APEX AI Desk documentation
The shortest path from an empty workspace to an owner-tested chatbot and team Inbox.
Controlled release. External customer channels and provider credentials stay disabled until an owner explicitly configures and tests them.
Set up a business workspace
- Open Tenants and select the intended business.
- Use Team to invite users and assign only the roles they require.
- Open Chatbots, select the bot, then use Business content for approved knowledge and catalog records.
- Test through the bot’s private test link before publishing a widget or connecting a channel.
Operate conversations
- Inbox contains workspace-scoped conversations and human handoff controls.
- Knowledge Base contains reviewed information used for grounded answers.
- Products contains reviewed products, services, variants, prices, images and source links.
- Draft, inactive, rejected and archived content is not approved for customer answers.
Safety boundaries
- Always confirm the active organization and workspace before editing content or replying.
- Do not claim a price, availability, policy or completed action unless an approved source supports it.
- Do not enable WhatsApp, Messenger, Instagram, Telegram, SMS, email or AI providers without the owner’s explicit authorization.