Help Articles
Review Clinic Operational Readiness in Flex
Assess administrative readiness, access, scheduling, pending work, exceptions, and continuity before service.
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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.
Help Articles
Track Attendance and Learner Support in Flex Education
Use attendance and service context to coordinate proportionate learner follow-up.
Help Articles
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.