Getting Started
Set up your workspace and deploy your first workflow.
- Creating your PlugIQ workspace
- Inviting team members and setting roles
- Building your first workflow
- Submitting and approving a test request
- Understanding the audit trail
- Connecting to Google Workspace or M365
Building Processes
Design, configure, and publish approval workflows.
- Introduction to the No-Code Builder
- Sequential vs. parallel approvals
- Adding conditional branching logic
- Configuring SLA timers and escalations
- Delegation and out-of-office rules
- Using AI Build Copilot
- Publishing and versioning workflows
Running Processes
Submit requests, track status, and manage active workflows.
- Submitting an approval request
- Approving or rejecting a request
- Adding comments and attachments
- Tracking request status
- Managing your approval inbox
- Bulk approvals
- Request history and re-opening
External Processes
Involve external parties in your approval workflows.
- What is external access?
- Configuring an external approver step
- Generating and sending secure links
- Link expiry and security settings
- What external approvers see
- Audit trail for external actions
- Revoking access and reissuing links
Analytics & Reports
Understand your approval data and export records.
- Navigating the analytics dashboard
- Workflow performance metrics
- SLA compliance reporting
- Approval bottleneck analysis
- Custom date range filters
- Exporting reports (PDF, CSV)
- Sharing reports with stakeholders
Luna AI
Query your workflow data using plain language.
- Introduction to Luna AI
- How to ask a question
- Supported query types
- Understanding Luna's responses
- Saving and sharing queries
- Luna's data access boundaries
- Providing feedback on responses
Administration
Manage your workspace, users, and security settings.
- Workspace settings overview
- Managing users and roles (RBAC)
- SSO / SAML 2.0 configuration
- SCIM provisioning setup
- Custom branding settings
- Audit log access and export
- Billing and subscription management
API Reference
Integrate PlugIQ with your systems using our REST API.
- Authentication (OAuth 2.0)
- API rate limits and best practices
- Workflows endpoint
- Instances endpoint
- Users & roles endpoint
- Webhooks — setup and payloads
- Sandbox environment guide
Support
Can't find what you're looking for?
Our team reads every support email and aims to respond within one business day. Don't hesitate to reach out.
Email team@plugiq.io →