Workspace369 Documentation
Find the next step in your client-work workflow.
Current guidance for setup, CRM, delivery, communication, billing, automation, and administration in Workspace369.
Current documentation
Workspace369 2026.3
Reviewed for the current client-work suite on July 11, 2026.
Version historyCommon starting points
Move from question to completed work.
Set up a workspaceCompany details, defaults, services, and team access.Add a client workflowConnect the client record to delivery and billing.Configure communicationInbox channels, calling, routing, voicemail, and follow-up.Send and collect an invoiceCreate the billing record and follow payment status.
Documentation library
Browse by operating area.
Every article is attached to the version of Workspace369 it describes.
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Client work
Clients and CRMKeep contact, company, communication, billing, and work history together.Requests and intake formsCollect inbound leads from forms, funnels, and the lead API, review each one with its consent record, reply, and convert.Build and embed an intake formCreate a contact or quote form from a template, set fields, layout, consent, and terms, then embed it or share its page.Automate new-request handlingNotify the team, auto-reply, assign, or start a workflow on new requests, push leads in with the inbound API, and use webhooks.Projects, tasks, and schedulingPlan delivery work without separating it from the client record.
Scheduling
Online booking overviewLet clients book services themselves from a public booking page or an embed on your website.Configure a service for online bookingSet duration, buffers, notice, hosts, deposits, cancellation policy, reminders, and intake questions on a service.Create and share a booking pageCreate a booking page, choose services and hosts, pick a layout and theme, set approval rules, and share the link.Embed booking on your websiteAdd the booking page to any website inline or as a popup with one script tag, a plain iframe, or the JavaScript API.Set up a booking embed with an AI assistantPaste the whole booking embed contract, eight copy-paste recipes, and the exact error messages into ChatGPT, Claude, or Copilot.Manage booking requestsReview, accept, or decline requests, understand payment holds, and know what clients receive.
Communication
Inbox overviewHandle conversations, channels, notes, files, and follow-up together.Workspace VoiceConfigure calling, routing, voicemail, recording, AI summaries, and analytics.Phone number and call routingProvision a business number and configure hours, ring groups, queues, forwarding, and IVR.Voicemail, recordings, and AIConfigure greetings and review voicemail, recordings, transcripts, summaries, and follow-up.
Catalog and inventory
Product catalogBuild reusable service, physical product, and digital item records with consistent pricing, tax, and inventory behavior.Track inventory on a productTurn on stock tracking, set low-stock alerts, and define the supplies a service consumes.Inventory movements and adjustmentsRecord adjustments, understand when invoices change stock, and audit every catalog movement.
Revenue
ProposalsSend designed, priced proposals that clients accept online, track every view, and convert to an invoice.Create and send a proposalStart from a blank page or a template, add the client and line items, set the terms, and send by email or text.Track acceptance and convert a proposalFollow views and questions, see how clients accept or decline, record outcomes, revise, and convert to an invoice.Proposal defaults and templatesSet the theme, signature, deposit, validity, and footer text new proposals start with, and save reusable templates.Invoices and paymentsCreate billing records, collect payment, and keep status visible.Create, send, and track an invoicePrepare an accurate invoice, share it securely, and follow its status through payment.Payment plans, credits, and retainersUse installments, split payments, credit notes, and retainers without losing billing history.
Contracts & e-signature
Send a contract for signatureUpload a PDF, add recipients in signing order, place signature and date fields, review the cost, and send a contract for electronic signature.Contract templates and bulk sendBuild reusable rich-text or PDF contract templates with roles and merge fields, create contracts from them, and send one template to many clients at once.What recipients see when they signFollow a recipient through the signing page as they verify with an email code, give consent, review the document, fill fields, adopt a signature, and finish.Verify a signed contractCheck that a completed contract was sealed by Workspace369 and has not changed, using the verify page on 369.dev or the signature panel in Adobe Acrobat Reader.E-signature legal basis and securityHow Workspace369 contracts record consent, intent, and attribution, which e-signature laws and standards the design follows, and how signing data is protected.
Automation and AI
WorkflowsWhat a workflow does, the workflows list and its statuses, and starting one from a trigger, a template, or a sentence.Build a workflowThe flow canvas, the trigger and its filters, adding and removing steps, waits, step types, readiness, testing, and activating.Workflow triggersEvery event that starts a workflow, grouped as in the app, with each trigger’s settings, filters, and how often it runs.Workflow actionsEvery workflow step, what it changes, the permission it needs, and how loop protection works.AI decisionsAdd a Yes/No AI decision to a workflow to split a run onto two paths, what it costs in Tokens, and who can change it.Workflow runsRead a workflow’s runs or every workspace run, run statuses, opening a run, retrying a failed step, and exporting CSV.AI AutoPilot assistantAsk the built-in assistant to find, summarize, create, and update records, attach files, mention records, and search the web.AI AutoPilot actions and Auto modeHow AI AutoPilot confirms changes before making them, which actions always ask, how batches are reviewed, and how Auto mode works.AI knowledge baseWrite down pricing rules, policies, procedures, and FAQs so AI AutoPilot can use them in its answers, organized by category.Tokens and AI billingThe shared Token balance that pays for AI, calls, texts, and email: rates, monthly allowance, buying packs, auto-refill, and the ledger.
AI connections
Connect AI apps with MCPLet Claude, ChatGPT, Cursor, and other AI apps read and act on your workspace as you, within your permissions.Enable MCP and manage connected appsTurn MCP on, approve specific apps, review connections and tokens across all members, and read analytics and the activity log.Connect an AI app to your workspaceAdd the Workspace369 MCP server to Claude, ChatGPT, Cursor, or VS Code, sign in, choose a workspace, and grant access.Personal access tokens for scripts and agentsCreate a long-lived token for a script or headless agent, choose its scopes and expiry, and revoke it when done.How MCP access is controlled and billedThe checks every MCP call passes, why an app cannot exceed your permissions, Token costs per call, and the audit trail.MCP tools referenceEvery tool a connected AI app can call, grouped by module, with the scope, permission, and Token cost class each one needs.
Administration
Team access and permissionsGive each person the access required for their responsibilities.Invite a member and configure accessChoose a role preset, customize module permissions, and limit access to assigned clients.Integrations and APIConnect external systems without losing client-work context.TroubleshootingResolve common access, synchronization, and browser issues.
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Send the workflow, not only the error message.
Include the page, client or billing context, expected result, and the step where progress stopped.