DashboardDocumentation

Platform Documentation

Master Exona's AI workflow automation platform with comprehensive guides and examples.

Table of Contents

Quick Start GuideVisual Workflow BuilderAvailable Node TypesChat InterfacePopular Use CasesBest PracticesPlatform IntegrationsResources & Support

Quick Start Guide

Get up and running with your first AI workflow in under 5 minutes. Perfect for new users who want to see immediate results.

  1. 1
    Choose a Template

    Start with a pre-built template for instant results

  2. 2
    Customize Settings

    Configure nodes to match your specific needs

  3. 3
    Save & Chat

    Save your workflow and start chatting with your AI agent

💡 Quick Tip: Browse our template library to get started faster.

Visual Workflow Builder

Create powerful AI automations using our drag-and-drop visual editor. No coding required - just connect nodes to build sophisticated workflows.

Exona Visual Workflow Builder Interface

Getting Started with the Editor

1. Access the Editor

Start building from your dashboard or use our templates for faster setup.

Open Workflow Editor

2. Design Your Flow

Drag nodes from the sidebar and connect them to create your automation logic:

  • Connect data sources and APIs
  • Add AI agents for processing
  • Configure triggers and conditions

3. Test & Iterate

Use the chat interface to test your workflow and refine its behavior in real-time.

View My Workflows

4. Save & Deploy

Save your workflow and it's instantly available for chatting. No complex deployment process needed.

Available Node Types

Choose from our comprehensive library of pre-built nodes to create powerful automations.

AI & Processing

  • AI Agent (100+ integrations)
  • Text Summarizer
  • Smart Formatting
  • Speech Generation

Data Sources

  • Database
  • File Reader
  • Google Drive
  • Web Scraper

Integrations

  • API Integration
  • Email Send
  • Slack/Discord
  • Schedule Triggers

Control Flow

  • Start Trigger
  • Human Feedback
  • Run Once
  • Conditional Logic

File Operations

  • Local File Upload
  • PDF Processing
  • Image Analysis
  • Document Parser

Communication

  • Chat Interface
  • Email Notifications
  • Team Collaboration
  • Status Updates

Chat Interface

Interact with your AI workflows through our intuitive chat interface. No technical knowledge required.

Starting a Conversation

Access any saved workflow from your dashboard and click "Chat" to begin interacting.

💡 Tip: Be specific in your requests for better results

File Support

Upload documents, images, and data files directly in the chat for processing. Supported formats include:

PDF
CSV
🖼️
Images
Excel

Conversation Features

Auto-saved conversations

All conversations are automatically saved

🔍

Search conversation history

Find past interactions quickly

📥

Export chat transcripts

Download conversation records

Multi-agent support

Switch between different AI agents in a single conversation

Popular Use Cases

Discover how businesses are using Exona to automate their workflows and boost productivity.

Database Intelligence

Ask questions about your data in natural language. Get insights, reports, and visualizations without SQL knowledge.

SQLAnalyticsBI

Sales Automation

Qualify leads, enrich contact data, and write personalized outreach emails that convert prospects into meetings.

CRMOutreachEmail

Document Assistant

Extract data from invoices, contracts, and reports. Generate summaries and ensure compliance automatically.

OCRFinanceCompliance

Support Automation

Handle customer inquiries, route tickets, and provide instant support with knowledge base integration.

SupportTickets24/7

Content & Marketing

Generate blog posts, social media content, and marketing copy. Schedule and publish across multiple platforms.

ContentSocialSEO

Research & Analysis

Gather market data, monitor competitors, and analyze trends. Generate comprehensive research reports automatically.

ResearchMarketReports
Explore All Templates

Best Practices & Tips

Workflow Design

Start simple:Begin with basic workflows and add complexity gradually
Test early:Use the chat interface to validate each step before building more
Clear naming:Give your workflows descriptive names for easy management

Performance Tips

Optimize prompts:Be specific in AI agent instructions for better results
Use caching:Enable result caching for frequently accessed data
Batch operations:Process multiple items together when possible

Chat Interaction

Be specific:Provide clear context and detailed requirements
Follow up:Ask clarifying questions if results aren't what you expected
Save conversations:Reference past interactions for consistency

Security & Privacy

Data protection:Your workflows and data are encrypted and secure
Access control:Only you can see and edit your workflows
Backup:All workflows are automatically backed up

Platform Integrations

Connect Exona with your favorite tools and services. We support 100+ integrations out of the box.

Core Integrations

Databases

PostgreSQL, MySQL, SQLite

Google Workspace

Google Drive, Sheets, Docs

Communication

Slack, Discord, Email

APIs

REST APIs, GraphQL

📧

Email Services

Gmail, Outlook, SMTP

Webhooks

Custom endpoints

Enterprise Integrations

Business Tools

Salesforce, HubSpot, Jira, Asana, Notion, Trello, Confluence

Communication

Discord, Telegram, WhatsApp, Teams, Zoom

Cloud Services

Firebase

Development

GitHub, GitLab

Resources & Support

Getting Help

Contact Support

Get help from our team

Quick Actions

Start with a Template

Choose from pre-built workflows

Build from Scratch

Create custom workflows

View My Workflows

Manage existing workflows