# Rally Help Center

> How to use Rally, from installing it on your Mac to running Sidekicks across your whole Organization.

Rally is a desktop app where people and AI agents work together in Spaces, Channels and Breakouts. This is its user manual, written as a book: chapters run from installing Rally to running Sidekicks across an Organization.

Every page is Markdown at the URL listed below, and any page URL answers `Accept: text/markdown` with the same Markdown. Each chapter has its own index at /help/<chapter>/llms.txt. The whole manual in one file: https://rallywith.ai/help/llms-full.txt

- [The Rally Manual](https://rallywith.ai/help/index.md): How to use Rally, from installing it on your Mac to running Sidekicks across your whole Organization.

## Chapter 1: Getting started

Install Rally, sign in, set up your Organization and send your first message. Index of this chapter: https://rallywith.ai/help/getting-started/llms.txt

- [Getting started](https://rallywith.ai/help/getting-started.md): Install Rally, sign in, set up your Organization and send your first message.
- [1.1 Install Rally and sign in](https://rallywith.ai/help/getting-started/install-rally.md): Download Rally for your Mac, open it, and sign in with Google.
- [1.2 Create or join an Organization](https://rallywith.ai/help/getting-started/create-or-join-an-organization.md): Start a new Organization for your team, or accept an invitation to an existing one.
- [1.3 The guided setup](https://rallywith.ai/help/getting-started/guided-setup.md): If you created the Organization, Rally walks you through connecting tools, choosing your look and inviting teammates.
- [1.4 A tour of the window](https://rallywith.ai/help/getting-started/a-tour-of-the-window.md): Find your way around the sidebar, the Space pills, the conversation and the panels beside it.
- [1.5 Your first Channel](https://rallywith.ai/help/getting-started/your-first-channel.md): Start a Channel, ask Rally for something, and watch it get to work.

## Chapter 2: Working in a Channel

Everything about the conversation itself: writing, attaching, reading Rally's answers and working alongside people. Index of this chapter: https://rallywith.ai/help/working-in-a-channel/llms.txt

- [Working in a Channel](https://rallywith.ai/help/working-in-a-channel.md): Everything about the conversation itself: writing, attaching, reading Rally's answers and working alongside people.
- [2.1 The message box](https://rallywith.ai/help/working-in-a-channel/the-message-box.md): Write to Rally and your teammates, with mentions, lists, slash commands and your voice.
- [2.2 Attaching files](https://rallywith.ai/help/working-in-a-channel/attaching-files.md): Give Rally a PDF, a spreadsheet, a screenshot or a whole folder of things to read.
- [2.3 While Rally works](https://rallywith.ai/help/working-in-a-channel/while-rally-works.md): Follow along, steer, stop, answer its questions, and know what to do if a run fails.
- [2.4 Reading Rally's answers](https://rallywith.ai/help/working-in-a-channel/reading-rallys-answers.md): Formatted answers, sources, diagrams and the actions under each message.
- [2.5 People in the room](https://rallywith.ai/help/working-in-a-channel/people-in-the-room.md): Bring teammates into a Channel, see who is here, and know when Rally will chime in.
- [2.6 Status dots](https://rallywith.ai/help/working-in-a-channel/status-dots-and-badges.md): Learn what each coloured dot and a bold name mean, so you know what needs you at a glance.
- [2.7 Names, icons and colours](https://rallywith.ai/help/working-in-a-channel/name-icon-and-colour.md): Use the title pill menu, rename a Channel or Breakout, pick its icon and colour, and understand the description Rally keeps for it.
- [2.8 Bring in a conversation from Claude or ChatGPT](https://rallywith.ai/help/working-in-a-channel/import-from-claude-or-chatgpt.md): Turn a conversation you had elsewhere into a Rally Channel, and pull in its new messages later.

## Chapter 3: Spaces, Breakouts and keeping things tidy

Group Channels into Spaces, branch side conversations into Breakouts, decide who sees what, and find anything again. Index of this chapter: https://rallywith.ai/help/spaces-and-breakouts/llms.txt

- [Spaces, Breakouts and keeping things tidy](https://rallywith.ai/help/spaces-and-breakouts.md): Group Channels into Spaces, branch side conversations into Breakouts, decide who sees what, and find anything again.
- [3.1 Spaces](https://rallywith.ai/help/spaces-and-breakouts/spaces.md): Create Spaces to group related Channels, and decide who belongs in each.
- [3.2 Arranging your Channels](https://rallywith.ai/help/spaces-and-breakouts/arranging-channels.md): Pin, move, file and archive Channels so the sidebar shows what matters.
- [3.3 Breakouts](https://rallywith.ai/help/spaces-and-breakouts/breakouts.md): Branch a private side conversation off a Channel to explore an idea without derailing the main one.
- [3.4 Who can see what](https://rallywith.ai/help/spaces-and-breakouts/who-can-see-what.md): Understand public and private Channels, Space audiences, roles, and what happens when access changes.
- [3.5 Sharing with people outside your Organization](https://rallywith.ai/help/spaces-and-breakouts/sharing-with-guests.md): Invite a client or contractor into one conversation by email, and take that access back when you are done.
- [3.6 Search and links](https://rallywith.ai/help/spaces-and-breakouts/search-and-links.md): Find any message, link, artifact or file, and share links that open the right place in Rally.

## Chapter 4: Working 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. Index of this chapter: https://rallywith.ai/help/working-with-rally/llms.txt

- [Working with Rally, the agent](https://rallywith.ai/help/working-with-rally.md): What the agent is, how it works, and the things it can do for you: research, code, files, pictures, memory and helpers.
- [4.1 How Rally works](https://rallywith.ai/help/working-with-rally/how-rally-works.md): Meet the agent: how it decides what to do, which tools it reaches for, and why it rarely stops to ask.
- [4.2 Research and the built-in browser](https://rallywith.ai/help/working-with-rally/research-and-the-web.md): Have Rally search the web and read pages, and open links in a browser right beside the conversation.
- [4.3 Code, data and the Terminal](https://rallywith.ai/help/working-with-rally/code-files-and-the-terminal.md): Rally has its own private Linux computer for running code, crunching data and working on GitHub repositories.
- [4.4 Pictures and voices](https://rallywith.ai/help/working-with-rally/pictures-and-voices.md): Ask Rally to draw a picture, edit an image you attach, or turn text into a voice recording.
- [4.5 Memory and coming back later](https://rallywith.ai/help/working-with-rally/memory-and-coming-back-later.md): Rally can remember things across conversations, keep running lists, and set itself a reminder to continue later.
- [4.6 Helpers, other conversations and receipts](https://rallywith.ai/help/working-with-rally/helpers-and-receipts.md): How Rally splits big jobs between helper agents, reaches other conversations, and avoids doing the same thing twice.

## Chapter 5: Connecting your other tools

Let Rally read and act in Google, GitHub, Linear, Notion, meeting-notes apps and more. Index of this chapter: https://rallywith.ai/help/connecting-your-tools/llms.txt

- [Connecting your other tools](https://rallywith.ai/help/connecting-your-tools.md): Let Rally read and act in Google, GitHub, Linear, Notion, meeting-notes apps and more.
- [5.1 Settings → Connections](https://rallywith.ai/help/connecting-your-tools/connections.md): Add, check, refresh and delete connections, and choose between connecting for yourself or the whole Organization.
- [5.2 Google Mail and Calendar](https://rallywith.ai/help/connecting-your-tools/google-mail-and-calendar.md): Let Rally search and read your Gmail, write drafts, send mail, and read and change your Google Calendar.
- [5.3 Google Drive, Docs and Sheets](https://rallywith.ai/help/connecting-your-tools/google-drive.md): Let Rally find and read your Drive files, and create and edit Google Docs and Sheets.
- [5.4 GitHub](https://rallywith.ai/help/connecting-your-tools/github.md): Let Rally read repositories, work on issues and pull requests, and control which repositories it may touch.
- [5.5 Linear](https://rallywith.ai/help/connecting-your-tools/linear.md): Let Rally search, create and update your Linear issues, and start Sidekicks when issues change.
- [5.6 Notion](https://rallywith.ai/help/connecting-your-tools/notion.md): Let Rally find, read and write your Notion pages and databases.
- [5.7 Slack](https://rallywith.ai/help/connecting-your-tools/slack.md): Install Rally in your Slack workspace for everyone, and connect your own Slack account so Rally can see what you can.
- [5.8 Granola](https://rallywith.ai/help/connecting-your-tools/granola.md): Let Rally read your Granola meeting notes and transcripts, and start Sidekicks when a new note lands.
- [5.9 Fireflies](https://rallywith.ai/help/connecting-your-tools/fireflies.md): Let Rally search your Fireflies meetings and read their summaries and transcripts.
- [5.10 Ashby](https://rallywith.ai/help/connecting-your-tools/ashby.md): Let recruiters ask Rally about candidates and jobs, and start Sidekicks when candidates move through Ashby.
- [5.11 Canva](https://rallywith.ai/help/connecting-your-tools/canva.md): Let Rally find, create, edit and export your Canva designs and handle their comments.
- [5.12 X](https://rallywith.ai/help/connecting-your-tools/x.md): Let Rally read public posts, threads, replies and List timelines on X.
- [5.13 Inbound webhook](https://rallywith.ai/help/connecting-your-tools/inbound-webhook.md): Send activity into Rally from any system that has no ready-made connector.
- [5.14 Custom MCP server](https://rallywith.ai/help/connecting-your-tools/custom-mcp-server.md): Give Rally the tools from any MCP server you run or trust, and decide which of them it may use.

## Chapter 6: Things Rally makes

Documents, images, recordings and live web pages that Rally creates, plus the files and items you bring into a Channel. Index of this chapter: https://rallywith.ai/help/things-rally-makes/llms.txt

- [Things Rally makes](https://rallywith.ai/help/things-rally-makes.md): Documents, images, recordings and live web pages that Rally creates, plus the files and items you bring into a Channel.
- [6.1 Artifacts](https://rallywith.ai/help/things-rally-makes/artifacts.md): Rally writes documents, images and other files as artifacts that live in the Channel and keep every version.
- [6.2 Opening, docking and downloading](https://rallywith.ai/help/things-rally-makes/opening-and-downloading.md): Preview any file, keep an artifact open beside the chat, pop it into its own window, or save it to your Mac.
- [6.3 Live sites](https://rallywith.ai/help/things-rally-makes/live-sites.md): Ask for a web page or small app and Rally builds it, hosts it and gives it its own address.
- [6.4 Resources: things you bring in](https://rallywith.ai/help/things-rally-makes/resources.md): Bring files and items from your connected tools into a Channel, watch them for changes, and trace a Channel back to where it started.
- [6.5 Saving and sharing what Rally wrote](https://rallywith.ai/help/things-rally-makes/saving-and-exporting.md): Turn a reply into a polished image or PDF, copy text and tables, and know every way content leaves Rally.

## Chapter 7: Sidekicks

Save a helper once and let it run on a schedule, when something happens, or whenever you call on it. Index of this chapter: https://rallywith.ai/help/sidekicks/llms.txt

- [Sidekicks](https://rallywith.ai/help/sidekicks.md): Save a helper once and let it run on a schedule, when something happens, or whenever you call on it.
- [7.1 What a Sidekick is](https://rallywith.ai/help/sidekicks/what-a-sidekick-is.md): Understand the two kinds of Sidekick and who each one belongs to.
- [7.2 Make a Sidekick by talking to it](https://rallywith.ai/help/sidekicks/make-a-sidekick.md): Describe what you want in plain words and Rally's drafting assistant builds the Sidekick for you.
- [7.3 Triggers and schedules](https://rallywith.ai/help/sidekicks/triggers-and-schedules.md): Decide what starts a Sidekick: a time, an interval, an event in another tool, a webhook or an email.
- [7.4 The Sidekicks window](https://rallywith.ai/help/sidekicks/the-sidekicks-window.md): Browse every Sidekick you can see, check its runs, run it now, pause it, or archive it.
- [7.5 Where a Sidekick's results go](https://rallywith.ai/help/sidekicks/where-results-go.md): Tell a Sidekick where to post its work, and let it remember what it has already seen.
- [7.6 Sidekicks in a Channel](https://rallywith.ai/help/sidekicks/sidekicks-in-channels.md): Attach a Sidekick to a Channel so its instructions and helpers are on hand for everyone there.

## Chapter 8: Rally outside the app

Use Rally from Slack, email, your iPhone and a web browser, and choose how it tells you what needs you. Index of this chapter: https://rallywith.ai/help/rally-everywhere/llms.txt

- [Rally outside the app](https://rallywith.ai/help/rally-everywhere.md): Use Rally from Slack, email, your iPhone and a web browser, and choose how it tells you what needs you.
- [8.1 Rally in Slack](https://rallywith.ai/help/rally-everywhere/rally-in-slack.md): Install Rally in your Slack workspace and start work from a DM, a mention, /rally or a shortcut.
- [8.2 Slack: reading, replies and your own connection](https://rallywith.ai/help/rally-everywhere/more-from-slack.md): What Rally can read and do in Slack, how link previews and Sidekick threads work, and when to connect your own Slack account.
- [8.3 Email into Rally](https://rallywith.ai/help/rally-everywhere/email-into-rally.md): Every Channel has its own email address, so you can forward mail straight into the conversation.
- [8.4 Notifications](https://rallywith.ai/help/rally-everywhere/notifications.md): Get told on your Mac or iPhone when someone mentions you or adds you to a Channel.
- [8.5 The digest](https://rallywith.ai/help/rally-everywhere/the-digest.md): Get a written summary, on the days and times you choose, of everything that moved since the last one.
- [8.6 Rally on your iPhone](https://rallywith.ai/help/rally-everywhere/rally-on-iphone.md): Follow and join your Channels from your phone: read, reply, branch, dictate and chat with Sidekicks.
- [8.7 iPhone settings, and what stays on the Mac](https://rallywith.ai/help/rally-everywhere/iphone-settings-and-limits.md): Set up appearance, notifications and your digest on iPhone, and know which jobs still need the Mac.
- [8.8 Rally in a web browser](https://rallywith.ai/help/rally-everywhere/rally-in-a-browser.md): Use the lightweight browser version to join conversations someone shared with you.

## Chapter 9: Settings, 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. Index of this chapter: https://rallywith.ai/help/settings-and-shortcuts/llms.txt

- [Settings, shortcuts and making Rally yours](https://rallywith.ai/help/settings-and-shortcuts.md): Tour the Settings window, set the look, tune how Rally behaves on your Mac, keep it updated, and learn every keyboard shortcut.
- [9.1 The Settings window](https://rallywith.ai/help/settings-and-shortcuts/the-settings-window.md): Open Settings, find any setting by searching, and set up your profile and time zone.
- [9.2 Light, dark and your own colour](https://rallywith.ai/help/settings-and-shortcuts/appearance-and-icon.md): Choose light or dark, pick your personal colour, and give Rally a new icon in the Dock.
- [9.3 Rally on your Mac](https://rallywith.ai/help/settings-and-shortcuts/rally-on-your-mac.md): Keep Rally in the menu bar, start it at login, and understand its windows and menus.
- [9.4 Keeping Rally up to date](https://rallywith.ai/help/settings-and-shortcuts/updates.md): Rally updates itself; choose how quickly new versions arrive and when to restart.
- [9.5 Keyboard shortcuts](https://rallywith.ai/help/settings-and-shortcuts/keyboard-shortcuts.md): Every key combination Rally knows, in one place.
- [9.6 Hidden corners](https://rallywith.ai/help/settings-and-shortcuts/hidden-corners.md): A roundup of the small tricks and out-of-the-way features that make regular users faster.

## Chapter 10: Running an Organization

For owners and administrators: roles, invitations, Organization settings, several Organizations, and what happens when people leave. Index of this chapter: https://rallywith.ai/help/running-an-organization/llms.txt

- [Running an Organization](https://rallywith.ai/help/running-an-organization.md): For owners and administrators: roles, invitations, Organization settings, several Organizations, and what happens when people leave.
- [10.1 Roles: owners, administrators, members and guests](https://rallywith.ai/help/running-an-organization/roles.md): What each role can do, and how to change someone's role.
- [10.2 Inviting people](https://rallywith.ai/help/running-an-organization/inviting-people.md): Invite teammates by email, choose their role, and manage invitations that are still waiting.
- [10.3 Organization settings](https://rallywith.ai/help/running-an-organization/organization-settings.md): Set the Organization's name and time zone, decide where Rally's code may reach on the internet, and control shared connections.
- [10.4 Belonging to several Organizations](https://rallywith.ai/help/running-an-organization/several-organizations.md): Switch between Organizations, create another one, and accept invitations from new ones.
- [10.5 Leaving, removing and closing](https://rallywith.ai/help/running-an-organization/leaving-and-removing.md): Leave an Organization, remove someone from one, and understand what happens when the last person leaves.

## Chapter 11: Privacy, 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. Index of this chapter: https://rallywith.ai/help/privacy-and-security/llms.txt

- [Privacy, security and your data](https://rallywith.ai/help/privacy-and-security.md): How you stay signed in safely, what Rally shares and with whom, what it keeps, and how to report a security problem.
- [11.1 Signing in, signing out and Lockdown mode](https://rallywith.ai/help/privacy-and-security/signing-in-and-out.md): How long Rally keeps you signed in, how to sign out, and how to protect your saved sign-in with your Mac's keychain.
- [11.2 What Rally shares, and with whom](https://rallywith.ai/help/privacy-and-security/what-rally-shares.md): The product analytics switch, the outside companies that help run Rally, and where your data lives.
- [11.3 What Rally keeps, and deleting your data](https://rallywith.ai/help/privacy-and-security/what-rally-keeps.md): How long Rally keeps your content, what archiving and leaving do, and how to ask for your data to be deleted.
- [11.4 The Trust Center and reporting a security problem](https://rallywith.ai/help/privacy-and-security/trust-center-and-security-reports.md): Where to read Rally's security and legal documents, and how to report a vulnerability.

## Chapter 12: Troubleshooting, help and glossary

What to do when something will not open or work, how to contact support, and every Rally word explained. Index of this chapter: https://rallywith.ai/help/help-and-glossary/llms.txt

- [Troubleshooting, help and glossary](https://rallywith.ai/help/help-and-glossary.md): What to do when something will not open or work, how to contact support, and every Rally word explained.
- [12.1 When a link won't open](https://rallywith.ai/help/help-and-glossary/when-a-link-wont-open.md): What each 'Rally could not open that link' message means and what to do about it.
- [12.2 Common problems and fixes](https://rallywith.ai/help/help-and-glossary/common-problems.md): Quick fixes for connections that need reconnecting, runs that fail, offline moments and other everyday snags.
- [12.3 Contacting support](https://rallywith.ai/help/help-and-glossary/contact-support.md): How to reach the Rally team at help@rallywith.ai, what to include, and what never to send.
- [12.4 Glossary](https://rallywith.ai/help/help-and-glossary/glossary.md): Every Rally word in one alphabetical list, including the old names you may still see.