AI & Integrations | Workspace
Use Platform Services, workflows, documents, and audits
Understand the shared service layer that supports AI, documents, notifications, integrations, and repeatable workflows.
Sign in to your company workspace to use the related controls.
What this section includes
- Service overview
- AI service activity
- Documents
- Notifications
- Integrations
- Workflows and audit
Start-to-finish instructions
Open Platform Services
Review each service and its current availability for the company and plan.
Choose the needed service
Open AI, Documents, Notifications, Integrations, or Workflows based on the task.
Run a labeled test
Use non-sensitive test data and record the expected output before starting.
Review activity and audit
Confirm inputs, result, status, company, user, time, and any downstream action.
Handle a failure
Read the error, correct configuration or data, and retry only when duplicate protection is clear.
What success looks like
- The service result is visible and attributable.
- Downstream records or notifications are correct and not duplicated.
Common problems
- Do not retry payments, messages, or record creation blindly.
- A service may be unavailable because of plan, provider, company, or platform status.