# Wizflow: Building the future of finance, today ## Docs - [Chat Features](https://docs.wizflow.io/ai-assistant/chat.md): How to interact with the Assistant in Wizflow to get help, recommendations, and support. - [AI Assistant Overview](https://docs.wizflow.io/ai-assistant/overview.md): Your intelligent workflow companion for building, optimizing, and managing financial service chatflows with AI-powered assistance. - [Prompt Enhancer](https://docs.wizflow.io/ai-assistant/prompt-enhancer.md): Transform brief ideas into complete, well-structured prompts with a simple keyboard shortcut. - [Tips & Best Practices](https://docs.wizflow.io/ai-assistant/tips-best-practices.md): Advanced techniques, keyboard shortcuts, and training insights for getting the most out of the AI Assistant. - [Version 2.12.0](https://docs.wizflow.io/changelog/2.12.0.md): Triggers V2, custom entities, and major infrastructure updates - [Version 2.12.1](https://docs.wizflow.io/changelog/2.12.1.md): Custom entities, article pages, and enhanced chat completion support - [Version 2.12.2](https://docs.wizflow.io/changelog/2.12.2.md): Minor update with contact information changes - [Version 2.12.3](https://docs.wizflow.io/changelog/2.12.3.md): Critical fix for pension policy contribution mapping - [Version 2.12.4](https://docs.wizflow.io/changelog/2.12.4.md): Data models integration, new UI, and enhanced workflow capabilities - [Version 2.13.0](https://docs.wizflow.io/changelog/2.13.0.md): Speech-to-text, prompt enhancer, assistant variables support, feedback system - [Version 2.14.0](https://docs.wizflow.io/changelog/2.14.0.md): Vibeflow components, LLM model selection, improved validation, and SSO enhancements - [Version 2.15.0](https://docs.wizflow.io/changelog/2.15.0.md): Advanced conditional builder, lazy loading, typography components, and Node.js v22 support - [Version 2.16.0](https://docs.wizflow.io/changelog/2.16.0.md): Updated entity builder UI, calculation improvements, and data model refinements - [Version 2.16.1](https://docs.wizflow.io/changelog/2.16.1.md): Pre-fill improvements, variable support enhancements, and loan credit institution mapping refinements - [Version 2.17.0](https://docs.wizflow.io/changelog/2.17.0.md): Wizflow Assistant v3, app.wizflow.io launch, database schema migration, and mobile responsive design - [Version 2.17.1](https://docs.wizflow.io/changelog/2.17.1.md): Theming improvements, minor quality of life improvements - [Version 2.18.0](https://docs.wizflow.io/changelog/2.18.0.md): PDF Form Assistant, PDF to Flow Wizard, Generic API with OpenAPI, and pension entities - [Version 2.19.0](https://docs.wizflow.io/changelog/2.19.0.md): Analytics trigger, and custom entities export/import - [Version 2.20.0](https://docs.wizflow.io/changelog/2.20.0.md): New pension entities and React-Flow v12 upgrade - [Version 3.0.0](https://docs.wizflow.io/changelog/3.0.0.md): Wizflow SaaS launch with subscription tiers and premium feature access control - [Version 3.0.1](https://docs.wizflow.io/changelog/3.0.1.md): Bug fixes and versioning improvements - [Version 3.1.0](https://docs.wizflow.io/changelog/3.1.0.md): Live Pages, Pre-built Result Pages, and Custom Data Models - [Version 3.2.0](https://docs.wizflow.io/changelog/3.2.0.md): Data Model Redesign, Google Sheets Integration, and Chatflow Collections - [Version 3.3.0](https://docs.wizflow.io/changelog/3.3.0.md): Data Model Lifecycle Settings, Live Page Resources, and New Triggers - [Changelog](https://docs.wizflow.io/changelog/index.md): Track Wizflow's evolution and continuous improvements - [Advanced & Specialized](https://docs.wizflow.io/features/advanced-specialized.md): Entities for external integrations, advanced workflows, and system-level control - [Autofill chatflows](https://docs.wizflow.io/features/autofill.md): Save time by creating reusable profiles to automatically fill chatflow responses - [Calculation](https://docs.wizflow.io/features/calculation.md) - [Choices & Decisions](https://docs.wizflow.io/features/choices-decisions.md): Entities that let users make selections and guide the flow of your chatflow - [Collecting Information](https://docs.wizflow.io/features/collecting-information.md): Input entities that capture the essential details from your users - [Communication & Display](https://docs.wizflow.io/features/communication-display.md): Entities that present information, organize content, and enhance the user experience - [Conditional Logic & Routing](https://docs.wizflow.io/features/conditional-logic-routing.md): Create dynamic workflows with intelligent branching based on user responses - [Custom Entities](https://docs.wizflow.io/features/custom-entities.md): Extend Wizflow with custom-built components for your unique business needs - [Entities Overview](https://docs.wizflow.io/features/entities-overview.md): Map of all entity types in Wizflow, organised by customer journey stage - [Files, Dates & Locations](https://docs.wizflow.io/features/files-dates-locations.md): Entities that handle uploads, date selection, and location-based inputs - [Flow Builder Advanced](https://docs.wizflow.io/features/flow-builder-advanced.md): Advanced features, analytics, and technical concepts for Flow Builder - [Flow Builder Basics](https://docs.wizflow.io/features/flow-builder-basics.md): Learn the fundamentals of creating workflows in Wizflow's visual Flow Builder - [Entity Input Validation](https://docs.wizflow.io/features/input-validation.md): Validate entity input with built-in rules, regex patterns, and custom error messages - [Live Pages](https://docs.wizflow.io/features/live-pages.md): Create dynamic pages alongside your chatflows — from pre-built page templates to fully custom HTML - [PDF Form Editor](https://docs.wizflow.io/features/pdf-form-editor.md): Create and edit fillable PDFs with dynamic field substitution in Flow Builder - [Theme Editor](https://docs.wizflow.io/features/theme-editor.md): Customize the visual appearance of your Wizflow conversations with complete control over colors, styling, and branding - [Triggers & Automation](https://docs.wizflow.io/features/triggers-automation.md): Automate actions and integrate with external systems when users complete your chatflows - [Variables](https://docs.wizflow.io/features/variables.md): Create dynamic values from chatflow responses, trigger outputs, and data models - [Welcome](https://docs.wizflow.io/index.md): No-code Digitalisation for Finance - [Technical Platform Description](https://docs.wizflow.io/technical-reference/platform-overview.md): Wizflow.io is a cloud-native, no-code platform engineered specifically for the financial services sector. Built with legacy-free principles, the platform enables financial organizations to rapidly build, deploy, and scale complex business processes while maintaining enterprise-grade security and reg… - [Privacy Policy](https://docs.wizflow.io/terms-and-policies/privacy-policy.md): How Wizflow collects, uses, and protects your personal data - [Terms and Conditions](https://docs.wizflow.io/terms-and-policies/terms-and-conditions.md): Legal agreement governing your use of Wizflow Services - [AML and Compliance](https://docs.wizflow.io/use-cases/aml-and-compliance.md): Stay compliant without slowing down your business - [Banking](https://docs.wizflow.io/use-cases/banking.md): Modern banking experiences that move as fast as your customers - [Customer Onboarding](https://docs.wizflow.io/use-cases/customer-onboarding.md): Frictionless onboarding from first click to digital signature - [Use Cases](https://docs.wizflow.io/use-cases/index.md): Digital financial services workflows that adapt to your business - [Insurance Claims](https://docs.wizflow.io/use-cases/insurance.md): Smarter claims handling for any scenario - [Mortgage Servicing](https://docs.wizflow.io/use-cases/mortgage.md): Faster mortgage journeys with built in intelligence - [Pension Management](https://docs.wizflow.io/use-cases/pension.md): Digital pension journeys that are clear, compliant, and easy to maintain ## OpenAPI Specs - [openapi](https://docs.wizflow.io/api-reference/openapi.json)