Rally Help Center
The Rally Manual
How to use Rally, from installing it on your Mac to running Sidekicks across your whole Organization.
Rally is a place where you, your teammates and an AI agent work on the same thing in the same conversation. You ask for something in plain words, the agent goes and does it (reads your documents, searches the web, drafts the email, files the issue, builds the spreadsheet), and everyone in the room can see what it did and why.
This book is laid out the way computer manuals used to be: chapters, in order, each one assuming you have read the one before. Chapter 1 gets Rally installed on your Mac and your first conversation going. The middle of the book covers working in a Channel, keeping your work in order, what the agent can do, and connecting it to the tools your team already uses. The later chapters are about Sidekicks (helpers that run while you are busy elsewhere), using Rally from Slack, email and your iPhone, settings, running an Organization, and privacy. The last chapter is for when something goes wrong, and ends with a glossary.
It reads front to back, but nobody will judge you for skipping straight to the chapter you need. Pages point back to whatever they build on, so you can always find your way to the explanation you skipped.
If you have only just downloaded Rally, start with Getting started. If someone shared a single conversation with you and you are using Rally in a web browser, Rally in a web browser is the page for you.
Every page of this manual is also published as plain Markdown, and llms.txt lists them all, so you can hand the whole book to your own AI tools and ask them questions about Rally. It seemed only fair.
When the book does not have the answer, a person does. Write to help@rallywith.ai and someone who works on Rally will reply. Contacting support says what to include so the first reply is the useful one.
Contents
- 01Getting started
Install Rally, sign in, set up your Organization and send your first message.
- 02Working in a Channel
Everything about the conversation itself: writing, attaching, reading Rally's answers and working alongside people.
- 03Spaces, Breakouts and keeping things tidy
Group Channels into Spaces, branch side conversations into Breakouts, decide who sees what, and find anything again.
- 04Working with Rally, the agent
What the agent is, how it works, and the things it can do for you: research, code, files, pictures, memory and helpers.
- 05Connecting your other tools
Let Rally read and act in Google, GitHub, Linear, Notion, meeting-notes apps and more.
- 06Things Rally makes
Documents, images, recordings and live web pages that Rally creates, plus the files and items you bring into a Channel.
- 07Sidekicks
Save a helper once and let it run on a schedule, when something happens, or whenever you call on it.
- 08Rally outside the app
Use Rally from Slack, email, your iPhone and a web browser, and choose how it tells you what needs you.
- 09Settings, shortcuts and making Rally yours
Tour the Settings window, set the look, tune how Rally behaves on your Mac, keep it updated, and learn every keyboard shortcut.
- 10Running an Organization
For owners and administrators: roles, invitations, Organization settings, several Organizations, and what happens when people leave.
- 11Privacy, security and your data
How you stay signed in safely, what Rally shares and with whom, what it keeps, and how to report a security problem.
- 12Troubleshooting, help and glossary
What to do when something will not open or work, how to contact support, and every Rally word explained.