Cognify, feature by feature
Cognify is one workspace that becomes whatever you point it at — a CRM, a help desk, a chat inbox, a sales pipeline, a project tracker — usually several at once. Start with What is Cognify and Core concepts; the rest of the guide assumes those five words.
Start here
What Cognify is, the five words it is built on, and getting a workspace running.
Building blocks
Panels, columns, sections, rows and the record view — the pieces you assemble.
Data in and out
Getting records into Cognify and back out again.
Automation
One-sentence rules that do the repetitive work for you.
Integrations
Connect the mailboxes, channels and tools you already use.
Ways to use Cognify
The same building blocks, arranged for a particular job.
Analytics
Charts, the dashboard wall, and the reports Cognify writes for you.
Administration
Who is in the workspace, what they may do, and the workspace-wide switches.
Can't find what you need?
These pages describe the console as it ships today. If something here does not match what you see, tell us and we will fix it.