Product Guide
Everything you need to use the platform effectively — from first login to advanced automation.Getting Started
Platform intro, dashboard navigation, and account setup
Contacts & Pipeline
Manage contacts, deals, and your sales process
Marketing & Automation
Flows, email templates, forms, and social media
Surveys & Funnels
Build surveys, collect responses, and create conversion funnels
Communication
Inbox, calendar, and reputation management
Integrations
Connect SMS, email, WhatsApp, social accounts, and calendars
Analytics & Insights
Activity feeds, reports, and performance dashboards
AI Platform
AI assistants, chatbots, marketplace, and provider settings
Point of Sale
Sales processing, inventory, and register management
Developers
Technical documentation for building on and extending the platform.Getting Started
Local setup, project structure, and environment config
Architecture
Platform design, multi-tenancy, API, database, and frontend
Security & Auth
Authentication, RBAC, permissions, and audit logging
Systems & Integrations
Flow engine, third-party APIs, billing, and notification systems
Team Handbook
Coding standards, QA checklist, and deployment
AI Architecture
AI platform design, memory, goals, multi-agent, and integration tools