TABTIN GUIDE
Make TabTinwork your way
From installing TabTin to handing work to an Agent and collaborating with your team, find the next useful step here.
Install & get started
Install the client, bring over past work, and connect services you already use.
Mac installation guide
Download the installer, drag TabTin into Applications, and allow the first launch.
Windows installation guide
Download the installer, choose Run anyway if Windows blocks it, and follow the setup wizard.
Can I import my Cursor and Claude Code history into TabTin?
How to import conversation history from Cursor, Claude Code, Codex, and WorkBuddy—and what cannot be imported.
Connect a custom Feishu app and import content
An enterprise admin configures a custom app, then employees authorize their own Feishu accounts and import content they can access.
Models & AI
Connect an existing model subscription so Agents can work with your allowance.
How do I choose a model for the first time?
Start with a platform model. If you already have another provider’s subscription or API key, you can connect it to use your own quota.
Use your Kimi, Codex, Doubao, or other subscription with Agent
Already pay for a Coding subscription from Kimi, Doubao, or another provider? Connect it to TabTin and use that allowance with Agent instead of buying additional credits.
How do models differ, and which tasks suit each one?
Choose by context window, thinking depth, and tool capabilities. Complex development, long documents, image analysis, and everyday questions have different model needs.
Why does the Agent say “No quota” or “Rate limited” when I already have a subscription?
Already have a provider subscription, but the TabTin Agent still says no quota, insufficient balance, or rate limited? Check model routing, organization credits, and upstream limits step by step.
Agent & tasks
Choose modes, permissions, and personas so work moves forward your way.
Give work to XiaoTin: start a task, review results, and keep refining
Tasks and conversations let you give XiaoTin a specific job: describe the goal, provide materials, follow progress, and refine the result.
Configure an AI persona for your needs: personality, skills, and tools
An AI persona is an AI work partner you can reuse.
Schedule repetitive work and check its execution anytime
Automations save repetitive work as a schedule for a specified AI persona to execute.
Your first task: let XiaoTin handle one thing for you
Choose XiaoTin, Run mode, and Ask every time to complete your first TabTin task.
Ask, Run, Plan, or PMO: which mode should I use?
What each mode can do, where to switch, when to use it, and what happens if you choose the wrong one.
Should Agent ask before acting? Choosing an approval level
What Ask every time, Auto-approve, and Allow all permit; when to tighten them; and how to roll back mistakes.
What is an AI persona, and when should I create one?
An AI persona is an identity for an AI teammate. Learn how to create one, write its instructions, and know when you need another.
How do I schedule Agent to work automatically?
Create scheduled tasks, set their frequency, inspect results, and understand what happens when a computer is off or a device is offline.
Organizations & collaboration
Set up a team, invite colleagues, and share Agent tasks safely.
Organize work items, materials, and colleagues in a project
Follow a development project from creation to work breakdown and a collaborative task.
Find colleagues, create groups, and share materials: communicate in TabTin
IM means instant messaging. Use it in TabTin to contact colleagues, create groups, discuss work, and share materials.
Work together or hand off? Ways to collaborate on AI tasks
Task collaboration lets colleagues work from an existing AI conversation without explaining the background again.
Personal account or team organization: which should I use?
Learn when to use your personal account and when to collaborate in a team organization.
How do I invite teammates?
Once your team exists, invite colleagues by phone number, link, or user ID—whichever is easiest.
What can teammates see when I share an Agent task?
Who can speak in real-time collaboration, who handles execution and approvals, and the boundaries of independent continuation and resource permissions.
Workbench, docs, and data
Set up workspaces and use the workbench to work with documents, spreadsheets, and files.
From draft to sharing: write a document with AI
TabTin documents (TabDoc) are for meeting minutes, work plans, and project materials.
Plan work in a table, then follow it with a board and calendar
Tables help organize work plans, track to-dos, and summarize materials.
Ask AI while browsing: put your research to work
The browser opens websites in the TabTin workbench so you can research and ask AI to organize page content.
How do I find, organize, and share cloud drive materials?
Cloud drive centrally stores the current organization’s documents, tables, and files.
Open local files, edit code, and review changes in TabTin
Local directory lets you browse computer files, preview materials, and edit text in TabTin.
How to use the terminal: run commands and inspect results
A terminal is where you enter commands on a computer and view their output.
How can XiaoTin read a folder’s files and summarize the results?
Download the sample files and follow a Shanghai business trip expense example to read files, organize expenses, and save results with XiaoTin.
What is a workspace, and when should I create one?
What workspaces control, how to choose a folder, why they appear offline after switching computers, and what deleting one removes.
Apps and Skills
Connect apps and Skills to extend what your Agent can do.
Add skills to XiaoTin: find the right Skill for a task
A Skill is a reusable working method telling AI which steps to follow for a type of task and what its output should contain.
Turn a familiar working method into a Skill
Save standard weekly meeting note requirements and reuse them in new tasks.
Improve an existing Skill: make weekly reports shorter and clearer
Adjust rules, save changes, and compare using the same materials.
Configure skills for different AI personas
Assign skills by writing and data roles, then choose the right persona for each task.
Troubleshoot
Start from the symptom and find the next step.Permission denied, or is the Agent waiting for approval?
- Confirm the account and organization first, then check the file, document, or task you are opening.
- If a document is view-only, ask its owner to check your permissions. Sharing a resource does not necessarily grant editing access.
- When the Agent awaits approval, inspect the action, target, and permission prompt before deciding. You do not need to switch straight to Allow all for troubleshooting.
Still unresolved? Record the time, client version, failing steps, and error, attach a screenshot with sensitive information hidden, and contact support. Do not send passwords, verification codes, or API keys.
Cannot sign in, or asked to reauthorize?
- Distinguish failure to sign in to TabTin from a connected model account needing reauthorization. Record the full error shown.
- If prompted to sign in to ChatGPT Codex, return to ChatGPT Codex in model configuration and complete browser authorization as instructed. A different computer requires signing in again.
- If TabTin itself cannot sign in, check network access and the login information. If it still fails, give support the blocked step and error.
Still unresolved? Record the time, client version, failing steps, and error, attach a screenshot with sensitive information hidden, and contact support. Do not send passwords, verification codes, or API keys.
Connection failed, request timed out, or execution device offline?
- Check that the current device can browse normally and note whether every feature fails or only a model or workspace reports errors.
- For an offline execution device, confirm that TabTin is running on that computer and its network is connected. Local files must be handled on the device containing them.
- If only model requests fail, check the selected model and connection settings. No quota and rate limits require quota-specific troubleshooting; reconnecting alone will not fix them.
Still unresolved? Record the time, client version, failing steps, and error, attach a screenshot with sensitive information hidden, and contact support. Do not send passwords, verification codes, or API keys.
Document or table stuck on Syncing?
- Inspect its sync status and errors. Connecting and Syncing do not mean content has been saved to the cloud.
- Check the network, account, and organization. Across devices, confirm you opened the same resource. Local folders do not appear automatically when switching devices.
- Preserve important unsynced content first, keep the page open, and follow prompts. After Synced appears, check on the other device.
Still unresolved? Record the time, client version, failing steps, and error, attach a screenshot with sensitive information hidden, and contact support. Do not send passwords, verification codes, or API keys.
Message, attachment, or AI task not sent?
- Identify the failed message or attachment, then check the recipient, organization, and attachment readiness.
- For failed IM messages, check the connection and retry the same message to avoid duplicate sends.
- For failed AI tasks, read the error first. Attachment upload failures, model authentication failures, no quota, and rate limits need different remedies. Check the original task’s status before retrying.
Still unresolved? Record the time, client version, failing steps, and error, attach a screenshot with sensitive information hidden, and contact support. Do not send passwords, verification codes, or API keys.
Changes not saved, or generated file missing?
- Preserve unsaved text and record the error first. Do not close or refresh with unsaved content.
- For cloud documents and tables, check editing permissions and sync status. For local saves, verify the target folder, filename, and reported failure cause.
- Even if AI says it is done, open the actual document or file and check content and save location. Open exported files too, to confirm they include the latest changes.
Still unresolved? Record the time, client version, failing steps, and error, attach a screenshot with sensitive information hidden, and contact support. Do not send passwords, verification codes, or API keys.