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index.html
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---
layout: default
title: Automate helpdesk inboxes and workflows
excerpt: Cerb automates helpdesk inboxes and workflows. Boost team productivity with interactive agents,
personalized dashboards, and endless API integrations.
summary: "This page provides an overview of Cerb, a customizable web-based platform designed for
helpdesk inboxes and workflow automation. It highlights Cerb's ability to integrate with any API-based
service and automate digital processes using its KATA language and browser-based coding tools.
The platform allows teams to create personalized \"mission control\" dashboards with configurable
widgets and custom records for various tasks. Cerb is commonly used to transform standard mailboxes
into team-based webmail systems with features like automated triage and internal discussions.
The page also details Cerb's capabilities in building interactive agents, extending integrations,
and sharing solutions within the community. It offers free trials via Docker or Cerb Cloud and provides
access to its source code on GitHub. Additionally, the page encourages users to subscribe to a newsletter
for updates and resources related to Cerb."
jumbotron:
title: Automate helpdesk inboxes and workflows
tagline: Boost team productivity with interactive agents, personalized dashboards, and endless API integrations.
style: jumbotron-center
---
<div class="grid feature no-gutters" style="margin-bottom:50px;">
<div class="unit one-third align-center" style="margin-top:10px;">
<a style="font-size:130%;color:black;font-weight:bold;" href="/docs/history/">Latest versions:</a>
<br>
<a href="/releases/11.0.4/" style="font-weight:bold;font-size:130%;">11.0.4</a>
- February 10, 2025
<br>
<a href="/releases/11.0/" style="font-weight:bold;font-size:130%;">11.0</a>
- October 28, 2024
<br>
</div>
<div class="unit two-thirds" style="margin-top:10px;">
{% include testimonials.html %}
</div>
</div>
<div class="home features">
<div class="feature">
<div class="align-center">
<p>
<b>Cerb</b> automates helpdesk inboxes and workflows.
It has evolved continuously since 2002 based on the feedback of thousands of teams; from solo founders to 1,000+ person enterprises managing millions of customer requests.
</p>
<p>
Cerb integrates with any API-based service.
It can <a href="/docs/automations/">automate</a> nearly any repetitive digital process with its specialized <a href="/docs/kata/">KATA</a> language and browser-based coding tools.
Any toolbar in the UI can be extended with <a href="/docs/interactions/">interactive</a> multistep workflows that include human approval.
</p>
<p>
Teams and individuals can build a personalized "mission control" using a wide array of configurable widgets to stay focused on their most important tasks.
Custom records and fields organize of any kind of task (email, social posts, orders, surveys, calls, tasks, text messages).
Pre-built solutions can be easily shared within the community using <a href="/resources/workflows/">workflows</a>.
</p>
<p>
Try Cerb in <a href="/docs/installation/docker/">Docker</a> or <a href="/signup/">Cerb Cloud</a> for free with no time limit.
100% of the source code is available on <a href="https://github.com/cerb/cerb-release/">GitHub</a>.
</p>
</div>
</div>
<div class="feature half">
<div class="align-center">
<h2>Build a personalized mission control</h2>
<p>
<a href="/docs/workspaces/">
<img src="/assets/images/home/features/mission-control.png" width="2400" height="1260" class="screenshot" style="width:100%;height:auto;">
</a>
<br>
Turn any email account into a team inbox.
Route, assign, and prioritize incoming email using automations.
Build and share custom <a href="/docs/workspaces/">workspaces</a> with <a href="/docs/worklists/">worklists</a>, <a href="/docs/sheets/">tables</a>, <a href="/docs/dashboards/widgets/chart-kata/">charts</a>, calendars, time-series data, <a href="/docs/interactions/">interactive automated shortcuts</a>, and more.
Use the built-in <a href="/docs/records/types/">record types</a> or <a href="/resources/guides/">synchronize data</a> with third-party sources.
Filter data with <a href="/docs/search/">search queries</a> and <a href="/docs/data-queries/">data queries</a>.
{% comment %}
Rather than having to repeatedly search for the same set of records, you can create a fully customizable <a href="/docs/worklists/">worklist</a> and add it to one of your <a href="/docs/workspaces/">workspaces</a>.
Customize the layout of <a href="/docs/profiles/">record pages</a> and <a href="/docs/cards/">card popups</a>.
Add <a href="/docs/dashboards/">dashboards</a> of widgets for visualizing charts, tables, time-series data, calendars, clocks, counters, gauges, worklists, and more.
Use <a href="/docs/data-queries/">data queries</a> to transform data from your records.
Import and display useful information from external data sources.
Create your own shortcuts to automate repetitive actions.
{% endcomment %}
</p>
</div>
</div>
<div class="feature half">
<div class="align-center">
<h2>Automate repetitive workflows</h2>
<p>
<a href="/docs/automations/">
<img src="/assets/images/home/features/automate-workflows.png" width="2400" height="1260" class="screenshot" style="width:100%;height:auto;">
</a>
<br>
Create sophisticated <a href="/docs/automations/">automations</a> using Cerb's low-code <a href="/docs/kata/">KATA</a> language and browser-based code editor.
Automate any action available in Cerb.
Generate dynamic values using inputs, placeholders, and <a href="/docs/scripting/">scripting</a>.
Trigger automations from <a href="/docs/automations/#events">events</a> or <a href="/docs/toolbars/">toolbars</a>.
Integrate with most web-based APIs using <a href="/docs/connected-services/">connected services</a> (AWS, Slack, Twilio, OpenAI, Hugging Face, GitHub, Dropbox, LinkedIn, Salesforce, and more).
</p>
</div>
</div>
<div class="feature half">
<div class="align-center">
<h2>Create interactive agents</h2>
<p>
<a href="/docs/interactions/">
<img src="/assets/images/home/features/interactive-agents.png" width="2400" height="1260" class="screenshot" style="width:100%;height:auto;">
</a>
<br>
Create multi-step dynamic <a href="/docs/interactions/">interactions</a> that gather input and present output with more than just text -- Markdown, data grids, images, maps, files, and more.
Integrate with models from Hugging Face, Ollama, OpenAI, <a href="/workflows/cerb.integrations.aws_bedrock.profile_images/">Amazon Bedrock</a>, and Stability AI.
<a href="/guides/machine-learning/question-answering/faq-bot-chatgpt/">Implement retrieval-augmented generation</a> using your existing self-help resources (docs, FAQs, articles).
</p>
</div>
</div>
<div class="feature half">
<div class="align-center">
<h2>Extend, integrate, and share</h2>
<p>
<a href="/resources/workflows/">
<img src="/assets/images/home/features/share-workflows.png" width="2400" height="1260" class="screenshot" style="width:100%;height:auto;">
</a>
<br>
Use <a href="/resources/workflows/">workflow</a> templates to build your own features with continuous integration and a versioned change history.
Keep multiple instances of Cerb in sync. Build workflows in development, test in staging, then deploy in production.
Share your solutions with the community.
Enable single sign-on functionality with any <a href="/guides/sso/azure-openid/">OpenID Connect</a> or <a href="/guides/sso/google-saml/">SAML</a> identity provider.
Trigger and catch <a href="/docs/webhooks/">webhooks</a> to handle real-time events with other services.
Access and manage your data from any service with Cerb's OAuth-based <a href="/docs/api/">REST API</a>.
Build customer-facing tools and services with <a href="/docs/portals/">community portals</a>.
</p>
</div>
</div>
</div>
{% include tables/pricing.html %}
<div class="grid">
<div class="whole" style="text-align:center">
<h1 style="font-weight:bold;">Self-host or deploy in Cerb Cloud</h1>
<p>
<a href="/signup/" class="cerb-button">
Sign up to try Cerb for free
<br>
<small style="font-size:0.8em;">(no payment info required)</small>
</a>
</p>
</div>
</div>