# Workist Documentation > Process orders and inquiries automatically Deutsch: https://docs.workist.com/llms.txt - [Introduction](https://docs.workist.com/en/docs.md): Welcome to the Workist documentation. Workist processes orders and inquiries automatically — your AI agent for sales. - [Smart Inbox](https://docs.workist.com/en/docs/smart-inbox.md): The Workist Smart Inbox connects Microsoft Outlook mailboxes to Workist so that incoming emails are classified automatically — as an Order, Request for Quotation (RFQ), Invoice, Order Confirmation, or Other. Relevant documents reach the right Workist channels without any manual forwarding. - [AI Assistants](https://docs.workist.com/en/docs/ai-assistants.md): Use the Workist documentation in Claude and other AI assistants – download and set up the skill, documentation as Markdown. ## Implementation Guide - [Implementation Guide](https://docs.workist.com/en/docs/implementation-guide.md): This guide walks you through self-onboarding to Workist step by step. Follow the five steps in the order given. - [Step 1: Establish connection](https://docs.workist.com/en/docs/implementation-guide/step-1-establish-connection.md): Before data can be exchanged between your ERP system and Workist, a connection must be set up. Workist offers two options for this, and you can choose freely between them: - [Step 2: Configure and upload master data](https://docs.workist.com/en/docs/implementation-guide/step-2-configure-and-upload-master-data.md): So that Workist can resolve incoming documents correctly (e.g. article numbers, customers, delivery addresses), the system needs an up-to-date copy of your master data. This step describes which data to deliver, how to set up the import in the Master Data Hub and how to transfer the data. - [Step 3: Configure processing channel](https://docs.workist.com/en/docs/implementation-guide/step-3-configure-processing-channel.md): In this step you set up the processing channel: you define how documents enter the channel, which fields Workist extracts, the confidence at which processing is automated, and which master data is used for matching. - [Step 4: Configure output format](https://docs.workist.com/en/docs/implementation-guide/step-4-configure-output-format.md): In this step you define how a channel's results reach your system and in which format. All related settings are in the Channel Configuration under Exported Processed Documents. - [Step 5: Test](https://docs.workist.com/en/docs/implementation-guide/step-5-test.md): Before you go live, send real sample documents through the channel and check the results in the Workbench and in your system. ## Channel Configuration - [Channel Configuration](https://docs.workist.com/en/docs/channel-configuration.md): This guide describes the Channel Configuration in the Workbench. Every channel in Workist (for example an order, invoice, or price-request channel) bundles all the settings needed to process a particular document stream: how documents arrive, how they are processed, and where the fully processed data is exported. - [General](https://docs.workist.com/en/docs/channel-configuration/general.md): The General page is the entry point of the Channel Configuration. Here you define the channel's basic details: the name, the responsible team, the email inbox address, and the time per document before Workist. - [Incoming Documents](https://docs.workist.com/en/docs/channel-configuration/incoming-documents.md): In the Incoming Documents section, you define how documents enter a channel. There are three ways: - [Document Processing](https://docs.workist.com/en/docs/channel-configuration/document-processing.md): In the Document Processing area, you define what Workist does with an incoming document once it has arrived in the channel — which fields are extracted, the confidence level above which processing happens automatically, which master data is consulted, and how documents that do not belong in the channel are handled. - [Document](https://docs.workist.com/en/docs/channel-configuration/document-processing/document.md): In the Document tab of the channel configuration, you define the core processing settings for an individual channel: time zone, automation thresholds, automatic assignment to users, date and number formats, unit conversion, validation checks, document-type-specific options, the filling of missing values, and the sorting out of unsuitable attachments. - [Header Fields](https://docs.workist.com/en/docs/channel-configuration/document-processing/header-fields.md): On the Header Fields page you define which header data Workist extracts from an incoming document and how each field behaves in further processing: - [Line Item Fields](https://docs.workist.com/en/docs/channel-configuration/document-processing/line-item-fields.md): This guide describes how, under Channel Configuration → Document Processing → Line Item Fields, you define which fields Workist extracts per line item (e.g. per order line) from your documents, and how those fields are validated, matched, and passed to your target system. - [Validation Checks and Assistance Reasons](https://docs.workist.com/en/docs/channel-configuration/document-processing/validation-checks.md): This page describes when Workist completes a document without assistance, which checks send a document to assistance, and which reasons Analytics shows for it. You switch the selectable checks on in the channel under Document → Validation. - [Matching with Order and Quote Data](https://docs.workist.com/en/docs/channel-configuration/document-processing/matching.md): Workist can match documents against data from your system: orders against your quotes, invoices and order confirmations against your orders. If everything matches, the document can go through automatically. If something deviates, it goes to assistance and the deviation is marked at the field. - [Agentic Extraction](https://docs.workist.com/en/docs/channel-configuration/document-processing/agentic-extraction.md): Agentic extraction complements the classic, rule-based field extraction (Header Fields and Line Item Fields) with an AI agent that you instruct in natural language to read additional fields from a document. This is especially useful when information is embedded in free text, can be composed from multiple parts, or must be derived from context. - [Exported Processed Documents](https://docs.workist.com/en/docs/channel-configuration/exported-documents.md): In the Exported Processed Documents section you define how the fully processed data reaches your system and in which format. Four subpages work together here: ## Data Exchange - [Data Exchange](https://docs.workist.com/en/docs/data-exchange.md): Three kinds of data flow between your systems and Workist: incoming documents, master data and the results of processing. For each direction there are several ways that you can combine, e.g. master data via SFTP and results via API. - [SFTP](https://docs.workist.com/en/docs/data-exchange/sftp.md): Workist provides an SFTP server by default. Your system places master data there and picks up the results of document processing. The server is secured with public key authentication: you create an SSH key pair and add the public key in the Workbench. - [API](https://docs.workist.com/en/docs/data-exchange/api.md): Workist provides a REST API for data exchange. Through the API you: - [Webhooks](https://docs.workist.com/en/docs/data-exchange/webhooks.md): Notify your system automatically when the state of a document changes. - [Outlook add-in](https://docs.workist.com/en/docs/data-exchange/outlook-add-in.md): Send emails from Outlook to Workist channels and use inbox agents' reply drafts. Setup and rollout via Microsoft 365. - [Connectors](https://docs.workist.com/en/docs/data-exchange/connectors.md): A connector links Workist directly to your ERP system. Workist takes master data from the ERP and creates processed documents there. For systems without a connector, you exchange master data and results via SFTP or the API. - [Sage 100](https://docs.workist.com/en/docs/data-exchange/connectors/sage-100.md): Connect Sage 100 to Workist: supported versions, setup in your Sage 100, the details Workist needs, the features from version 8 of the extension, and which data Workist reads and writes. - [Sage 100 – Installation](https://docs.workist.com/en/docs/data-exchange/connectors/sage-100-installation.md): This page walks you step by step through setting up the Workist connection in your Sage 100. What - [Sage 100 – Field reference](https://docs.workist.com/en/docs/data-exchange/connectors/sage-100-fields.md): This page lists in detail which fields Workist writes to the sales document and which master data - [Microsoft Dynamics 365 Business Central](https://docs.workist.com/en/docs/data-exchange/connectors/business-central.md): The Workist Integrator is an app for Microsoft Dynamics 365 Business Central that connects your Business Central system to the Workist platform. It synchronizes the necessary master data from Business Central to Workist and automatically creates completed documents — for example sales orders — in Business Central. - [SAP R/3, ECC and S/4HANA](https://docs.workist.com/en/docs/data-exchange/connectors/sap.md): The Workist SAP connector for SAP R/3, SAP ECC and SAP S/4HANA is an ABAP development package that our partner Syncwork AG installs and configures in your SAP system on behalf of Workist. It transfers the required master data from SAP to Workist and creates the orders completed in the Workbench as sales orders in SAP. - [SAP Business One](https://docs.workist.com/en/docs/data-exchange/connectors/sap-business-one.md): Workist connects to your company database through the SAP Business One Service Layer. Workist reads business partners and items as master data and creates completed orders as sales orders. Nothing is installed in SAP Business One. - [Microsoft Dynamics 365 Finance & Operations](https://docs.workist.com/en/docs/data-exchange/connectors/dynamics-365-finance-operations.md): Workist connects to your environment through the data entities of Dynamics 365 Finance & Operations (F&O). Workist reads customers and released products as master data, creates completed orders as sales orders and requests for quotation as sales quotations. Nothing is installed in F&O. - [microtech büro+](https://docs.workist.com/en/docs/data-exchange/connectors/microtech-buero-plus.md): Workist connects to your installation through the GraphQL interface of microtech büro+. Workist reads addresses, articles and open quotes as master data and creates completed orders and requests for quotation as transactions (Vorgänge). Nothing is installed in büro+. - [Further Connectors](https://docs.workist.com/en/docs/data-exchange/connectors/further-connectors.md): These connectors run at Workist and connect to your ERP system's interface. Nothing is installed in your ERP. You set them up in the Workbench under Settings → Business Systems (ERP) → Integrations. Master data sync, transfer and error handling work as described under What all connectors have in common. ## AI Agents - [AI Agents](https://docs.workist.com/en/docs/agents.md): Besides document processing, Workist offers three AI agents. They work with the same channels, master data and ERP connections as the rest of the Workbench and never see more data than their setup allows. - [Worki](https://docs.workist.com/en/docs/agents/worki.md): This feature is only available if your Workist plan includes it (Worki). Your Workist contact can enable it for you. - [Voice Agents](https://docs.workist.com/en/docs/agents/voice-agents.md): This feature is only available if your Workist plan includes it (Voice agents). Your Workist contact can enable it for you. - [Inbox Agents](https://docs.workist.com/en/docs/agents/inbox-agents.md): An inbox agent handles customer emails that are not a document: questions about prices, availability, delivery dates, shipment tracking or product data. It recognizes the request, looks up the answer in your ERP, your master data and your knowledge files, and creates a draft reply or an internal summary. Your employees see the result in the Workist add-in for Outlook next to the email. ## Master Data - [Master Data](https://docs.workist.com/en/docs/master-data.md): Master data forms the basis for correct automated processing. Workist matches all extracted document information against your master data. - [Master Data Hub](https://docs.workist.com/en/docs/master-data/master-data-hub.md): In the Master Data Hub you manage all master data lists of your organisation in one place. You create lists, assign them to channels, configure the import, upload files, search the imported data and check whether imports succeeded. - [Customers & Suppliers](https://docs.workist.com/en/docs/master-data/customers.md): Master data for identifying customers or suppliers. For order confirmations (OC) and invoices, the business partner is usually treated as a customer; for delivery notes, they may appear as either a customer or a supplier depending on the use case. The output typically only returns the client_id1. The other information helps the AI identify the correct customer or supplier. - [Customer Contacts](https://docs.workist.com/en/docs/master-data/customer-contacts.md): Master data for identifying and matching customer contacts or contact persons on a document. - [Delivery and Invoice Recipients](https://docs.workist.com/en/docs/master-data/delivery-and-invoice-recipients.md): Master data for identifying addresses. At Workist, addresses always refer to delivery and invoice addresses. We use the same data structure in Workist for both address types. - [(Customer-Specific) Articles](https://docs.workist.com/en/docs/master-data/articles.md): Master data for identifying articles. At Workist we distinguish between a customer-specific article list and a general article list. We use the same data structure in Workist for both article lists. - [Unit Conversion](https://docs.workist.com/en/docs/master-data/unit-conversion.md): Master data for converting units. Workist can recognise units and automatically convert them to other quantities. To do this, Workist requires a list of conversion quotients. - [Framework Agreements](https://docs.workist.com/en/docs/master-data/framework-agreements.md): Master data for validating framework agreement numbers. Workist can recognise framework agreement numbers and validate them against the provided master data. Workist uses framework agreements for RFQs and orders. - [Quotes](https://docs.workist.com/en/docs/master-data/quotes.md): Master data for validating quote numbers. Workist can recognise quote numbers and validate them against the provided master data. Workist uses quotes for orders: it matches orders against the referenced quote, takes over the customer from the quote, and prefills orders without line items from the quote. Matching with order and quote data describes how this works in detail. - [Orders to Be Matched](https://docs.workist.com/en/docs/master-data/orders-to-be-matched.md): Master data for validating associated orders. Workist can recognise the order reference on order confirmations and invoices and match the document against the provided order data. Workist prefills order confirmations without line items from the order data, and after every successful import it matches open order confirmations again. Matching with order and quote data describes which values Workist compares and what happens on deviations. - [Transformer Configuration](https://docs.workist.com/en/docs/master-data/transformer-configuration.md): This guide describes how to view and adjust the import configuration (Transformer Configuration) of a master data list in the Master Data Hub. It determines which file is read from the SFTP server, how it is read (encoding, delimiter, …), and how the columns of your file are mapped to the target schema expected by Workist. The same configuration applies to files you upload in the Workbench or deliver via the API. ## Administration - [Administration](https://docs.workist.com/en/docs/administration.md): Manage users, roles and teams, secure sign-in, control notifications and evaluate analytics. - [Users, roles & teams](https://docs.workist.com/en/docs/administration/users-and-roles.md): Roles and permissions, inviting and managing employees, teams and channel visibility. - [Sign-in & security](https://docs.workist.com/en/docs/administration/login-and-security.md): Password, two-factor authentication, MFA requirement, single sign-on with Microsoft Entra ID or SAML, and API keys. - [Notifications](https://docs.workist.com/en/docs/administration/notifications.md): Email summaries about documents in assistance and browser notifications for individual documents. - [Analytics](https://docs.workist.com/en/docs/administration/analytics.md): Evaluate automation, time saved and top assistance reasons, and export them as an Excel file. ## API Documentation - [API Documentation](https://docs.workist.com/en/docs/api-documentation.md): The Workist API connects your systems directly to Workist. Through it you upload documents, retrieve processed data, report import results back and transfer master data. - [Quickstart](https://docs.workist.com/en/docs/api-documentation/quickstart.md): Four steps to your first call of the Workist API. - [Document API](https://docs.workist.com/en/docs/api-documentation/document-api.md): Upload documents, retrieve the processed data and report the import result back to Workist. - [Using the Master Data API](https://docs.workist.com/en/docs/api-documentation/master-data-api.md): Workist requires the master data from your ERP system. Via the API you submit it: ## Output Formats - [Output Formats](https://docs.workist.com/en/docs/output-formats.md): For every completed document Workist creates an output file and delivers it to your system. Workist agrees with you during setup which format your channel uses. The subpages show an example for every standard format and describe each element Workist writes. The examples were generated with the Workist serializers and indented for readability; delivered files are not indented by default. - [Orders](https://docs.workist.com/en/docs/output-formats/orders.md): These standard formats are available for orders: Workist XML (default), SAP IDoc ORDERS05, openTRANS 2.1, cXML OrderRequest and ANSI X12 850. Workist builds formats such as EDIFACT, EDX, proALPHA or Excel on request, see Custom formats on request. - [Requests for Quotation](https://docs.workist.com/en/docs/output-formats/requests-for-quotation.md): Output format for requests for quotation (RFQ): Workist XML with a complete example and all header, address and line item fields, alternatively SAP IDoc (REQOTE) and openTRANS 2.1. - [Invoices](https://docs.workist.com/en/docs/output-formats/invoices.md): Output format for invoices: Workist XML with a complete example and all header, payment, summary and line item fields. - [Delivery Notes](https://docs.workist.com/en/docs/output-formats/delivery-notes.md): Output format for delivery notes: OpenTrans 2.1 as XML, with a complete example. - [Order Confirmations](https://docs.workist.com/en/docs/output-formats/order-confirmations.md): Output format for order confirmations: openTRANS 2.1 as XML, with a complete example, all elements and options. - [List of Services](https://docs.workist.com/en/docs/output-formats/list-of-services.md): Output format for lists of services: SAP IDoc BOMMAT07 by default, with a complete example, segments and settings; GAEB DA XML X94 via the API. ## FAQ - [FAQ](https://docs.workist.com/en/docs/faq.md): Welcome to our technical FAQ page! Here you will find answers to frequently asked questions about our product. - [General Information](https://docs.workist.com/en/docs/faq/general-information.md): Does the EU Artificial Intelligence Act affect Workist and companies using Workist? - [Workist Workbench](https://docs.workist.com/en/docs/faq/workbench.md): Frequently asked questions about the Workist Workbench: checking master data, reprocessing documents with updated master data, disabling email notifications, and inserting positions. - [Business Central App](https://docs.workist.com/en/docs/faq/business-central.md): The full Business Central integration documentation — overview, installation, configuration, operation, troubleshooting, and technical reference — is available in the connector guide: - [Workist Features](https://docs.workist.com/en/docs/faq/features.md): Duplicate Check in Workist - [Technical Configurations](https://docs.workist.com/en/docs/faq/technical-configurations.md): Setting Up SSO (Single Sign-On)