Documentation

Getting Started

Learn the core UI surfaces and complete your first Workbench actions.

First workflow2 min read

Current guide

Getting Started

Getting started

Getting started takes you from installing Cognardo Workbench to your first completed actions: install, pin, create an account, sign in, learn the interface, and act. The pages run in order, and each one ends where the next begins. Everything in this section applies to both chatgpt.com and claude.ai.

The path#

  • Install the Chrome extension: Install from the Chrome Web Store with one confirmation dialog. This step is done when the Welcome to Workbench page opens.
  • Pin the extension: Put the Cognardo Workbench icon in the Chrome toolbar. The pop-up opens from this icon, and the rest of the path uses it.
  • Create an account: Sign up with Google or with an email address and password. Creating an account is free.
  • Sign in to the extension: Sign in, turn on Enable Cloud Sync & Intelligence, and verify the extension is active on chatgpt.com or claude.ai.
  • The interface: Meet the four surfaces: the floater, the sidebar, the pop-up, and the main extension page. This page also covers the guided tour and how to replay it.
  • First actions: Watch a conversation record itself, save your first prompt, insert it back into the chat, and find it in your library.

What's running, and what to turn on#

  • Conversation recording: already on. Once you are signed in, every conversation on chatgpt.com and claude.ai records automatically. There is nothing to configure. How recording works is covered in Conversations.
  • Enable Cloud Sync & Intelligence: turn it on. This is the master cloud toggle. While it is off, your data stays on the current device and carries a Local badge. On, it unlocks cloud backup, sync across devices, account restoration, and the AI features. The steps are in sign in to the extension.
  • Auto track citations PRO: optional. A background status check of the links a response cites. Flip it in the pop-up or in settings; how it works is covered in chat capture.