Getting Started
Quick Reference
Keyboard shortcuts, glossary, and common tasks at a glance.
A cheat sheet for moving quickly in Confluye.
Glossary
| Term | Meaning |
|---|---|
| Workspace | The unit of isolation that owns your workflows, data, credentials, and members. |
| Workflow | A graph of blocks that runs from a trigger to an output. |
| Block | A single step — trigger, AI agent, logic, data, knowledge, or integration. |
| Run | One execution of a workflow, with per-node status and output. |
| Trigger | What starts a run: manual, schedule, webhook, API, or copilot. |
| Schedule | A cron trigger that runs a deployed workflow automatically. |
| Credential | An encrypted secret used by blocks and integrations. |
| Knowledge base | Indexed content that grounds AI blocks via retrieval (RAG). |
| Skill | Reusable Markdown instructions that shape an AI agent's behavior. |
Common tasks
| I want to… | Where |
|---|---|
| Build a workflow | The canvas |
| Run or debug a workflow | Running & Debugging |
| Make a workflow live | Deploying |
| Run on a schedule | Scheduled Tasks |
| Ground AI on my content | Knowledge Base |
| Store a secret | Settings → Credentials, or the Credentials API |
| Call the API | Create an API key |
| Find anything fast | Global search — ⌘ K |
Keyboard shortcuts
| Shortcut | Action |
|---|---|
⌘ K | Global search |
⌘ Z / ⌘ ⇧ Z | Undo / redo (canvas) |
⌘ 0 / ⌘ 1 | Fit view / reset view |
R | Run the selected node |
Delete | Delete the selected node or edge |
See Keyboard Shortcuts for the full list.