Platform
Accounts, roles, acting for an org, Cedar, notifications, billing, and governance — what's true everywhere in Cypress.
TL;DRAI summary
This chapter explains the core features of Cypress, like managing your account, using the AI copilot Cedar, and handling billing. Understanding these basics now will make using the rest of the platform easier.
The Platform manual covers what's true everywhere in Cypress, no matter which lifecycle stage a vehicle is in: your account and role, acting on behalf of an organization, Cedar the AI copilot, notifications, billing, and governance. Read this once — the Planning and Remarketing manuals build on it rather than repeating it.
How-to guides
Step by step: act on behalf of an organization, manage members, upload documents, switch Planning on, and ask Cedar well.
Practices
What to do and why — starting with how to work with Cedar well.
Reference
Every Platform chapter — getting started, Cedar, money, and governance — in reading order.
This section explains how to use Cypress as an organization's team member or as a Cypress Manager. You'll learn how to perform daily tasks like communicating with your team and using AI assistance, as well as administrative tasks such as managing users and connecting apps.
- Act on behalf of an organization
- Ask questions or tell Cedar to do something
- Manage members and roles in your organization
- Communicate with your team in Huddle
- Upload important documents for your organization
- Connect external applications or AI agents