Help Center & Wiki
Complete documentation for ODE Enterprise Platform - the AI-native business operating system.155 modules across 16 categories.
Core Intelligence
AI Agents & Multi-Agent Architecture
AI CEO Agent
AdminStrategic AI executive for high-level decision support and organizational direction
AI CTO Agent
AdminTechnical architecture oversight, technology decisions, and engineering leadership
AI CPO Agent
AdminProduct vision, roadmap management, and feature prioritization automation
AI COO Agent
Operations optimization, process automation, and efficiency recommendations
AI Agents Overview
Multi-agent architecture explained: Procurement, Operations, Risk, and Science agents
Agent Board & Orchestration
AdminManage, configure, and monitor all AI agents from a central command interface
Procurement Agent
Contract analysis, vendor optimization, and purchasing intelligence
Operations Agent
Workflow analysis, bottleneck detection, and process improvement automation
Risk Agent
Threat detection, risk scoring, mitigation planning, and compliance alerts
Science & Innovation Agent
R&D insights, innovation opportunities, and competitive technology analysis
Agent Templates & Customization
AdminPre-built agent configurations and how to customize agent behavior
Agent Training & Fine-tuning
AdminTrain agents on your organizational data for improved accuracy
Operating System
Platform Infrastructure & Configuration
Authentication & SSO
AdminLogin methods, SSO integration, and secure authentication setup
User Management
AdminAdd, remove, and manage team members with role-based access control
Multi-Tenant Management
AdminEnterprise tenant isolation, configuration, and cross-tenant administration
Admin Console Overview
AdminMaster administration dashboard for platform configuration
Roles & Permissions
AdminConfigure role-based access control (RBAC) and custom permission sets
API Gateway & Endpoints
REST API documentation, rate limits, and integration endpoints
Webhooks & Event Streaming
Configure real-time webhooks and event-driven integrations
Data Import & Export
Bulk data operations, CSV/JSON import, and data migration tools
Audit Logging & Compliance
AdminSecurity audit trails, compliance reporting, and activity logging
Notification System
Configure email, in-app, and push notifications for your team
Search & Indexing
Enterprise search configuration and advanced filtering
File Storage & Management
Document storage, file organization, and storage limits
Backup & Disaster Recovery
AdminData backup policies, recovery procedures, and business continuity
System Health & Monitoring
AdminPlatform health dashboards, uptime monitoring, and performance metrics
Localization & Languages
Multi-language support and regional settings
Theming & White-labeling
AdminCustomize colors, logos, and branding for your organization
Email Configuration
AdminSMTP setup, email templates, and delivery settings
Session Management
AdminUser sessions, timeout policies, and concurrent login controls
Rate Limiting & Throttling
AdminAPI rate limits and request throttling configuration
Database Management
AdminDatabase configuration, optimization, and maintenance
Cache Management
AdminCaching strategies and cache invalidation policies
Feature Flags
AdminEnable/disable features and gradual rollout management
Environment Configuration
AdminDevelopment, staging, and production environment settings
Logs & Debugging
AdminAccess application logs and debugging tools
Job Scheduling & Automation
AdminSchedule automated tasks and recurring jobs
System Updates & Upgrades
AdminPlatform updates, version management, and upgrade procedures
Procurement & Finance
Purchasing, Invoices & Financial Operations
Purchase Orders
Create, approve, and track purchase orders through the procurement cycle
Vendor Management
Vendor onboarding, performance tracking, and relationship management
Contract Management
Contract lifecycle, renewals, and compliance tracking
Invoice Processing
Automated invoice capture, validation, and payment workflows
Spend Analytics
Analyze spending patterns, identify savings, and budget optimization
Budget Management
Create budgets, track actuals, and manage departmental allocations
Expense Management
Employee expense submissions, approvals, and reimbursements
Strategic Sourcing
RFP/RFQ management, supplier selection, and sourcing events
Catalog Management
Product catalogs, pricing rules, and catalog maintenance
Requisitions & Approvals
Purchase requisition workflows and multi-level approvals
Receiving & Inspection
Goods receipt, quality inspection, and three-way matching
Supplier Portal
Self-service portal for suppliers to manage orders and invoices
Payment Processing
Payment runs, early pay discounts, and payment method management
Procurement Compliance
Policy enforcement, maverick spend tracking, and compliance reporting
Asset Management
Track fixed assets, depreciation, and asset lifecycle
Financial Reporting
Generate financial reports, P&L statements, and balance sheets
Tax Management
Tax calculation, exemptions, and regulatory compliance
Finance and Treasury
GL, AR, AP, Treasury & Financial Reporting
Finance and Treasury Overview
Enterprise financial management, GL, AR, AP, and treasury operations
General Ledger
Chart of accounts, journal entries, and financial transactions
Accounts Receivable
Customer invoicing, collections, and aging reports
Accounts Payable
Vendor payments, aging, and payment scheduling
Fixed Assets
Asset tracking, depreciation, and disposal management
Treasury Management
Cash flow management, banking, and liquidity planning
Close Management
Period close, reconciliation, and financial close automation
Consolidations
Multi-entity consolidation and intercompany eliminations
Revenue Recognition
ASC 606 compliance and revenue accounting
Tax Compliance
Tax reporting, compliance, and regulatory filings
FMS (Facilities Management)
Physical Assets, Equipment & Maintenance
FMS Overview
Facilities Management System for physical assets, equipment, and maintenance
FMS Dashboard
Facilities overview, health metrics, and operational status
Asset Registry
Physical asset inventory, tracking, and lifecycle management
Equipment Management
Equipment tracking, maintenance schedules, and service history
Work Orders
Maintenance requests, work order tracking, and completion workflows
Preventive Maintenance
Scheduled maintenance, SOPs, and proactive equipment care
QR Code Ticketing
Scan-to-report issue system for quick facilities requests
Space Management
Room allocation, space planning, and occupancy tracking
Vendor Services
Service provider management and contractor coordination
E-Waste & Disposal
Asset disposal, e-waste compliance, and decommissioning
SLA Management
Service level tracking and performance monitoring
Facilities Reports
Maintenance analytics, asset reports, and operational insights
Projects & PMO
Project Management & Portfolio Operations
Project Management
Create projects, track milestones, and manage deliverables
Task Management
Task creation, assignment, tracking, and completion workflows
Capacity Planning
Resource allocation, team capacity analysis, and workload balancing
RACI Matrix Automation
Automatic accountability mapping and responsibility assignment
Risk Management
Identify, assess, and mitigate project and operational risks
PMO Dashboard
Portfolio-level visibility, health scoring, and executive reporting
Product Roadmap
Visual roadmaps, feature planning, and release management
Dependency Tracking
Track dependencies between tasks, projects, and teams
Meeting Intelligence
Meeting Analysis & Action Extraction
Meeting Upload & Processing
Upload meeting notes and documents for AI analysis
Meeting Reports & Summaries
View AI-generated reports, summaries, and extracted insights
Action Item Extraction
Automatic extraction of tasks, owners, and due dates from meetings
Decision Log
Track all decisions made in meetings with full context and history
Transcript Management
Store, search, and manage meeting transcripts and recordings
Supply Chain
Logistics, Inventory & Supplier Network
Supply Chain Overview
End-to-end supply chain visibility and management
Inventory Management
Track inventory levels, reorder points, and stock movements
ODESN Supplier Network
Connect with verified suppliers in the ODE Supplier Network
Logistics & Tracking
Shipment tracking, carrier management, and delivery optimization
Support & Security
Help Desk, ITSM & Security Operations
Help Desk & Ticketing
Customer support ticketing, SLA management, and resolution tracking
Knowledge Base
Create and manage self-service knowledge articles
Incident Management
IT incident tracking, escalation, and resolution workflows
Change Management
IT change requests, approvals, and implementation tracking
Problem Management
Root cause analysis and permanent problem resolution
Service Catalog
IT service offerings, request forms, and self-service portal
Security Center
AdminSecurity monitoring, threat detection, and incident response
Compliance Center
AdminGDPR, SOC 2, HIPAA compliance tracking and documentation
Data Privacy Controls
AdminData retention, deletion requests, and privacy policy management
Vulnerability Management
AdminSecurity vulnerability scanning and remediation tracking
Creator Economy
Content Creators & Monetization
Creator Dashboard
Central hub for content creators to manage their presence
Content Management
Create, schedule, and publish content across channels
Audience Analytics
Understand your audience with detailed demographics and engagement
Monetization & Payouts
Revenue tracking, payout management, and earnings reports
Brand Partnerships
Connect with brands and manage sponsorship deals
Community Management
Engage with your community, moderate discussions, and grow followers
Merchandise & Products
Create and sell merchandise to your audience
Creator Analytics
Performance metrics, growth tracking, and content insights
HR & People
Human Resources & People Operations
Employee Directory
Company-wide employee directory and org chart
Employee Onboarding
Streamlined onboarding workflows for new hires
Time & Attendance
Time tracking, attendance management, and timesheet approvals
Leave Management
PTO requests, leave balances, and holiday calendars
Performance Reviews
Performance evaluation cycles and feedback management
Learning & Development
Training programs, certifications, and skill development
Compensation & Benefits
Salary management, benefits enrollment, and compensation planning
Employee Offboarding
Structured offboarding workflows and exit processes
Sales & Revenue
CRM, Pipeline & Revenue Management
CRM Overview
Customer relationship management and contact tracking
Pipeline Management
Sales pipeline stages, deal tracking, and forecasting
Quotes & Proposals
Generate quotes, proposals, and sales documents
Revenue Analytics
Revenue tracking, win/loss analysis, and sales performance
Analytics & BI
Dashboards, Reports & Business Intelligence
Dashboard Builder
Create custom dashboards with drag-and-drop widgets
Report Generator
Build and schedule automated reports for stakeholders
Data Visualization
Charts, graphs, and interactive visualizations
KPI Tracking
Define, monitor, and alert on key performance indicators
Data Connectors
Connect external data sources for unified analytics
Predictive Analytics
AI-powered forecasting and trend prediction
Training & Certification
Learning Paths, Courses & ODE Certification
Training & Certification Overview
Organized Decision Engine learning resources and certification programs
ODE Certification Program
Earn your Organized Decision Engine certification and validate your expertise
Learning Paths
Role-based learning journeys for different user types
Video Tutorials
Step-by-step video guides for all ODE modules
Interactive Labs
Hands-on practice environments for learning by doing
Module Training
Detailed training for each ODE module
Administrator Training
AdminAdvanced training for ODE administrators
Best Practices
ODE implementation and usage best practices
Assessments & Exams
Knowledge checks and certification exams
Your Certificates
View and download your earned certificates
Settings & Admin
Configuration & Administration
General Settings
AdminOrganization profile, timezone, and basic configuration
Billing & Subscription
AdminManage your plan, payment methods, and invoices
Integrations Marketplace
Browse and install integrations with third-party tools
API Keys & Tokens
AdminGenerate and manage API keys for integrations
Workspace Settings
AdminConfigure workspace defaults and preferences
Team Settings
AdminTeam structure, departments, and group management
Security Settings
AdminPassword policies, 2FA, and security configurations
Contact Support
Get help from the ODE support team
Getting Started
Onboarding & Quick Start Guides
Quick Start Guide
Get up and running with ODE in 5 minutes
Your First Meeting Upload
Step-by-step guide to uploading and processing your first meeting
Understanding Reports
How to read and interpret AI-generated reports and insights
Team Setup & Invitations
Add team members and configure your workspace
Integration Overview
Connect ODE with Jira, Asana, Monday, and more
Complete Module Coverage
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