Documentation

Setup guides for every WorkBOS module, plus the developer reference: the public API, webhooks and the MCP server. How the pieces connect.

Get started

Quickstart
Concepts: workspace, company, portfolio, project, roles, plans
Getting started
Tenancy & RBAC
Documents I've signed
Getting help & the Ask assistant

Run the work

Dashboard
Work modules
Project templates
Risk analysis
Approvals: internal requests and client sign-offs
Reports

Sell

CRM
Forms & lead capture
Drip sequences
Document Signing
Win and loss reporting
Booking & appointments

People and HR

HR modules
Careers page and publishing a job
Attendance and biometric check-in
Interviews, offers and turning an accepted offer into an employee
Performance appraisals

Money

Finance: reports you can run, save and schedule
Finance: overviews, all spending and account ledgers
Finance: risk, repeating money and the rest of the Finance menu
Inventory
Domains
Multi-entity: several companies, one workspace
Numbers & codes
Revenue recognition: spreading a lump sum over months
Assets and liabilities: what the business owns and owes
WorkBOS for Nonprofits

Communicate

Video Meetings
Voice: calling a telephone
Phone System
Messaging (SMS)
Texting registration (A2P/10DLC)
Bulk SMS campaigns
Email: connect an account and switch senders
The AI receptionist
Email addresses: choosing who sends what
Communities

Drive and Office

Drives & files
Documents, sheets & slides (Office suite)
PDF Studio
Screen recordings

AI

AI Agents & approvals
Chief drives the app
Industry templates: a ready-made setup for your kind of business
Chief sees what you see, and shows its work
Automations
Watches (Chief keeps an eye on things)
Talk to Chief (voice)
Chief tasks: background work and routines
Chief control centre
Show Chief a file or a photo
AI fields (smart columns)
Connected Apps
Quill Writing Assistant

Marketing

Marketing Home
Marketing contacts
Segments
Email campaigns
Marketing settings
Social & Content
QR Codes
Surveys (NPS & CSAT)
Message templates

Administration

Users, roles & permissions
Access & permissions: how the layers work
Security centre for your workspace
Billing, plans & renewals
Refund guarantee: the 30-day window, and how it is enforced
Your profile & account
Set up your business profile
Appearance: theme and brand
Teams: members, roles, projects & performance
Icons & avatars: the shared asset library
Modules (turn features on/off)
List views (sort, group, filter, save)
Deleting and restoring (Trash)
Global search
Shortcuts button (quick actions)
Document templates
Cost & limits
Notifications
Your notification inbox
Your top bar
Activity log
Recording a meeting
Workforce privacy
Administration
Import & export
Module connections
Client portal
Sending & triaging feedback
Product roadmap & voting

Reselling and white-label

Reselling & snapshots
Connect your own domain

Partners

Affiliate program
WorkBOS Academy
WorkBOS Certified Specialist
Certified specialist directory

Developers

API keys & integrations
API reference
Developer API & webhooks
Webhooks
Rate limits and errors
MCP server for AI assistants
Connect an MCP app (Chief uses other apps)
Connected Apps & Integrations
Deprecation policy
API endpoint reference
27 operations across 6 resources

Trust

File security & virus scanning
How WorkBOS protects your workspace from attacks
Updates & release notes
Your devices and sign-ins
Passwords found in data breaches
Deleting or restoring a workspace

More

Team Chat: message, call and find your colleagues
Building something that reads these docs automatically?llms.txt