One platform. Twelve tools that talk to each other.

Stop integrating. Stop syncing. Stop reconciling. WorkOS ships every operational tool your team needs inside a single, governed environment — sharing the same data, the same identities, and the same audit trail.

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Execution

Run the work.

The tools your team lives in every day.

core

Projects & Spaces

Structured project containers with phases, milestones, owners, and templates. Spawn from deals; close into invoices.

  • Project templates & phases
  • Spaces for cross-team work
  • Status, blockers, RAG signals
core

Tasks & Time

Granular task tracking with built-in time logging. Every hour rolls up to a project, a customer, and an invoice line.

  • Kanban + list + Gantt views
  • Auto time tracking
  • Activity types & billing rules
CRM

Customers & Pipeline

A relationship system, not a record system. Sales activity, projects, tickets, and invoices on one timeline per customer.

  • Unified customer timeline
  • Deal pipeline & forecasting
  • Contact & org graph
finance

Invoices & Billing

Invoices flow from project data. Send, track, dunning. Stripe and ACH built in. No reconciliation gymnastics.

  • Invoice from logged hours
  • Stripe + ACH + manual
  • Dunning & reminders
support

Tickets & Helpdesk

Customer requests as first-class objects. Linked to customer records, routable to projects, surfaced to AI for triage.

  • Email ingest & SLAs
  • Auto-route by rules or AI
  • Convert tickets to tasks
knowledge

Notes & Docs

Structured docs attached to customers, projects, and tasks. AI-indexed. Searchable across the whole platform.

  • Markdown + rich blocks
  • Versioning & mentions
  • AI-indexed search
Intelligence

AI Studio — operational AI, not a chatbot.

Build structured AI workflows that read, reason, and write back into your operating system.

# Auto-triage support tickets, write back to WorkOS
workflow: triage_inbound_ticket
trigger:
  on: ticket.created

steps:
  - classify:
      model: "workos/intent-v3"
      input: $ticket.body
      labels: [bug, billing, churn_risk, feature]

  - if: $classify.label == "churn_risk"
    then:
      - notify("#csm", $ticket.customer)
      - create_task(owner=$ticket.customer.csm)

  - draft_reply:
      model: "workos/reply-v2"
      tone: "empathetic, concise"
      save_to: $ticket.draft_reply

Models that know your data.

AI Studio runs against your live WorkOS graph — customers, projects, tickets, invoices, notes. Every output is auditable, governed, and traceable to the records it touched.

  • Structured prompts, not freeform chatbots
  • Write back to WorkOS records on completion
  • Per-workflow guardrails & cost ceilings
  • Full audit log: who ran what, when, against which records
AI API reference
Visibility & Governance

Observe the system. Govern the system.

insight

Insights & Dashboards

Operational dashboards — utilization, margin, cycle time, deal velocity. Real-time, not warehouse-lagged.

  • Pre-built operational KPIs
  • Custom query builder
  • Export to BI tools
audit

Activity Logs

Every change, every action, every API call. Append-only audit trail with attribution, diff, and replay.

  • Per-record activity timeline
  • Tamper-evident logs
  • Webhook + SIEM export
automations

Automations

If-this-then-that, governed. Trigger workflows from any state change. No-code editor, scripted overrides when you need them.

  • Visual rule editor
  • Inline JS hooks
  • Cron + event triggers
governance

Permissions & Roles

RBAC + record-level ACLs. Define who can see, edit, and act on what. Built for regulated environments.

  • Role & scope-based access
  • Field-level visibility
  • SSO + SCIM
assets

Media Center

Centralized file and asset storage with versioning. Attached to customers, projects, tickets — searchable, governed.

  • Versioning & rollback
  • CDN delivery
  • Per-asset permissions
HR

Team & HR

Org chart, roles, PTO, onboarding flows. Your team as structured records — not a spreadsheet on someone's laptop.

  • Onboarding workflows
  • Time-off & capacity
  • Skills graph
Tools, unified

Twelve tools. One platform. Zero reconciliation.

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