How can we help you build?
Step-by-step guides for people who build and run AI workflows in Cadrix, and the admins who look after them.
Get started#
- Create your accountSign up, verify your email and sign in for the first time.
- Build your first workflowDescribe a job, let Cadrix draft it, then check each step.
- Add your own knowledgeUpload documents so agents can answer from them.
- Connect tools and appsEmail, calendars, documents, search and your own systems.
- Invite your teamAdd people to a workspace and choose what they can do.
- Call a workflow from your systemCreate an API key, send a request, or embed the chat.
Popular topics#
- Retry or re-run a failed run
- Approve or reject a paused run
- Use a variable in a workflow
- Make a workflow Active
- Embed the chat on your website
- What "Not upserted" means
- What happens at a plan limit
- I did not get the verification email
Find your way around the app#
The left rail of Cadrix has six areas. Each one opens its own list of pages.
- Home
- Describe a job and let Cadrix draft it. See recent runs and what needs your attention.
- Build
- Workflows, Apps and Templates. This is where you design what Cadrix does.
- Operate
- Runs, Conversations, Live monitor and Usage. This is where you see what happened.
- Knowledge
- Virtual databases (your knowledge bases) and Datasets, Criteria and Results for testing the quality of answers.
- Library
- Tools & integrations, Connections, Variables and API keys.
- Govern
- People, Roles & permissions, Workspaces, Workspace policies, Plan & billing and My account.
You may not see every page
Pages appear according to your role and your plan. If something described here is missing, ask a workspace owner, or see Workspaces, roles and people.
Need a hand?#
Email hello@cadrixflow.com. If something in these pages is wrong or missing, tell us there too: every page has a feedback link at the bottom.