Welcome to Puzzle — the operational blueprint for how your business runs. Whether you're documenting a single workflow, mapping your entire org, or connecting your operations to AI, Puzzle gives you a single place to visualize, structure, and improve how work gets done.
This guide walks you through what Puzzle is, how your workspace is organized, and the best places to start once you're in.
🆕 Haven't signed up yet? Start with Setting Up Your Puzzle Account: Onboarding Walkthrough for the sign-up flow and Nova-guided setup, then come back here.
What is Puzzle?
Puzzle is a visual, AI-powered operational blueprint that helps teams document, connect, and improve how their people, processes, and tools work together. Every workspace maps the moving parts of your business (workflows, teams, people, and tools) into one connected canvas your team and your AI can build on.
Instead of static diagrams or scattered documentation, Puzzle gives you a workspace where every process, role, and tool is linked, structured, and ready to help you with your biggest operational decisions.
What can you do in Puzzle?
Whether you're an Agency creating processes for your clients or an Organization going through change management, Puzzle provides the tools to help your teams document and share their workflows on a visual canvas.
🗺️ Document Your Processes: Map how work happens across your business (client onboarding, hiring, invoicing, handoffs) with every step, role, and tool connected on one canvas.
🤝 Align Your Team: Give everyone visibility into how the business runs. Onboard new hires faster, roll out process changes with confidence, and keep your team on the same page.
🤖 Connect Your Operations to AI: Use Nova (Puzzle's built-in AI) and Puzzle MCP to give your favorite AI clients like Claude and ChatGPT operational awareness of how your business actually runs.
💰 Track Cost and Efficiency: See what each process costs, spot inefficiencies, and find where AI could automate the work.
📤 Share Externally: Send read-only views of any part of your workspace to clients, partners, or stakeholders with Shared Views.
Your Puzzle Workspace: Four Canvases + Changelog
Puzzle organizes your business into four connected canvases plus a Changelog for tracking decisions — all accessible from the navigation sidebar on the left:
🗺️ Workflows: Map your processes as visual step-by-step diagrams
👥 Teams: Design your org chart with roles and responsibilities
🙋 People: Visualize the actual humans in your business
🛠️ Tools: Map your tech stack and how it powers each process
📝 Changelog: Track decisions, updates, and process changes over time
Everything is connected. A step on your Workflows canvas can link to the role that owns it, the tool it runs on, and the person responsible.
💡 Open the navigation sidebar by pressing Cmd + \ (Mac) or Ctrl + \ (Windows). Use Cmd + K (or Ctrl + K) to search across every workflow, team, person, tool, Changelog entry, and Asset in your workspace.
How Puzzle is Organized
Puzzle is built around a few core objects that give your workspace structure:
Term | Description |
Workspaces | A single company or organization (e.g., Acme Inc.). Unlimited workspaces on any plan. |
Tabs | Pages within each canvas that group workflows, teams, people, or tools by department or process area. |
Sections | A grouping of steps that make up a process (Workflows), or a group of roles (Teams). |
Steps | The individual actions inside a process. |
Roles | The positions on your Teams canvas responsible for parts of your business. |
People | The actual humans in your org, visualized on the People canvas. |
Tools | The software and systems your business runs on, mapped on the Tools canvas. |
Changelog | A log of decisions, updates, and process changes across your workspace. |
Powered by AI: Nova + Puzzle MCP
Puzzle is built with AI at the center. Two AI features do most of the heavy lifting:
🤖 Nova (Puzzle AI): Nova is your built-in AI copilot. Ask it to build processes, map your team structure, organize your tools, or explain how everything connects. Nova lives in the sidebar of every workspace.
🔌 Puzzle MCP: Connect Puzzle to Claude, ChatGPT, or any MCP-capable client so your AI has operational awareness of how your business actually runs. Every answer is grounded in your real workspace.
📚 Read more:
Video Guide: How Puzzle Works
🚀 Ready to explore?
Start with these foundational articles:
Mastering Navigation and Shortcuts in Puzzle — The navigation sidebar, folders, keyboard shortcuts, and Command-K global search
Workflows: View & Edit Your Process Diagrams — Map, edit, and share your workflows on the Workflows Canvas
Sections: Organize Business Processes — Group related steps into clear, structured sections
Steps: Break Down Workflows — The building blocks of every process, with status, type, executor, roles, and more
Designing Teams: Plan and Organize Roles — Build your org chart with roles, responsibilities, and connectors
Structuring the People Canvas — Track team members, AI agents, and contributors across your workspace
Mastering Tabs in Puzzle — Organize each canvas into tabs and folders, plus tab-level permissions on Enterprise
Shared Views: Share and Collaborate — Create read-only shareable links of any part of your workspace
Puzzle Changelog — Document decisions, link them to steps and tools, and compare costs side-by-side
💰 Curious about pricing?
Read Choose With Confidence: Puzzle Pricing Plans Explained for a full breakdown of plans and features.
Additional Resources
For additional information regarding Puzzle, email support: [email protected]