Setup, health, security and field use.
Getting started, keeping routing healthy, access, and working on any device.
What it does.
Guided setup
Guided setup prepares a starting baseline: a 50-mile market, general service, residential, one pool and one workflow. Ready does not turn it on.
SpecifiedReview and activate
Review the configuration, accept or change it, then activate it. Acceptance and activation are recorded separately.
SpecifiedWorkflow versions
Each pool’s workflow is versioned. New cases use the new version and existing cases keep theirs.
SpecifiedWorkflow check
A workflow is checked before activation so every offered path can reach a final result.
SpecifiedWaiting intake
When no one can receive, intake becomes one waiting entry that stays visible. No lead, case or action exists yet.
SpecifiedHealth view
A health view shows blocked pools, people and intake with the reason and age, and a Fix button to the right setting.
SpecifiedRelease or dismiss waiting intake
Release or dismiss a waiting entry after a fix. The exact command is under review.
Under reviewPractice area
A permanent practice area for sample leads, referrals and actions, with nothing sent to real people.
SpecifiedXMan guided training
XMan guides a sample walkthrough. Whether finishing it is required is under review.
Under reviewInvitations and permissions
Invite people with a role. The matching signed-in email accepts and gets those permissions.
SpecifiedAccount isolation and entitlements
Every operation is checked against the person, their membership, the account, permission and entitlement.
SpecifiedPhone, tablet and desktop
The same capabilities and rules on phone, tablet and desktop.
SpecifiedSafe under simultaneous changes
When a receiving change races an incoming lead, the system picks one consistent route or a waiting entry.
SpecifiedConflicting edits
Detect a stale edit, reload the true record and keep a draft where possible.
ProposedOffline use
Work offline, queue the intent, and check it again when you reconnect.
Proposed- Specified
- Proposed
- Under review
- Not specified
- Outside XGo