The Records feature allows admins to create, configure, and manage employee or company-related records within the platform. This helps centralize important information and enables the Record Agent to function properly for tracking and automation purposes.
How to Add Records
- Go to the Directory tab
- Click Add on the Records card
- You will be redirected to the setup page
Configuring Records (Admin Only)
- Navigate to the Added tab
- Find Records
- Click the kebab icon (⁝)
- Select Configure
You can configure Records anytime after setup.
💡 Important Notes
- Activating free credits is required to use the Record Agent
- Free credits refresh monthly
- Configuration settings can be updated anytime
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