IAM Agent user manual
Screen-by-screen instructions, exact controls, safe examples, CLI/API alternatives and recovery paths for IAM Agent.
Start with the section that matches the label in the application. Each page explains what the screen does, what to click, which value to enter, how to verify success and how to recover without duplicating an operation.
Documented surfaces
- Onboarding — Checks the workspace folder, provider route, permissions and baseline Desktop/CLI dependencies.
- Chat — Runs a conversation with project context, files, citations and a selected model route.
- Cowork — Runs a multi-step workspace task with tool calls, checkpoints and approval for risky actions.
- Code — Works with source code, terminal/tools, diffs and checks in the selected project context.
- Browser — Opens a controlled browser surface for visual verification and permitted actions.
- MultiWork — Organizes parallel tasks, boards, dependencies, approvals, sessions and artifacts for one outcome.
- MultiWork board run — Runs ready tasks according to dependencies, shows checkpoints and synchronizes state with the control API.
- Settings: General — Configures language, theme, interface behavior and general Desktop defaults.
- Settings: Projects — Adds project roots, exclusions and permitted read/write areas.
- Settings: Agents — Creates an agent profile with instructions, tools, primary model and fallback route policy.
- Settings: Memory — Controls context persistence, retention, owner scope and deletion of local memory.
- Settings: Orchestrator — Configures orchestration, route failover, checkpoints, concurrency and execution limits.
- IAM Agent CLI — Provides terminal-first access to onboarding, sessions, tools, permissions, schedules, memory and control operations.
Application
How to use OnboardingChecks the workspace folder, provider route, permissions and baseline Desktop/CLI dependencies.
How to use ChatRuns a conversation with project context, files, citations and a selected model route.
How to use CoworkRuns a multi-step workspace task with tool calls, checkpoints and approval for risky actions.
How to use CodeWorks with source code, terminal/tools, diffs and checks in the selected project context.
How to use BrowserOpens a controlled browser surface for visual verification and permitted actions.
How to use MultiWorkOrganizes parallel tasks, boards, dependencies, approvals, sessions and artifacts for one outcome.
How to use MultiWork board runRuns ready tasks according to dependencies, shows checkpoints and synchronizes state with the control API.
How to use Settings: GeneralConfigures language, theme, interface behavior and general Desktop defaults.
How to use Settings: ProjectsAdds project roots, exclusions and permitted read/write areas.
How to use Settings: AgentsCreates an agent profile with instructions, tools, primary model and fallback route policy.
How to use Settings: MemoryControls context persistence, retention, owner scope and deletion of local memory.
How to use Settings: OrchestratorConfigures orchestration, route failover, checkpoints, concurrency and execution limits.
How to use IAM Agent CLIProvides terminal-first access to onboarding, sessions, tools, permissions, schedules, memory and control operations.
IAM Agent: CLI and APICopy-safe command examples, expected results and recovery rules for IAM Agent.