Choose the right identity and data boundary
Decide who is acting, which project owns the data, and whether the operation belongs in a browser, trusted server, or Heidi workspace.
Use it in Heidi
Start from the user-visible outcome, keep the request in the existing project, and verify the result in the preview and review surfaces.
Keep the work reviewable
Keep the page, task state, and visible evidence together when you ask for help. That gives Heidi enough context to continue without inventing progress or making you restart.
Verify the result
Return to the relevant project surface and verify the outcome, the durable state, and the next available action.
Use ← and → to move between pages.