Cloud Platform User Guide
Comprehensive step-by-step guides for new users and reference documentation for experienced users.
Getting Started
Everything you need to set up and start using Cloud Platform
First-Time Setup
Complete the onboarding process: select interests, join a workspace, and customize your dashboard.
Start hereWorkspaces
Create or join workspaces to organize your team's data and enable collaboration.
Learn moreQuick Reference
Keyboard shortcuts, common tasks, and a handy glossary of platform terms.
View referenceCore Features
Master the key capabilities of the platform
Automations
Execute tasks through natural language conversations with AI. Just describe what you need.
Read guideKnowledge Base
Upload documents and videos to create AI-powered searchable content for your organization.
Read guideOutreach & Campaigns
Manage outbound calling and email campaigns with real-time monitoring and analytics.
Read guide
What is Cloud Platform?
Cloud Platform is a professional web application designed to help you manage tasks, communications, research, and data through an intuitive dashboard interface.
The platform adapts to your needs by showing only the features relevant to your selected interests. Choose from dashboarding, task execution, research, communications, integrations, and team management.
With AI-powered automations, you can execute complex tasks through simple natural language conversations. Upload documents and videos to build searchable knowledge bases for instant insights.
Security & Compliance
Cloud Platform is built with enterprise security at its core. Your data stays protected with industry-standard encryption and access controls.
SSO Integration: We support SAML 2.0 and OIDC protocols for seamless integration with Okta, Azure AD, Google Workspace, and other identity providers.
Role-Based Access Control: Define granular permissions at the workspace, feature, and data level. Enable two-factor authentication for additional security.
Compliance: SOC 2 Type II certified. GDPR compliant with data processing agreements available. Complete audit logging for all actions.
Need help getting started?
Our support team is available to guide you through setup and answer any questions about Cloud Platform.