Choose a business problem to solve

Use this when

Use this guide when you are learning the product model or choosing your first complete workflow.

Start with the work that is costing your team time or making a result hard to trust. Choose one problem, prove one workflow, then expand.

New inquiries wait too long

Use Sales and leads to assign an owner, record the next action, and keep unanswered intake visible on Today.

Deals go cold

Use Pipeline to see the stage, value, owner, and next action. Use pipeline follow-up when you need a focused stale-opportunity report.

Customer history is scattered

Use Customers to keep conversations, contacts, clients, and appointments connected to the same person or company.

Proposals or invoices need attention

Use Proposals to track a decision. Use Money to distinguish recorded value, invoices, collections, and collected payment.

Meetings create promises that disappear

Use Appointments for the scheduled event, then turn accepted commitments into work that appears on Today.

The team cannot tell what AI did

Use Ask Accelerate for a grounded answer, Approvals for proposed changes, and Activity for the recorded result.

You need a workflow the product does not include

Start with plugin examples to find a business pattern. Use customization for configuration and Build on it when source changes are required.

What to know

Availability depends on enabled modules, workspace permissions, provider connections, and the current installation. Check the recorded status before relying on a live result.

Next: Try your first workflow, or read how Today works.