Choose the guide that matches your task
Start with the product area and task type: everyday use, administration, customization, troubleshooting or development. The guides below follow that progression. When a page includes a guided image, its numbered markers explain controls that are specific to that subject; when exact clicks or fields matter, the page links to a procedure that states prerequisites, expected results and recovery steps.
The Knowledge Center is the documentation home for the xMatix platform: how to use it, how to run it for your organization, how each module works, and how to build on it. Everything below is organized so you can start from your role or jump straight to a module.
Getting started
New to xMatix? Start here — signing in, learning the screens, and working on mobile.
- Getting started with xMatix — sign-in, navigation, personalizing views, the mobile app, and where to get help.
- Role guides — curated learning paths for field sales reps, warehouse operators, finance users, administrators, developers and more.
Administration
For the people who run xMatix for their organization.
- Administration guide — users and access, security profiles, record security, restriction rules, licensing, data management, worked security scenarios.
Platform
How the platform itself works and how it bends to your organization.
- Platform concepts — the ideas the whole platform shares: apps and entities, security, execution order, offline mobile, data lifecycle, AI governance.
- Customization — the no-code-to-code ladder: data model, layouts, business rules, automation scripts, workflows, approvals and expressions.
- Integrations — connecting external systems: connectors, scheduled sync, health monitoring and credentials.
Product manuals
One section per product, matching the product line-up.
- CRM · Sales · Field Sales · Rewards
- Inventory · Procurement · Warehouse
- Service · Field Service · Support · Telephony & Messaging
- Finance & Accounting · Tax Center · Payroll · Expense Management
- Commerce — B2B dealer ordering, direct-to-consumer selling and the screens and records reference · Portals · Mobile App
Analytics & AI
- Analytics & Reporting — reports, dashboards, subscriptions and sharing.
- Data Studio — governed datasets, data models, archival and embedded BI.
- xMatix Sense — the AI assistant, the nudge library, AI Studio, Shelf Vision and the Setup Copilot.
Developer
- Developer documentation — the xMatix CLI, data APIs, the MCP server and connector authoring.
Help & reference
- Entity reference — every business entity's fields, actions, validations and relationships, and what each one does.
- Troubleshooting — cross-platform triage and every module's troubleshooting page in one table.
- Frequently asked questions — the questions evaluators and new customers ask most.
- Release notes — monthly summaries of what changed, starting September 2026.
Common questions
Where should I start if I'm brand new?
Start with Getting started with xMatix — it takes you from the invitation email to working comfortably in the product — and then open the role guide that matches your job, which links the pages worth reading in order. If you administer xMatix for your organization, continue into the administration guide after that.
How is this documentation organized?
By audience first, then by product. Getting started and the role guides serve everyday users; the administration and customization sections serve the people configuring the platform; each product has its own manual with how-tos, reference pages and troubleshooting; and the developer section covers the programmable surface. Every page states when it was last reviewed.