First, choose the right place
A chat is mainly a conversation with AI. A channel is mainly a conversation between people, but you can type
@ and
mention an AI model or agent whenever you want it to join.
Set up Mantle for a team
1. Sign in
Go to mantle.chat/login. Choose Continue with email, enter your email address, and enter the one-time code sent to your inbox. You can also choose Sign in with Google.2. Create an organization
An organization contains your members, billing, and workspaces.1
Open the organization menu
Select your current organization icon in the left rail, then choose Create organization. If you already belong
to several organizations, open Switch organization first.
2
Name the organization
Use your company or team name, such as
LTC Healthcare, then select Create.3
Review the default workspace
Mantle creates a shared default workspace for the organization. You can keep its name or open its settings to rename
it.
3. Invite teammates
Go to Settings → Organization → Members and select Invite.- Choose whether the person is a Member or Admin.
- Review their workspace access. The organization’s default workspace is already included and cannot be removed from the invitation.
- Choose Email, enter their email address, and send the invitation. You can also create a shareable invite link.
4. Start a 14-day Plus trial
Only an organization owner can start the trial.1
Open Billing
Go to Settings → Organization → Billing.
2
Choose Start 14-day Plus trial
Select Try Plus for each accepted member who should receive Plus during the trial. You can select up to five
people.
3
Choose plans after the trial
Choose Core, Plus, or Max for every accepted member and select monthly or annual billing. People not selected for
the trial stay on Free during the trial, but every accepted member needs a paid level if the organization converts.
4
Add a payment method and start
A payment card is required, but Mantle does not charge it until the trial ends. Each selected person receives 10,000
trial credits for 14 days.
Try the main features
Start a new AI chat
Select New chat in the left rail. You can also select the + beside the workspace selector and choose New Chat, or press Command + Shift + O on Mac or Ctrl + Shift + O on Windows and Linux. Choose a model beside the message box and try:Help me turn these notes into a short project plan. Ask me for any missing details.You can attach files or images, use voice input, and turn on web search when your plan and chosen model support them.
Create a channel
Select the + beside the workspace selector and choose New Channel. Give it a clear name, such as#customer-feedback, and add an optional description. Post a first message explaining what belongs there.
Type @ in a channel to mention a teammate, AI model, or agent. Use a thread when a reply belongs to one message rather
than the whole channel.
Create a canvas
Select the + beside the workspace selector and choose New Canvas. Rename the new canvas and use it for a plan, brief, meeting notes, or another document your team should maintain together.Create an agent
Select Agents in the left rail, then select the + beside Agents. Add a name, description, instructions, and model. You can also upload focused knowledge files and add connected tools. Select Create Agent, then start a chat to test it. To begin from a ready-made setup instead, open Agents → Templates, choose one, and select Use Template.Create a scheduled task
Scheduled tasks require Core, Plus, Max, or an eligible Enterprise plan.1
Create the task
Select Tasks in the left rail, then select the + beside Tasks.
2
Describe the job
Enter a task name and instructions that can run without follow-up questions.
3
Add the schedule
Under Trigger, choose Select a trigger, then Schedule. Set the frequency, time, time zone, and optional
start or end date.
4
Choose the worker and destination
Select an agent and the channel where Mantle should post the result.
5
Create and test
Select Create Task, then use Run now to check a real result. Turn the task Active only after the test
works as expected.
Add workspace knowledge
Open Settings, choose the workspace under Workspaces, and open Workspace context. Add:- short instructions that should guide every AI conversation in this workspace;
- reference files that AI may need;
- selected canvases that should be available as shared knowledge.
Use credits carefully
- Different models use credits at different rates. Use an efficient model for routine extraction and drafting, then a stronger model for an important final review.
- As a chat grows, each new request may need more of the earlier conversation. That can increase credit use, even when some input is cached.
- Start a separate chat for each tender, contract, client, or distinct topic. Start fresh when old messages no longer help with the next request.
- Long answers, deeper reasoning, web search, file analysis, and connected tools can all use more credits.
- Check Settings → Organization → Usage & Limits to see the balance and recent use for the active organization.
Shortcuts worth remembering
Explore all features
Choose the next guide for the work you want to do.