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What you can do in Matte

Find the shared workspace tools and the app guides that explain them.

Updated September 28, 20264 min read

Matte brings your data, people, conversations, and agents into one workspace. Apps add tools for particular kinds of work. Start with the shared features below, then follow the app guides for the work your team does.

Set up a workspace for your team

A workspace is where a team keeps its members, settings, apps, and data. You can belong to more than one workspace and switch between them. Apps share that workspace, so adding an app does not require a second team directory or a separate sign-in.

  • Getting started. Create or join a workspace, complete setup, choose an app or begin with a blank workspace, and find your way through the sidebar.
  • People and access. Invite teammates, review join requests, organize departments, assign permission roles, and control access to objects, fields, and records.
  • Personal settings. Set your profile, appearance, date and time preferences, navigation preferences, and keyboard shortcuts.
  • Account and workspace management. Manage sign-in protection, sessions, workspace branding, plans, billing, and AI credit settings where available.

Get started Manage your workspace and team Security and permissions

Organize and work with your data

The same data tools work across apps. An object is a type of thing you track, a record is one entry, and fields hold the details. Apps provide useful starting objects; authorized team members can customize them or create their own.

  • Flexible fields. Store text, numbers, dates, currencies, statuses, people, links, images, and related records. Use formulas and field settings where supported.
  • Record pages. Open a record, edit its details, add comments, inspect activity, and organize the page layout. Use links and relationships to move between connected information.
  • Views. Work in tables, boards, calendars, or icons. Save filters, sorts, groups, visible columns, and other view settings for the way your team works.
  • Finding things. Search across the workspace or within a table, narrow results with filters, and organize records with folders and saved views.
  • Bringing data in and out. Map spreadsheet columns, preview an import, create or update records, make bulk edits, and export record data as CSV.

Objects and fields Views and search Record pages Import and export

Keep the team connected

  • Team chat. Use direct messages, group conversations, and channels. Reply in threads, mention people, react to messages, share files, and keep conversations open while you work.
  • Chat access. Manage membership, invitations, channel settings, and permissions. Visibility and allowed actions depend on both workspace and conversation settings.
  • Calendar. Create events, record time off and holidays, choose calendar layouts, and show supported schedules and dates from your workspace. Calendar views on objects show records by their date fields.
  • Notifications and activity. Review the in-app inbox, open the work behind a notification, and inspect record or workspace activity. Read the notifications guide for the delivery methods that currently work.

Team chat Calendar Notifications and activity

Work with agents

Matte is the workspace assistant. Installed apps can add specialist agents. What an agent can do depends on its access, the capabilities enabled in your workspace, and any approvals or credits required for the work.

  • Conversations. Start an agent conversation, ask questions about accessible records or product guides, and review proposed changes. Agents can participate in supported group conversations and channels.
  • Tasks and schedules. Configure supported agent work, review runs and their results, and manage schedules. Live work and simulations are labeled separately.
  • Review and control. Inspect a proposed action before approving it. Keep track of outcomes, failures, credit usage, and settings that limit agent work.

Talk with agents Manage agents and tasks Plans and AI credits

Use the tools your apps add

App guides explain capabilities that belong to a particular app. The current app guide collection covers Inventory Tracking. The shared guides above apply to the wider workspace and are organized separately so you can use them as your workspace grows.

  • Catalog and stock. Track items, units, pack sizes, unit barcodes, stock by location, transfers, adjustments, lots, expiration dates, and physical counts.
  • Buying and selling. Manage suppliers and purchase orders, prepare replenishment, receive deliveries, maintain customers and sales orders, and record shipments and payments.
  • Inventory insights. Review stock and order summaries, run inventory reports, export results, and use demand forecasts as an input to planning.

Apps and your workspace Inventory Tracking guides

Connect external tools

The API, CLI, and local MCP adapter let authorized integrations discover supported actions and work with workspace data. Access requires a suitable credential. The developer guide explains the current setup limitations, available interfaces, and how to inspect results.

API, MCP and CLI

Understand what is available to you

A guide describes implemented capabilities; it does not grant access to them. Your active apps, plan, role, record permissions, and workspace rollout can change which controls you see. A demo or simulation may also behave differently from live work. Individual guides call out relevant limits and unfinished controls so you can choose a working path.

Find help with missing controls or access

Related guides

Getting startedApps and your workspaceTroubleshooting
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Getting startedStart here · Set up a workspace, choose your apps, add data, and find your way around Matte.What you can do in MatteStart here · Find the shared workspace tools and the app guides that explain them.Apps and your workspaceStart here · Understand what apps add and how they fit into a shared workspace.Objects and fieldsData & views · Create lists, choose field types, connect records, and control who can see sensitive values.Records and detail pagesData & views · Create and edit records, organize their detail panels, work in bulk, and recover deleted data.Views, filters, and searchData & views · Turn the same records into useful tables, boards, calendars, and tiles, then find what you need.Importing and exporting dataData & views · Bring in spreadsheets, match columns, review problems, and export selected records or a complete view.Team chatCollaboration · Keep conversations, files, decisions, and follow-ups together in channels and direct messages.Channel settings and permissionsCollaboration · Choose who joins a channel, what members can do, and how long chat history is kept.CalendarCollaboration · See events, time off, agent work, counts, deliveries, and shipments in one place.Notifications and activityCollaboration · Find work that needs attention, follow mentions, and review what happened to a record or conversation.Talk to agentsAgents · Ask questions, give agents work, review proposed changes, and keep the results with your conversation.Agents and scheduled tasksAgents · Set up agent profiles, permissions, memory, spending, and recurring work.Workspace and teamWorkspace · Invite people, organize departments, manage roles, and configure your shared workspace.Account and workspace securityWorkspace · Manage passwords, passkeys, two-factor authentication, sessions, and account access.Plans, billing, and AI creditsWorkspace · Understand workspace capacity, seats, trials, shared AI credits, and agent spending limits.Preferences and keyboard shortcutsWorkspace · Adjust your profile, appearance, accessibility, date preferences, and keyboard controls.API, CLI, and MCPDevelopers · Connect authorized developer tools to Matte’s action API and discover their available capabilities.How inventory worksInventory Tracking · Understand items, stock, locations, units, and the daily inventory workflow.Items and units of measurementInventory Tracking · Build a clear item catalog and count or order in the units your team uses.Stock, locations, and transfersInventory Tracking · Add, correct, remove, and move physical stock with a useful history.Expiration dates and lotsInventory Tracking · Track batches, spot expiring stock, and record waste without losing the rest of an item's inventory.Barcode scanning and labelsInventory Tracking · Find an item with your camera or a typed code, adjust stock where allowed, and print unit labels.Inventory countsInventory Tracking · Assign, complete, review, and repeat counts without treating blank rows as zero.Purchase orders and receivingInventory Tracking · Create supplier orders, track expected deliveries, and receive accepted stock into the right location.Suppliers and replenishmentInventory Tracking · Turn low-stock needs into supplier orders, reviewed emails, and repeatable ordering routines.Quotes, sales orders, and shippingInventory Tracking · Track customer commitments, partial shipments, payments, and printable sales documents.Inventory dashboards and reportsInventory Tracking · Build your Inventory Overview dashboard and explore stock value, usage, count accuracy, and forecasts.Demand forecastingInventory Tracking · Read predicted consumption, confidence, and forecast accuracy without confusing estimates with orders.TroubleshootingHelp · Work through common questions about access, data, conversations, and app workflows.
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