Effective onboarding is crucial for helping new team members become productive with Caylex quickly.A structured onboarding process reduces the learning cur

Onboarding New Team Members | Caylex Help Center

Effective onboarding is crucial for helping new team members become productive with Caylex quickly.A structured onboarding process reduces the learning curve, ensures consistent practices across your team, and helps new members understand how Caylex fits into your broader technology ecosystem. Well-onboarded team members typically become productive 2-3x faster than those without structured guidance.

<h2>Onboarding Checklist</h2><ol><li>Account setup: Create user account with appropriate permissions</li><li>Platform orientation: Tour of the interface and key concepts</li><li>Core training: Hands-on with workflow building and deployment</li><li>Team-specific training: Review of existing workflows and patterns</li><li>First project: Guided implementation of a simple workflow</li><li>Knowledge transfer: Introduction to documentation and support resources</li></ol>

<h2>Creating Effective Onboarding Materials</h2>When preparing onboarding resources:<ul><li>Focus on practical applications rather than theoretical concepts</li><li>Include real examples from your existing workflows</li><li>Create video walkthroughs of common tasks</li><li>Develop cheat sheets for frequently used features</li><li>Establish a mentorship program with experienced team members</li></ul>These resources will help new team members reference information quickly as they're learning.

Effective onboarding is crucial for helping new team members become productive with Caylex quickly.A structured onboarding process reduces the learning curve, ensures consistent practices across your 

Onboarding New Team Members

Learn about Caylex, a unified orchestration layer for AI-powered systems that helps enterprises manage complex workflows.

What Is Caylex and How Does It Work? | Help Center

Caylex is a unified orchestration layer for AI-powered systems. It helps enterprises manage and scale complex workflows involving AI agents, external tools, and cloud services — all from a single platform.When building AI infrastructure, teams often struggle with fragmented tools, brittle pipelines, and inconsistent integrations. Caylex solves this by acting as the central coordination hub that connects everything together.

Caylex is a unified orchestration layer for AI-powered systems. It helps enterprises manage and scale complex workflows involving AI agents, external tools, and cloud services — all from a single platform.

What Is Caylex and How Does It Work?

This quick start guide will help you go from zero to your first deployed workflow in under 30 minutes.Follow these steps to experience Caylex's core functi

Quick Start Guide | Caylex Help Center

This quick start guide will help you go from zero to your first deployed workflow in under 30 minutes.Follow these steps to experience Caylex's core functionality with minimal setup time. This guide assumes you're starting with a new account and want to see tangible results quickly.

<h2>30-Minute Quick Start Plan</h2><ol><li>Minutes 0-5: Create your account and verify your email</li><li>Minutes 5-10: Complete your profile and workspace setup</li><li>Minutes 10-15: Connect your first service (Slack, Google Sheets, or another supported tool)</li><li>Minutes 15-25: Build a simple workflow using the template library</li><li>Minutes 25-30: Test and deploy your workflow</li></ol>

<h2>Recommended First Workflow Templates</h2>For your first workflow, we recommend starting with one of these simple templates:<ul><li>Slack Message on Schedule: Posts a message to a Slack channel at a specified time</li><li>Google Sheet Row Added: Triggers actions when a new row is added to a Google Sheet</li><li>Webhook Receiver: Creates an endpoint that triggers workflows when called</li><li>AI Content Summarizer: Takes input text and returns a summary using AI</li></ul>These templates demonstrate key Caylex capabilities with minimal configuration required.

This quick start guide will help you go from zero to your first deployed workflow in under 30 minutes.Follow these steps to experience Caylex's core functionality with minimal setup time. This guide a

Quick Start Guide

Setting up your Caylex account is the first step toward streamlining your AI workflows and integrations.The account creation process is designed to be intu

Setting Up Your Caylex Account | Caylex Help Center

Setting up your Caylex account is the first step toward streamlining your AI workflows and integrations.The account creation process is designed to be intuitive and takes approximately 5-10 minutes to complete. You'll need a valid email address and basic information about your organization to get started.

<h2>Step-by-Step Account Setup</h2><ol><li>Visit the Caylex signup page and enter your email address</li><li>Verify your email through the confirmation link sent to your inbox</li><li>Complete your profile with your name and organization details</li><li>Choose your plan based on your team size and needs</li><li>Set up your workspace with a name and initial configuration</li></ol>

<h2>Important Considerations</h2>Before setting up your account, consider:<ul><li>Team size and required user seats</li><li>Integration needs with existing tools</li><li>Data security and compliance requirements</li><li>Expected workflow complexity and volume</li></ul>These factors will help you choose the right plan and configuration from the start.

Setting up your Caylex account is the first step toward streamlining your AI workflows and integrations.The account creation process is designed to be intuitive and takes approximately 5-10 minutes to

Setting Up Your Caylex Account

Following best practices from day one will help you maximize value from Caylex while avoiding common pitfalls.Based on experiences from hundreds of impleme

Best Practices for a Smooth Start | Caylex Help Center

Following best practices from day one will help you maximize value from Caylex while avoiding common pitfalls.Based on experiences from hundreds of implementation teams, we've identified key practices that separate successful deployments from struggling ones. These recommendations apply regardless of your use case or industry.

<h2>Implementation Best Practices</h2><ul><li>Start small: Begin with a single, well-defined workflow rather than attempting to automate everything at once</li><li>Establish naming conventions: Create consistent naming for workflows, connections, and variables from the beginning</li><li>Document as you build: Add descriptions and comments to your workflows while creating them</li><li>Implement error handling early: Design workflows with fallback logic and error notifications from the start</li><li>Monitor performance: Establish baseline metrics before scaling your automation efforts</li></ul>

<h2>Team Adoption Strategies</h2>For smoother team adoption:<ul><li>Identify champions who will advocate for the platform</li><li>Provide training focused on specific use cases rather than general platform overview</li><li>Create reusable templates for common patterns</li><li>Establish a review process for new workflows</li><li>Celebrate early wins to build momentum</li></ul>These practices will help ensure your team gets the most from Caylex quickly and sustainably.

Following best practices from day one will help you maximize value from Caylex while avoiding common pitfalls.Based on experiences from hundreds of implementation teams, we've identified key practices

Best Practices for a Smooth Start

Understanding Caylex-specific terminology will help you navigate the platform and communicate effectively with your team and support.This glossary covers t

Caylex Terminology Explained | Caylex Help Center

Understanding Caylex-specific terminology will help you navigate the platform and communicate effectively with your team and support.This glossary covers the most important terms you'll encounter when using Caylex, from basic concepts to advanced features. Bookmark this page for quick reference as you explore different parts of the platform.

<h2>Core Platform Terms</h2><ul><li>Workflow: A sequence of steps that coordinates between services, data sources, and AI models</li><li>Trigger: An event that initiates a workflow execution</li><li>Action: A discrete operation performed as part of a workflow</li><li>Connection: A configured integration with an external service or tool</li><li>Agent: An AI model configured to perform specific tasks within workflows</li><li>Orchestration: The process of coordinating multiple services and models to complete a complex task</li></ul>

<h2>Advanced Concepts</h2><ul><li>MCP (Model Context Protocol): The standard interface that enables AI models to interact with tools and resources</li><li>Context Management: The process of maintaining and passing relevant information between workflow steps</li><li>Fallback Logic: Alternative pathways that execute when primary steps fail or encounter errors</li><li>Observability: The ability to monitor, trace, and understand workflow execution and performance</li><li>Template: A reusable workflow pattern that can be customized for specific use cases</li></ul>Understanding these terms will help you better design, implement, and troubleshoot your Caylex workflows.

Understanding Caylex-specific terminology will help you navigate the platform and communicate effectively with your team and support.This glossary covers the most important terms you'll encounter when

Caylex Terminology Explained

Caylex offers both cloud-hosted and self-hosted deployment options, each with distinct advantages depending on your requirements.Your choice between these 

Choosing Between Cloud and Self-Hosted Deployment | Caylex

Caylex offers both cloud-hosted and self-hosted deployment options, each with distinct advantages depending on your requirements.Your choice between these deployment models will impact everything from setup complexity and maintenance overhead to security compliance and scalability. Most organizations start with the cloud option and consider self-hosted deployment as their needs evolve.

<h2>Cloud Deployment Advantages</h2><ul><li>Faster setup: Get started in minutes without infrastructure provisioning</li><li>Reduced maintenance: Caylex handles updates, security patches, and scaling</li><li>Global availability: Access from anywhere with internet connectivity</li><li>Automatic backups: Built-in disaster recovery and data protection</li><li>Pay-as-you-go pricing: Scale costs with usage rather than upfront investment</li></ul>

<h2>Self-Hosted Deployment Advantages</h2><ul><li>Data residency: Keep sensitive data within your own infrastructure</li><li>Custom compliance: Meet specific regulatory requirements that cloud may not support</li><li>Network isolation: Operate entirely within your private network</li><li>Custom integrations: Connect with internal systems not exposed to the internet</li><li>Performance optimization: Tune infrastructure specifically for your workloads</li></ul>Consider starting with cloud deployment and transitioning to self-hosted if you develop specific requirements that cloud cannot meet.

Caylex offers both cloud-hosted and self-hosted deployment options, each with distinct advantages depending on your requirements.Your choice between these deployment models will impact everything from