Guides & developer resources
Documentation
Ship on the AI Business Operating System with confidence
NeoMind™, hybrid RAG in Drive+, PEVA automations, and governed analytics are documented alongside the twelve AI modules—same surfaces your teams use in production, not a separate toy stack.
12+
AI modules
Same icons as home
REST & events
Integration layer
Webhooks & idempotency
Governed
AI & analytics
Guardrails & NL2SQL
Multi-tenant
SSO & sandbox
Enterprise-ready
Documentation by AI module
The same module artwork as the homepage—each product hub covers setup, permissions, objects, and the API surfaces that match what ships in the app.
Automate+ & PEVA
Workflow graphs, triggers, webhook payloads, replay, and approval gates—documented so automations are auditable in production.
REST
Webhooks
Replay
Open module
·CRM+ objects & pipeline API
Leads, opportunities, activities, and enrichment hooks—schemas, sync patterns, and NeoMind context fields your integrations can rely on.
Objects
Sync
NeoMind context
Open module
·Drive+ & hybrid RAG
Collections, permissions, hybrid retrieval, and citation settings—how NeoMind grounds answers in the files your teams already trust.
RAG
Citations
Permissions
Open module
·Email+ routing & CRM handoff
Threading, shared inboxes, and CRM-linked drafts—APIs and admin guides for compliant outreach at scale.
Threads
CRM link
Compliance
Open module
·Finance+ ledger & planning
Chart of accounts, close tasks, bank feeds, and forecast models—endpoints and reconciliation playbooks leadership can defend.
Ledger
FP&A
Bank sync
Open module
·HR+ people data & workflows
Employee records, approvals, and analytics exports—privacy-aware patterns and role templates for global teams.
HRIS
RBAC
Privacy
Open module
·Insights+ & governed NL2SQL
Semantic models, metric definitions, and policy checks—so “show Q4 pipeline by stage” returns governed results, not clever mistakes.
NL2SQL
Metrics
Policies
Open module
·Project+ delivery & resources
Portfolios, milestones, time, and capacity APIs—field maps for PSA integrations and executive rollups.
PSA
Milestones
Capacity
Open module
·Proposal+ & CPQ flows
Quotes, templates, and approval chains—how generative drafts stay tied to Drive-grounded sources.
CPQ
Templates
Sources
Open module
·Stock+ inventory & supply
SKUs, locations, transfers, and demand signals—webhooks and batch jobs for WMS and ERP sidecars.
Inventory
WMS
Signals
Open module
·Support+ tickets & knowledge
Routing rules, SLAs, suggested replies, and KB surfacing—so agents resolve faster with consistent quality.
Ticketing
SLA
KB
Open module
·Workforce+ scheduling
Shifts, skills coverage, and attendance—APIs for frontline operations and workforce planning.
Scheduling
Skills
Attendance
Open module
What we document end to end
Architecture themes from our platform: APIs and events, safe AI rollout, retrieval with citations, and automation you can audit—not generic filler pages.
Unified REST APIs & events
Theme 1
Resource-oriented endpoints plus idempotent webhooks—documented alongside tenancy, rate limits, and error codes you will see in production.
REST
Webhooks
Idempotency
NeoMind™ tools & guardrails
Theme 2
How prompts, tools, and review gates connect to live CRM, Finance, and Support records—so AI actions stay on-policy before they ship.
Tooling
Review gates
Live data
Hybrid RAG with citations
Theme 3
Drive+ retrieval patterns: vector + keyword, metadata filters, and source citations—so documentation matches how answers are grounded.
Hybrid search
Citations
Tenant isolation
PEVA automation & audit trail
Theme 4
Event-sourced workflows with replay and human-in-the-loop steps—built for operators who need traceability, not black-box bots.
Audit trail
Replay
Approvals
Jump to core resources
Deep dives for builders and operators—aligned with the live product roadmap.
Need architecture review or a governed rollout?
We help with sandboxes, SSO, and integration design—meet you where your data already lives.
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