> ## Documentation Index
> Fetch the complete documentation index at: https://docs.forge.shieldtp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Forge documentation

> Learn how to run helpdesk, project, and recurring work in Forge.

# The AI work surface for your MSP

Forge helps service teams understand work, decide what should happen next, and carry it through with the right context and controls. It brings helpdesk, project, and recurring operational work into one AI-first experience while your PSA remains the operational system of record.

<img src="https://mintcdn.com/shield-9b0e0d30/M11Y9TQNwXQQD6-m/assets/diagrams/forge-operating-system.svg?fit=max&auto=format&n=M11Y9TQNwXQQD6-m&q=85&s=9cf3747b1f41deff543905ddf9e49527" alt="Diagram showing Forge Helpdesk, Projects, and Custom Agents sharing context and connected systems above the PSA system of record." width="1200" height="680" data-path="assets/diagrams/forge-operating-system.svg" />

## Choose the work you want to improve

<CardGroup cols={3}>
  <Card title="Run the helpdesk" icon="headset" href="/helpdesk/overview">
    Triage tickets, build Action Plans, work with Chat, and review AI Engineer runs.
  </Card>

  <Card title="Deliver projects" icon="diagram-project" href="/projects/overview">
    Scope new work, build a work plan, coordinate delivery, and reuse what the team learns.
  </Card>

  <Card title="Automate recurring work" icon="robot" href="/custom-agents/overview">
    Create background agents with a defined scope, schedule, tools, output, and quality checks.
  </Card>
</CardGroup>

## One product, several ways to work

<CardGroup cols={2}>
  <Card title="Chat" icon="messages" href="/chat/overview">
    Investigate and act in the context of an organization, account, ticket, or project.
  </Card>

  <Card title="Account strategy" icon="briefcase" href="/account-strategy/overview">
    Bring opportunities, activities, account context, and AI-assisted proposals together.
  </Card>

  <Card title="Knowledge and guidance" icon="book-open" href="/knowledge/knowledge-base">
    Find connected knowledge and give agents reusable skills, runbooks, and account context.
  </Card>

  <Card title="Insights" icon="chart-line" href="/insights/overview">
    Understand adoption, throughput, outcomes, coverage, and agent performance.
  </Card>
</CardGroup>

<Note>
  What you see depends on your organization's connected systems, rollout configuration, and your role. A missing section or action may simply not be enabled for your organization.
</Note>

## New to Forge?

Start with [What is Forge?](/getting-started/what-is-forge) for the operating model, then follow [Your first day in Forge](/getting-started/first-day) for a safe hands-on tour.

If you administer Forge, begin with [Deployment readiness](/administration/deployment-readiness) and [Systems and integrations](/administration/systems-and-integrations).