Let’s get started!
... welcome to the knowledge base
Pipefy's knowledge base was specially developed to help you use all of Pipefy's features and resources.
We've divided it into three main chapters:
- Basic setup;
- Advanced setup.
These chapters can be compared to steps on a staircase. Each step you climb adds a little more knowledge, complexity and dedication to your use of Pipefy.
Before we get started, let's take a quick look at each of the knowledge base's chapters so you'll always know where to find the answers to your questions.
Knowledge base navigation
The fundamentals chapter provides all the information you need to start using Pipefy. It revolves mainly around exploring your user settings, explaining our payment policy and quickly going over each of Pipefy's main concepts.
The fundamentals chapter is essentially useful for users that have just started using Pipefy and want to learn more about how it all works.
The basic setup chapter is all about teaching users how to create a process on Pipefy. While the fundamentals chapter focused on 'what is', the basic setup chapter is about 'how to'.
For example, in this chapter we'll explain how you can create, edit or delete a pipe, phase, field, or start form.
The final step on your Pipefy knowledge ladder is focused on showing you how Pipefy's advanced features and resources relate to the basic setups to boost your processes' productivity.
This chapter thoroughly explains each of the advanced features and resources and explains what makes them so valuable to your processes' performance.