Use Cases
Every ready-made preset is a set of entities, state models, automations, and business processes configured for a specific scenario. They're applied at the «Ready-made preset» step during initial setup — you can select several at once.
| Preset | Entities | Detailed walkthrough |
|---|---|---|
| IT Support | Tickets, categories | Service Desk (IT Support) |
| CRM | Clients, contacts, deals | CRM |
| HR | Employees, vacations and absences | HR |
| Project Management | Projects, tasks | Project Management |
ITSM (Full)
Besides the basic "IT Support" preset, an extended ITSM (Full) preset is also available: Incidents, Problems, Changes, Tasks, Configuration Items (CIs), Services, Agreements (SLA), Approvals, Knowledge Base. It's the same entity, state model, and automation builder — just with a wider set of pre-configured entities and relations between them. It isn't covered separately in this section.
Each walkthrough shows the same thing from a different angle: which entities and fields are created, how the state model is built, which automations and business processes run, and which dashboard users see by default. It's a convenient way to see how the platform's primitives come together into a complete solution — and to use them as a basis for your own configuration.