Admins
Start with Getting Started, Reveals, Admin and Tenant Management, and Governance.
Documentation
Learn the platform screen by screen.
A hosted documentation hub for onboarding, Reveals, Operating Intelligence, reporting, automation, and governance.
Use these guides to orient new users, document common operating motions, and support demos or customer onboarding with a consistent walkthrough of the product surface.
What This Section Covers
- Signing in and learning the navigation
- Installing and running ready-to-run Reveals
- Connecting systems and credentials
- Measuring value with Operating Intelligence
- Working with dashboards, reports, workflows, approvals, and agents
How To Use It
Start with Getting Started for new users, then move into the product-area guides that match your role or the task you need to complete.
Quick Start
Begin with the product concepts most teams need first.
By Role
Pick the guides that fit how your team uses the platform.
Operators
Focus on Reveals, Integrations, Workflows, Operating Intelligence, and Dashboard usage.
Reporting Users
Go to Operating Intelligence and Analytics first, then learn how data sources are connected.
All Guides
A complete map of the current documentation set.
| Guide | Purpose | Best For |
|---|---|---|
| Getting Started | Orient new users to navigation, tenants, and first-run actions. | All users |
| Reveals | Understand ready-to-run capabilities, setup requirements, actions, results, and evidence. | Operators, admins, leadership |
| Operating Intelligence | Measure labor capacity, value, customer impact, evidence events, and automation health. | Leadership, reporting users, operators |
| Dashboard | Understand high-level signals and use the dashboard to prioritize work. | Operators, leadership |
| Integrations | Connect systems, configure credentials, and manage ingestion sources. | Admins, operators |
| Workflows | Build and maintain automation flows with step-by-step logic. | Operators |
| Analytics and Reports | Create dashboards, report drafts, and scheduled reporting views. | Reporting users, leadership |
| Alerting | Review incidents and manage alert rules. | Operators |
| Governance | Handle approvals, policies, and controlled action paths. | Admins, reviewers |
| Agents | Understand AI agents and endpoint agents in the operating model. | Operators, admins |
| Admin and Tenant Management | Manage users, tenants, hierarchy, and administrative settings. | Admins |