Productivity¶
- Documents
- Sign
- Knowledge
- Dashboards
- Calendar
- Sync third-party calendars
- Create activities from chatter
- Plan an event
- Coordinate with teams’ availability
- Share availabilities
- Automatic video call
- Appointments
- Discuss
- Inbox, starred, and history
- Direct messages
- Meetings
- User-specific notification preferences
- Chat from different applications
- Activities
- AI
- What you can do
- Who this documentation is for
- Document map
- Security
- Getting started
- Using the assistant
- Configuration
- Capabilities and tools
- Access policy
- Agents
- Agent recipes
- Recipe checklist (all agents)
- Recipe A — Project task analyst (internal)
- Recipe B — Frontend / website customer-care chat (maximum caution)
- Recipe C — Appointment booking specialist (internal SDR)
- Recipe D — Accounts payable document helper (trusted finance)
- Recipe E — Read-only company knowledge + efficiency auditor
- Recipe F — “Jarvis” default assistant for employees
- Anti-patterns
- Testing matrix (minimum)
- Skills and memory
- Monitoring
- Providers and models
- The AI panel
- Writing assistant
- AI search and command palette
- AI fields, server actions and automations
- Who can use what
- Knowledge sources
- AI in Knowledge, Documents and cloud files
- MCP server
- Live chat AI agent
- Website AI
- Voice: dictation and call transcription
- AI in the business apps
- AI for projects with SLA
- AI for accounting reports
- AI for CAD imports
- AI for competitor prices
- Key design principles
- See also
- Data Cleaning
- To-do
- Utilities