# WhoDB Platform

> Connect sources, model business entities, prepare data, and build operational apps with WhoDB Platform.

This site publishes its MDX source. Fetch the .mdx links below for individual pages, or https://docs.whodb.com/llms-full.txt for one combined text file. Start from this URL to discover documentation without guessing repository paths.

If this site is served by Dory's Node preview server, a read-only MCP endpoint is available at https://docs.whodb.com/mcp. MCP clients require a one-time connection to that endpoint; the page URL alone is sufficient for clients that can browse these links.

## Start here

- [WhoDB Platform user manual](https://docs.whodb.com/introduction.mdx): A practical manual for connecting data, modeling entities, building apps, and operating a team workspace.
- [Quick start: inspect your first order](https://docs.whodb.com/quick-start.mdx): Connect a source, inspect known rows, and choose the next workflow without guessing where to click.
- [Navigate the workspace](https://docs.whodb.com/getting-started/navigation.mdx): Locate every sidebar area, switch organizations and projects, and understand master-detail screens.
- [Platform concepts and data flow](https://docs.whodb.com/concepts.mdx): Understand what each resource owns and which operation moves data between them.
- [Move from WhoDB Community](https://docs.whodb.com/guides/from-community.mdx): Import saved connection settings, review secrets and reachability, and choose the first platform workflow.
- [Tutorial: source to managed orders to an app](https://docs.whodb.com/guides/orders-workflow.mdx): Follow a complete synthetic commerce workflow and verify each handoff with known records.

## Use cases

- [Business use cases](https://docs.whodb.com/use-cases/overview.mdx): Twenty practical WhoDB workflows for retail, customer operations, finance, and daily business operations.
- [Classify retail products into a controlled taxonomy](https://docs.whodb.com/use-cases/retail-taxonomy.mdx): Turn inconsistent supplier descriptions into proposed category codes that a merchandiser can review before publishing.
- [Extract product attributes for catalog enrichment](https://docs.whodb.com/use-cases/product-attributes.mdx): Give catalog editors a consistent set of material, color, and capacity proposals without overwriting the supplier description.
- [Prioritize replenishment by stock coverage](https://docs.whodb.com/use-cases/replenishment.mdx): Give a buyer a sorted list of SKU/location pairs whose available stock will not cover lead time plus a buffer.
- [Find products selling below a margin floor](https://docs.whodb.com/use-cases/margin-exceptions.mdx): Give pricing teams a queue of negative-margin and below-target sales.
- [Find return-rate problems by product cohort](https://docs.whodb.com/use-cases/returns-analysis.mdx): Identify products with unusually high return rates while keeping the denominator and observation window explicit.
- [Quarantine catalog records that fail publishing rules](https://docs.whodb.com/use-cases/catalog-quality.mdx): Prepare a publishing-quality gate for required fields, allowed taxonomy codes, positive prices, and unique SKUs.
- [Route support tickets with AI suggestions](https://docs.whodb.com/use-cases/support-triage.mdx): Prepare a reviewable ticket queue with a suggested team and urgency.
- [Turn customer feedback into a theme backlog](https://docs.whodb.com/use-cases/feedback-themes.mdx): Convert free-text reviews into a small, stable set of product themes, then count themes without losing the original feedback.
- [Assign sales leads using explicit routing rules](https://docs.whodb.com/use-cases/lead-routing.mdx): Create a repeatable routing queue that a sales-operations owner can explain.
- [Build a renewal follow-up pipeline](https://docs.whodb.com/use-cases/renewal-pipeline.mdx): Give account managers a time-bounded list of contracts approaching renewal, with an explicit owner and overdue status.
- [Flag accounts that need a customer-success check-in](https://docs.whodb.com/use-cases/customer-health.mdx): Combine declining usage with unresolved support issues to create an explainable account review list.
- [Extract invoice fields into an accounts-payable review queue](https://docs.whodb.com/use-cases/invoice-extraction.mdx): Turn invoice text into proposed supplier, reference, date, currency, and total fields.
- [Reconcile invoices against allocated receipts](https://docs.whodb.com/use-cases/invoice-reconciliation.mdx): Find unpaid balances, overpayments, and receipts that reference no invoice.
- [Prioritize overdue receivables for collections](https://docs.whodb.com/use-cases/overdue-invoices.mdx): Give finance a ranked collections list with overdue balance and aging bucket.
- [Find duplicate suppliers without auto-merging records](https://docs.whodb.com/use-cases/duplicate-suppliers.mdx): Prepare candidate duplicate supplier groups using an explicit normalized tax identifier.
- [Build a late-shipment escalation queue](https://docs.whodb.com/use-cases/shipment-delays.mdx): Give fulfillment teams a deterministic list of shipments past their promised date, ordered by lateness.
- [Catch paid orders that have not been fulfilled](https://docs.whodb.com/use-cases/order-exceptions.mdx): Find orders that are paid but still unshipped after an agreed elapsed-time threshold.
- [Audit campaign attribution before reporting conversions](https://docs.whodb.com/use-cases/campaign-quality.mdx): Find missing campaign identifiers and repeated event IDs before a marketing report counts conversions.
- [Compare store performance against daily targets](https://docs.whodb.com/use-cases/store-performance.mdx): Produce a store/day review table that distinguishes low sales attainment from low conversion.
- [Build a shift-handover queue from unresolved work](https://docs.whodb.com/use-cases/operations-handover.mdx): Give an incoming shift a sorted list of open work that is overdue, blocked, or missing an owner.

## Data & Ontology

- [Connect a source](https://docs.whodb.com/data/sources.mdx): Use the Engine and Connect steps, test the connection, and save a managed source.
- [Browse source objects and records](https://docs.whodb.com/data/browse-sources.mdx): Choose databases, schemas, and tables, inspect columns, and page through a preview.
- [Edit, share, and archive sources](https://docs.whodb.com/data/manage-sources.mdx): Change connection settings deliberately and review dependent workflows before archiving a source.
- [Upload and organize files](https://docs.whodb.com/data/files.mdx): Upload project files, create folders, inspect previews, and choose a data preparation action.
- [Create a dataset from a file](https://docs.whodb.com/data/promote-file.mdx): Review a parsed sheet, map columns, choose storage, and verify the created dataset.
- [Create and manage datasets](https://docs.whodb.com/data/datasets.mdx): Use Source and Schema steps to define a stored dataset and inspect its rows and lineage.
- [Choose between secrets and providers](https://docs.whodb.com/data/secrets-providers.mdx): Find the right credential configuration for a source, function, AI service, or lineage provider.
- [Create and rotate secrets](https://docs.whodb.com/data/secrets.mdx): Save an encrypted credential, bind it by alias, and replace the value without exposing it in code.
- [Configure an AI provider](https://docs.whodb.com/data/providers.mdx): Add an AI service, inspect available models, and select it in Chat, functions, or pipeline nodes.
- [Configure a lineage provider](https://docs.whodb.com/data/lineage-providers.mdx): Create an OpenLineage service configuration and inspect recorded dependencies in Explorer.
- [Build, preview, and save a transform](https://docs.whodb.com/data/transforms.mdx): Create a visual pipeline, configure its nodes, inspect a preview, and save the graph.
- [Transform node reference](https://docs.whodb.com/transforms/node-reference.mdx): Choose the correct node for reading, shaping, enriching, combining, and writing rows.
- [Configure pipeline inputs](https://docs.whodb.com/transforms/input-nodes.mdx): Read sources, inline rows, files, datasets, or managed entities into a transform.
- [Select, filter, branch, rename, and calculate](https://docs.whodb.com/transforms/columns-filters.mdx): Configure column selection and row rules, then verify them with known records.
- [Join, union, aggregate, sort, and deduplicate](https://docs.whodb.com/transforms/combine-summarize.mdx): Combine two inputs or summarize a stream while preserving the intended row meaning.
- [Map and write pipeline outputs](https://docs.whodb.com/transforms/outputs.mdx): Select a dataset or entity destination, review mappings, and choose append, replacement, or upsert behavior.
- [Extract text and enrich rows with AI](https://docs.whodb.com/transforms/ai-ocr.mdx): Configure document extraction and structured AI outputs without treating a model response as verified data.
- [Use scripts and functions in pipelines](https://docs.whodb.com/transforms/scripts-functions.mdx): Configure custom row processing and reusable function mappings with explicit output columns.
- [Run transforms and configure triggers](https://docs.whodb.com/transforms/runs-schedules.mdx): Save the graph, inspect run history, and review manual, scheduled, and live execution.
- [Create a managed entity](https://docs.whodb.com/ontology/entities.mdx): Configure the Basics, Properties, and Links steps for business records stored by WhoDB.
- [Entity property reference](https://docs.whodb.com/ontology/properties.mdx): Choose types, names, visibility, searchability, and sorting for each business field.
- [Import source records into an entity](https://docs.whodb.com/ontology/import-records.mdx): Create a managed destination and map a transform output to it, then verify imported rows.
- [Create and inspect relations](https://docs.whodb.com/ontology/relations.mdx): Add an entity link, choose cardinality and connecting properties, and verify the relation graph.
- [Configure entity behaviour and actions](https://docs.whodb.com/ontology/behaviour.mdx): Open Behaviour, edit its definition, and verify the actions available to records and apps.
- [Share models and use cross-project references](https://docs.whodb.com/ontology/sharing-references.mdx): Distinguish sharing a resource from copying a model or creating a cross-project reference.
- [Configure semantic entity search](https://docs.whodb.com/ontology/semantic-search.mdx): Select embedding content, inspect job status, and distinguish similarity from field filtering.

## Apps & Automation

- [Create an app](https://docs.whodb.com/build/apps.mdx): Choose a starting approach, configure its details and theme, and open the builder.
- [Use the app builder workspace](https://docs.whodb.com/apps/builder.mdx): Select pages and components, configure layout, inspect state and data, and preview the saved draft.
- [App components and layout](https://docs.whodb.com/apps/components.mdx): Choose existing layout, content, data, interaction, navigation, and overlay components.
- [Create pages and navigation](https://docs.whodb.com/apps/pages-navigation.mdx): Add real app pages, choose a default, and build a list-to-detail flow with a stable selection.
- [Connect app state and data](https://docs.whodb.com/apps/state-bindings.mdx): Bind components to page or shared state and load entity rows through a registered script.
- [Configure app actions and scripts](https://docs.whodb.com/apps/actions-scripts.mdx): Connect component events to registered handlers and verify their effects.
- [Create a function](https://docs.whodb.com/build/functions.mdx): Configure Basics and Configuration, add code, choose a run mode, and test a known input.
- [Edit function files and dependencies](https://docs.whodb.com/functions/code-dependencies.mdx): Add supporting files, choose the entry point, manage packages, and preserve a runnable function.
- [Bind entities, secrets, and AI providers](https://docs.whodb.com/functions/bindings.mdx): Grant only the runtime dependencies a function needs and map secret aliases correctly.
- [Run Sync, Async, and Live functions](https://docs.whodb.com/functions/execution-modes.mdx): Choose the mode at creation, inspect persisted runs, and cancel work deliberately.
- [Schedule a function](https://docs.whodb.com/functions/schedules.mdx): Approve a cron schedule and JSON input for the active function version, then verify execution.
- [Run functions on an edge device](https://docs.whodb.com/functions/edge-devices.mdx): Download the local runner, pair a workspace, grant execution access, and select a supported function mode.
- [Promote, inspect, and restore versions](https://docs.whodb.com/build/versions.mdx): Distinguish saved drafts from the active version and review the consequences of promotion or rollback.
- [Package and distribute a workflow](https://docs.whodb.com/build/packages.mdx): Choose frozen assets, review dependencies, and distinguish managed installation from editable import.
- [Create a package version](https://docs.whodb.com/packages/create.mdx): Select projects and assets, pin drafts or versions, review dependencies, and publish the immutable bundle.
- [Install a package or import editable copies](https://docs.whodb.com/packages/install.mdx): Review package contents, choose the destination, bind requirements, and inspect the name-conflict plan.
- [Update and remove package installations](https://docs.whodb.com/packages/updates.mdx): Preview a new package version, resolve changed requirements, and inspect uninstall scope.
- [Use Chat for a platform task](https://docs.whodb.com/explore/chat.mdx): Select the model and workspace, ask a bounded question, review tool work, and inspect the result.
- [Inspect lineage with Explorer](https://docs.whodb.com/explore/explorer.mdx): Find resource nodes and relationships, follow dependencies, and verify their meaning.
- [Use offline apps and resolve Sync conflicts](https://docs.whodb.com/explore/offline-sync.mdx): Save an eligible app, inspect the device queue, and resolve pending, failed, or conflicting writes.

## Administration

- [Organizations, projects, and personal settings](https://docs.whodb.com/administration/workspaces.mdx): Find workspace management controls and choose the correct administrative scope.
- [Invite members and app users](https://docs.whodb.com/administration/members.mdx): Choose the organization role, send the intended invitation, and grant the workflow resources separately.
- [Create teams and share with groups](https://docs.whodb.com/administration/teams.mdx): Group organization members and grant a role to the team on each resource.
- [Grant and audit resource access](https://docs.whodb.com/administration/sharing.mdx): Use project sharing, resource sharing, and Organization Access to verify the intended permission.
- [Create service accounts and API keys](https://docs.whodb.com/administration/service-accounts.mdx): Set up a nonhuman identity, grant explicit resource access, and manage its revocable credential.
- [Account security and preferences](https://docs.whodb.com/administration/security.mdx): Find two-factor authentication, credentials, personal preferences, and account-deletion controls.
- [Configure and recover organization backups](https://docs.whodb.com/administration/backups.mdx): Save the recovery key, choose retention and schedules, inspect history, and prepare a recovery preview.
- [Restore or permanently remove deleted resources](https://docs.whodb.com/administration/trash.mdx): Review the correct scope and distinguish resource recovery, data purge, and organization deletion.
- [Review plans, seats, and usage](https://docs.whodb.com/administration/billing.mdx): Find the organization billing surface and verify limits before changing a plan.
- [CLI, API identities, and MCP](https://docs.whodb.com/reference/cli-mcp.mdx): Use explicit workspace context and understand the difference between local CLI tools and hosted OAuth MCP.
- [Troubleshoot a platform workflow](https://docs.whodb.com/reference/troubleshooting.mdx): Diagnose the failing handoff using the exact screen, run error, resource identity, and expected result.
- [Glossary](https://docs.whodb.com/reference/glossary.mdx): Look up the terms used in the user manual and the platform interface.