# Workstation Docs > Documentation for Repzo Workstation: CRM, operations, marketing, commerce, and the developer platform (REST API, CLI, chat apps and Block Kit). Every page is also available as Markdown at its URL plus `.md`. All pages in one file: https://workstation.repzo.com/docs/llms-full.txt ## Start Here - [Workstation Documentation](https://workstation.repzo.com/docs/index.md): Learn how to use and configure Repzo Workstation. - [Getting Started](https://workstation.repzo.com/docs/getting-started.md): Understand the main Workstation concepts before configuring your workspace. ## Analytics - [Pulse](https://workstation.repzo.com/docs/analytics/pulse.md): Share wins, give kudos, run polls and challenges, and reward colleagues in the team feed. - [Dashboard](https://workstation.repzo.com/docs/analytics/dashboard.md): Track key numbers on a personal dashboard of widgets, with date ranges, comparisons, and links into Reports. - [Radar](https://workstation.repzo.com/docs/analytics/radar.md): Monitor CRM risks and act on evidence-backed findings. - [Reports](https://workstation.repzo.com/docs/analytics/reports.md): Build, save, share, and export reports across CRM, operations, and commerce data. - [Report queries](https://workstation.repzo.com/docs/analytics/report-queries.md): Write reports as short queries in RepzoQL: getting started, running queries, related records, and the full reference. ### RepzoQL reference - [Syntax overview](https://workstation.repzo.com/docs/analytics/repzoql/syntax.md): How a RepzoQL query is put together: clauses, names, values, comments, and errors. - [FROM and SHOW](https://workstation.repzo.com/docs/analytics/repzoql/from-and-show.md): Choose the object to report on and the numbers to show: metrics, related metrics, math, and functions. - [WHERE](https://workstation.repzo.com/docs/analytics/repzoql/where.md): Count only the records that match: comparisons, lists, text, numbers, dates, empty values, and groups of conditions. - [GROUP BY](https://workstation.repzo.com/docs/analytics/repzoql/group-by.md): Split the numbers by fields, related fields, roles, and time units, and keep only the biggest groups with TOP. - [TIMESERIES](https://workstation.repzo.com/docs/analytics/repzoql/timeseries.md): Split the numbers by day, week, month, quarter, or year, with every period listed. - [SINCE, UNTIL, DURING](https://workstation.repzo.com/docs/analytics/repzoql/since-until-during.md): Set the report's period with relative dates, exact dates, date functions, or named ranges, and choose which date it uses with ON. - [COMPARE TO](https://workstation.repzo.com/docs/analytics/repzoql/compare-to.md): Compare the report's period with an earlier one: the previous period, last year, or exact dates. - [WITH](https://workstation.repzo.com/docs/analytics/repzoql/with.md): Add totals, percent change, running totals, group subtotals, a currency, or a time zone to a report. - [HAVING](https://workstation.repzo.com/docs/analytics/repzoql/having.md): Keep only the groups whose numbers match, after grouping. - [ORDER BY and LIMIT](https://workstation.repzo.com/docs/analytics/repzoql/order-by-and-limit.md): Sort the rows by metrics or fields, keep the first ones, and page through the rest. - [COHORT](https://workstation.repzo.com/docs/analytics/repzoql/cohort.md): Follow people from their first record: retention by week, month, or quarter, who starts a cohort, the first-record column, and comparisons. - [VISUALIZE](https://workstation.repzo.com/docs/analytics/repzoql/visualize.md): Pick the chart, the metric it draws, bar-and-line combos, and how many items it shows. - [Functions](https://workstation.repzo.com/docs/analytics/repzoql/functions.md): sum, avg, min, and max of any number field, math between metrics, and date functions for periods. - [Objects](https://workstation.repzo.com/docs/analytics/repzoql/objects.md): Every object you can report on with FROM, what it holds, its main metrics, and which objects can be combined. ## CRM - [Accounts](https://workstation.repzo.com/docs/sales/accounts.md): Manage companies, account hierarchies, contacts, and commercial relationships. - [Contacts](https://workstation.repzo.com/docs/sales/contacts.md): Manage people, prospect lifecycle data, relationships, and customer history. - [Deals](https://workstation.repzo.com/docs/sales/deals.md): Track revenue opportunities through configurable pipelines and outcomes. - [Listings](https://workstation.repzo.com/docs/sales/listings.md): Track real-estate properties for sale or rent, with pricing, measurements, agents, sellers, buyers, and showings. - [Price Offers](https://workstation.repzo.com/docs/sales/price-offers.md): Create quotes with line items, approvals, PDFs, sharing, signing, and invoice conversion. - [Meeting Links](https://workstation.repzo.com/docs/sales/meeting-links.md): Share a booking page so customers can book meetings with you or your team, synced to the CRM and your calendar. - [Activities](https://workstation.repzo.com/docs/engagement/activities.md): Manage calls, meetings, tasks, reminders, and related CRM work from one workspace. - [CRM Setup](https://workstation.repzo.com/docs/sales/crm-setup.md): Configure CRM data, record pages, pipelines, and team views in the right order. - [Pipelines and Stages](https://workstation.repzo.com/docs/sales/pipelines.md): Configure record pipelines, stages, transition rules, and stage requirements. - [Properties](https://workstation.repzo.com/docs/administration/properties.md): Manage native, custom, and computed fields for Workstation records. - [Objects](https://workstation.repzo.com/docs/administration/objects.md): Customize organization-wide record pages, create forms, association labels, and related properties. - [Tasks](https://workstation.repzo.com/docs/engagement/tasks.md): Create, prioritize, filter, complete, and bulk-create task activities. - [Activity Calendar](https://workstation.repzo.com/docs/engagement/calendar.md): View dated tasks, calls, and meetings and sync meetings to Google or Outlook. - [Activity Reminders](https://workstation.repzo.com/docs/engagement/reminders.md): Schedule personal email and in-app reminders for tasks, calls, and meetings. ## Operations - [Projects](https://workstation.repzo.com/docs/operations/projects.md): Plan delivery work with project views, milestones, jobs, templates, and project roles. - [Tickets](https://workstation.repzo.com/docs/operations/tickets.md): Manage support work with Desk, List, and Kanban views, SLA deadlines, duplicates, properties, pipelines, and automation. - [Appointments](https://workstation.repzo.com/docs/engagement/appointments.md): Schedule client services across locations, team members, shifts, resources, bundles, and sales. - [Online Booking](https://workstation.repzo.com/docs/engagement/online-booking.md): Publish scoped booking links and control client availability, booking form fields, banners, emails, approval, and self-service changes. - [Appointment Checkout](https://workstation.repzo.com/docs/engagement/appointment-checkout.md): Turn appointment services into sales with products, discounts, tips, payments, gift cards, loyalty, and memberships. - [Client Loyalty](https://workstation.repzo.com/docs/operations/client-loyalty.md): Reward customers with points or cashback, tiers, rewards, bonus campaigns, challenges, referrals, and digital loyalty cards. - [Appointment Reviews](https://workstation.repzo.com/docs/engagement/reviews.md): Request, monitor, reply to, and moderate client reviews after appointment checkout. - [Requests](https://workstation.repzo.com/docs/operations/requests.md): Build internal request forms, submit and track requests, print them as PDFs, and route matching records through approvals. - [Drive](https://workstation.repzo.com/docs/operations/drive.md): Upload, organize, preview, share, and recover workspace files. - [Inbox](https://workstation.repzo.com/docs/operations/inbox.md): Connect customer channels and manage shared conversations, assignment, rules, macros, social comments, and AI agents. - [Calls](https://workstation.repzo.com/docs/operations/calls.md): Make and receive phone calls in the browser, route callers with call flows, let AI agents answer or dial, and review every call with recordings and summaries. - [AI Agents](https://workstation.repzo.com/docs/operations/ai-agents.md): Build AI agents that answer customers in Inbox, work tickets, take phone calls, and help teammates in Chat. - [Chat](https://workstation.repzo.com/docs/operations/chat.md): Use internal channels, direct messages and group direct messages with threads, rich messages, pods, AI coworkers, Fox cards, search, and notifications. - [Approvals](https://workstation.repzo.com/docs/operations/approvals.md): Configure and review sequential approval workflows for Requests and Price Offers. ## Marketing - [Campaigns](https://workstation.repzo.com/docs/marketing/campaigns.md): Plan marketing initiatives and track contacts, deals, creatives, budgets, and ad activity. - [Send](https://workstation.repzo.com/docs/marketing/send.md): Build, approve, schedule, and measure outbound messages and multi-step sequences. - [Segments](https://workstation.repzo.com/docs/marketing/segments.md): Build reusable dynamic or static audiences from CRM and customer records. - [Ads](https://workstation.repzo.com/docs/marketing/ads.md): Compare paid-ad spend and engagement with the contacts and deals they bring in. - [Forms](https://workstation.repzo.com/docs/marketing/forms.md): Build, publish, share, and automate multi-step forms. ## Commerce - [Orders](https://workstation.repzo.com/docs/commerce/orders.md): Create or sync orders, track payment and fulfillment, redeem loyalty points, and turn order line items into invoices. - [Subscriptions](https://workstation.repzo.com/docs/commerce/subscriptions.md): Bill customers on a recurring schedule, track MRR and ARR, and let Workstation create an invoice on every billing date. - [Gift Cards](https://workstation.repzo.com/docs/commerce/gift-cards.md): Issue gift cards and store credit, let customers spend them at checkout, the register, or on invoices, and track every balance movement. - [Invoices](https://workstation.repzo.com/docs/commerce/invoices.md): Create customer invoices, split them into payment plans, record payments, print branded PDFs, issue returns, and report to ZATCA. - [Payments](https://workstation.repzo.com/docs/commerce/payments.md): See every customer payment in one list, open payment details, report on collections, and configure payment methods. ### Accounting - [Accounting](https://workstation.repzo.com/docs/commerce/accounting.md): Keep double-entry books alongside invoices, payments, bills, expenses, and inventory. - [Setting Up Accounting](https://workstation.repzo.com/docs/commerce/accounting/setup.md): Enable Accounting, choose a start date, give members access, and add companies. - [Chart of Accounts and Settings](https://workstation.repzo.com/docs/commerce/accounting/chart-of-accounts.md): Organize ledger accounts, choose where payments and taxes post, and configure payment terms and document numbering. - [Sales](https://workstation.repzo.com/docs/commerce/accounting/sales.md): Post invoices and credit notes, write off bad debts, and set per-customer credit limits, holds, and defaults. - [Purchases](https://workstation.repzo.com/docs/commerce/accounting/purchases.md): Record supplier bills and vendor credits, expenses, landed costs, and prepaid expenses; manage suppliers, holds, and withholding tax. - [Payments](https://workstation.repzo.com/docs/commerce/accounting/payments.md): Receive money from customers and pay suppliers, allocate payments to documents, hold advances, and settle in another currency. - [Banking](https://workstation.repzo.com/docs/commerce/accounting/banking.md): Set up bank and cash accounts, import statements, match them to the ledger, deposit receipts, and transfer money. - [Ledger](https://workstation.repzo.com/docs/commerce/accounting/ledger.md): Post journal entries, load opening balances, depreciate fixed assets, revalue foreign balances, recognize deferred revenue, and record group eliminations. - [Closing the Books](https://workstation.repzo.com/docs/commerce/accounting/closing.md): Manage fiscal years, lock periods against changes, and close the year into retained earnings. - [Accounting Reports](https://workstation.repzo.com/docs/commerce/accounting/reports.md): Read the general ledger, stock ledger, trial balance, financial statements, aging, VAT return, customer statements, and consolidated group reports. - [Accounting Permissions](https://workstation.repzo.com/docs/commerce/accounting/permissions.md): Control who can open Accounting, which areas they can see, and what they can change. ## Point of Sale - [Point of Sale](https://workstation.repzo.com/docs/pos.md): Sell products and services at a branch register: unlock with a PIN, run shifts, hold tickets, take split payments, print receipts, and handle returns. - [Point of Sale Settings](https://workstation.repzo.com/docs/pos/settings.md): Set up POS branches and registers, cashier access and PINs, selling rules, ticket names, scale barcodes, receipts, the register layout, and how items are sold. - [POS Reports](https://workstation.repzo.com/docs/pos/reports.md): Review register sales, items, categories, employees, payment methods, taxes, discounts, and cash drawer shifts. - [Time Cards](https://workstation.repzo.com/docs/pos/time-cards.md): Let staff clock in and out on the register, review the hours they worked, and correct missed punches. ## Performance - [KPI Dashboard](https://workstation.repzo.com/docs/performance/kpi-dashboard.md): See goal progress, status counts, a leaderboard, and your own targets on one page. - [Goals](https://workstation.repzo.com/docs/performance/goals.md): Set targets for people or teams, per week, month, quarter, or year, and track progress automatically. - [KPI Reports](https://workstation.repzo.com/docs/performance/kpi-reports.md): Filter goal results by period, goal, person, and status, then drill into the records behind each number. - [Commission Plans](https://workstation.repzo.com/docs/performance/commission-plans.md): Pay people on the records their goals count: a flat amount, a rate card, or a percentage. - [Commissions](https://workstation.repzo.com/docs/performance/commissions.md): Review, adjust, approve, and pay commission statements for each person and period. - [Daily Streaks](https://workstation.repzo.com/docs/performance/daily-streaks.md): Encourage steady daily work with one streak per person, kept alive by completed work in any module. ## Knowledge - [Content Hub](https://workstation.repzo.com/docs/knowledge/content-hub.md): Create public or private knowledge sites, sections, articles, and AI-ready sources. ## Developers - [Developer API and CLI](https://workstation.repzo.com/docs/configuration/developer-api.md): Connect people, scripts, and AI clients to Workstation through delegated browser login or scoped Developer App keys. ### Chat apps - [Chat apps](https://workstation.repzo.com/docs/developers/chat-apps.md): Build apps that post rich, interactive messages, modals and a Home tab in Repzo Chat — with the same Block Kit JSON and API names as Slack. - [Sending messages](https://workstation.repzo.com/docs/developers/chat-apps/sending-messages.md): Post, update and delete chat messages from your app with text, Block Kit blocks and attachments. - [Interactivity](https://workstation.repzo.com/docs/developers/chat-apps/interactivity.md): Receive block_actions when people use your app's controls, answer with response_url, open modals with trigger_id, and load options for external selects. - [Modals](https://workstation.repzo.com/docs/developers/chat-apps/modals.md): Open forms from your chat app with views.open, collect input blocks, validate submissions and stack up to three views. - [App Home](https://workstation.repzo.com/docs/developers/chat-apps/app-home.md): Give each person a Home tab in your app's conversation with views.publish, and know when they open it with app_home_opened. - [Ephemeral messages](https://workstation.repzo.com/docs/developers/chat-apps/ephemeral-messages.md): Show a message to one person in a conversation without posting it for everyone. - [Formatting text](https://workstation.repzo.com/docs/developers/chat-apps/formatting-text.md): mrkdwn syntax for chat app messages: bold, italics, links, mentions, channels, dates and emoji. ### Block Kit reference - [Block Kit](https://workstation.repzo.com/docs/developers/block-kit.md): The JSON layout format chat apps use for messages, modals and the Home tab — compatible with Slack's Block Kit. #### Blocks - [Blocks](https://workstation.repzo.com/docs/developers/block-kit/blocks.md): Every Block Kit block Repzo Chat apps can send. - [Actions block](https://workstation.repzo.com/docs/developers/block-kit/blocks/actions-block.md): Holds multiple interactive elements — buttons, menus, pickers — in a row. - [Alert block](https://workstation.repzo.com/docs/developers/block-kit/blocks/alert-block.md): Displays an alert, warning or informational message with a level-coloured icon. - [Card block](https://workstation.repzo.com/docs/developers/block-kit/blocks/card-block.md): Displays a single item — a product, a record, an article — as a card with an image, text and up to three buttons. - [Carousel block](https://workstation.repzo.com/docs/developers/block-kit/blocks/carousel-block.md): Displays related [card blocks](/docs/developers/block-kit/blocks/card-block) side by side in a horizontally scrolling row. - [Container block](https://workstation.repzo.com/docs/developers/block-kit/blocks/container-block.md): Groups child blocks under a title, optionally collapsible, with a configurable width. - [Context actions block](https://workstation.repzo.com/docs/developers/block-kit/blocks/context-actions-block.md): Holds small, low-emphasis actions under a message — feedback buttons and icon buttons. - [Context block](https://workstation.repzo.com/docs/developers/block-kit/blocks/context-block.md): Displays small, secondary text and images — who, when, where — under other content. - [Data table block](https://workstation.repzo.com/docs/developers/block-kit/blocks/data-table-block.md): Displays a rich table readers can sort, filter and page through, with optional buttons in cells. - [Data visualization block](https://workstation.repzo.com/docs/developers/block-kit/blocks/data-visualization-block.md): Displays data as a pie, bar, area or line chart. - [Divider block](https://workstation.repzo.com/docs/developers/block-kit/blocks/divider-block.md): A horizontal line that separates blocks, like an