Pilla documentation

A deep dive into every feature in Pilla. Pick a section from the tabs above or jump straight to a topic below.

Getting started

2 guides

  • Signing up and logging in
  • First time orientation

Teams & users

4 guides

  • Managing teams
  • Managing users
  • Roles and permissions
  • Importing teams and users in bulk

Workflow runs

4 guides

  • Workflow templates and workflow runs
  • Filtering and status
  • Workflow tags
  • Exporting workflow data

Canvas basics

3 guides

  • Canvas overview
  • Mobile preview
  • Publishing and versions

Triggers

3 guides

  • Manual triggers
  • Scheduled triggers
  • External triggers

Input / Guidance Steps

4 guides

  • Groups
  • Input elements
  • Choice elements
  • Guidance elements

Poppi (AI) Steps

3 guides

  • Poppi briefings
  • Poppi decisions
  • Poppi actions

Connectors

3 guides

  • Open connector
  • Gated connector
  • Decision connector

Mobile app

5 guides

  • Mobile app overview
  • Filtering your work on mobile
  • Completing a work run on mobile
  • Triggering a workflow manually
  • + 1 more

Messaging

6 guides

  • Messaging overview
  • Team chats
  • Direct messages
  • Group chats
  • + 2 more