Platform
The Platform brings all operational tools together in one unified workspace. From inventory and customer management to analytics and AI automation, each module contributes to a streamlined and data-driven workflow. Use the sections below to explore each module and learn what you can do with it.
Dashboard
- Track live activity and key metrics
- Monitor recent documents and health indicators
- Get insights at a glance
Marketing
- Plan campaigns
- Manage assets
- Measure impact across channels
Sales
- Track leads
- Manage deals
- Close faster with guided workflows
Documents
- Create contracts and critical files
- Store documents securely
- Share files with ease
Insights
- Understand performance with dashboards
- Track trends and patterns
- Generate comprehensive reports
Steer AI
- Use AI tools to automate tasks
- Summarize data quickly
- Accelerate work with intelligent assistance
Member management
- Invite teammates
- Set roles and permissions
- Control access with ease
Notifications
- Configure email and in-app alerts
- Set notification preferences
- Stay updated on important events
Top Bar
The top bar groups three core application buttons:
- Notifications
- Help
- Settings
Notifications
Opens the notifications panel, where system and operational alerts are displayed.
For more information regarding notifications, please refer to the Notifications section.
Help
Provides access to the user documentation at any time, allowing users to return to context-specific help whenever needed.
For more information regarding help, please refer to the Help section.
Settings
Opens the application settings panel, where configuration and personalization options are available.
For details about available settings, refer to the Settings section.