Advanced Features
AI assistants, integrations, analytics, and automation tools — 16 articles
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Agent Workflows — AI Playbooks
How to build, run, and automate AI playbooks — reusable multi-step action sequences that span apps and run on demand or on a schedule.
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AI Consoles
The per-solution control surface where admins monitor what the AI handled, approve pending actions, and set the autonomy dial for each AI-First Solution.
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AI Operations FAQ FAQ
Answers to common setup and operating questions about AI Operations — pausing agents, approvals, trust levels, limits, and troubleshooting.
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AI Operations — Pausing, Approvals & Agent Health
The admin hub for governing autonomous AI agents — pause and resume domains, review pending actions, monitor agent health, configure trust levels, and manage approval workflows.
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Ask AI — What It Can Do and How to Govern It
What Ask AI does, how to configure its agents and knowledge sources, and the admin controls for guidelines, moderation, retention, and data requests.
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Background Tasks & Job Monitoring
How the platform-wide background task tracker works — progress monitoring, cancellation, export downloads, and email notifications for imports, exports, and bulk operations.
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Importing Data (Smart Import)
How to bring data into the platform from CSV files and spreadsheets using Smart Import — setup, column mapping, recurring imports, and historical migrations.
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Integrations FAQ FAQ
Answers to common setup and operating questions about SSO, HRIS, webhooks, SFTP, and service accounts — for the admin running them.
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Integrations — SSO, HRIS, Payroll, SFTP, Webhooks
How the platform connects to external systems — identity providers, HR systems, payroll, file transfers, and outbound event webhooks — and what an admin configures for each.
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Mobile — What Employees Get
How mobile access works for employees — native apps, mobile web, auto-redirect, login, app grid, dashboard widgets, branding, and what admins control.
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Notifications — Channels, Defaults & Opt-outs
How the platform delivers notifications across six channels, what admins control at each level, and how employees manage their own preferences.
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Notifications FAQ FAQ
Answers to common setup and operating questions about the platform notification system — for the admin running it.
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Search Across the Platform
How the global search bar works, what it searches, how synonyms improve relevance, and what admins can configure.
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What Your Employees See
The personal surfaces every employee lands on — dashboard, My Stuff hub, profile, bookmarks, drafts, notes, trash, AI Home, and account settings — and how an admin controls what...
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Workforce Intelligence
The admin hub for MangoScore performance scoring and Recommendation AI shift-allocation weights — configure how employees are evaluated and how the scheduling engine ranks candi...
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Your First Week as an Admin
The orientation path for a new admin — where the admin panel lives, what to set up first, how roles work, and the six sections of the admin sidebar.