Documentation

Contexts

Contexts are the knowledge foundation. Describe a procedure to the AI Assistant and it will generate structured instructions that represent how work should be done. You can then refine the context, edit instructions, add clarity, or create a context manually from scratch.

How to create a context

• Open the Contexts List and select New Context.
• Use the AI Assistant to explain your process or write instructions manually.
• Review and refine the generated instructions for accuracy and compliance.

Operational behavior

• Contexts can be searched and paginated as your library grows.
• Archive or unarchive contexts to control visibility without deleting data.
• Print or share context instructions for onboarding and audits.

Case Models

Case Models are executable blueprints. They translate context knowledge into precise steps, field requirements, and dependencies. Use AI to generate a first draft or define each step manually for full control over sequence and data validation.

Create and refine

• Generate with AI from the Case Models List to accelerate initial setup.
• Define steps, required fields, optional fields, and validation rules.
• Set dependencies between steps to enforce correct order and compliance.

Model lifecycle

• Iterate on models as procedures evolve and new requirements emerge.
• Archive models to preserve historical workflows without deleting them.
• Use the model view to validate completeness before launching cases.

Cases

Cases are live executions of a Case Model. A case can run end-to-end in seconds with the AI, be completed manually, or follow a hybrid approach where AI fills parts and humans validate. Every case produces a complete audit trail of actions, inputs, and outcomes.

Running a case

• Create a new case from the Cases List and select a Case Model.
• Follow steps in order with required fields enforced at each stage.
• Open context instructions to ensure the execution matches the intended process.

Hybrid execution

• AI can suggest values, complete fields, or accelerate repetitive steps.
• Humans can override, validate, or add attachments and notes.
• Every change is tracked, enabling traceability and compliance reporting.

User Tables

User Tables are your persistent memory layer. Create custom tables with unlimited rows and flexible columns. During a case, you can fetch, add, or update records—making data part of the workflow itself. Outside of cases, you can manage tables manually for structured storage.

Core capabilities

• Create tables from the User Tables page and add columns of any type.
• Populate rows manually or update them programmatically within a case.
• Search, filter, and relate rows to build a living data map.

Why it matters

• Maintain institutional memory for recurring processes.
• Enable AI to reference historical data when executing cases.
• Support dashboards and insights with reliable structured data.

Insights

Insights combine a Data Analyst and Visualization Engineer into one AI service. Provide a prompt and the system recommends charts that reveal patterns across cases, user tables, and operational activity. Insights are designed to make complex systems measurable and understandable at a glance.

Using the Insights wizard

• Name the insight and write a clear prompt describing the question you want answered.
• Generate recommendations and select the most relevant visualization types.
• Refine prompts to improve relevance and precision of the results.

Outputs you can expect

• Bar, line, and Pareto charts to reveal distribution and bottlenecks.
• Trend analysis to identify performance changes over time.
• Actionable summaries for operational decision-making.

Vynchat

Vynchat is the conversational AI assistant that sits across your whole workspace. Ask it questions in plain language and it routes the request to the right place—searching cases and tables, describing a case, planning analytics, recalling saved knowledge, or drafting new contexts, case models, tables and insights for you.

What it can do

• Search and summarise across cases, user tables, and contexts.
• Surface outstanding action items from open cases.
• Draft new entities, with every change held for your approval before it is applied.

Vynflow AI

Vynflow AI is a single, schema-driven AI endpoint for your own automations. Describe the fields you want back, send a prompt (and optional named data), and it routes the request to the cheapest model that can do the job—breaking it into subtasks when needed—then returns a JSON object shaped exactly like your requested fields.

Build and call it

• Use the in-app Playground to assemble fields, a prompt and data, then run it live.
• Call POST /api/ai/complete with a service account for production automations.
• Review every request—model used, tokens and cost—in the History view.

Calendar

The Calendar keeps operational events, deadlines and meetings in one place. Create one-off or recurring events, send standards-compliant invitations, and let attendees respond—all tied back to the work happening in your domain.

Core capabilities

• Schedule events and share them via downloadable ICS invitations and feeds.
• Collect attendee RSVPs from an in-app response page.
• Keep the calendar in sync as events are edited or rescheduled.

Scheduler

The Scheduler routes incoming work to the right people through pools and shifts. Cases are assigned from a pool, and operational metrics—time to take, time to finish—are tracked so you can balance load and spot bottlenecks.

How it works

• Define pools and assign cases to available members.
• Track take/finish timing per case for throughput visibility.
• Use the ops board to monitor live assignment and workload.

Assessments

Assessments measure quality and compliance against frameworks you define. Build an assessment framework once, then score cases against it—manually or with AI assistance—to produce consistent, auditable evaluations.

Using assessments

• Create assessment frameworks that capture your quality criteria.
• Run assessments against cases and record item-level results.
• Feed assessment outcomes into Insights to track quality over time.

Integrations

Every system needs I/O. Integrations connect Vynflow with external services so data can flow in and out. Active integrations can trigger cases, enrich workflows, or push results to other tools.

Manage integrations

• Create new integrations from the Integrations page.
• Track status, type, and last triggered sync events.
• Delete or disable connections that are no longer required.

Common uses

• Trigger cases from external events or incoming data.
• Push results to CRMs, ERPs, or analytics systems.
• Keep operational workflows connected end-to-end.

IAM

Identity and Access Management (IAM) controls roles and permissions inside your domain. Assign roles to users and service accounts, manage privileges, and secure operational access to sensitive workflows and data.

Role management

• Manage user roles directly in the IAM view.
• Assign roles through the role selection modal.
• Review existing roles before removing critical permissions.

Best practices

• Limit high-privilege roles to trusted administrators.
• Use service accounts for integrations and automated workflows.
• Regularly review access for compliance and security.