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4 articles

Getting Started

Set up your workspace, invite your team, and run your first workflow.

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Two-Factor Authentication

Add an extra layer of security to your account and control it right from your profile.

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Workflows & Forms

Build, automate, and manage workflows, forms, and tasks.

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Ella AI

Configure Ella and your specialist agents to automate the work.

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Analytics

Turn the records your team completes into live, shareable insight.

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Workspaces

Group your categories into a focused view — switch between them, and manage the ones you create.

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Submissions

Every completed and in-progress record — browse by category, filter the list, and set how it's viewed.

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Company Settings

Facilities, users, roles, and plans — the administrative surface for the whole company.

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Profile & Account

Your personal profile, contact details, and password — the settings every user manages themselves.

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Theme & Appearance

Customize your workspace visual style — adjust primary, secondary, heading, or body text colors, and toggle dark mode.

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