# User Guide - [Navigation](https://docs.unifize.com/user-guide/navigation.md) - [Definitions](https://docs.unifize.com/user-guide/definitions.md): Understand the building blocks of Unifize. - [Process](https://docs.unifize.com/user-guide/definitions/process.md) - [Record](https://docs.unifize.com/user-guide/definitions/record.md) - [Conversation](https://docs.unifize.com/user-guide/definitions/conversation.md) - [Report](https://docs.unifize.com/user-guide/definitions/report.md) - [Chart](https://docs.unifize.com/user-guide/definitions/chart.md) - [Checklist](https://docs.unifize.com/user-guide/definitions/checklist.md) - [Org](https://docs.unifize.com/user-guide/definitions/org.md) - [Navigating the platform](https://docs.unifize.com/user-guide/navigating-the-platform.md): Your guide to getting around Unifize with confidence. - [Profile](https://docs.unifize.com/user-guide/navigating-the-platform/profile.md) - [My Inbox](https://docs.unifize.com/user-guide/navigating-the-platform/my-inbox.md) - [Manage](https://docs.unifize.com/user-guide/navigating-the-platform/manage.md) - [Homescreen](https://docs.unifize.com/user-guide/navigating-the-platform/homescreen.md) - [Contacts](https://docs.unifize.com/user-guide/navigating-the-platform/contacts.md) - [Direct Messages](https://docs.unifize.com/user-guide/navigating-the-platform/direct-messages.md) - [Dashboard](https://docs.unifize.com/user-guide/navigating-the-platform/dashboard.md) - [Data & process management](https://docs.unifize.com/user-guide/data-and-process-management.md): Control your workflows with clarity and precision. - [File Management](https://docs.unifize.com/user-guide/data-and-process-management/file-management.md) - [Checklists & Forms](https://docs.unifize.com/user-guide/data-and-process-management/checklists-and-forms.md) - [Rich text in checklist](https://docs.unifize.com/user-guide/data-and-process-management/rich-text-in-checklist.md) - [Working with records](https://docs.unifize.com/user-guide/data-and-process-management/working-with-records.md): Everything you need to take action on a record. - [Due dates & priorities of a record](https://docs.unifize.com/user-guide/data-and-process-management/working-with-records/due-dates-and-priorities-of-a-record.md) - [User & role management](https://docs.unifize.com/user-guide/user-and-role-management.md): Control who can access what—and how. - [Understanding roles & access](https://docs.unifize.com/user-guide/user-and-role-management/understanding-roles-and-access.md) - [Managing permissions](https://docs.unifize.com/user-guide/user-and-role-management/managing-permissions.md) - [Deactivating users](https://docs.unifize.com/user-guide/user-and-role-management/deactivating-users.md) - [Team & organization](https://docs.unifize.com/user-guide/user-and-role-management/team-and-organization.md) - [Mobile & web accessibility](https://docs.unifize.com/user-guide/mobile-and-web-accessibility.md): Stay connected to your workflows—anytime, anywhere. - [Unifize Lite](https://docs.unifize.com/user-guide/mobile-and-web-accessibility/unifize-lite.md) - [Mobile app](https://docs.unifize.com/user-guide/mobile-and-web-accessibility/mobile-app.md) - [Web app vs Unifize Lite](https://docs.unifize.com/user-guide/mobile-and-web-accessibility/web-app-vs-unifize-lite.md) - [PWA](https://docs.unifize.com/user-guide/mobile-and-web-accessibility/pwa.md) - [Security, compliance & infrastructure](https://docs.unifize.com/user-guide/security-compliance-and-infrastructure.md) - [Personalizations](https://docs.unifize.com/user-guide/personalizations.md): Tune Unifize to match how you work. - [Set your profile picture](https://docs.unifize.com/user-guide/personalizations/set-your-profile-picture.md) - [Reset your Passwords](https://docs.unifize.com/user-guide/personalizations/reset-your-passwords.md) - [Customizing Homescreen](https://docs.unifize.com/user-guide/personalizations/customizing-homescreen.md) - [Set your email notification preferences](https://docs.unifize.com/user-guide/personalizations/set-your-email-notification-preferences.md) - [Profile](https://docs.unifize.com/user-guide/profile.md) - [Org Settings](https://docs.unifize.com/user-guide/profile/org-settings.md) - [Home Screen](https://docs.unifize.com/user-guide/profile/org-settings/home-screen.md) - [Org Details](https://docs.unifize.com/user-guide/profile/org-settings/org-details.md) - [Role Management](https://docs.unifize.com/user-guide/profile/org-settings/role-management.md) - [Home Screen](https://docs.unifize.com/user-guide/profile/org-settings/home-screen-1.md) - [Org details](https://docs.unifize.com/user-guide/profile/org-settings/org-details-1.md) - [Role management](https://docs.unifize.com/user-guide/profile/org-settings/role-management-1.md) - [SSO](https://docs.unifize.com/user-guide/profile/org-settings/sso.md) - [Logging in with SSO](https://docs.unifize.com/user-guide/profile/org-settings/sso/logging-in-with-sso.md) - [SSO using SAML](https://docs.unifize.com/user-guide/profile/org-settings/sso/sso-using-saml.md) - [Language and Translations](https://docs.unifize.com/user-guide/profile/org-settings/language-and-translations.md) - [My Inbox](https://docs.unifize.com/user-guide/my-inbox.md) - [Chatroom header](https://docs.unifize.com/user-guide/my-inbox/chatroom-header.md) - [Status](https://docs.unifize.com/user-guide/my-inbox/chatroom-header/status.md) - [Status Conditions](https://docs.unifize.com/user-guide/my-inbox/chatroom-header/status/status-conditions.md) - [Checklist](https://docs.unifize.com/user-guide/my-inbox/checklist.md) - [Approval](https://docs.unifize.com/user-guide/my-inbox/checklist/approval.md) - [Child Conversation](https://docs.unifize.com/user-guide/my-inbox/checklist/child-conversation.md) - [Date](https://docs.unifize.com/user-guide/my-inbox/checklist/date.md) - [File Upload](https://docs.unifize.com/user-guide/my-inbox/checklist/file-upload.md) - [SharePoint](https://docs.unifize.com/user-guide/my-inbox/checklist/file-upload/sharepoint.md) - [Form](https://docs.unifize.com/user-guide/my-inbox/checklist/form.md) - [Linked Record](https://docs.unifize.com/user-guide/my-inbox/checklist/linked-record.md) - [Linked table](https://docs.unifize.com/user-guide/my-inbox/checklist/linked-record/linked-table.md) - [Number](https://docs.unifize.com/user-guide/my-inbox/checklist/number.md) - [Parent Conversation](https://docs.unifize.com/user-guide/my-inbox/checklist/parent-conversation.md) - [PDF](https://docs.unifize.com/user-guide/my-inbox/checklist/pdf.md) - [Picklist](https://docs.unifize.com/user-guide/my-inbox/checklist/picklist.md) - [Picklist field in Checklist](https://docs.unifize.com/user-guide/my-inbox/checklist/picklist/picklist-field-in-checklist.md) - [Revision](https://docs.unifize.com/user-guide/my-inbox/checklist/revision.md) - [Rich Text](https://docs.unifize.com/user-guide/my-inbox/checklist/rich-text.md) - [Section](https://docs.unifize.com/user-guide/my-inbox/checklist/section.md) - [Subsection](https://docs.unifize.com/user-guide/my-inbox/checklist/subsection.md) - [User](https://docs.unifize.com/user-guide/my-inbox/checklist/user.md) - [Text](https://docs.unifize.com/user-guide/my-inbox/checklist/text.md) - [AI Checklist](https://docs.unifize.com/user-guide/my-inbox/checklist/ai-checklist.md) - [Upload fields from CSV](https://docs.unifize.com/user-guide/my-inbox/checklist/upload-fields-from-csv.md) - [Upload fields from JSON](https://docs.unifize.com/user-guide/my-inbox/checklist/upload-fields-from-json.md) - [Conversation Notification](https://docs.unifize.com/user-guide/my-inbox/conversation-notification.md) - [Reminders](https://docs.unifize.com/user-guide/my-inbox/conversation-notification/reminders.md) - [Manage View](https://docs.unifize.com/user-guide/manage-view.md) - [Process Filters](https://docs.unifize.com/user-guide/manage-view/process-filters.md) - [Pegasus](https://docs.unifize.com/user-guide/pegasus.md) - [Custom LLM Configuration](https://docs.unifize.com/user-guide/custom-llm-configuration.md) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.unifize.com/user-guide.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.