Find your way around

The portal lives at app.creagents.com. Your work happens in your AI. The portal is where you set things up, find tasks and data, and see the time you got back.

Home. Pages on the left, quick actions across the top.

The left menu

Page	What it’s for
Home	Ask Vic for a task or data, see which AIs Vic is connected to, and your time saved.
Task + Data	Your catalogs and every task in them, plus the data sources Vic can pull. See Catalogs and Data.
Time saved	The hours your tasks gave back, every run, and an activity log.
Connected AIs	The AIs you’ve connected, and the steps to add another.
Account	Your profile and your seat.

Admins also see a Me / Firm switch at the top of the menu. Firm opens the pages for running your firm. See Firm admin.

The top bar

Button	What it does
Finish setup	Shows until setup is done, with how many steps are left. Click it to pick up where you left off.
How to, find a task, or pull data	Opens Ask Vic. So does Ask Vic, or Ctrl K (⌘K on a Mac).
What’s new	New tasks, data and features. A dot means something you haven’t seen.
Message the team	Write to a person at CRE Agents. A bug, an idea or a question.
Moon or sun	Dark mode or light mode.

On a phone, the same buttons sit beside the logo, and Ask Vic gets its own row.

Next steps

Ask VicDocs, tasks and data, the moment you ask.

CatalogsPick the catalogs your AI can run.