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2. Incident Reports
The Incident Reports section in Security Core is essential for tracking and managing security-r...
7. Commerce Hub: Payment Methods
The Payment Methods section lets you configure which payment options appear in your sto...
6. Commerce Hub: Categories
The Categories section lets you organize your Products into hierarchical groups for easy discov...
4. Commerce Hub: Orders
The Orders page gives you a read-only ledger of all customer purchases. You can sort, search, a...
2. Commerce Hub: Use Cases
Use Case #1: Publishing New Products Your e-commerce team wants to onboard a new line of items...
1. Commerce Hub: Overview
The Commerce Hub section is your central hub for managing the ecommerce components of your platfo...
3. Commerce Hub: Offerings
The Offerings page in Commerce Hub is your central catalog for defining and managing the items av...
14. AI Voice Filters
The Clients module includes an AI-powered voice assistant that allows you to filter and search cl...
4. How to Edit a Project
Once a Project has been created, you can update its settings and manage its members from the Edit...
3. Phone TFA
Phone TFA (Two-Factor Authentication) is a method of identity verification using your phone numbe...
1. WebAuthn
WebAuthn is a method of identity verification that utilizes the security features of the device t...
1. How to Connect to the WBCS API
We provide documentation with examples of API requests, which can be found [here]. The requests a...
4. How to Manage Languages and Translate CRM
Supporting multiple languages in your CRM ensures that users across regions can work in their pre...
3. How to Configure Statuses
Effective status management lets you tailor client and request lifecycles to your business proces...
2. How to Configure Security and Authentication
A robust security and authentication setup is fundamental to protecting sensitive customer data a...
6. How to Manage Templates
The Templates section lets you create, organize, and maintain reusable communication assets—email...
3. How to Configure Client Area
The Client Area module lets you tailor how customers interact with your system—controlling everyt...
1. Client Area: Overview
The Client Area module provides a centralized place to register, configure, and manage every “fro...
11. How to Manage Cards
The Cards section stores information about the details of the cards in use. This section is direc...
6. How to Set Platforms
The Platforms module is used to integrate and customize third-party platforms (e.g., banks) that ...