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Implementing the platform

For the people who configure and extend Skills Workflow for a client.

This route assumes you already understand what the client's users do. If you do not, start with Using the platform — the same pages their users read.

Ground yourself first​

  1. Glossary — including where the interface and the API use different names for the same thing.
  2. Administering a client — the configuration everything below sits on.

Workspaces​

  1. Workspaces — what a workspace is and what it controls.
  2. Definition — how one is described.
  3. Edit layout
  4. Roles — who sees which workspace.

Panels​

  1. Workspace context — what a panel can read from around it.
  2. Grid: set columns — the largest and most used panel reference.
  3. Grid: inline editing
  4. Form: set items
  5. Datasource: store and endpoint — where a panel's data comes from.

Automations​

  1. Automations — the model and when to reach for it.
  2. Build your first automation
  3. Actions reference — every action, its inputs and its output.
  4. Recipes — complete automations to adapt.

Code​

  1. SDK — what is callable from a workspace.
  2. Client API
  3. Webhooks — events out, and the entry point for automations.
  4. Data extraction — the reporting interface.

Connecting other systems​

  1. Integrations — what already exists before you build anything.

AI​

  1. AI Assistant — what the client's users see, and the four settings that control it.
  2. Agents — which agent handles which kind of request.
  3. Tools — what an agent can read and change, and which actions ask for approval.
  4. Add your own skills, agents and tools — configuring AI around a client's own way of working.
  5. AI Actions — the editor actions, which a client defines themselves.
  6. Client Portals — a page of a client's own, generated with AI.