Quanty platform
Your company’s data in tables, with AI columns, chat, views and automations around it.
Start here
- 01Getting startedInvitations and signing in, two-factor authentication, the welcome tour, your preferences and what an organization's plan means for you.
- 02Columns and AIAdding and editing columns, by hand, AI or formula, prompts and @-mentions, models, data sources, running, credits, comparing models and the pipeline map.
- 03AI assistantQuanty and your agents in Chat: context, model and mode, internet search, sources, confirmations and Ask AI.
Get started
4 pages- Getting startedInvitations and signing in, two-factor authentication, the welcome tour, your preferences and what an organization's plan means for you.
- Home and the sidebarThe top bar, every sidebar item and group, shortcuts, and Home with its composer, workspaces and recently opened projects.
- Projects, tables and viewsWorkspaces, folders, projects, tables, views and pages: creating, moving, duplicating, deleting, members and access, import and export.
- TemplatesReady-made tables by area: matching a template to your job, the showcase, changing it in chat and creating it.
Tables and data
11 pages- The gridThe toolbar, the cell bar, typing and pasting, selecting and keyboard keys, the menus, Find, Hide fields, Filter and Sort, pages, undo and live editing.
- The record windowOne row as a form: layouts, editing fields, adding a field, comments with mentions and attachments, history, printing and deleting.
- Columns and AIAdding and editing columns, by hand, AI or formula, prompts and @-mentions, models, data sources, running, credits, comparing models and the pipeline map.
- Column typesEvery column type and its settings: basic fields, linked records, lookups and rollups, fields filled for you, and AI fields.
- Formulas and totalsFree formula columns, the formula creator and AI drafting, the functions, the Totals row, formula rows and sums over selected cells.
- FilesThe Files page, uploading and its limits, processing and statuses, the previewer, Ask Quanty, folders, Trash and files in tables.
- Sharing filesWho can open a file, confidential files, and links for people outside the organization with expiry, password and download.
- Web researchColumns that read the internet: search methods, freshness and sites, researched sub-sheets, Quanty Connect sources, costs and sources.
- Records (CRM)Companies, People and Deals as ordinary tables, and capturing new contacts straight out of a mailbox.
- Cell details, reviews and historyValue, confidence and sources of a cell, approving and rejecting, ground truth, refining, the cell's history and the review queue.
- Quanty GhostSensitive columns the team keeps using, left out of exports, shared links and other outbound channels.
Views
13 pages- Kanban boardsA Kanban view of a table: lanes, cards and the card menu, customizing cards, the record window and sharing.
- Filtering a boardQuick filters only you see, the saved filter everyone sees, every operator, moving date windows and finding cards.
- Work itemsKeys like ZAD-12, types, priorities, statuses, labels and dates on any table, and how to turn them on.
- Subtasks, blockers and linksParents and subtasks, the hierarchy view, blockers, other links between items and link chips.
- Calendar viewRows on a calendar by a date column: Day, Week, Month and Agenda, moving events and sharing.
- Timeline viewRows as bars on a time axis, grouped into rows, with zoom, dragging and sharing.
- Document viewPages of text next to a table: writing, comments, live editing, history, Write with AI and export.
- Fleet map and Map viewPin the rows of any table on a map by their coordinates, and where to find the TMS fleet map.
- FormsCollect new rows from anyone with a link: the builder, field types, file uploads, link, password and branding.
- DashboardsNumbers and charts over your tables: creating, arranging, pages, filters for readers, sharing and chat.
- Dashboard widgetsEvery widget and its settings, ten chart kinds, binding to a table, aggregations and number formats.
- PresentationsSlide decks from your tables: creating, the editor, presenting, refreshing, exporting and sharing.
- Slide layouts and themesEvery slide layout, data on slides, Dashboard slides, pictures and veils, the deck and organization theme.
Chat and AI
8 pages- ChatYour team and your AI in one place: the list, notifications, focus mode, status, who sees what and privacy.
- Channels and direct messagesPublic and private channels, owners and people, channel settings, archiving and direct messages.
- Writing messagesMentions, links, threads, reactions, files and voice messages, pinned messages, Files and media and search.
- Calls and recordingsAudio and video calls, screen sharing, limits per plan, recording, the transcript and AI summary.
- AI assistantQuanty and your agents in Chat: context, model and mode, internet search, sources, confirmations and Ask AI.
- Tables, files, dashboards and decks from chatWhat the assistant builds: work on the open table, skills with /, checklists, files, dashboards and decks.
- AgentsChat personas with their own instructions: creating, settings, using them in Chat, and agent tasks.
- SkillsReusable instructions the assistant loads for a task: writing a SKILL.md, files, import, global skills and limits.
Automate and connect
14 pages- AutomationsThe Automations page of a project: templates, building an automation with When, If and Then, and switching it on. In beta.
- Triggers and conditionsEvery trigger: records, forms, schedules, Kanban lanes, e-mails, WhatsApp messages and KSeF invoices, the conditions and the run limits.
- ActionsNotify people, send an e-mail, WhatsApp message or SMS, update or create a record, run AI columns, and the fields you can insert.
- Testing and run historyTest runs without sending anything, the run history, the activity of all automations, pauses, limits and credits.
- Table triggers and row approvalThe Triggers panel of a table: Gmail, interval and weekly runs, usage limits, undo, and rows that wait for approval.
- IntegrationsThe Integrations page: what is connected, the catalog with its statuses and plans, SMS and the public registries.
- MailboxesGmail, other mailboxes over IMAP and SMTP and Quanty inbox addresses: connecting, sharing, testing, activity and removing.
- Google SheetsImport rows from a Google spreadsheet or export a table to one: the key column, mapping, preview, approval and undo.
- KSeF e-invoicesConnect KSeF and pull purchase and sales invoices into a table: environments, token, columns, schedule, the KSeF data column and trigger.
- Sending invoices to KSeFIssue an invoice from a table row, sandbox first: the Sending tab, Validate, Prepare and Send, four-eyes, statuses and the UPO.
- WhatsAppA WhatsApp Business number, set up together with Quanty: numbers, templates, the trigger and send step, the 24-hour rule and costs. In beta.
- AI SecretaryA voice assistant that answers incoming calls to your own number and writes each call into a table: setup, activation, call log and costs.
- Secretary settingsThe secretary's tabs: greeting and instructions, voice, knowledge, limits and fixed rules, the fields it collects, notifications and test calls.
- Secretary phone numbersConnect a number you own by SIP account or SIP trunk, and forward a mobile or landline number with the codes the app gives.
Organization and billing
5 pages- Organizations and rolesThe roles Admin, Member and Viewer, the organization settings and their tabs, team activity, creating, leaving and deleting an organization.
- Members and invitationsInviting people, invitations, seats, changing roles, removing a member with their files passed on, and support access.
- Security and two-factor authenticationAuthenticator app and SMS codes, recovery codes, remembered browsers, invite-only sign-up, file permissions, outside links and where data is processed.
- Plans and billingSilver, Gold, Platinum and Custom with prices and limits, choosing a plan, the Billing page, invoices and what happens when a payment fails.
- Credits and usageWhat a credit is, model rates, what spends credits, top-ups, storage, budgets and spend limits, call hours and the Usage page.