Docs
Pantasso guides for getting started.
Start with the plain-language setup guide, then use the source, retrieval, workspace, and security references when you are ready to connect assistants, sources, and evidence.
Start here
Pantasso Setup Guide
The plain-language guide for a company getting started with Pantasso.
Setup guides
Source Connection Guide
Step-by-step instructions for connecting approved messaging, documents, project systems, CRM, files, databases, and structured imports.
Pantasso Connector Directory
The Pantasso connector directory across hosted flows, configured-source imports, runtime-complete API connectors, webhooks, and the connector SDK.
Concepts
Cited Retrieval
How Pantasso returns source-backed answers and reports gaps when context is insufficient.
Workspace Objects
How Pantasso structures messages, documents, decisions, projects, and tasks into queryable objects.
Agent Profiles
How to create scoped profiles that give AI assistants clear boundaries and approved context.
Workspace Health
Monitoring source status, sync state, agent activity, and workspace readiness.
Product reference
Security and Privacy
How Pantasso handles workspace isolation, data access, support redaction, and operator control.