Documentation
Configure AI Settings
Connect OpenAI to Curoxi so meeting automation can turn notes into tasks. This guide covers API key setup, where to save it, and which model names to use.
Docs
Curoxi product documentation.
Browse Curoxi documentation for company setup, customer workspace flows, AI settings, billing, projects, GitHub, and support operations.
Browse the product guides
Curoxi documentation covers company setup, workspace structure, AI configuration, billing flows, project management, GitHub integration, and customer-facing operations.
Documentation
Generate an MSA
Create an MSA draft, understand when AI draft generation works, review the document, and manage signatures and edit approval.
Documentation
Manage a Statement of Work
Use the customer workspace document section to manage one Statement of Work per customer, with shared editing, signatures, and PDF export.
Documentation
Generate an Invoice
Use customer billing details, task rates, and completed work to generate invoice drafts, review them, and track payment inside Curoxi.
Documentation
Set Up GitHub
Create the GitHub OAuth app, save the client credentials and webhook secret in Curoxi, add the repository webhook in GitHub, and then map repositories to the right project.
Documentation
Create a Project
Create a project for each customer delivery stream so tasks, releases, GitHub mappings, and automation all stay tied to the right workspace.
Documentation
Add and Manage Teams
Add company users, assign the right access, and keep internal teams aligned to the right customer workspaces and responsibilities.
Documentation
Role Management
Understand who can manage settings, who can work on delivery, and what each user type can see across company, customer, and project scopes.
Documentation
Manage Licences and Expiry
Review licences, plan usage, payment history, and expiry details so customer operations stay active and new workspace creation stays predictable.
Documentation
Why Company Profile Matters
Complete the company profile early so billing, invoicing, contracts, and workspace identity stay accurate across the product.
Documentation
Use Meeting Automation
Use meeting automation to connect a company inbox, filter matching emails, and turn meeting notes into draft tasks in the right customer project.
Documentation
Manage Releases and Sprints
Use releases and sprints to structure delivery work inside each project so tasks stay tied to timelines and progress is easier to track.
Documentation
Track Project Attendance
Use project attendance to record check-in and check-out time for resource-billed projects, review monthly totals, and lock months once billing is completed.
Documentation
Use Task Custom Fields
Create project-specific task fields such as text, number, date, or dropdown inputs so the task details panel can capture information that standard fields do not cover.
Documentation
Use Company Reports
Use the company Reports page for an admin-only view of workload, task-type hours, and release progress for the selected customer workspace and project.
Documentation
Manage Holiday Schedule and Attendance Rules
Use the Holiday Schedule settings page to define company holidays and control whether users can check in on weekends or holidays.
Documentation
Configure Task Rates
Set task rates so billable delivery work can flow cleanly into invoices, MSA Annexure II review, and customer billing decisions.
Documentation
Review Rate History
Review rate history so pricing changes stay traceable across older work, current billing, and future delivery activity.
Documentation
Use Invoice Rules
Use invoice rules to standardize billing behavior by customer so invoice drafts, approvals, and billing expectations stay more consistent.
Documentation
Use the Customer Dashboard
Use the customer dashboard to create tasks, filter delivery work, review status, and leave customer-side comments in the correct workspace and project.
Documentation
Complete the Customer Billing Profile
Complete the billing profile so invoices use the right billing name, address, logo, and payment terms for the customer workspace.
Documentation
Manage the Customer Team
Invite customer users, assign the right access role, and keep the reporting hierarchy clean so the workspace stays organized.
Documentation
Use Customer Analytics
Use customer analytics to review task counts, invoice status, payment totals, and monthly delivery summaries by customer or project.
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Track Additional Expenses
Use Additional Expenses to record non-task charges such as pass-through costs or extra fees, then expose them read only to the customer billing-side reviewers.
Documentation
Use Customer Support Tickets
Raise support tickets for billing or workspace issues, add evidence, and follow the status updates inside the same customer workspace.
Documentation
Connect Curoxi Through MCP
Create a time-limited MCP token, connect a trusted agent to one project, and understand the role, subscription, and parameter rules for every tool family.
Explore Curoxi
Browse the core pages that explain how Curoxi works, how pricing is structured, and how to start a workspace.
Home
Customer operations overview
Understand the core promise behind customer workspaces for delivery, billing, and support.
Features
See how the workflows fit together
Review customer workspaces, AI task creation, delivery tracking, support, and billing workflows.
Contact
Talk to sales or support
Route pricing questions, rollout discussions, and workspace setup needs to the right team.
Start
Create your workspace
Start with the standard workspace signup flow or jump directly into the Pro trial.