> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apexgenius.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Using the Web Workspace

> Manage Salesforce connections, projects, metadata, files, and activity before working from your AI client.

The legacy in-app chat is retired. The ApexGenius web workspace now manages the account and project context that your connected AI client uses.

Use the workspace to:

* connect or reconnect Salesforce
* select the intended organization and project
* sync and inspect metadata
* review staged files and supported activity
* manage AI client connections and account settings

To ask questions or run tools, connect Claude, ChatGPT, Codex, Cursor, VS Code, or another compatible MCP client.

## Browse loaded metadata

1. Open the Salesforce project you intend to use.
2. Open its metadata area.
3. Browse or search the components returned by the latest sync.
4. Re-sync after a material Salesforce change so the workspace reflects the current org.

## Ask from your AI client

Once the ApexGenius MCP connection is enabled in your AI client, ask in natural language. Some examples:

**Discovery**

* "How many Flows do we have?"
* "List all custom objects"
* "Show me validation rules on the Account object"

**Analysis**

* "Explain what the AccountTriggerHandler does"
* "How does the VoiceAIHandler class work?"

**Relationships**

* "Where is the AMD\_Credentials\_\_mdt custom metadata type used?"
* "Find all Flows that reference the Account object"

**Data**

* "What are the most recent Opportunities created?"
* "Find all Accounts in the Healthcare industry"

<Tip>
  **Name the project and task.**

  Instead of "show me Flows", try "in the selected sandbox project, show me screen Flows related to patient intake." Specific scope helps the client choose the right tools and context.
</Tip>

## Next steps

<Columns cols={2}>
  <Card title="Set up MCP" href="/guides/mcp-setup">Connect your preferred AI client.</Card>
  <Card title="Troubleshooting" href="/troubleshooting/common-issues">Fix common connection, metadata, and MCP issues.</Card>
</Columns>