# Platform documentation

> Search, workspaces, members and roles, security, billing, notifications, offline and everything that works across every app. Every capability, where it lives in Automo and how to use it.

Search, workspaces, members and roles, security, billing, notifications, offline and everything that works across every app.

37 entries. Each one says what it does, where it lives in Automo, how to use it, and what it needs. Sign in at [automo.ai](https://automo.ai) to try any of them; the Free plan needs no credit card.

- Capabilities (28)
- Where things are in the menus (9)

## Capabilities

What you can do, product by product.

### Global search (⌘K)

One search box across records, pages, files, chats and every menu in the product, with an AI tab when the knowledge base is on.

- **Where:** Top bar search, or ⌘K / Ctrl+K anywhere
- **How:** Press ⌘K and start typing.
- **Apps:** available in every workspace
- **Also known as:** command palette, find, search everything, cmd k, quick open

### Feature finder in Help

Search everything the platform can do in plain language, “add a line”, “import Apple contacts”, “personal knowledge base”, and see whether it’s switched on for this workspace, with a link straight to it.

- **Where:** Top bar → the question-mark Help button → Features
- **How:** Click the question mark in the top bar, open the Features tab, then search for what you want to do.
- **Apps:** available in every workspace
- **Also known as:** how do i, what can this do, help, find a feature, is this enabled

### Learning centre

Getting-started checklist, step-by-step guides gated to the apps you actually have, AI help, and what’s new.

- **Where:** Top bar → Help, or the sidebar Help & feedback
- **How:** Open Help and pick Start, Guides, Features, Ask AI or What’s new.
- **Apps:** available in every workspace
- **Also known as:** guides, tutorial, onboarding, how to use

### Guided product tours

Interactive walkthroughs of each area, launchable whenever you want, not only at signup.

- **Where:** Help → Guides → Take the tour
- **How:** Open Help → Guides and start the tour.
- **Apps:** available in every workspace
- **Also known as:** tour, show me around, walkthrough

### Notifications

In-app, email and push notifications, with per-type control over what reaches you.

- **Where:** Top bar → bell; preferences in Settings
- **How:** Click the bell, or tune what you get in notification settings.
- **Apps:** available in every workspace
- **Also known as:** alerts, bell, stop emailing me, push

### Multiple workspaces

Belong to several workspaces and switch between them without signing out, each with its own apps, data and branding.

- **Where:** Sidebar → workspace switcher
- **How:** Click the workspace name and pick another.
- **Apps:** available in every workspace
- **Also known as:** switch company, multiple companies, agency clients, tenant

### Team members, roles and permissions

Invite people, assign roles, and tune what each role can see and do per module, down to per-member overrides.

- **Where:** Settings → Team
- **How:** Open Settings → Team, invite a member, then set their role.
- **Opens at:** `/settings?tab=team` in your workspace
- **Apps:** available in every workspace
- **Also known as:** invite someone, add a user, permissions, roles, access control

1. Open Settings → Team.
2. Invite by email and choose a role.
3. Adjust role permissions per module under Role Permissions if the defaults don’t fit.
4. Override a single member’s access where needed.
5. Pending invites stay visible until accepted.

### Auditor role (read-only)

Give accountants and external auditors read-only access across finance, sales and ops, with HR, payroll, billing and member management hidden.

- **Where:** Settings → Team → assign the Auditor role when you invite or edit a member
- **How:** Open Settings → Team, invite the auditor by email (or edit an existing member) and pick the Auditor role.
- **Opens at:** `/settings?tab=team` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Owner / admin assigns it
- **Replaces:** Sharing your own login with the accountant
- **Also known as:** auditor, auditor role, read-only role, read only role, readonly role, view-only user, view only access, view-only access, accountant access, accountant role, external auditor, read-only access, give my accountant access

1. Open Settings → Team.
2. Invite the auditor by email, or edit an existing member.
3. Pick the Auditor role, view-only wherever it reaches, with HR, payroll, billing and members hidden.

### SSO, two-factor and session security

Single sign-on, two-factor authentication, session controls and a security audit trail.

- **Where:** Settings → Security
- **How:** Open Settings → Security and configure SSO or 2FA.
- **Opens at:** `/settings?tab=security` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Owner / admin
- **Also known as:** 2fa, mfa, saml, okta, login security

### Billing, plans and seats

Your plan, seats, AI credits, invoices and upgrades, with proration handled when you switch.

- **Where:** Settings → Billing
- **How:** Open Settings → Billing to change plan, add seats or top up credits.
- **Opens at:** `/settings?tab=billing` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Owner, admin or billing admin
- **Also known as:** upgrade, subscription, add seats, invoice, cancel

### Turn apps on and off

Enable exactly the apps this workspace needs, or trial one, and they appear in the sidebar within seconds.

- **Where:** Home → Available apps, or Settings → Billing → Apps
- **How:** Find the app on Home under Available apps and press Enable or Start free trial.
- **Opens at:** `/settings/billing?tab=apps` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Owner / admin
- **Also known as:** enable an app, turn on, add a module, free trial, why cant i see

### Workspace branding

Your logo, colours and name across the product, the default brand kit re-skins the whole platform.

- **Where:** Settings → Workspace / Brand
- **How:** Open Settings → Brand and set the default kit.
- **Opens at:** `/settings?tab=brand` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Owner / admin
- **Also known as:** white label, our colours in the app, logo

### Integrations and connections

Connect the outside accounts the platform uses, Google, Microsoft, Apple, Stripe, ad networks, accounting, review sites, in one place.

- **Where:** Settings → Apps & Integrations (personal ones under My Connections)
- **How:** Open Settings → Apps & Integrations and connect a provider.
- **Opens at:** `/settings/connections` in your workspace
- **Apps:** available in every workspace
- **Also known as:** connect, oauth, link account, api

### Digital business card

Your own scannable profile page, one tap adds you to anyone’s phone contacts, with a QR code, wallet pass, vCard download and analytics on views and saves. Included for everyone.

- **Where:** Settings → Personal → Digital Card (also Home → Set up my card, and Customers → My Card)
- **How:** Open your profile, fill in the card, then share the link or QR.
- **Opens at:** `/settings/digital-card` in your workspace
- **Apps:** available when one of these apps is on: `core-digital-card`
- **Replaces:** HiHello / Popl
- **Also known as:** qr card, vcard, wallet pass, share my details, contact card, scannable profile, nfc card

### Offline mode and sync

Keep working when the connection drops, changes queue locally and sync when you’re back.

- **Where:** Everywhere; status shows in the top bar
- **How:** Nothing to switch on: pending changes show a sync badge until they land.
- **Apps:** available when one of these apps is on: `core-offline-sync`
- **Also known as:** works offline, no internet, sync pending

### Mobile and installable app

Get the Automo app for iPhone and Android.

- **Where:** The App Store and Google Play
- **How:** Download the Automo app from the App Store or Google Play.
- **Opens at:** `/help/install-app` in your workspace
- **Apps:** available in every workspace
- **Also known as:** ios, android, install app, pwa, home screen, iphone, mobile app, phone app, app store, google play, download app

### Automo Browser

A desktop browser with the platform and Automo Connect built in, including AI search as the default engine.

- **Where:** Downloaded separately as a desktop app
- **How:** Download and install the Automo Browser, then sign in.
- **Apps:** available in every workspace
- **Also known as:** desktop browser, chrome alternative, connect extension

### Embeddable editor SDK

Embed the editors and the asset library inside your own product, white-labelled.

- **Where:** Developer integration, SDK, not a page in the app
- **How:** Use the embed SDK with credentials issued for your workspace.
- **Apps:** available in every workspace
- **Who can use it:** Developers with workspace credentials
- **Also known as:** white label editor, iframe, sdk, embed canva

### Regional data residency

Workspace data lives in your account’s region, US, EU or AP, across the platform’s regional deployments.

- **Where:** Chosen on the sign-up page when you create your account
- **How:** On the sign-up page, look for “Your data will be stored in” (suggested from your location) and press Change to pick another region before creating your account. Workspaces you add later are stored in the same region. For full region controls, such as pinning every record to a chosen region (US, EU, AP or AU) or moving an existing workspace, add Data residency to an Enterprise plan.
- **Apps:** available in every workspace
- **Also known as:** gdpr, eu data, where is my data, residency, sovereignty

### Reset workspace data

Owner-only tool to clear a module’s data and start clean, without deleting the workspace.

- **Where:** HR → Time & Attendance → Reset tab
- **How:** Open the reset tab, pick what to clear, then confirm.
- **Opens at:** `/hr/time?tab=reset` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Owner only
- **Also known as:** delete all data, start over, wipe, danger zone

### Give feedback and get support

Report a problem or suggest something without leaving the page, screenshots and context attach themselves.

- **Where:** Sidebar → Help & feedback → Give feedback
- **How:** Open Help & feedback and choose Give feedback.
- **Apps:** available when one of these apps is on: `core-feedback`
- **Also known as:** report a bug, contact support, suggestion, something is broken

### What’s new announcements

Product news targeted to the apps you actually use, so you hear about what’s relevant.

- **Where:** Help → What’s new
- **How:** Open Help → What’s new.
- **Apps:** available in every workspace
- **Also known as:** changelog, release notes, updates

### Migration history

A record of what was imported into this workspace and when, so a bad import can be traced.

- **Where:** Settings → Migration history
- **How:** Open the migration history from settings.
- **Opens at:** `/settings/migration-history` in your workspace
- **Apps:** available when one of these apps is on: `core-migration-history`
- **Who can use it:** Admins
- **Also known as:** import history, what did we import

### My print orders

Track print-on-demand orders you’ve placed, with status and reorder.

- **Where:** Settings → Print orders
- **How:** Open your print orders from the profile menu.
- **Apps:** available when one of these apps is on: `core-my-orders`
- **Also known as:** order status, reorder print, my orders

### Unified audit trail

One activity record across roles, authentication, plan and entitlement changes, records and admin actions, filterable per person and per category, so “who changed this and when” has an answer.

- **Where:** Settings → Security → Activity
- **How:** Open the security settings and filter the activity log by person, category or date.
- **Opens at:** `/settings?tab=security` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Owner / admin
- **Also known as:** audit log, who changed this, activity history, compliance evidence, soc 2 evidence

### REST API and service tokens

Issue scoped service tokens and drive the platform from your own systems, the same API the product uses, so anything in the UI can be automated.

- **Where:** Settings → Apps & Integrations → API tokens
- **How:** Create a service token with the scopes you need, then call the API with it as a bearer token.
- **Opens at:** `/settings/connections` in your workspace
- **Apps:** available in every workspace
- **Who can use it:** Admins
- **Also known as:** api key, rest api, developer access, service account, integrate our systems

### Interface in 33 languages

The product, the marketing site and the emails ship in 33 languages including right-to-left, and each person picks their own, a workspace does not have to standardise on English.

- **Where:** Settings → Profile → Language (and the language picker on the public site)
- **How:** Choose your language in your profile; it applies everywhere you work.
- **Apps:** available in every workspace
- **Also known as:** translations, localisation, multi language, rtl, arabic, spanish, change language

### Multi-timezone teams

Times are stored as absolute instants and rendered in each viewer’s own zone, so a shift, a meeting or a deadline reads correctly whether you are in Sydney, London or Los Angeles.

- **Where:** Everywhere, follows your device and profile settings
- **How:** Nothing to configure: set your zone in your profile and every date and time follows it.
- **Apps:** available in every workspace
- **Also known as:** timezone, different time zones, distributed team, global team, utc

## Where things are in the menus

Every destination in the app's navigation, and what you find there.

### Home → Overview

Your landing page: what needs attention, your apps, and the onboarding checklist.

- **Where:** Home section → Overview
- **How:** Click Home in the top nav.
- **Opens at:** `/home` in your workspace
- **Apps:** available in every workspace
- **Also known as:** dashboard, home page, start

### Settings → Platform Templates

Reusable proposal, quote, invoice and contract templates for the workspace.

- **Where:** Settings → Workspace → Platform Templates
- **How:** Open Platform Templates from Workspace settings.
- **Opens at:** `/settings/platform-templates` in your workspace
- **Apps:** available in every workspace
- **Also known as:** campaign templates, document templates, platform templates

### Automo Connect

The browser extension plus email and WhatsApp channels for outbound. Administered from the Sales area; currently rolled out to internal workspaces.

- **Where:** Marketing → Growth → Automo Connect (internal workspaces)
- **How:** Ask your account team about access, it is not enabled for every workspace.
- **Apps:** available in every workspace
- **Also known as:** social extension, sdr ai, connect extension

### Settings → Workspace

Workspace name, logo, defaults and preferences.

- **Where:** Settings → Workspace
- **How:** Open Settings from the sidebar.
- **Opens at:** `/settings` in your workspace
- **Apps:** available in every workspace
- **Also known as:** workspace settings, preferences

### Settings → Team

Members, invitations, roles and per-member overrides.

- **Where:** Settings → Team
- **How:** Open Settings → Team.
- **Opens at:** `/settings?tab=team` in your workspace
- **Apps:** available in every workspace
- **Also known as:** invite, users, roles

### Settings → Billing

Plan, seats, AI credits, invoices and upgrades.

- **Where:** Settings → Billing
- **How:** Open Settings → Billing.
- **Opens at:** `/settings?tab=billing` in your workspace
- **Apps:** available in every workspace
- **Also known as:** subscription, upgrade, payment

### Settings → Apps & Integrations

Turn apps on or off and connect external services.

- **Where:** Settings → Apps & Integrations
- **How:** Open Settings → Apps.
- **Opens at:** `/settings/billing?tab=apps` in your workspace
- **Apps:** available in every workspace
- **Also known as:** enable app, connect, integrations

### Settings → Brand

The workspace brand applied across the product.

- **Where:** Settings → Brand
- **How:** Open Settings → Brand.
- **Opens at:** `/settings?tab=brand` in your workspace
- **Apps:** available in every workspace
- **Also known as:** logo, colours, white label

### Settings → Security

SSO, two-factor, sessions and the audit trail.

- **Where:** Settings → Security
- **How:** Open Settings → Security.
- **Opens at:** `/settings?tab=security` in your workspace
- **Apps:** available in every workspace
- **Also known as:** 2fa, sso, audit

## More documentation

- [All product areas](https://automo.ai/docs)
- [Developer docs and the connector API](https://automo.ai/developers)
- [This page as Markdown](https://automo.ai/docs/platform.md)