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 personalized home dashboard with role-based views for Leadership, Directors, and Team Members.
Conversations
Execute tasks through natural language chat with AI, including browser automation and scheduled tasks.
Knowledge Base
Upload SOPs, documents, and videos so the platform can learn your workflows.
Calendar
View upcoming events and scheduled AI tasks from connected Gmail or Outlook calendars.
Insights
Run deep research queries with Quick, Standard, or Deep analysis across your knowledge base.
Connect
Link external services like Gmail, Salesforce, Google Drive, and configure phone numbers.
Activity Logs
Real-time system logs with filtering, live mode, and service health monitoring.
Settings
Manage your profile, workspace, preferences, integrations, security, and notifications.
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 Gmail, Outlook, Google Drive, Salesforce, and configure phone numbers.
Security
SSO configuration, two-factor authentication, and compliance certifications.
Getting Help
Can't find what you're looking for? We're here to help.