Getting started
Prepare for your first workflow review.
- Choose one repeatable task and name the person who owns it. Bring a redacted example, the current steps and the tools involved.
- Agree on a baseline, a first scope and acceptance checks before a build begins. Confirm timing, training, support and handoff terms in writing.
- New to Core Agentic? Book a Demo to see what could fit your work. A call does not create an account or start billing.
Book a DemoAccounts and access
Get help without sharing sign in details.
- The public client portal is being prepared. Its Sign in action does not open an account or collect credentials.
- For an existing engagement, use the access route agreed with your project contact. If you cannot enter, email help with the affected workspace name, time and a redacted error.
- Never send passwords, one time codes, recovery keys or private customer data. Ask your authorized project owner to review access changes.
View client portal availability →Software and workflows
Make a workflow problem easy to reproduce.
- Record what you expected, what happened and the time. Include the workflow name, a non sensitive record reference and the steps that led to the issue.
- If a workflow may send, publish or move money incorrectly, stop using that action and notify your authorized project contact. Follow the agreed incident and rollback plan.
- Test fixes with approved samples and an accountable reviewer before resuming affected live work. Do not retry a consequential action without checking whether it already completed.
Integrations
Check the source and permissions first.
- Name the connected tool, the affected workflow and the last confirmed successful step. Check the provider's own status page if one is available.
- Ask an authorized administrator to check access, account limits and any changed fields. Never paste API keys, tokens or full exports into an email.
- New connections require a review of provider access, fees, data scope and test cases. A listed workflow is not a promise that every provider is supported.
Billing and service
Find the terms for your actual engagement.
- Your signed scope and service agreement define fees, milestones, third party costs and ongoing care. This public site does not provide a billing dashboard.
- For an invoice question, send only the invoice reference, company name and the point you need checked. Do not send card or bank details.
- For a change, cancellation or service request, contact help and your project owner. An email request does not itself amend your agreement or confirm a cancellation.
Data and privacy
Keep a request specific and sensitive data out.
- For access, export, retention or deletion questions, identify the company, relevant system and the type of request without attaching the underlying personal data.
- Authority and identity must be verified through the agreed process before any data is released or changed. Do not send identity documents unless a secure approved route is provided.
- Review the Data Privacy page for scoping decisions about access, hosting and cloud models. It is educational guidance, not a certification or a substitute for your agreement.
Read Data Privacy →