📄️ Lifecycle Rule
Lifecycle rules are the easiest way to add automation to your solution. Lifecycle rules have 2 parts - Lifecycle events and Lifecycle actions.
📄️ Process Allocator
Process allocator allows you to auto allocate processes like leads to actual users who will be working upon them. You can configure multiple allocators for a given procedure and also demarcate a default process allocator.
📄️ Skills
Skills is a way to come up with granular rules around matching processes with users during auto-allocation. Processes get tagged with Required Skills basis the rule configuration and then get matched with users with the exact skills.
📄️ External API
External APIs are how Chakra talks to the outside world. Using this you can model any kind of an API integration on our system. It is as simple as using as a http client like postman or insomnia. External APIs help you fetch/send data from your internal applications or other software products.
📄️ Webhooks
Just like External APIs help you reach out to an external API, webhooks allow you to custom define an endpoint to receive data in Chakra.
📄️ Chakra Script
Sometimes you will need to write actual code to handle a complex usecase which cannot be solved by the rule engine or provided feature. This can be achieved via Chakra Script.
📄️ Notifications
Notifications can be configured for processes, tasks or records. Notifications are sent out both as app native notifications as well as web notifications.
📄️ History
You can see the entire history of a process via the process history widget. This widget shows 3 kinds of history
🗃️ SSO
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📄️ Reporting
Chakra has standard reports depending on the solution you have chosen to use. But we also allow you to define your own reports yourself.
📄️ Geolocation
Chakra app allows you to capture location natively. This allows you to audit the location of your field assets as well as set up geo based rules like check-in and geofencing.
📄️ Telephony
Telephony providers can be natively integrated with Chakra. This allows you to do the following with your telephony providers
📄️ Resource Access Rules
You can setup custom resource access rules to control the access control to data like process, records and tasks. Every ResourceAccessRule is made up of
📄️ External Data Store
External Data Stores allow you to push information from Chakra to your own data warehouse / data lake or any sort of datastore. This push happens in realtime and is useful for syncing Chakra data state to your warehouse when the size of data is large.
📄️ Forms
Chakra has a robust forms framework for every usecase. The same form framework is used in internal features like process/task create and update flows. However the form feature can be used stand-alone without modeling a process or a record.