Setting up
…create a workspace?
- Sign up (email + password, Google, or GitHub) — you land on Name your organization.
- Type a name; the page confirms your subdomain is available.
- Click Create workspace, then follow the three-step setup wizard.
…try LivingContext without a GitHub account?
- In the setup wizard’s first step, click “No GitHub or GitLab? Start with a LivingContext workspace”.
- Click Create workspace — a private, pre-seeded docs repo is hosted for you.
- Click Enter your workspace and start editing. You can move to your own repo any time later.
…invite a teammate?
- Open Settings → Members (the Organization page).
- Enter their email, pick a role (default Editor), and send.
- They get an email — Accept invitation — and land in your workspace. Invitations expire after 48 hours.
…connect Salesforce?
- In your Salesforce org, create a Connected App (OAuth enabled, callback URL from the Connections page).
- On Connections, add its consumer key and secret to the Salesforce card.
- Click Connect Production or Connect Sandbox. The first metadata sync starts by itself.
…connect the browser extension?
- Install the LivingContext extension in Chrome and open its side panel.
- Click Connect to LivingContext, sign in if asked, then click Authorize extension.
- Done — no keys to copy.
Writing docs
…create a new page?
- Open Docs and click Add new at the bottom of the sidebar.
- Pick a starting point — a plain file, a template, or a diagram canvas — and name the page.
- Optionally link the Salesforce components it documents and tick Draft this page with AI.
- Click Create — the page opens ready to edit.
…edit an existing page?
- Open the page in Docs — if you have edit rights, it’s already the editor. Just type.
- Changes save as you type and commit to git shortly after you stop; the toolbar status shows Saved to git when done.
- In a hurry? Click Commit now (the double-tick button).
…get AI to write or fix something for me?
- With a doc open, click Agent in the top bar (or press ⌘ .).
- Describe the change — “tighten the intro”, “update this to match the current schema” — or use a starter like Proofread.
- Suggestions appear inline as tracked changes: Accept or reject each, or Accept all.
…make a change that needs review before it ships?
- In Docs, click Edit in the top bar to start (or continue) a change request — your own branch.
- Edit as many files as you need; saving is explicit here.
- Click Merge → Request a review to open a pull request, or Merge now if you have merge rights.
…add a diagram?
- In any doc, type
/and pick Mermaid diagram, D2 diagram, draw.io diagram, or Excalidraw. - For a standalone canvas, use Add new → Diagram instead.
…record a how-to guide from my browser?
- Open the extension side panel and click Start Recording; share the browser tab when Chrome asks.
- Click through the workflow normally — every action becomes a step with a screenshot.
- Click Finish Recording, tidy the steps, then Publish to a docs repo — it arrives as a change request under
docs/guides/.
…announce a change in the changelog?
- Open Changelog — with edit rights it opens straight into the editor (or offers Create changelog the first time).
- Add an Update block at the top (type
/and pick Update), set the date, write the entry. - It saves as you type and publishes directly.
Reviewing agent work
…review what the agents proposed?
- Open Inbox. Each request is one commit or agent sweep.
- Read each proposal (Preview or Changes), then press A to accept or X to reject — J/K move between files.
- When everything’s decided, click Ship accepted files — as a pull request or a change request.
…turn a code commit into doc updates?
- Track the branch once: Settings → Commit tracking.
- From then on, sweeps deliver proposals to your Inbox automatically — or open Commits, pick a commit, and click Generate to run it on demand.
…find what’s undocumented?
- Open Coverage — the score, and per-type gaps per Salesforce org.
- To have the agent draft the missing docs, turn on Settings → Doc suggestions (or click Run now there). Proposals land in the Inbox.
Finding answers
…find a doc?
- Press ⌘ K anywhere and type a phrase from it — or use the sidebar’s Find pages… box when you know its name.
…ask a question about my org?
- On Home, just ask — “who can edit Opportunity Amount?”, “what changed last week?” — or run a playbook like
/audit. Answers show their sources; Save as doc keeps a good one. - In the browser extension, the Agent tab answers from your published docs, wherever you are.
…see my Salesforce data model?
- Open Schema (
/erd) — every object and relationship, zoomable, with saved views for focused subsets.
…chart my Salesforce records?
- Ask the workspace agent on Home — “chart Opportunities won by month” — and find the saved result on Analytics. (An admin connects the analytics source once, on Connections.)
Administering
…change someone’s role?
- Settings → Members, find the row, pick the new role in its dropdown. Administrators only.
…keep two teams’ work separate?
- Settings → Spaces — create a space per team, each with its own repos and Salesforce connections.
- Switch with the space switcher at the top of the left rail; Home, Inbox, and Coverage follow it.
…make all docs sound like us?
- Settings → Documentation style — pick a base style, add your terminology and rules, save.
- Settings → Templates — define the shapes docs start from, with a gold-standard exemplar each.
Stuck on something that looks broken or empty? Check Troubleshooting — most “it’s empty” moments have a one-click cause.