Welcome
Learning materials and in-depth documentation on setting up and mastering the platform
Important
Our documentation is ever evolving and might change over time as we add additional features and modify existing processes. Please check back regularly to get up to date learning material on your platform.
Welcome to the official documentation for your platform. This knowledge base walks you through every part of the product - from standing up your first deployment to building advanced, AI-driven automations.
The platform is organized around four pillars that work best together:
- Resources model any business object your organization needs - projects, tickets, inventory, clients - with custom fields you define yourself.
- Workflows automate processes across those resources and external systems using a visual, node-based canvas.
- AI connects your own language models through providers and agents, then puts them to work in chats and automations.
- Dashboards, Tasks & Search surface your data visually, keep humans in the loop, and make everything findable in natural language.
Where to go next
Getting Started
Create your account and your first workspace on our hosted platform.
Resources
Model your domain data: create Resources, define Fields, and start capturing Items.
Workflows
Build automated pipelines on the visual canvas - triggers, nodes, runs, and monitoring.
AI
Use the default provider, configure agents, scope knowledge collections, and chat with your data.
Suggested learning path
If you are new to the platform, we recommend reading the sections in this order:
- Getting Started - create your account and first workspace.
- Resources - understand the dynamic data layer everything else builds on.
- Creating a Resource - create your first Resource and its Fields.
- Working with Items - capture records, filter, and search them.
- Your First Workflow - automate something you would otherwise do by hand.
- AI - wire up a provider, create an agent, and chat with your data.