Apps & internal development
Create apps around the way your business works. Use your own team and AI to improve features internally, without routing every change through an outside vendor.
Read the guideThe Vertmix field guide
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Ideas you can act on. Guides to help you plan an app, brief an agent, connect your tools, and release with confidence.
Find a resourceFor the people building the business.04 platform guides / 20 practical lessons
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AI agents
Turn a defined business task into ongoing work for an AI agent. Give it context, a clear purpose, and boundaries your team understands.
Read the guideAutomated UAT testing
Use automated user acceptance testing to check how an app supports real business work before a change reaches the wider team.
Read the guideConnectors
Bring Microsoft, Google, and Slack into the processes you build on Vertmix. Decide which information moves, why it moves, and who owns the connection.
Read the guideL01Apps & workflows
Plan your first business app.
Choose one process your team understands. A useful first app makes that work easier to carry out, hand over, and review.
Take the lessonL02Data & access
Define your data and access rules.
Decide what information the app needs and who should work with it before expanding the workflow.
Take the lessonL03AI agents
Give an AI agent a clear job.
Start with a defined responsibility, useful context, and clear limits. A job brief is easier to evaluate than an open-ended request to “handle everything.”
Take the lessonL04Testing & release
Turn business requirements into UAT checks.
User acceptance testing asks whether a change supports the work people need to do. Automate repeatable checks and keep business acceptance with an accountable person.
Take the lessonL05Connectors
Plan connectors and internal releases.
Your team can shape how an app evolves. Treat each connection and update as a defined change, with an owner, a test, and a recovery plan.
Take the lessonL06Apps & workflows
Design a sales process people can follow.
Turn your sales stages into clear decisions, reliable next actions, and useful customer context.
Take the lessonL07Apps & workflows
Carry the customer promise into delivery.
Design a handoff that gives the next team the context, responsibility, and acceptance criteria it needs.
Take the lessonL08Apps & workflows
Build a service intake your team can act on.
Help people submit useful requests, then make ownership, priority, and resolution clear.
Take the lessonL09Data & access
Give every team a dependable customer picture.
Choose the customer information that should be shared, maintained, and trusted across a handoff.
Take the lessonL10Apps & workflows
Make approvals part of a clear workflow.
Define when a decision is needed, who can make it, and what happens when the work changes.
Take the lessonL11AI agents
Design the review around your agent.
Make uncertain results, exceptions, and ownership visible before an agent becomes part of everyday work.
Take the lessonL12AI agents
Use AI to make a well-defined app improvement.
Turn a business problem into a small change your own team can explain, test, and maintain.
Take the lessonL13Data & access
Prepare business data before bringing it into an app.
Make spreadsheet or legacy information understandable, consistent, and ready for a controlled move.
Take the lessonL14Connectors
Design a connection with a clear boundary.
Decide what moves between Vertmix and another service, then plan for duplicates, failures, and access changes.
Take the lessonL15Testing & release
Release improvements with a clear decision.
Turn completed work into a controlled business change with evidence, communication, and a recovery plan.
Take the lessonL16Apps & workflows
Help your team become confident users.
Build training around real responsibilities, short practice tasks, and the questions people actually ask.
Take the lessonL17Data & access
Measure whether the change helps the business.
Connect your platform work to a useful outcome, then compare like with like before drawing conclusions.
Take the lessonL18Data & access
Give your workspace clear ownership.
Make app, data, agent, and connection responsibilities understandable as more people build on the platform.
Take the lessonL19Apps & workflows
Expand a working process across teams.
Decide what should stay common, where local variation is useful, and how to roll out without losing ownership.
Take the lessonL20Apps & workflows
Choose the next improvement with purpose.
Turn feature requests into a manageable sequence of business improvements your team can own.
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