Help Articles
Prepare Demo Day Readiness in Flex Incubation
Coordinate startup eligibility, evidence, materials, stakeholders, scheduling, and follow-up for demo day.
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Receive and Adjust Inventory in Flex Retail
Record stock movement with source evidence, reason, location, and accountable authority.
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Review Applications for a Flex Incubation Cohort
Evaluate startup applications consistently against approved cohort criteria.
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Review Assessment and Progression in Flex Education
Connect assessment evidence, feedback, completion conditions, and authorized progression decisions.
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Review Clinic Operational Readiness in Flex
Assess administrative readiness, access, scheduling, pending work, exceptions, and continuity before service.
Help Articles
Sales Cycle Guide: Leads to Closed Revenue
This guide explains the Batoi Flex sales cycle as a complete, connected workflow. It is written for end users who want to understand how to capture interest, qualify prospects, track opportunities, close deals, and maintain momen…
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Set Up a Flex Workspace for Connected Operations
Define operating scope, people, records, controls, and an Industry Pack before beginning work in Flex.
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Track Attendance and Learner Support in Flex Education
Use attendance and service context to coordinate proportionate learner follow-up.
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Using Batoi Flex From Within Claude
Batoi Flex remains the system of record, while Claude becomes a secure conversational work surface for retrieving, summarizing, prioritizing, and preparing business actions from governed workspace data.
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