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Start here

• Get started with PlexiDeskYour first launch of PlexiDesk step by step, from the welcome and an optional AI key to the starter workspace, signing in and your first desk.
• Tours and the first-run welcomeReplay the welcome and the short guided tours, take a new-feature tour when PlexiDesk offers one, and see what changed after an update.
• Desk, Office, People and Brain: the four areasPlexiDesk has four areas, Desk, Office, People and Brain, each with its own menu. Learn what each one holds and how to move between them.

Install and update

• Install PlexiDesk on a MacDownload one installer for Apple silicon and Intel Macs on macOS 11 or later, drag PlexiDesk into Applications and open it.
• Install PlexiDesk on WindowsDownload the Windows installer, choose who it is for and where it goes, then open PlexiDesk from its Desktop or Start menu shortcut.
• Allow microphone, camera and screen recording on a MacSee when macOS asks to let PlexiDesk use your microphone, camera or screen, how to allow it and how to change your answer later.
• Allow keyboard control on a MacGrant, check or remove the macOS Accessibility permission that SpeedDeck buttons need to press keys, type text or control media.
• Keep PlexiDesk up to dateInstall new versions of PlexiDesk from the footer, check for one by hand from the Help menu and see what changed in each release.

Find your way around

• Find your way around PlexiDeskA map of the PlexiDesk window, covering the side menu, header, open-items strip and footer, plus how to go back, search, see shortcuts and get help.
• The side menuEvery part of the Desk area's side menu, from New desk, the workspace switcher and the area tabs to Attention, Rooms, connected apps and sync status.
• The header barThe bar across the top of the window, with back and forward, the open desk's controls, Add widget, Smart Stack, body double, Attention, Search and Settings.
• The footer barThe thin bar at the bottom of the window, with your version and updates, trial badge, sync status, account, Terms of Use, Help & support and What's new.
• The open-items stripThe row of tabs above the footer for the desks, documents and apps you have open. Switch in one click, pin, close, and send a document to a desk.
• The command palettePress ⌘K or Ctrl+K anywhere to find desks, documents and more, run commands, add widgets, open a web page or ask Plexii.
• Undo and redoPress ⌘Z or Ctrl+Z to take back a change to your rooms, desks and widgets, and ⌘⇧Z or Ctrl+Shift+Z to redo it. Deletes also offer an Undo button.

Desks and the canvas

Rooms and desks

• Desks, rooms and the canvasHow PlexiDesk organises your work into rooms, desks and widgets, where to find them, and a guide to everything you can do on a desk.
• Create a deskStart a new desk, name it, pick a starter template and a room, add links and notes, and open it straight away, with optional AI setup.
• Create and organise roomsMake a room to keep related desks together, rename it, turn it into a plan, and use every action on a room's card.
• Rename a desk and move it to a roomRename a desk from the desk menu or All desks, move it into a room or back to the top level, and move several desks at once.
• Browse All rooms and All desksFind any room or desk with five views, search, grouping and filters, reorder them by dragging, and act on several at once with Select.
• Archive, trash and restore rooms and desksArchive a room or desk to put it out of sight, move it to Trash with an Undo, and restore it within 7 days or delete it permanently.
• Rooms and desks shared with youSee the rooms, desks and widgets people share with you, keep your own copy in your workspace, and add a share from a link someone sent you.

Move around a desk

• Move around the canvasPan, zoom and jump from widget to widget on a desk with a mouse, trackpad or keyboard, and get back to a view of everything in one click.
• The minimap and the jump listSee a whole desk at a glance in the minimap, click to move the view there, and jump to any item on the desk by name from the list above it.
• Canvas navigation settingsChange how dragging, flicking, edge pan, scrolling, zooming and arrow-key jumps move the view on your desks, and try each change on a live preview.
• Use the desk with a keyboard or screen readerReach every item on a desk with a screen reader or the keyboard, and make PlexiDesk easier to read with clearer fonts, larger text and less motion.

Arrange and view

• Select, move and arrange widgetsSelect one or many widgets, then move, resize, line up, group, pin to a corner, recolour or bring them to the front on your desk.
• Tidy, auto-arrange and Smart StackLay out a busy desk in one click with Tidy, sort widgets into sections by type, or let Smart Stack suggest labelled groups for you to apply.
• Show a desk as columns, a list, a table or a gallerySwitch a desk between the free canvas and Columns, List, Table, Gallery or Compact views, and set the view each desk opens in.
• Open widgets full screen and side by sideOpen any widget full screen in focus mode, step through the desk with the arrow keys, and drag widgets from the dock to work on up to four side by side.

Bring things in and connect them

• Drop files, links and apps onto a deskDrag files from your computer, links from your web browser, connected apps and widget tiles onto a desk, and file documents on desks from the open-items strip.
• Turn a file into a widgetImport a text, Markdown, CSV, JSON or Excel file as a new Page or Table on your desk with Import file in the tool rail's Add widget menu.
• Link widgets and set up wiresDraw a wire from one widget to another to feed it context, transform it with AI or keep a copy in sync, then change, run, pause or undo what it does.
• See what runs on its own on a deskOpen the Automations panel to see every agent and live wire on a desk, when each last ran and whether it worked, then switch it off or jump to it.

Desk tools

• The desk menu: where you are, who's here, rename, share and moveClick the desk's name in the header to see where the desk sits and who else is on it, and to rename it, share it or move it into a room.
• Desk quick actions in the headerThe row of buttons on the right of the header while a desk is open: status, Focus, Chat, Meeting, Tidy, Build, Template, Resume and the load ring.
• The tool rail on the right of a deskThe movable rail on the right edge of a desk: add widgets, open desk history, jump to sections, group widgets by type, clean up and reset the view.
• Track a desk's status and timeMove a desk through To do, In progress and Done, watch a countdown against your estimate, and add time or finish when the estimate runs out.
• Desk templatesStart a desk from one of six starters or your own template, save any desk's setup as a template, and add a template's widgets to the desk you have open.
• Restore or branch a desk from its historyUse History on the tool rail to put a desk back the way it was earlier, or to branch a past state into a new desk while the original stays as it is.
• Write a handoff note with ResumeResume writes a short note on where a desk stands, its decisions, open questions and next three actions, and keeps it with the desk for when you return.
• Set up a desk with AIDescribe what you want to do and Build with AI suggests ready-made pages, tables and other widgets, or let AI propose a setup for a new desk.
• The load meter and parking widgetsThe coloured dot at the end of a desk's quick actions rates how busy the desk is, and lets you park widgets out of sight and bring them back.
• Related desks and changes since your last visitTell Plexii which desks belong together so its answers put them first, and see what changed on a desk and its related desks since you last looked.
• Turn a widget into its own deskRight-click a widget and choose Make this a Desk to start a new desk named after it, with a synced or independent copy of the widget on it.
• Duplicate widgets and keep copies in syncCopy a widget so the copies stay in sync, even on other desks, or make an independent copy that goes its own way.

Home dashboard

Your Home dashboard

• The Home dashboardHome greets you, gives you one bar to ask, search or jump, and shows a board of widgets you arrange. Office, People and Brain each have one too.
• Customize your Home dashboardMove, resize, add, replace and remove the widgets on your Home dashboard, or go back to the starting layout. The same steps work on every area's Home.
• Set up a dashboard with PlexiiAnswer five short questions and Plexii builds your Home dashboard around how you work. Preview it, then keep it or start over. No AI needed.
• The Home bar: ask, search and jumpUse the bar on your Home dashboard to ask Plexii, search the web, open a web address, or type @ to jump straight to a desk, room, widget or document.

Home widgets

• Standup widgetYour daily standup on Home: what you finished since last time, what to pick up next, suggestions worth a look, and ways to save it to a desk or document.
• Today's agenda widgetSee today's meetings, focus time and due work in one list on Home, and open, start, finish or skip any of them without leaving the page.
• Pulse widgetFour live counts on Home: open, due today, overdue and closed in the last seven days. Click any number to open the Attention page.
• Continue widgetReopen the documents edited most recently in your workspace straight from Home, with All documents one click away for everything else.
• Recent activity widgetA short list on your dashboard of the items added to Attention and the items closed over the last seven days, newest first.
• Overdue radar widgetSee the Attention items that are past their due date on your dashboard, oldest first, and close, snooze or open each one without leaving it.
• Team status widgetOn People Home, see how many people are in your organisation, who is around right now, search the people directory and open the organisation map.
• Rooms and desks widgetBrowse your rooms and their desks from the dashboard, open any desk in one click and start a new desk in the room you picked.
• Pinned desk widgetKeep a desk you care about one click away on your dashboard. Add a Pinned desk widget for each desk you want close at hand.
• Desk object widgetPut one object from a desk, such as a table, note or task list, on your dashboard, live and editable. Changes go to the same object on its desk.
• Office document widgetKeep a document, spreadsheet or deck open on a dashboard in its own editor, and work on it without leaving Home.
• Room portal widgetShow one room on a dashboard with its most recently edited desks, and open the room or any of its desks in one click.
• Shortcuts widgetBuild your own box of tiles on a dashboard that open desks, rooms, documents, websites, apps and people, or start a meeting.
• App launcher widgetYour favourite connected apps as one-click tiles on a dashboard, with an Add app tile for connecting another.
• Quick actions widgetFour one-click starting points on your dashboard: Create a new document, Plan, Collaborate on shared work and Automate with flows.
• Create new widgetStart a blank document, spreadsheet or deck, or set up a new desk, with one click from your Home dashboard.
• Focus timer widgetStart a five-minute focus session from your Home dashboard with one click, watch it count down, and end it from the same widget.
• New desk widgetA one-click button on your Home dashboard that makes a new desk called New desk and opens it straight away.
• Discover widgetStart a guided conversation with Plexii from Home that grows an idea into a desk, with nothing created until you say yes.
• New meeting widgetStart a meeting now or schedule one for later from your Home dashboard, and invite people by name or email.
• Pinned conversation widgetKeep one chat or one person on your Home dashboard with its unread count, and open it in one click. Add one tile for each conversation you follow.
• Transcribe widgetRecord from your Home dashboard in one click, get a transcript, then keep it on a desk as a Voice note or as a document. The audio is saved in Files.
• One thing now widgetSee the single most pressing open desk on your dashboard, picked by urgency, importance and due date, and open it with Start. No list, just one thing.
• Where was I widgetSee the desk you last worked on, how long ago, and the last web page you opened, then get straight back to it with one button: Resume.
• Stalled desk widgetSpot the in-progress desk that has gone longest without a change, three days or more, and open it from your dashboard in one click.
• Attention widget (Home)Keep everything that needs you on your Home dashboard, from tasks and reviews to dated work and quiet desks, and close items without leaving Home.

Widgets

Widget basics

• Add a widget to a deskAdd widgets to a desk from the Add widget menu, the tool rail, a right-click, the command palette or a single key, and find every widget by what it does.
• Add widgets with a single keyPress one letter on a desk to add a Sticky, Note, Table or ten other widgets without opening a menu, and change the letters to suit you.
• The controls on every widgetEvery widget's title bar lets you move, rename, link, pin, resize, expand or remove it, and right-clicking it opens the widget's full menu.
• Use a widget's AI buttonThe sparkle on a widget's title bar opens that widget's own AI, which drafts to-dos, notes, branches, a page or a web address for you to approve.
• AI Assist: rewrite, summarise and translate textSelect text in a widget, right-click and choose AI Assist to expand, summarise, rewrite, retone or translate it. You see the result before anything changes.
• Link desks, widgets and people with @Type @ in a sticky, note, card or task note to link a desk, room, widget, document, table or person, then click the link to go there.
• Widget sizes, limits and what some widgets needWhich widgets need a key, a sign-in or a connected account, which plans they are on, the size each one opens at, and the limits worth knowing.

Write and capture

• Write and capture widgetsThe seven widgets for words on a desk, from a quick sticky to a living summary: what each is for, how to add one and what they all share.
• Sticky widgetA small coloured note for a quick thought or a checklist you tick off, with bold text, bullets, @ links and AI that drafts to-dos for the desk.
• Note widgetLarger paper for longer plain writing on a desk, such as meeting notes or a draft, with bold text, pasted tables, @ links and AI-drafted notes.
• Markdown widgetA formatted note with a toolbar and a / menu that you can copy out as markdown or export as an HTML file or a PDF, with AI-drafted points.
• Page widgetA structured document on your desk with headings, lists, to-dos and tables, where AI draft writes sections you review before they go in.
• Voice note widgetRecord a voice or video note on a desk. PlexiDesk transcribes it, offers a summary, a cleaned-up or speaker-labelled version, and suggests next steps.
• Card widgetA titled callout for a desk, with an optional emoji, an accent colour or tinted fill, and a body that shows bold, italic, links, bullets and @ mentions.
• Living Doc widgetA document that writes itself. Give it a brief, and it keeps an AI-written summary of the other widgets on its desk, refreshing as they change.
• Keep a living summary of a deskTwo ways to get an AI summary of a desk that keeps itself up to date, a Living Doc or a living Page, and how they refresh, pause and stop.

Plan and track

• Plan and track widgetsTasks, Calendar, Attention and Timer keep a desk's to-dos, dates, commitments and countdowns in view. What each one is for and how to add it.
• Tasks widgetKeep a desk's to-do list on the desk itself. Add tasks, tick them off, group them by queue or by when, and widen the list to your whole workspace.
• Plan a task in the Tasks widgetGive a task a queue, status, assignee, start and due dates, a task to wait for, notes, attachments and subtasks, or plan them all at once in Table view.
• Calendar widgetA month on your desk, marked with this desk's due dates, booked time and events from calendars you subscribe to. Filter it and edit a day in place.
• Attention widgetPut your Attention queue on a desk. See what needs you for this desk or everywhere, by section, and close, snooze or open items without leaving.
• Timer widgetA countdown on your desk. Set the minutes and seconds, start, pause or reset it, and hear beeps in the last minute and an alarm at zero.

Numbers and data

• Numbers and data widgetsTables, spreadsheets, charts, headline numbers and a calculator for your desk, and how they work together to turn a desk into a dashboard.
• Metrics widgetShow a few numbers from your tables side by side, each with the rows it counted and, once you add a trend, how much it has changed.
• Stat card widgetWatch one number from a table, with its percentage change, a sparkline of its readings and the count of rows it was measured from.
• Connect a number to a tableUse the Data source editor to pick a table, choose what to measure, filter the rows, add a trend by date and format the number, with a live preview.
• Table widgetKeep records on your desk in rows and typed columns, see them six ways, filter and group them, fill them with AI, and feed charts and numbers.
• Six views of every tableShow the same table as a grid, a list, cards, Kanban lanes, a month calendar or a Gantt timeline, and switch whenever you like without changing your data.
• Table columns and field typesAdd, rename, retype, reorder, resize and delete table columns, and choose field types such as Number, Date, Single select and Related records.
• Filter and group table rowsShow only the rows you need with filter rules on any column, and gather rows under collapsible headings by the value of a column.
• Build a table with AIDescribe what a table should hold, approve the columns AI proposes, then review the drafted rows before any are added to your table.
• Import CSV, JSON or Excel into a tableBring rows from a .csv, .json, .xls or .xlsx file into a table, map each file column, and update matching rows or add everything as new.
• Move around a table and copy cellsMove between table cells from the keyboard, select a block, copy or paste cells to and from a spreadsheet, and reorder, duplicate or delete rows.
• Chart widgetDraw a bar, line, area or pie chart, or one big KPI number, from the rows of a Table. The chart redraws by itself as the table changes.
• Spreadsheet widgetPut a PlexiiSheets spreadsheet on a desk. Start blank, import an Excel or CSV file, or place one you already have. It is the same file you open in Office.
• Calc widgetA small calculator on your desk. Click the keys to add, subtract, multiply and divide. The answer shows as you go, and the sum stays with the widget.
• Build a dashboard on a desk from a tableTurn one Table into a live dashboard. Add Charts, Metrics and a Stat card that read its rows, then arrange them so the numbers you watch stay in view.

Files and documents

• Files and documents widgetsPut pictures, files, links, folders, documents and slide decks on a desk, and pick the right widget for each job.
• Gallery widgetKeep a set of pictures together on a desk. Drop them in, see them as a grid, and click any picture to view it large.
• File or link widgetKeep one file or one web link on a desk, with a preview that suits it: a picture, a PDF you can page through, a player, or a link card.
• Drive (folder) widgetPin a folder from Files to a desk. See what is in it, open its subfolders, and save files you add from the desk straight into it.
• Document widgetWrite a PlexiiDocs document right on a desk. Create one, import a Word file or place one you have, and edit it with the full editor.
• Slides widgetPut a PlexiiSlides deck on a desk. Start blank, import a PowerPoint .pptx or place a deck you have, then edit it, use AI and export it.

Draw and diagram

• Draw & diagram widgetsNine widgets for pictures on a desk: generated images, flowcharts, page layouts, artwork, colours, mind maps, diagrams, sketches and shapes.
• Image widget Coming soon
• Flowchart widget Coming soon
• Design widget Coming soon
• Artwork widget Coming soon
• Color widgetKeep a colour swatch on a desk. Pick or type a hex value, read its RGB, copy the hex and sample a colour from anywhere on your screen.
• Mind map widgetGrow an idea into a tree of branches on a desk. Add branches yourself or let AI propose them, then turn any branch into a task or a canvas of its own.
• Diagram widgetDraw boxes, circles, text and pictures on a desk and join them with arrows, for quick flowcharts, hierarchies, system sketches and Venn diagrams.
• Scratchpad widgetSketch freehand on a desk with a pen, an eraser, seven colours and three line widths. Click the scratchpad once, then draw.
• Shape widgetPut one shape on a desk, from a rectangle or star to a line or arrow, with its own fill, outline and label. It stretches as you resize it.

People and messages

• People & messages widgetsKeep the people, mail and conversations behind a piece of work on its desk with the Contacts, Inbox, Chat and Email widgets.
• Contacts widgetKeep the people a desk is about in one list, colleagues and guests alike, with suggestions drawn from your own mail, tasks, calendars and organisation.
• Inbox widgetShow the mail about one desk on that desk, picked by a rule you can see and change, then read and reply without leaving the desk.
• Chat widgetPin one chat conversation to a desk to read the latest messages and reply without leaving the desk you are working on.
• Email widget: keep an email on a deskSend an email, or its whole thread, from Mail to a desk, where it stays to be read like a document even after you archive it.
• Keep a client's people, mail and chat on their deskSet up a client desk with the people involved, only their mail, the key email kept for good, the desk's own chat and a live view your client can watch.

Web and apps

• Web & apps widgetsMap, App launcher, SpeedDeck and Browser bring places, apps on your computer, one-click buttons and websites onto a desk.
• Map widgetPut a real address or place on a desk, on an OpenStreetMap map you can search, drag and zoom, then open in OpenStreetMap.
• App launcher widgetPut a one-click tile on a desk that opens an app on your computer, or brings it to the front when it is already running.
• SpeedDeck widgetA panel of 30 buttons on a desk that open apps and websites, press shortcuts, type text and run macros, with folders for more.
• Organise, share and back up a SpeedDeckRearrange SpeedDeck buttons, move them into and out of folders, copy them between decks, and export, import or reset a whole deck.
• SpeedDeck actions and multi-step macrosEvery action a SpeedDeck button can run, from opening apps and pages to keystrokes, typing, media and volume, plus multi-step macros and the conflict check.
• Build SpeedDeck buttons with AIDescribe a button or folder and SpeedDeck AI proposes it, or let it suggest macros from the apps you switch between. Nothing is added until you choose.
• Browser widgetA real web browser on your desk that remembers its page, with window-size presets, full screen, Pin to Apps, a page right-click menu and AI that finds the site.
• Keep a site signed in on your desksPin a site you use every day to Connected Apps so every Browser widget for it shares one sign-in, then drag it onto any desk ready to use.

Build and automate

• Build & automate widgetsCustom, Field, Custom block, Desk agent, Send to a URL and Receive from a URL: what each one does, which to choose, and how they work together.
• Custom widget: build your own toolDescribe a small tool in your own words, or answer a few questions, and Plexii builds it on your desk. Change it, save it and reuse it on any desk.
• Field widgetPut one typed value on a desk: text, a number, a date, a checkbox, a choice from a list, files, linked records, an office file or an AI button.
• Custom block widget: design a formLay out your own form from typed fields, fill it in like a record, and save the layout as a template to reuse in any Custom block.
• Desk agent widgetPut a standing AI worker on a desk: wire widgets into it, give it a role and an instruction, and run it by hand, when its inputs change or on a timer.
• Send to a URL widget Coming soon
• Receive from a URL widget Coming soon
• Keep a running summary with a desk agent Coming soon
• Send desk updates to other services and receive events back Coming soon

Desk layout

• Desk layout widgets Coming soon
• Section widget Coming soon
• Portal widget Coming soon
• Watch several desks from one control-room desk Coming soon
• Task link widget Coming soon

Office

Office basics

• PlexiiOffice: your office suite Coming soon
• The Office Home page Coming soon
• Create a document, sheet, deck, diagram, design or artwork Coming soon
• Templates and starting points Coming soon
• Find, star and pin your Office files Coming soon
• The Documents page Coming soon
• The editor header, saving and the File menu Coming soon
• Version history Coming soon
• Delete and restore Office files Coming soon
• Put a document, spreadsheet or deck on a desk Coming soon
• Embed desk widgets and other files in a document Coming soon
• Open and save Word, Excel, PowerPoint and Visio files Coming soon
• Export to PDF and print Coming soon
• AI in PlexiOffice Coming soon
• Check a file for accessibility Coming soon

PlexiiDocs

• PlexiDocs overview Coming soon
• Format text and use styles Coming soon
• Insert with / and link with @ Coming soon
• Tables, images and links Coming soon
• Table of contents and footnotes Coming soon
• Page view, margins, headers and footers Coming soon
• Suggest edits with track changes Coming soon
• Comment on a document Coming soon
• Find and replace in a document Coming soon
• Focus mode, outline and word count Coming soon
• Draft and rewrite with AI in PlexiDocs Coming soon
• Word, PDF and web export in PlexiDocs Coming soon

PlexiiSheets

• PlexiSheets overview Coming soon
• Formulas, functions and named ranges Coming soon
• Describe a calculation, get a formula Coming soon
• Build a sheet with AI fill Coming soon
• Insights and questions about your sheet Coming soon
• Format cells and numbers Coming soon
• Rows, columns, frozen panes and tabs Coming soon
• Fill, copy and paste Coming soon
• Sort and filter Coming soon
• Data validation and dropdowns Coming soon
• Conditional formatting Coming soon
• Charts and sparklines in a sheet Coming soon
• Pivot tables Coming soon
• Automate a sheet with macros Coming soon
• Shape data with queries Coming soon
• Import and export Excel and CSV files Coming soon

PlexiiSlides

• PlexiSlides overview Coming soon
• Add, reorder and lay out slides Coming soon
• Themes and backgrounds Coming soon
• Text, shapes, images and tables on slides Coming soon
• Format elements with the inspector Coming soon
• Align, distribute and group Coming soon
• Animations and transitions Coming soon
• Charts linked to a spreadsheet Coming soon
• Speaker notes and presenting Coming soon
• AI in PlexiSlides Coming soon
• Import and export PowerPoint and PDF Coming soon

Diagrams

• PlexiDiagrams overview Coming soon
• Draw a flowchart Coming soon
• Start a diagram from a template or AI Coming soon
• Import Visio and export diagrams Coming soon

PlexiiDesign

• PlexiDesign overview Coming soon
• Start a design at the right size Coming soon
• Pages, master pages, guides and layers Coming soon
• Thread text through frames Coming soon
• Lay out a document with Redesign Coming soon
• Brand kit, Brandify and your logo Coming soon
• Generate designs and copy with AI Coming soon
• Stock photos, AI images and background removal Coming soon
• Export and print a design Coming soon

PlexiiDraw

• PlexiDraw overview Coming soon
• Start an artwork and set up the artboard Coming soon
• Vector tools and Pathfinder Coming soon
• Paint with brushes Coming soon
• Layers and blend modes Coming soon
• Export artwork Coming soon

Files and the browser

• Files: your folders and files Coming soon
• Add files and folders Coming soon
• Organise files and file documents Coming soon
• Browse the web inside PlexiDesk Coming soon

Communicate

Mail

• Mail in Plexii Coming soon
• Connect your email account Coming soon
• Read, reply and send email Coming soon
• Search your mail Coming soon
• Organise mail with tags Coming soon
• Suggested tidy-up for your inbox Coming soon
• AI reply drafts in your voice Coming soon
• Put an email on a desk or turn it into a task Coming soon

Calendar

• Calendar in Plexii Coming soon
• Book time and meetings on the calendar Coming soon
• Manage your calendars Coming soon
• Add a Google or Outlook calendar with a link Coming soon
• Sign in to Google or Microsoft calendars Coming soon
• Meetings from your Google or Outlook calendar Coming soon
• Plan my day Coming soon

Meetings

• PlexiiMeet: meetings Coming soon
• Start or schedule a meeting Coming soon
• Meeting invitations and joining Coming soon
• In a meeting Coming soon
• Recording, consent and transcripts Coming soon
• Meeting wrap-up and records Coming soon
• Record notes or a meeting held elsewhere Coming soon
• Start a meeting from a desk, document or chat Coming soon
• Meeting Record widget Coming soon
• Send a video or voice message Coming soon

Chat and calls

• PlexiiChat: channels and messages Coming soon
• Direct messages and channels Coming soon
• Write, react and manage messages Coming soon
• Search and catch up in chat Coming soon
• Set up the AI member in chat Coming soon
• Chat about a desk, room or document Coming soon
• Video calls and knocking Coming soon

Inbox and signatures

• Inbox: your notifications Coming soon
• PlexiiSign: agreements and signatures Coming soon

People and sharing

People

• The People area Coming soon
• People Map Coming soon
• Presence and your status Coming soon

Your organisation

• Organisation settings and switching workspaces Coming soon
• Set up and manage your organisation Coming soon
• Offices, working hours and profiles Coming soon
• Single sign-on and directory sync Coming soon

Share and collaborate

• Sharing and invitesEvery way to share in PlexiDesk, from desks and rooms to widgets, documents and files, and where the things people share with you arrive.
• Share a desk with specific peopleGive named people access to a desk or room so you work on it together, choose Can edit or View only, and remove access whenever you need to.
• Share a desk anyone can useMake a link that opens a working copy of your desk in any web browser, with no account or install, and choose how long the link lasts.
• Publish a live view of a deskPublish a read-only web page of a desk that follows your changes, for a status board or a client who should watch progress without editing.
• Share a read-only snapshotSend a frozen copy of a desk that anyone can read in a web browser, and let them add it to their own PlexiDesk workspace if you choose.
• Share a widget, document or file Coming soon
• Share with your team or a group Coming soon
• Work together in real timeShare a desk, an Office file or a Files folder live, so everyone works on the same thing at once and sees each other's changes as they happen.

Plexii assistant

Meet Plexii

• Meet Plexii, your assistantPlexii is the assistant on every screen. It answers from your own work with sources, and proposes changes as cards you approve before anything changes.
• Open, move and resize the Plexii panelOpen the Plexii panel, choose Sidebar, Floating or Full screen, resize it, and use its Attention, Calendar, Message and Agents tabs.
• Use the Plexii hubThe Plexii hub is Plexii as a full page, with your conversations, one-click starters and suggestions. Press ⌘⇧K or Ctrl+Shift+K to open it.
• Find, reopen and manage conversationsPlexii keeps your conversations. Search, reopen or delete earlier ones, start a new chat, and pick up a desk's conversation where you left off.
• Choose the AI model Coming soon

Ask and get answers

• Ask Plexii a question Coming soon
• Auto, Search and Ask: choose what Enter does Coming soon
• See what Plexii read: the trace and citations Coming soon
• What Plexii can read and search Coming soon
• Point Plexii at specific things with @ Coming soon
• Turn live web search on or off Coming soon
• Ask your workspace from a spreadsheet, deck or design Coming soon

Let Plexii make changes

• Review and apply Plexii's changes Coming soon
• Everything Plexii can create or change Coming soon
• Turn a conversation into a desk Coming soon
• Explore an idea with Discovery mode Coming soon
• Catch up with 'What was I doing?' Coming soon
• What Plexii remembers about you Coming soon

Talk to Plexii

• Talk to Plexii: hold to talk Coming soon
• Choose how speech is transcribed: Cloud or Local Coming soon
• Voice command settings Coming soon

Agents and browsing

• Give Plexii a goal with the Autonomous agent Coming soon
• Choose or create an agent role Coming soon
• See and manage all your agents Coming soon
• Let Plexii work on a web page Coming soon
• Put what Plexii found onto a desk Coming soon
• Allow, limit or revoke Plexii on websites Coming soon

Brain

Knowledge and search

• Brain: your workspace knowledge Coming soon
• Build your knowledge base in Ask Brain Coming soon
• Search everything and ask for an answer Coming soon
• See your knowledge as a map Coming soon
• Track decisions and what puts them at risk Coming soon

Build and connect

• Assemble a desk from across your workspace Coming soon
• Automate with Flows Coming soon
• Connect your own scripts and AI tools to Plexii Coming soon

Focus and flow

Attention

• Attention: everything that needs you Coming soon
• Turn Attention on or off Coming soon
• Capture something into Attention Coming soon
• Check and file a captured item Coming soon
• Queues, closing verbs and grouping Coming soon
• Filter Attention: due today, overdue, waiting and more Coming soon
• Close, snooze, archive and edit an item Coming soon
• Reorder, nest and bulk-close items Coming soon
• Get started with Plexii from Attention Coming soon
• Desk nudges, notifications and the Attention count Coming soon
• Book time for an item from Attention Coming soon

Tasks and plans

• Tasks, desks and subtasks Coming soon
• See every task in All Tasks Coming soon
• Plans: timelines for your rooms Coming soon
• Use the plan timeline Coming soon
• Plan views: Overview, Board, Grid, Calendar, Workload and Files Coming soon
• Edit a plan task and its dependencies Coming soon
• Baselines, working days, levelling and export Coming soon

Focus tools

• Focus tools in Plexii Coming soon
• Start a focus session Coming soon
• When a desk is hard to start Coming soon
• Welcome back: pick up where you left off Coming soon
• Long stretch reminders Coming soon

Body doubling

• Body doubling: work alongside someone Coming soon
• Find a partner and run a session Coming soon
• The four body doubling modes Coming soon
• Set your body doubling preference Coming soon

Settings and integrations

Look and feel

• Settings overview Coming soon
• Light, dark and colour themes Coming soon
• Theme studio: fonts, text size, density and canvas look Coming soon
• Sounds and haptics Coming soon

AI settings

• AI settingsChoose where your AI runs, add your own keys, pick how speech is transcribed, turn Attention on or off and review the sites Plexii may act on.
• Add your own API keysAdd, test, replace or remove your own Anthropic, OpenAI, Pexels and remove.bg keys on the AI tab of Settings, and see what each key is used for.
• Enrich documents with a local AI model Coming soon
• Assistant autonomy Coming soon

Connected apps and extensions

• Add and use connected apps Coming soon
• Add Chrome extensions to Plexii's browser Coming soon

Vault

• Store passwords in the Vault Coming soon
• Auto-fill a connected app from the Vault Coming soon

Account, plans and support

Sign-in and security

• Create an account and sign in Coming soon
• Reset a forgotten password Coming soon
• Turn on two-factor authentication Coming soon
• Account settings Coming soon
• Delete your account Coming soon

Plans and billing

• Plans and pricing: Free, Pro and Team Coming soon
• Your 14-day trial Coming soon
• Upgrade to Pro or Team Coming soon
• Change or cancel your plan Coming soon
• AI credits and where your AI runs Coming soon

Your data and privacy

• Sync your work across devicesSign in on each computer to keep your rooms, desks, documents and files in step, and use the sync status to check that everything has arrived.
• Back up and restore your workspace Coming soon
• Export your work and import it elsewhere Coming soon
• Privacy settings and what leaves your computerTurn usage data on or off, and see what stays on your computer and what is sent when you sync, share, use mail or use AI.

Help and troubleshooting

• Get help and support Coming soon
• If Plexii can't answer or act Coming soon

Reference

Shortcuts and menus

• Keyboard shortcutsEvery PlexiDesk keyboard shortcut for Mac and Windows, from the command palette and Plexii to desks, menus, Mail, meetings, chat and Attention.
• Keyboard shortcuts in Office Coming soon
• Right-click menusRight-click a desk, a widget, selected text or several widgets for a menu of what you can do with it, always in the same order, and use it from the keyboard.

Terms and plans

• Glossary of Plexii terms Coming soon
• What each plan includes Coming soon