Bring records, files, and next steps together. Create internal tools and dashboards that fit the way your team works and the decisions people need to make.
Use a representative file and explain the process around it. Define the records and decisions the app should support, then review how the imported information maps to that structure.
Can different people use different views?+
Design the created app around its users and their work. Specify the information each person should access and test the rules. App users are separate from access to your Exepad builder account.
Where do agents fit in?+
An agent can help interpret a request, summarize material, or prepare a next step from the workspace's context. Define its actions and review points around a bounded task.
Explore Pricing for plans, included capabilities, and usage details.