Introduction

Welcome to the Lleverage documentation. This guide covers how to build, configure, and monitor agents & workflows for operational processes.

What Lleverage Does

Lleverage automates repetitive back-office processes like order processing, invoice handling, quote generation, production planning and document workflow with AI that works within your existing ERP and business systems.

This documentation helps you:

• Build and configure automated workflows on the visual canvas

• Connect to ERP systems (Business Central, SAP, Exact Online, NetSuite) and other business tools

• Set up human-in-the-loop approval flows for exception handling

• Monitor automation performance and troubleshoot issues

How It Works

1. Configure your workflow - Configure your workflow - Use the visual canvas to connect triggers, AI processing steps, and ERP actions or let our Co-Pilot do it for you

2. Set validation / tests - Define when automation should proceed vs. route to human review, add evaluators and tests

3. Publish and share - Deploy as an app, API, or scheduled task in just one click

4. Monitor & refine - Track usage, success rates, and optimize based on real data

Key Features

• Visual Workflow Builder - Intuitive canvas for connecting actions and logic

• AI Co-Pilot - Generate entire workflows from simple text descriptions

• Deep integrations - Native connections to Business Central, SAP, Exact Online, NetSuite, plus 2,000+ additional

• Data Tables - ERP like tables that can be used as native construct for agents / workflows and can sync with your ERP

• Knowledge Bases - Search and analyze your documents with AI understanding

• Comprehensive Monitoring & Evaluators - Track performance, logs, and usage analytics

• Enterprise Security - SOC 2, GDPR, and ISO 27001 certified

Core Concepts

Workflows — Automated processes built on the canvas, triggered by schedules, incoming data, or API calls

Actions — Individual steps in a workflow: AI prompts, ERP operations, integrations, logic branches

Projects — Organizational containers for related workflows, shared across team members

Data Tables — Centralized business rules and reference data that workflows can query

Request Inbox — Queue for items requiring human review before processing continues

Documentation Structure

• Platform — Navigate the interface, monitor activity, manage alerts

• Canvas Actions — Configure triggers, AI steps, human-in-the-loop, and integrations

• Canvas Guide — Workflow building patterns, variables, error handling

• Publishing Guide — Deploy workflows, configure schedules, set up API endpoints

• Settings — Configuring users, roles & permissions and projects

Getting Help

If you need assistance with a specific implementation or encounter issues, reach out to your Lleverage contact or visit Troubleshooting and Support.