Docs
Use Cases & Solutions
Form Studio
Human-in-the-Loop
Getting Started
Task List Panel
This panel shows task queues for each business process your team is managing — like invoice processing, contact enrichment, or ID verification.
Assigning Tasks
You can manually assign tasks to yourself or others directly from the task list. This keeps work organized, prevents duplication, and ensures everyone knows what they’re responsible for.
All Tasks in One Dynamic, Smart Table
Approve / Reject Tasks
Build Any UI
Getting Started
Layout Components
Button Components
Button components enable interactive user actions in your forms—such as submitting data, navigating steps, or triggering workflows. Each button can be styled, configured, and bound to workflow logic u
Input Components
These components allow users to input structured data, write text, review code, or display read-only information inside forms. Each one supports configuration for validation, visibility, width, and ex
Select Components
These components allow users to choose from predefined options, select dates or times, provide ratings or approvals, and configure UI behaviors. All components support standard properties like require
Data Table Component
Triggers
Mergepoint Chat
Chat
Info Access
MergePoint pulls information from connected sources—including documents, databases, synced apps, and workflow outputs—to generate contextual, permission-aware responses. Every response reflects a comb
Chat best practices
Use this guide to improve the quality and precision of responses you receive when interacting with MergePoint’s Chat Interface and Knowledge Base.