Docs Features
Agent tokens
A short code for every bid, file, workspace, budget, proposal and more. Copy one and paste it into any agent to point it at exactly what you are looking at.
Every important thing in Tidy has a short, permanent code called an agent token, like BID-7K3P9QX2. Click Copy agent token and Tidy copies the code plus what you are looking at, such as the page number and workspace. Paste it into the Tidy agent, Claude or ChatGPT and the agent knows exactly which bid, drawing page or proposal you mean.
A token is a pointer, not a password. The agent looks it up under your own permissions, so a token from another company leads nowhere.
Where the button is
- The top right of most pages.
- The file viewer toolbar and the workspace top bar.
- The menu on workspace, budget and proposal cards.
- The right-click menu on a bid in Opportunities and the Hub.
- RFI and observation panels.
What a token looks like
A copied token looks like tidy:FIL-H6N94XRQ?page=12&ws=WSP-7M2PQA1C: a file, on page 12, in a workspace. A bare code like BID-7K3P9QX2 works too.
| Prefix | Object | Prefix | Object |
|---|---|---|---|
| BID | Bid | BGT | Budget |
| FIL | File | MAS, LAS, EAS, SAS | Material, labour, equipment and subcontract assemblies |
| FLD | Folder | PRP | Proposal |
| WSP | Workspace | REC | Record view |
| SHT | Sheet | CLI | Client |
| OBS | Observation | VEN | Vendor |
| RFI | RFI | TSK, NTF | Task, notification (agent use only, no Copy button) |
How to use one
- Open the bid, drawing page or proposal you want help with.
- Click Copy agent token. A toast says "Agent token copied".
- Paste it into your agent's chat with your question.