Guides · Get your bearings
Get your bearings
Five minutes on what Profusia is and where everything lives.
What is Profusia?
Profusia is a place for AI-generated documents to live. You connect your AI assistant (Claude, ChatGPT, or anything else that speaks MCP) to Profusia, and it can publish files straight into your workspace — web pages, dashboards, Markdown, code, images, PDFs, Office documents.
Published documents get a private URL you can share, they keep a full version history, and they can be arranged into a site with navigation. Pages can be kept up to date automatically with live data.
In short: your AI makes something, and instead of a file in a chat window you get a link that stays current.
What are the four modules?
The switcher at the top of every page moves between them.
Docs is the library — every document, arranged on your sites. Projects is the work behind them — cards, statuses, boards and timelines. Live is the data keeping pages current. Audience is who outside can see what, and whether anyone is looking.
Where do my documents live?
A site presents your documents to readers as a place they can navigate.
A site is made of spaces, which nest up to six levels deep. Each space gets an overview page built from what is in it: counts, recent changes, cards for the spaces inside it, and live previews of the documents.
You can build a whole site in one call from a template that mirrors your existing folders, then refine it — either by asking your assistant, or by hand in the visual editor.
Sites are live; there is no publish button. Whether anyone outside your workspace can see a site depends only on whether a link to it exists.
Your sites are in the site menu at the top left, beside the Docs · Projects · Live · Audience switcher: the site's name is the menu. Choose another site there to move to it, or open the site's own pages or its analytics. If there is only one site and you cannot add another, the name is a link home.
Is anything slipping?
"Needs attention" catches what falls between Profusia's modules: a project with no documents behind it, a live table nobody reads, a page showing eight-week-old numbers, a document that isn't on any site.
It is at the foot of the side list (beside Chat) on every screen that has one; on screens without a side list (Find and the Depth map) it is in the site menu at the top left, under "This site". It lists the items themselves, grouped under your work, your live data and your documents, each a link. A panel on the left lists every finding so you can jump between them. Every member sees the same list; it is not an admin screen.
At the foot of the page, under "Analysis", is the Depth Map: your whole library in one picture, showing which areas hold the most and what is aging.
Everything here is computed from real activity. A new workspace is told when there isn't enough to show yet.
How do I keep the things I use close?
Pin anything you keep coming back to. Your pins are under the pin icon in the top bar of every screen. (On a phone it is the second row of your account menu.)
You can pin a document, a project, a single card inside a project, or a live table. They all land in the same short list, grouped by which part of the product they come from, each showing its current name and, where it has one, its current status.
To pin something: right-click it in any list — or open the ⋯ menu on its row — and choose Pin. A project has a Pin button on its own header, a document or a card has one in its detail panel, and a document also carries its own pin icon on its own page, beside the pop-out and comments buttons. Unpin from the same places, or from the ✕ on the row in the list.
Only you can see your pins; there is no way to pin something for the team. A pin points at the thing itself, so a renamed document shows its new name, and if something is deleted the list says it is gone. Restoring it from the trash brings the pin back.
What is the bell at the top for?
The bell in the top bar of every screen is your Notifications. Its number counts what is new for you, once each: the things waiting under "For you", plus each conversation under "Messages" that has anything unread. A conversation with five new messages counts once. It shows up to 9+, it goes down as you look, and it leaves out conversations you are not part of and anything you cannot open.
It has two tabs, and opens on "For you" when something is waiting there and on "Messages" otherwise.
"For you" holds what is addressed to you: an @mention (in a channel, or in the comments on a document, a space or a card), being named a card's Owner, and a new version of a document you follow. Click a row and you land on the thing itself, with the message marked, and the row is marked read.
"Messages" holds the conversations you are part of that have something unread: every open channel, plus the comment threads you have written in and the threads on documents you follow. "Open Chat" at the bottom goes to every conversation you can open, including the ones you are not part of.
"Mark all read" clears the tab you are on, and it is stored, so the number stays down on your phone and your laptop. What was said before you joined a workspace never shows as unread. If you lose the right to open something, its row says "Something you can no longer open" and shows nothing else.
The switches are in Personal settings › Notifications: whether you are notified in the app, and whether you want an email when you are mentioned. Owners and admins also have the same two for everyone in the workspace, under Workspace settings › Notifications; they are a ceiling, so you can turn your own down but never above it. Email goes out only for a mention or for being named a card's owner, and only where email is switched on. A new version of a followed document shows in the bell and is not emailed, and nothing is pushed to a device.
Where do I change my name, photo or password?
Personal settings is yours, whatever your role. Open your account menu (your picture or initials, top right) and choose "Personal settings". It opens where you are, as a window, and each choice saves as you make it. Its sections are Profile, Appearance, Notifications, Password and Assistants. Workspace settings, for owners and admins, is a different room (see "Workspace settings — where the workspace is run").
Profile comes first. Your name, photo and timezone are shown in every workspace you belong to.
Name: what other people see beside your comments and messages. Leave it empty and your email address is shown instead. It saves when you leave the box. It can't contain an @ or take over someone else's @mention; if it would, you're asked for another.
Photo: choose a picture and Profusia crops it to a square and shrinks it to 256 pixels in your browser, so a large photo is fine. PNG, JPEG and WebP work. Only signed-in people in your workspaces see it (not visitors through a share link, a portal or a read-only project link), and removing it deletes every stored copy. Without one, your initials are shown.
Timezone: "Automatic" (your device's own) until you choose one. Times in Profusia are then shown in that zone. It changes only what you see.
Email: your email is how you sign in, so changing it needs confirmation. Choose Change, type the new address and your current password, and Profusia sends a confirmation link to the new address. The link works once, lasts 24 hours, and nothing changes until you open it. The old address is told when you ask and again when it is done, with a link that undoes the change for seven days. When it completes, every other browser you were signed in on is signed out, and the old address cannot be claimed by anyone else for 30 days. The reply is the same for every address, so nobody can use it to find out who has an account.
This needs email. Where Profusia can't send email, the Change button is replaced by a note saying so. If you sign in through your organisation's provider, your email and your password are managed there.
Appearance is the light, dark or automatic choice for this device. Notifications holds your own switches (see "Notifications — the bell and what its number means"). Password changes it and signs out your other browsers. Assistants lists the assistants connected as you in this workspace, each with Disconnect, holds your "Take to AI" choice, and points to where your other choices live. Changing your password also disconnects them.
How does my AI assistant connect?
Profusia connects to Claude as a custom connector. You need a Profusia workspace first and your own account in it, with any role. Each person connects their own Claude, and it acts as you: it can do what your role lets you do and see what you can see, and nothing more.
In Claude, go to Customize → Connectors, choose + Add, then Add custom connector, and give it your workspace's MCP URL: your workspace's address followed by /mcp, for example https://yourteam.profusia.ai/mcp. On a Claude Team or Enterprise plan, an owner of your Claude organization adds it under Organization settings → Connectors, and each person then connects it from Customize → Connectors. Claude's free plan allows one custom connector.
Claude then opens Profusia's approval page on your workspace's own address. Sign in and choose Allow (Profusia uses standard OAuth). Approve only a connection you started yourself. Once it is connected, ask Claude to publish something: "publish this as a page in Profusia" works. Personal settings › Assistants lists what is connected as you, and disconnects it.
If you cannot sign in, the approval page also takes a workspace access key, which a workspace owner can issue. A key connects as the whole workspace rather than as a person, so keep it for automation.