Catalio Documentation
Comprehensive guides and references for AI-powered requirements management
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Documentation
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Getting Started
Essential guides to get you up and running with Catalio's core features and workflows
API Guides
Practical guides for integrating Catalio's API into your applications
Collaboration
Documentation and guides for collaboration
Understanding Sharing and Access Control
Learn how Catalio's sharing system helps you collaborate securely on requirements
Managing Access to Your Resources
Step-by-step guide to sharing resources and controlling who can access your work
Permission Levels Reference
Complete reference for understanding viewer, editor, admin, and owner permissions
Sharing and Collaboration Best Practices
Security guidelines and patterns for effective team collaboration
Core Concepts
Essential concepts for understanding how Catalio organizes your requirements and business knowledge
What is a Requirement?
Learn how Catalio structures business requirements using user story format with AI-powered features
Who Are Your Users? Understanding Personas
Define user roles and stakeholders to create targeted, user-centered requirements
Defining Acceptance Criteria with Use Cases
Create testable scenarios using Gherkin format to validate your requirements
Validating Requirements with Test Cases
Create comprehensive test strategies to ensure requirements are implemented correctly
Orchestrating Requirements with Processes
Organize requirements into sequential workflows using templates and deployment tracking
Mapping Requirements to External Systems
Track how requirements connect to Salesforce, ServiceNow, and other enterprise platforms
Organizing Your Implementers with Teams
Group users by function or domain to manage requirement implementation and accountability
Multi-Tenant Structure: Organizations
Understand how Catalio isolates data and manages access across enterprise boundaries
Managing Team Members: Users and Roles
Control access and permissions through user roles and authentication providers
What Are Policies? Governance and Compliance Framework
Learn how organizational policies constrain requirements, enforce compliance, manage risk, and ensure standards across your SDLC workflow
Integrations
Connect Catalio with your existing enterprise platforms and development tools
ServiceNow Integration
Integrate Catalio with ServiceNow to connect requirements management with IT service management, change requests, and incident tracking.
Jira Integration
Connect Catalio requirements to Jira epics, user stories, and tasks for seamless agile development workflow and bi-directional synchronization.
Slack Integration Administration
Administrator guide for installing, configuring, and managing the Catalio Slack integration.
GitHub Integration
Connect Catalio to GitHub to link requirements with issues, pull requests, and commits for complete development traceability.
Slack Agent Usage Guide
Learn how to interact with the Catalio Slack Agent to manage requirements, personas, and use cases through natural conversation.
Microsoft Teams Integration Administration
Administrator guide for installing, configuring, and managing the Catalio Microsoft Teams bot integration.
Building Custom Integrations
Learn how to build custom integrations with Catalio using REST API, webhooks, and OAuth for connecting proprietary systems and unique business workflows.
Microsoft Teams Agent Usage Guide
Learn how to interact with the Catalio Microsoft Teams bot to manage requirements, personas, and use cases through natural conversation.
Supported AI Providers
Complete reference of all AI/LLM providers supported by Catalio, including capabilities, model availability, and configuration requirements.
Bring Your Own LLM (BYOLLM)
Configure your organization's own AI provider in Catalio. Learn how to set up API keys, select models, and manage provider configurations securely.
AI Features and Data Privacy
How Catalio protects your data when using AI features. Learn about encryption, data handling, contextual learning, and compliance considerations.
Use Cases
Real-world scenarios showing how Catalio accelerates enterprise platform transformations
Enterprise Software Development
How enterprise software teams use Catalio to manage complex requirements across distributed teams, integrate with development tools, and maintain traceability throughout the SDLC.
Regulated Industries: Healthcare, Finance & Pharma
How organizations in regulated industries use Catalio to maintain compliance, manage validation documentation, and ensure traceability for FDA, HIPAA, SOX, and other regulatory requirements.
Product Management & Roadmap Planning
How product managers use Catalio to capture customer needs, prioritize features, plan roadmaps, and communicate with stakeholders while maintaining alignment between vision and execution.
Consulting & Systems Integration Projects
How consulting firms and systems integrators use Catalio to manage client requirements, coordinate implementation projects, and deliver successful enterprise software deployments.
SaaS Platform Configuration Management
How business teams manage SaaS platform configurations, maintain traceability across Salesforce, HubSpot, and NetSuite customizations, and ensure business process integrity through comprehensive configuration documentation.
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