Platform Guide

Everything your team needs to move faster

Lumina is the all-in-one platform that combines AI automation, real-time analytics, and seamless collaboration. This guide walks you through every core capability so you can get the most out of the platform from day one.

See Pricing

10,000+

Teams worldwide

40%

Average productivity gain

4.9/5

Customer satisfaction

99.99%

Platform uptime SLA

Core Capabilities

Built for the way modern teams work

Six deeply integrated capabilities that eliminate the friction between strategy and execution.

AI-Powered Automation

  • Natural language workflow builder — no code required
  • Auto-classifies incoming requests and assigns owners
  • Learns from corrections and improves over time
  • Integrates with 200+ tools via native connectors

Lumina's intelligent automation engine learns from your workflows and continuously optimizes repetitive tasks — freeing your team to focus on strategic, high-impact work. From smart document processing to predictive task routing, every automation is powered by state-of-the-art machine learning models trained on billions of real-world business interactions.

Real-Time Analytics & Reporting

  • Drag-and-drop dashboard builder with 50+ chart types
  • Automated weekly and monthly performance digests
  • Anomaly detection with instant Slack or email alerts
  • Export to PDF, CSV, or connect to your data warehouse

Every decision deserves data. Lumina's analytics suite gives teams a single source of truth across revenue, engagement, operations, and growth. Customizable dashboards surface the KPIs that matter most to your role — whether you're a CFO tracking quarterly revenue or a team lead monitoring sprint velocity.

Seamless Team Collaboration

  • Threaded comments attached directly to tasks and documents
  • Real-time co-editing for proposals, reports, and specs
  • Role-based access controls for sensitive projects
  • Guest access for clients and external stakeholders

Great work happens when teams move as one. Lumina's collaboration layer unifies conversations, documents, tasks, and approvals into a single contextual workspace. No more switching between five different apps — everything your team needs to discuss, decide, and deliver is in one place, with full version history and audit trails.

Enterprise-Grade Security

  • SSO with SAML 2.0 and OIDC support
  • SCIM-based automatic user provisioning and deprovisioning
  • Immutable audit log for every action taken on the platform
  • Data residency options in US, EU, and APAC regions

Security is not an afterthought at Lumina — it's baked into every layer of the platform. We are SOC 2 Type II certified, GDPR compliant, and offer advanced controls including SSO, SCIM provisioning, data residency, and a comprehensive audit log. Your data is encrypted at rest and in transit using AES-256 and TLS 1.3 respectively.

Flexible Integrations

  • Native connectors for Salesforce, HubSpot, Jira, Slack, and more
  • Webhooks and REST API for custom integrations
  • Zapier and Make (Integromat) support for no-code workflows
  • Bi-directional CRM sync keeps records always up to date

Your stack is unique, and Lumina is built to fit it — not replace it. Our open API and pre-built native connectors ensure Lumina works seamlessly alongside the tools your team already loves, from CRM and ERP systems to developer tools and customer support platforms. Set up a two-way sync in minutes, not months.

Instant Onboarding & Support

  • 40+ industry-specific templates to launch in minutes
  • Interactive in-app walkthroughs for every feature
  • 24/7 live chat and email support on all plans
  • Dedicated Customer Success Manager on Enterprise plans

Getting started with Lumina takes minutes, not months. Our guided setup wizard, pre-built templates for over 40 industries, and interactive product tours ensure your team is productive from day one. And when you need help, our 24/7 support team — backed by an AI assistant that can resolve common questions instantly — is always a message away.

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