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

# Welcome to Metal

> Get oriented in the Metal app and find your way around the user guide.

Metal helps your firm turn institutional knowledge into conviction across the deal lifecycle. This guide walks through the app feature by feature — how to navigate it, work day to day, and administer it for your team.

<Info>
  Looking for the API, MCP, or integration code? Switch to **Developers** in the product menu at the top of the page.
</Info>

## Start here

<CardGroup cols={2}>
  <Card title="Navigating Metal" icon="compass" href="/help/navigating">
    Learn the layout — where companies, deals, people, and documents live.
  </Card>

  <Card title="Key concepts" icon="lightbulb" href="/help/concepts">
    Understand the building blocks in plain language.
  </Card>

  <Card title="Working with deals" icon="handshake" href="/help/deals">
    Track opportunities through your pipeline.
  </Card>

  <Card title="Adding & managing users" icon="user-plus" href="/help/admin/users">
    Invite teammates and control their access.
  </Card>
</CardGroup>

## Work feature by feature

<Columns cols={4}>
  <Card title="Companies" icon="building" href="/help/companies" />

  <Card title="Deals" icon="handshake" href="/help/deals" />

  <Card title="People" icon="user" href="/help/people" />

  <Card title="Documents" icon="file" href="/help/documents" />

  <Card title="Lists" icon="list" href="/help/lists" />

  <Card title="Search" icon="magnifying-glass" href="/help/search" />

  <Card title="Workflows" icon="robot" href="/help/workflows" />

  <Card title="Enrichment" icon="sparkles" href="/help/enrichment" />
</Columns>

## Administer your workspace

<CardGroup cols={2}>
  <Card title="Onboarding your workspace" icon="rocket" href="/help/admin/onboarding">
    Set up Metal for your firm for the first time.
  </Card>

  <Card title="Roles & permissions" icon="shield-halved" href="/help/admin/roles">
    Decide who can see and do what.
  </Card>

  <Card title="Settings" icon="gear" href="/help/admin/settings">
    Configure workspace-wide preferences.
  </Card>

  <Card title="Integrations" icon="plug" href="/help/integrations/overview">
    Connect your CRM, file storage, and more.
  </Card>
</CardGroup>

## Need a hand?

Reach the team at [support@metal.ai](mailto:support@metal.ai) — include a screenshot and the page you were on for the fastest help.