Documentation Index
Fetch the complete documentation index at: /llms.txt
Use this file to discover all available pages before exploring further.

Getting Started

Introduction
Setup Hub and User
Creating A Flow
Creating A Task
Assigning Task
Doing Task via Web

Flow

Introduction
How to Use Flow
Building Flow
Build Flow with AI
Managing Flow
Previewing a flow

Workflow

Introduction
How to Use Workflow
Building Workflow
Managing Workflow

Task

Introduction
Subpage in Task
Subflow in Task
Activity in Task
Filter Task to specify the Report description
Gallery
Data Import

Route Optimization

Introduction
How to Use Route Optimization
Dispatch

Automation

Introduction
How to Create Automation
Name of the Automation
Automation Flow
Automation Rules

Data Source

How to Create and Use Data Source
External Data Source

Setting

Introduction
Team Management
Hub Management
Organization Management
Organization Currency Setting
Multi-Organization
How to Generate Personal Access Token
How to Delete your Organization
Trash
How to Manage Custom Module
How to Manage Add-on

Dashboard

Task
AI Insight

Minimum Device Requirement

Mobile

Integration

SSO with Azure AD (Entra)
Connect Accurate.id

Add-On

Support

Chat Our Support Team

Automation

Name of the Automation

Name of the Automation (1) is required to differentiate an Automation from another in the Automation list. For your convenience, please use a Unique or Specific name for each Automation to avoid conflict or confusion.

How to Create Automation

Automation Flow

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Assistant

Responses are generated using AI and may contain mistakes.

Assistant

Responses are generated using AI and may contain mistakes.