# Forge

> Customer documentation for Forge, the AI-first operating system for IT firms.

## Docs

- [Use accounts and custom insights](https://docs.forge.shieldtp.com/account-strategy/accounts-and-insights.md): Review an account's helpdesk, projects, sales, touchpoints, and configured Custom Agent insights.
- [Review AI BDR proposals](https://docs.forge.shieldtp.com/account-strategy/ai-bdr.md): Use the human-operated AI BDR queue to review evidence, approve or reject a proposal, and record its workflow state.
- [Work with opportunities and activities](https://docs.forge.shieldtp.com/account-strategy/opportunities-and-activities.md): Review provider-backed sales records, update supported fields, and use scoped Chat and files.
- [Account strategy overview](https://docs.forge.shieldtp.com/account-strategy/overview.md): Bring account context, opportunities, activities, proposals, and recurring insights into one workflow.
- [Use the Audit Log](https://docs.forge.shieldtp.com/administration/audit-log.md): Review attributable Forge and connected-system write outcomes without exposing raw sensitive payloads.
- [Availability and approvals](https://docs.forge.shieldtp.com/administration/availability-and-approvals.md): Control which tools can run interactively or in unattended Forge workflows.
- [Deployment readiness](https://docs.forge.shieldtp.com/administration/deployment-readiness.md): Prepare the owner, pilot group, systems, mappings, access, training, and feedback loop for a successful Forge rollout.
- [Roles and permissions](https://docs.forge.shieldtp.com/administration/roles-and-permissions.md): Give people the minimum Forge feature, system, and tool access required for their work.
- [Systems and integrations](https://docs.forge.shieldtp.com/administration/systems-and-integrations.md): Connect systems, inspect tools and syncs, map accounts, and verify workflow readiness.
- [Files and workspaces](https://docs.forge.shieldtp.com/chat/files-and-workspaces.md): Give Chat useful source material and keep conversations attached to the work they support.
- [Chat overview](https://docs.forge.shieldtp.com/chat/overview.md): Use Forge Chat to investigate and act with the right organization, account, ticket, or project context.
- [Scopes, modes, and tools](https://docs.forge.shieldtp.com/chat/scopes-modes-and-tools.md): Control Chat context and understand when Forge can read, write, or request approval.
- [Configure a Custom Agent](https://docs.forge.shieldtp.com/custom-agents/configure-agent.md): Choose settings, tools, skills, files, judges, target accounts, memory, and schedule.
- [Create a Custom Agent](https://docs.forge.shieldtp.com/custom-agents/create-agent.md): Define a narrow recurring workflow, owner, target, output, and success criteria.
- [Custom agents overview](https://docs.forge.shieldtp.com/custom-agents/overview.md): Run repeatable background work with a defined scope, schedule, tools, output, and quality checks.
- [Test, run, and review a Custom Agent](https://docs.forge.shieldtp.com/custom-agents/test-run-and-review.md): Use dry runs, inspect outputs and judges, recover failures, and activate only after review.
- [Your first day in Forge](https://docs.forge.shieldtp.com/getting-started/first-day.md): A safe tour of Chat, tickets, projects, and connected knowledge.
- [Navigation and core concepts](https://docs.forge.shieldtp.com/getting-started/navigation-and-concepts.md): Find the main Forge workspaces and learn the terms used throughout the product.
- [What is Forge?](https://docs.forge.shieldtp.com/getting-started/what-is-forge.md): Understand Forge's three core workflows and how it fits with your PSA.
- [Operate AI Engineer](https://docs.forge.shieldtp.com/helpdesk/ai-engineer.md): Choose an execution mode, review eligible plans, monitor runs, and handle human handoffs.
- [Review helpdesk improvements](https://docs.forge.shieldtp.com/helpdesk/improvements.md): Use repeated ticket evidence to find blockers and opportunities worth fixing.
- [Work from My Tickets](https://docs.forge.shieldtp.com/helpdesk/my-tickets.md): Use My Tickets as your daily queue and move into the right ticket workspace.
- [Helpdesk overview](https://docs.forge.shieldtp.com/helpdesk/overview.md): Understand the Forge ticket lifecycle from triage through resolution and improvement.
- [Create and use runbooks](https://docs.forge.shieldtp.com/helpdesk/runbooks.md): Turn repeatable helpdesk procedures into testable organization- or account-specific guidance.
- [Use the ticket workspace](https://docs.forge.shieldtp.com/helpdesk/ticket-workspace.md): Review context, refine the Action Plan, work in Chat, and close out a ticket.
- [Forge documentation](https://docs.forge.shieldtp.com/index.md): Learn how to run helpdesk, project, and recurring work in Forge.
- [Use Insights](https://docs.forge.shieldtp.com/insights/overview.md): Measure adoption, helpdesk outcomes, project work, coverage, and agent performance.
- [Account context and memory](https://docs.forge.shieldtp.com/knowledge/account-memory.md): Keep customer-specific guidance scoped, current, and appropriate for reuse.
- [Browse connected knowledge](https://docs.forge.shieldtp.com/knowledge/knowledge-base.md): Find and verify articles from your connected knowledge base.
- [Create and maintain skills](https://docs.forge.shieldtp.com/knowledge/skills.md): Give Forge reusable, testable guidance for a defined task.
- [Manage a project](https://docs.forge.shieldtp.com/projects/manage-project.md): Use Overview, Work Plan, Schedule, Activity, Files, and Chat to keep delivery aligned.
- [Projects overview](https://docs.forge.shieldtp.com/projects/overview.md): Scope, plan, coordinate, deliver, and learn from project work in Forge.
- [Scope and create a project](https://docs.forge.shieldtp.com/projects/scope-and-create.md): Turn requirements, source files, templates, and prior work into a proposed project and work plan.
- [Work project tasks](https://docs.forge.shieldtp.com/projects/work-project-tasks.md): Use a task workspace and project-scoped Chat to investigate, execute, document, and hand off work.
- [Frequently asked questions](https://docs.forge.shieldtp.com/reference/faq.md): Quick answers about Forge access, data, AI behavior, integrations, and source-of-truth boundaries.
- [Forge and your PSA](https://docs.forge.shieldtp.com/reference/forge-and-your-psa.md): Understand which system owns operational records and how Forge adds context, reasoning, and controlled action.
- [Glossary](https://docs.forge.shieldtp.com/reference/glossary.md): Definitions for the main Forge products, controls, and workflow terms.
- [Supported integrations](https://docs.forge.shieldtp.com/reference/supported-integrations.md): Browse the current connected-system catalog and understand why tool and workflow coverage can vary.