Pegalio documentation
Guides for workspace admins, implementation teams, and developers. Every page is practical: real steps, plain terms, and examples.
Where to start
Quickstart
Spin up your first project and invite a customer in 10 minutes.
Core concepts
Tenants, projects, phases, milestones, tasks, and roles — the platform's vocabulary.
REST API
OAuth 2.0, resources, events, and HMAC signing.
All sections
Quickstart
Spin up your first project and invite a customer in 10 minutes.
Core concepts
Tenants, projects, phases, milestones, tasks, and roles — no surprises.
Projects & phases
Templates, phases, milestones, dependencies, and health metrics.
Customer portal
White-labeling, magic links, activity, and approvals.
Forms
Typed fields, conditional logic, and autosave.
Automations
Triggers, conditions, actions, and an execution log.
AI Suite
Drafts, auto-QA, insights, and a review queue.
Integrations
HubSpot, Salesforce, Slack, Jira, Linear, webhooks.
REST API & webhooks
OAuth 2.0, resources, events, and HMAC signing.
Roles & access
16 roles, 50+ permissions, and RBAC principles.
Self-host
Docker, environment variables, and upgrades.
Need help?
Can't find an answer? Reach out to the team via contact. Self-hosted and Enterprise customers have an on-call queue with an SLA. Everything else is covered in this section and in the changelog.