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WORKFLOW | Top Left Panel: Entity Management

Entity Management is designed to streamline the creation, utilization, and management of various entities that are integral to the workflow's functionality. Here’s how it is accessed and detailed:

  • Actions: Actions correspond to functionalities that can be initiated by the user or the system, triggering responses or interactions.
  • Media: Media entities consist of reusable media elements such as images, videos, and documents.
  • Forms: Forms are reusable data collection abstractions that can be employed across multiple workflows.
  • Events: Events represent scheduled occurrences that can be displayed in a calendar format, including online or offline meetings, conferences, and other activities.
  • Records and Registries: Users can create and manage structured data stored in the database, handling various record types and their configurations.
  • API Integrations: Facilitates working with existing API integrations or creating new ones for enhanced system interactions.
  • Communication Channels: Manage and configure the communication channels used within workflows to ensure effective communication flows.
  • AI Tools: Access and configure AI tools integrated into the system for advanced functionalities like automation and analytics.
  • Roles and Permissions: Manage user roles and permissions to control access and interactions within workflows, ensuring security and appropriate access.