Skip to main content
The ModuleX app is one place to do five things: chat with the AI Assistant, build workflows on a visual canvas, manage your knowledge, connect integrations, and handle account and team settings. This page is the map — what each area is for, where to find it, and where to go next. When you sign in you land on a fresh chat. From there, a left sidebar takes you to every other area, and a header at the top handles your organization, notifications, and account. You never leave the app to move between these surfaces.
🎬 MEDIA PLACEHOLDER · MX-MEDIA-3300 · [APP_VIDEO] [APP_VIDEO_DESCRIPTION]: A 60-second product tour of the ModuleX web app, moving through chat, the builder, knowledge, integrations, and settings. [APP_VIDEO_DETAILS]: Screen recording in the live app. Start on the home chat, send one Assistant message, then use the left sidebar to visit, in order: the workflow builder (open a workflow on the canvas), knowledge (the knowledge-base list), integrations (the browse/catalog screen), and settings (land on billing or credentials). Finish by opening the organization switcher in the header. 55-60s, 16:9, light theme, ModuleX brand chrome, on-screen captions, no audio narration required. Redact any real organization name, credential, or mx_live_* key value.

​
The five areas at a glance

Chat

Talk to the Assistant, run a workflow, or ask questions of your knowledge.

Workflow builder

Assemble workflows step by step on a visual canvas, or let the AI Composer draft them.

Knowledge

Upload documents into knowledge bases that power retrieval across chat and workflows.

Integrations

Connect external services and call their tools from workflows and the Assistant.

Settings

Your organization, members, credentials, billing, API keys, and activity logs.

Header & sidebar

Switch organizations, check notifications, and reach your account from anywhere.
🎬 MEDIA PLACEHOLDER · MX-MEDIA-3301 · [SCREENSHOT] [SCREENSHOT_DESCRIPTION]: The ModuleX app home with its main regions labelled. [SCREENSHOT_DETAILS]: Capture the signed-in home view. Annotate four regions: (1) the left sidebar with its links to chat, the workflow builder, knowledge, integrations, and settings; (2) the header with the organization switcher; (3) the notifications and account controls in the header; (4) the main content area showing a new chat. Light theme, 16:9, ModuleX docs chrome. Redact any real organization name or avatar.

​
Getting around

Two pieces of chrome are always with you: the left sidebar and the header. The sidebar is your main navigation — it links to chat, the workflow builder, knowledge, integrations, and settings. The header holds the controls that apply across the whole app:
  • Organization switcher. Everything you do in ModuleX happens inside an organization — your team and billing unit. The switcher in the header tells you which organization is active, and lets you move between the ones you belong to. Switching changes the chats, workflows, knowledge, credentials, and billing you see, because all of it is scoped to the active organization. See Organizations, roles & membership.
  • Notifications. A notifications inbox surfaces invitations and other alerts. Invitations to join another organization open right here so you can accept them.
  • Your account. Account and theme controls (light, dark, or system) live in the header too.
ModuleX organizations have two roles: owner and admin. Some areas — creating workflows with the AI Composer, using the Assistant, and managing knowledge — require owner or admin. For the full role model, see Roles & permissions.

​
Chat

Open chat

The chat surface — your conversation with the Assistant.
Chat is the app’s front door: it is where you land when you sign in, and it is where you talk to the Assistant. The Assistant is an agentic chat that can search your connected tools, draft outputs, and pause to ask for approval before doing something sensitive — no workflow required. Past conversations live in a history panel beside the chat, so you can pick up where you left off or start a new one at any time. Chat does more than answer questions. From a single conversation you can:

Pick a model

Choose which language model answers, including ModuleX-managed models or your own.

Run a workflow

Trigger one of your workflows and watch it run inside the chat.

Chat with your knowledge

Get answers grounded in your connected knowledge bases.

Send a voice message

Speak your input instead of typing it.

History & folders

Keep conversations organized as they grow.

Private & org chat

Decide whether a chat is just yours or visible to your team.
For a walkthrough of the whole chat surface, start at Chat overview. To understand the Assistant behind it, see Assistant overview.

​
Workflow builder

Open the workflow builder

The visual canvas where you assemble and run workflows.
The workflow builder is the canvas where you build automations step by step. Each step is a node you drag in, connect, and configure; the lines between nodes are edges that set the order they run in. ModuleX has nine node types — for calling a model, running a tool, retrieving from your knowledge, branching on a condition, and more. You do not have to place every node by hand. The AI Composer is a copilot inside the builder: describe the workflow you want in plain English and it drafts the graph for you, right on the canvas, while you watch it build. The builder is also multiplayer. When teammates open the same workflow, you see their cursors and presence, and edits appear for everyone live. And you can run a workflow without leaving the builder — press Run and each step lights up from pending to running to completed as it executes.

Builder overview

The canvas, nodes and edges, the Composer copilot, and running a workflow live.

Build with the AI Composer

Turn a plain-English description into an editable workflow graph.

Run your first workflow

Go from an empty canvas to a finished run.

Work together in realtime

Co-edit the same canvas with your team, live.
Running a workflow, retrieving from managed knowledge, and using the Composer all consume managed usage, which is metered in credits. If your plan’s allowance is used up, ModuleX stops the work before it starts and tells you why — you are not charged for something that did not run. See Credits & the billing model.

​
Knowledge

Open knowledge

Manage the knowledge bases that ground answers in your own content.
Knowledge is where you give ModuleX your own documents to draw on. You group documents into knowledge bases, and ModuleX uses them to ground answers — in chat, in a workflow’s knowledge node, or anywhere retrieval is needed. This is what lets the app answer from your content, not just the model’s general training. You can let ModuleX host and index your documents for you (managed knowledge), or bring your own vector store. From the knowledge area you upload documents, watch them get processed, and manage what is in each knowledge base.

Knowledge overview

What knowledge bases are and how they power retrieval.

Managing documents

Upload documents, monitor processing, and manage what is indexed.

Managed knowledge

Let ModuleX host and search your documents, billed in credits.

Chat with your knowledge

Ask questions answered from your connected knowledge bases.
For the idea behind it all, see Knowledge & RAG.

​
Integrations

Open integrations

Connect external services and use their tools across ModuleX.
Integrations connect ModuleX to the services you already use, so workflows and the Assistant can act in those services on your behalf — post to Slack, add a row to a sheet, open an issue, and so on. Each integration exposes one or more tools, the individual actions ModuleX can call. From the integrations area you browse the catalog of available services and connect the ones you need. Connecting a service stores a credential — an encrypted record that lets ModuleX authenticate to it. Some services connect with an API key, others with a one-click OAuth flow. Once connected, the integration’s tools are available to your tool nodes and to the Assistant.

Integrations overview

How integrations work and how to connect one.

Browse the catalog

The full catalog of 175+ connectable services.

Authentication & credentials

API keys, OAuth, and how connecting a service works.

Manage credentials

Create, rotate, and scope the credentials you have connected.

​
Settings

Open settings

Your organization, members, credentials, billing, and activity.
Settings is where you manage your organization and account. The settings area is scoped to whichever organization is active in the header, and it gathers everything administrative in one place.
Settings areaWhat you do there
Browse / integrationsFind and connect new integrations.
CredentialsView, add, and remove the credentials connected to your organization.
KnowledgeManage knowledge bases and their documents.
BillingYour plan, credits, wallet, and checkout — see Billing & credits overview.
AnalyticsUsage analytics for your organization.
LogsAn activity and audit log of what has happened in the organization.
MembersYour team, their roles, and invitations to add people — see Roles & permissions.
Two account-level controls sit alongside settings rather than inside the organization tree:
  • API keys. Create and manage your personal mx_live_* keys to call ModuleX from code. Treat a key like a password — you see its full value only once, when you create it. Start at the Quickstart to make your first authenticated call.
  • Notifications. Your inbox for invitations and alerts, reachable from the header on any screen.
Inviting members, changing billing, and other administrative actions are limited to owner and admin roles. If an action is unavailable to you, it is likely a permission your role does not have — see Roles & permissions.

​
Where to go next

Now that you know where everything lives, pick a starting point.

Chat overview

Get the most out of the Assistant and the chat surface.

Workflow builder overview

Build and run your first workflow on the canvas.

Run your first workflow

A guided first build, from empty canvas to finished run.

How ModuleX works

The mental model behind the whole app.