Understand application settings
28 articles
- Customize the appearance and global stylesYeeflow allows global customization of app appearance, including colors, fonts, header, and navigation styles, for a consistent look.
- Set the Navigation Menu BarCustomize Yeeflow's navigation bar for app ease of use with organized, labeled access management.
- Application users and access permissionsManage user permissions in an application, including adding, changing, and removing users, and assigning roles.
- User group (Application admin only)Yeeflow guide for app admins: Manage user groups within applications—add, edit, delete, import/export users. Simple steps for access control
- Application info managementmanage application information and oversee and modify various elements such as Approval Forms, Form Reports and so on.
- Version Management for ApplicationsYeeflow’s version management lets you deploy and upgrade apps across environments, keeping production data safe while supporting UAT.
- AI AgentAI Agent is an intelligent automation component that uses LLM-based reasoning to answer questions, process data, and execute actions such as querying lists, updating records, and triggering workflows.
- Knowledge SourcesLearn how to create and manage Knowledge Sources and connect them to AI Agents to provide accurate, contextual business data in Yeeflow.
- Query Items ToolEnables the AI Agent to query records from a selected data list using filters, fields, sorting, and pagination settings.
- Add an item to a list toolCreates a new record in the selected data list when used by the AI Agent.
- Update an item by ID toolUpdates specific fields of an existing record in a data list when used by the AI Agent.
- Delete an item toolDeletes a specific record from a data list when used by the AI Agent.
- Start a workflow toolStarts a predefined workflow process in the selected application when used by the AI Agent.
- Run an agent toolAllows the AI Agent to call and execute another AI agent within the application.
- AI Agent Integration GuideLearn the seven ways to integrate AI Agents into your business processes.
- Usage and Differences Between “Dynamically fill with AI” and “Custom value” in AI Agent Tool InputsLearn the difference between “Dynamically fill with AI” and “Custom value” when configuring tool inputs, and understand how to choose the right method for building accurate and reliable AI Agent…
- Creating and Managing a CopilotThis article explains how application administrators can create, configure, publish, test, deploy, and manage a Copilot in Yeeflow.
- Using Copilot in an ApplicationThis article explains how end users interact with Copilot inside an application.
- Managing Knowledge for CopilotLearn how to configure and manage Copilot in Yeeflow, including adding and managing knowledge sources to ensure accurate, context-aware AI assistance within your applications.
- Managing Tools for CopilotA guide for administrators on configuring Copilot tools to enable data operations and workflow automation.
- Managing Copilot Installation in an ApplicationLearn how to deploy Copilots to applications and manage their availability, access permissions, and enabled status in Yeeflow.
- Call HTTP Request toolUse this tool to call external HTTP APIs through a configured connection to retrieve data, submit information, or trigger actions in external systems.
- Access application resources toolEnables AI to securely access selected application resources, such as forms, data lists, reports, document libraries, and AI Agents, with configurable permissions and safety controls.
- Call REST API toolUse Call REST API to add OpenAPI-based REST operations to AI Agents and Copilots, so they can call approved external APIs from structured YAML or JSON schemas.
- Configure AI capabilities for Agent and CopilotConfigure AI capabilities for Agents and Copilots, including web search, image generation, Canvas for Copilot, and Conversation starters.
- Create and manage App CredentialsCreate App Credentials to securely authenticate external applications and services when accessing your Yeeflow application APIs. Configure resource-level permissions, manage client secrets, and control the credential lifecycle for secure system-to-system
- Create and Configure a Service PortalHow Yeeflow Service Portal helps organizations extend business applications to customers, suppliers, partners, and employees without creating disconnected experiences.
- Invoke Custom Service as an AI ToolLearn how to add a published Custom Service as an AI Tool for Yeeflow AI Agents and Copilots. By using Custom Services as tools, AI can execute reusable business logic…