Viably documentation

Every signal has a place to land. Every team has a way to act on it.

The operating manual for Viably's automation-first work operating system. Learn how a self-updating CRM, an evidence-backed ledger, and Via turn conversations into

Start here
Path 0124 min totalA CRM optimized for delight, not configuration.

A small-but-powerful contact capture and response system built to actually reduce work. Every customer, lead and payment are unified into a ledger of people in the background without manual entry.

  1. 1Lightweight CRM
  2. 2Lifetime view
  3. 3Inbound email
  4. 4WhatsApp
  5. 5Webhook Relay
  6. 6Roles & guests
Path 0212 min totalA unified single-source-of-truth for the entire team.

The work operating system that writes a unified ledger of every revenue event, CRM signal, and growth milestone triggered by webhooks and integrations. Queryable and automatic.

  1. 1Webhook Relay
  2. 2Stripe
  3. 3GitHub
Path 035 min totalTurn Slack into an automation powerhouse.

Turn the emoji people already send into tasks, issues, and reminders that someone owns by name with automatic follow-ups. Tag @Via to get help on task scheduling, issue triage, and reporting.

  1. 1Tasks
  2. 2Issues
  3. 3Reminders
  4. 4Pinboard
23 guides

Contacts and CRM

9 guides

Every lead, enquiry, and payment collapses into one person matched on email address, so the record builds itself out of the things your team was already doing. The dashboard is the whole surface here, and none of it asks for a Slack workspace.

Logs & business observability

5 guides

Consolidate operational logs into your field of vision, so everything that moves the needle lands in one evidence-backed ledger you can query and drill-into. Every event stays readable in the relay log with the full webhook payload.

Via, your Slack coworker

12 guides

The coworker that lives where your team already works. A reaction, a slash command, or a mention is enough to turn a conversation into something tracked, scheduled, or owned by a name. These are the guides for teams looking to turn their Slack from a chatroom into an automation-first work operating system.