
• Shortcuts: choose your quick actions.
• Panels: show, hide and reorder the side panels.
• Sources: rank or hide signals from each module.

Your choices sync across your devices for this workspace. They don't change anyone else's Home.

Ask Spacebrain

The Ask Spacebrain box on Home is the quickest way to ask the AI about your day. Your question opens in the Orbit panel, so you can keep the conversation going.

1. Optional: use the module menu (it starts at All modules) to focus the question on one area, such as email or CRM.
2. Type a question in What should I focus on?, or pick a suggestion such as Plan my day or Find blockers.
3. Select Ask.

What you should see: Orbit opens beside Home and starts answering. It uses your connected tools and only what your role can see.

To ask about one priority, select Ask Spacebrain on it, or the chat icon next to it. Select What's next? to ask Orbit for your best next step.

Worked example: plan your morning

1. Open Home and read Since your last visit to catch up.
2. In What needs you now, set Priority to High.
3. Select Start review and complete or reschedule each task.
4. Ask Spacebrain: "Which open deals haven't had activity in 14 days? Group them by owner."
5. Open a deal from the answer's Sources to check it, then ask Orbit to create follow-up tasks. Approve them on the review card.

If something goes wrong

FAQ

Why is something on my list that I already handled?

Home may not have refreshed yet, or the record wasn't updated. Select Refresh Home, or use Snooze and choose Handled elsewhere — hide until tomorrow.

Does Home show everything that happened?

No. Since your last visit shows a selection of recent changes. Open a module for its full history.

Does snoozing change the record?

No. Snoozing only hides the item from your Home for a while.

Next step

Learn everything Orbit can do in Orbit, your AI assistant.