Platform
Shared Workestra capabilities that every module uses, including dashboard, inbox, AI, automations, calendar, time, settings, and security.
The platform layer is the set of shared capabilities that make Workestra feel like one workspace instead of a collection of separate apps. Modules own business records; the platform owns navigation, visibility, automation, search, AI, permissions, connected accounts, and workspace-wide configuration.
Always-on capabilities
Dashboard
Workspace home view with KPIs, quick actions, and AI insights.
Inbox
Notifications, mentions, assignments, and messages across modules.
Search
Find records, docs, emails, and activity across the workspace.
AI Assistant
Answers questions and runs confirmed actions against workspace data.
Automations
Connect module triggers to actions without code.
Calendar & Scheduling
Booking links, availability, workflows, and meeting records.
Time
Timer, timesheet, approval, reporting, and billing.
Knowledge Base
Team documentation with semantic search and GitHub sync.
Settings
Workspace, billing, roles, connected accounts, notifications, and white-label.
Security
GDPR controls, audit log, and workspace security.
Core concepts
Workspace
The isolated home for your data, modules, users, billing, and settings.
Member
A user invited into a workspace.
Role
A permission bundle that controls what a member can see and change.
Module
A business area that owns records such as deals, tickets, invoices, or projects.
Entity
A record that can be searched, linked, automated, and referenced by AI.
Activity
A timestamped event on a record, such as a comment, status change, reply, or workflow action.
Connected account
An OAuth or API connection used for email, calendar, payments, CRM, developer tools, or AI.
Audit log
A workspace-level trail of important changes and security events.
Admin setup path
- Create your workspace.
- Invite your team.
- Configure roles and permissions.
- Connect accounts under Connected Accounts.
- Set notifications, security, and white-label.
- Enable the modules your team needs from Choose Your Modules.
Cross-module surfaces
Automations
Turns module events into repeatable process, such as deal won -> project created -> invoice drafted.
Calendar
Converts public booking activity into CRM, recruiting, support, and planning records.
Time
Connects delivery effort to project budgets, approvals, and invoiceable work.
AI Assistant
Provides one interface for querying and acting across multiple modules.
Search
Gives users one place to find records without knowing which module owns them.
Inbox
Prevents work from being stranded inside a specific module.