Build
Set up the people, Files, Forms, Workflows, and channels your experience uses.
Files
Upload and organize Files, edit documents, and give a Workflow access to the information it needs.
Open guide →Labels
Organize members, chats, and files with color-coded tags for filtering, automations, and access control.
Open guide →Forms
Define structured fields, then find where submitted records and Event Rules live.
Open guide →Workflows
Start with one prompt, test its answers, then build an enrollment Workflow from ordered Tasks.
Open guide →Phone Numbers
Route Member calls to a Workflow during business hours and to voicemail after hours.
Open guide →Email Inboxes
Create an Inbox and choose whether a Workflow or a person handles incoming mail.
Open guide →Sites
Connect a Workflow to a Site, write a visitor page, and publish it.
Open guide →Journeys
Create a Journey, configure its steps and progression, and enroll or monitor Members.
Open guide →Using CEL Expressions
Write CEL across Workflows, Journeys, Event Rules, Actions, Forms, and other expression contexts.
Open guide →Calendars
Manage schedules, availability, event types, and AI-powered appointment booking.
Open guide →Library
Publish Bundles, share them within an organization, and follow updates.
Open guide →Contributors
Ask a designated colleague for guidance during a Workflow Chat.
Open guide →Supervisors
Configure an AI reviewer and choose how it can intervene in a Workflow Chat.
Open guide →Custom Toolkits
Create a collection of custom Tools and make it available to a Workflow.
Open guide →Tools
Define a custom Tool's instructions, inputs, outputs, and available Abilities.
Open guide →Channels
Connect with people across phone, email, web, Discord, Slack, and more.
Open guide →App Connections
Connect external services like HubSpot, Salesforce, Monday.com, FHIR EHRs, Slack, Discord, and MCP servers to sync data and extend your workspace.
Open guide →