Welcome to the Agiloft help and documentation portal

If you’re new to Agiloft, this a good place to get acquainted with our basic functionality. If you’re already familiar with our software, you can use the search function to find answers to more complex questions.  

Agiloft provides a business software platform capable of automating any business process, improving customer relationships, managing workflows, and creating a secure, auditable space for your information. Our applications require no custom coding, which allows you to quickly create fully automated systems designed specifically to fit your company’s needs. We currently have out-of-the-box solutions for:

• Service Desk
  • Customer Support
  • Internal Help Desk
  • Change Management 
  • RMA Processing
  • Asset Management
  • ITIL and ITSM
• Contract Management
• Workflow and BPM
  • Custom Workflows
  • Project and Task Management 
  • Custom BPM 
• License Generation
• Sales Force Automation
• Customer Relationship Management (CRM) 
• Time Tracking

The following guide serves as a reference for the building blocks of Agiloft. We begin by introducing the basic components and then move into more detailed explanations of functionality. Because many of these concepts and terms crop up frequently in our documentation, our program text, and conversations with our support staff, it’s helpful to understand how all the pieces fit together. Included are examples and videos designed to deepen your understanding of the program and answer fundamental questions about how the system works. To begin, we’ll introduce the concepts.