> ## Documentation Index
> Fetch the complete documentation index at: https://forest-chore-open-api.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Product

> What Forest does, workflows, governance, MCP, decision traces, and the surfaces that build them.

Forest is the operational infrastructure where regulated companies run end-to-end workflows across humans, AI agents, suppliers, and partners. The product is organized around six surfaces, what you build, how operators execute work, who collaborates, where the platform shows up, what gets managed, and how developers customize the back-end in code.

## The six surfaces

<CardGroup cols={2}>
  <Card title="Build" icon="hammer" href="/product/build/layout-editor">
    Shape what your operators see. Layout editor, collection settings, fields and widgets, custom Smart Views, workspaces, search, pagination, layout versioning.
  </Card>

  <Card title="Execute" icon="bolt" href="/product/execute/actions">
    Operations your team performs daily, browsing records, triggering actions, exporting data, running workflows.
  </Card>

  <Card title="Manage" icon="chart-line" href="/product/manage/dashboards">
    See what's happening, dashboards, charts, activity logs, inboxes, and team performance views.
  </Card>

  <Card title="Collaborate" icon="users" href="/product/collaborate/notes">
    Coordinate on records, notes, mentions, and approval workflows.
  </Card>

  <Card title="Embed" icon="code-merge" href="/product/embed/mcp-server">
    Bring Forest into the tools your team and AI agents already use, MCP server, n8n node, Zendesk app.
  </Card>

  <Card title="Process (developer)" icon="terminal" href="/product/process/fields/overview">
    Customize the back-end in code, fields, actions, relationships, segments, hooks, and plugins.
  </Card>
</CardGroup>

## Build, shape the interface

The Build surface is where you configure what operators see. Most of it is no-code.

<CardGroup cols={2}>
  <Card title="Layout editor" href="/product/build/layout-editor">
    Visually customize collection views, detail pages, and forms.
  </Card>

  <Card title="Collection configuration" href="/product/build/collection-configuration">
    Display name, summary field, segments, filters, and per-collection action visibility.
  </Card>

  <Card title="Fields & widgets" href="/product/build/fields-and-widgets/overview">
    Map field types to display and edit widgets, from text and numbers to images, JSON, and relationships.
  </Card>

  <Card title="Smart Views" href="/product/build/custom-views/smart-views">
    Replace the default table with any UI, maps, calendars, galleries, kanban, using JavaScript, HTML, and CSS.
  </Card>

  <Card title="Workspaces" href="/product/build/workspaces">
    Combine data and actions from multiple collections into a single page for an operational workflow.
  </Card>

  <Card title="Search & pagination" href="/product/build/search-configuration">
    Configure how search behaves and how large collections paginate.
  </Card>
</CardGroup>

## Execute, get work done

<CardGroup cols={2}>
  <Card title="Browse" href="/product/execute/browse">
    Filter, sort, and inspect records across your collections.
  </Card>

  <Card title="Actions" href="/product/execute/actions">
    Trigger custom and built-in actions on single records, bulk selections, or at the collection level.
  </Card>

  <Card title="Workflows" href="/product/execute/workflows">
    Run multi-step operational processes, KYC reviews, refunds, onboarding, with a no-code editor.
  </Card>

  <Card title="Export" href="/product/execute/export">
    Export collection data to CSV.
  </Card>
</CardGroup>

## Manage, see what's happening

<CardGroup cols={2}>
  <Card title="Dashboards" href="/product/manage/dashboards">
    Combine charts to monitor KPIs and operational metrics.
  </Card>

  <Card title="Charts" href="/product/manage/charts/overview">
    Single value, repartition, time-based, percentage, objective, and leaderboard charts, with simple or SQL-based configuration.
  </Card>

  <Card title="Activity logs" href="/get-started/control/audit">
    Every action taken in Forest, with full audit context.
  </Card>

  <Card title="Inbox" href="/product/manage/inbox">
    Distribute work to your team, review queues, escalations, and assigned records.
  </Card>

  <Card title="Team performance" href="/product/manage/team-performance">
    Track team productivity and bottlenecks across operations.
  </Card>
</CardGroup>

## Collaborate, work as a team

<CardGroup cols={2}>
  <Card title="Notes" href="/product/collaborate/notes">
    Leave contextual notes on records and mention teammates.
  </Card>

  <Card title="Approval workflows" href="/product/collaborate/approval-workflows">
    Require sign-off from another team member before sensitive actions execute.
  </Card>
</CardGroup>

## Embed, bring Forest into the tools your operators and back-ends use

<CardGroup cols={3}>
  <Card title="MCP server" href="/product/embed/mcp-server">
    Expose Forest data and workflows to AI agents via the Model Context Protocol, with permissions and audit trails preserved.
  </Card>

  <Card title="n8n node" href="/product/embed/n8n">
    Trigger Forest actions and access data from n8n workflows.
  </Card>

  <Card title="Zendesk app" href="/product/embed/zendesk">
    Surface Forest records inside Zendesk tickets.
  </Card>
</CardGroup>

## Process, customize the back-end in code

This is where developers extend Forest's behavior beyond the no-code surface.

<CardGroup cols={2}>
  <Card title="Fields" href="/product/process/fields/overview">
    Computed fields, validation, write behavior, filtering and sorting on any field.
  </Card>

  <Card title="Actions" href="/product/process/actions/overview">
    Custom actions in code, dynamic forms, multi-step logic, file generation, custom result types.
  </Card>

  <Card title="Relationships" href="/product/process/relationships/overview">
    Cross-database relationships, computed foreign keys, external API-backed relationships.
  </Card>

  <Card title="Segments" href="/product/process/segments/creating-segments">
    No-code and code-based segments to slice your collections.
  </Card>

  <Card title="Workflows" href="/product/process/workflows/overview">
    Configure no-code workflow steps that combine data, actions, and AI.
  </Card>

  <Card title="Hooks & plugins" href="/product/process/advanced-concepts/hooks/overview">
    Intercept CRUD operations and package reusable customizations.
  </Card>
</CardGroup>

## Looking for the API or CLI?

Configuration happens here. Reference documentation lives in **[Reference](/reference/overview)**, the Node.js and Ruby back-end SDKs, the public API, the Forest CLI, and the `.forestadmin-schema.json` format.
