Platform overview
An overview of the platform and its functions.
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An overview of the platform and its functions.
Last updated
Was this helpful?
The webAI Platform allows users to create personalized company lists, which can then be processed in use case-specific modules. To do this, the user first uses the Company List Creator to retrieve specific companies from the webAI company database and save them in a personal company list. This company list can then be further processed in one or more modules. Examples of further processing are the download of contact data for companies, the creation of market reports or the creation of maps based on the company lists.
After logging in, you should see the following layout (please note that we are constantly improving the webAI platform and your layout may differ slightly from the one shown here). We will now go through the individual elements of the platform: The , the and the .
On the left-hand side, you can see the expanded side panel. This panel is available at all times and offers you quick access to the platform's most important functions. You are currently in the Company List Creator, which you can see from the fact that this element is highlighted in gray.
You can hide the side panel at any time by clicking the X at the top right of the side panel. The side panel is then hidden, but can be shown again at any time by clicking on the arrow > at the top left.
We will go into the side panel elements Company List Creator, Modules, My files and Credits in detail later. The side panel also allows you to activate "dark mode" by clicking on the 🌛moon symbol, or if you are in "dark mode", you can activate "light mode" by clicking on the ☀️ sun symbol.
Click on Help to open a menu where you can access the documentation you are currently reading via Documentation. Account Management takes you to an external page where you can view and change your active subscriptions and download your invoices. Contact Us allows you to send an email to our support team.
A click on the Log out button logs you out from the system.
In the main panel you will see your active module (we will go into the individual modules later and present them in detail). After logging in to the platform, the Company List Creator is always displayed first as the active module.
At the top right of the main window you can see a button that shows you how many webAI Credits you have available. We will go into in more detail in the next section. Clicking on this button opens a menu which includes a button Buy webAI Credits to buy new credits. Account Management takes you to your account (just like the button in the side panel described above). Log out logs you out of the system.
