Guides
Detailed, step-by-step guides for every major feature in Vantage. Each guide walks you through a specific task from start to finish.
In This Section
| Guide | Description |
|---|---|
| Account Setup | Complete your profile, configure company settings, and invite team members |
| Building Workflows | Create visual automation pipelines with the drag-and-drop workflow editor |
| Creating Dashboards | Build real-time data dashboards with tiles, charts, and metrics |
| Connecting Integrations | Set up OAuth and API key integrations for databases, cloud services, and more |
| AI Features | Configure and use the AI assistant, per-tile insights, and AI workflow nodes |
| Managing Users | Add, edit, and remove users from your company |
| Roles & Permissions | Create custom roles and assign granular permissions |
| Organizations | Set up multi-company organizations with shared resources |
| Companies | Manage company settings, branding, and data isolation |
| Settings Overview | A complete tour of every settings panel |
| Managing Billing | View usage, manage subscriptions, and purchase credits |