Documentation Hub

Graphoid Documentation

Everything you need to configure, integrate, and build on top of the most complete business OS.

New to Graphoid?

Get Up and Running in 3 Steps

1

Set up your workspace

Create your Graphoid workspace, invite your team, and configure your company profile, branches, and role hierarchy.

Workspace Setup Guide
2

Configure your core modules

Enable the modules your team needs — Sales, HR, Ticketing, Finance — and customize fields, workflows, and SLA rules.

Browse Module Docs
3

Connect your tools & go live

Integrate with your existing stack via API or webhooks. Import historical data, train your team, and activate Graphoid AI.

API Reference

Module Documentation

Deep-dive documentation for every Graphoid module

Sales & CRM

Lead management, pipeline stages, sales targets, AI forecasting, and SKU-level intelligence.

HR & Attendance

GPS punch-in, geo-fencing, leave management, shift scheduling, and productivity tracking.

Ticketing & Support

Service ticket creation, SLA timers, escalation rules, and full customer service history.

Finance & Billing

Invoice generation, AMC/CMC tracking, aging analysis, and collections workflow management.

Graphoid AI

Intelligence Center, Lead Mind Maps, Team Chat AI, Sales Intelligence, and GroqAnalytics engine.

Security & Access

RBAC, audit logs, API key management, SSO configuration, and compliance reporting.

Integrations

Native connectors for SAP, Oracle, Tally, Salesforce, Microsoft 365, and Zoho.

Mobile App

iOS & Android apps for field teams — offline mode, GPS attendance, ticket management on the go.

Admin & Settings

Workspace settings, user provisioning, billing management, and deployment configuration.

Quick References

Recent Updates

Apr 2026
New

Lead Mind Map AI — v2.1

AI-generated mind maps now include competitor analysis nodes and stakeholder mapping based on lead history.

Mar 2026
New Improved

Webhook Event Catalog expanded

Added 8 new AI events including ai.health_score.changed and ai.risk.critical. Retry policy now includes 4 attempts with exponential backoff.

Feb 2026
Improved

AI Intelligence Center — 15-minute smart cache

Analysis cache now uses intelligent invalidation — cache is cleared automatically when significant data changes occur, not just on timer expiry.

Jan 2026
New

REST API v2 — General Availability

API v2 is now stable with full backward compatibility guarantees. New endpoints: /ai/health-score, /ai/risks, /attendance/live.

Dec 2025
Fix

GPS attendance geofence precision

Improved location accuracy for punch-in events in dense urban areas. Geofence radius now configurable per branch (50m–500m).

Need help getting started?

Our solutions team will map your workflows, recommend the right modules, and get you live fast.

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