Cloud Platform User Guide
A comprehensive step-by-step guide for new users and reference for experienced users.
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.
System Requirements
- Modern web browser (Chrome, Firefox, Safari, or Edge)
- Stable internet connection
- Valid account credentials provided by your organization
Quick Start
New to Cloud Platform? Get up and running with these essential guides.
Platform Features
Cloud Platform includes powerful features that adapt to your selected interests. Here's what you can do:
Command Center
Your customizable home dashboard with widgets for quick actions, active tasks, metrics, and more.
Automations
Execute tasks through natural language conversations with AI. Just describe what you need.
Knowledge Base
Upload documents and videos to create AI-powered searchable content for research.
Insights
Conduct AI-powered research across your Knowledge Base with Quick, Standard, or Deep analysis.
Outreach
Manage outbound calling campaigns with real-time transcription and analytics.
Campaigns
Create and manage email marketing campaigns with engagement tracking.
Connect
Integrate external services like Google Drive, Salesforce, and more via OAuth.
Intelligence
View analytics dashboards with metrics, charts, and data visualizations.
Explore by Topic
Interface Guide
Learn the navigation, sidebar, workspace switcher, and how to pin favorites.
Knowledge Base
Upload documents and videos for AI-powered search and research.
Integrations
Connect Google Drive, OneDrive, Salesforce, and configure API keys.
Security
SSO configuration, two-factor authentication, and compliance certifications.
Getting Help
Can't find what you're looking for? We're here to help.