Getting Started / Introduction
Introduction
Crystal Desk is a configurable workflow management platform for media and creative teams — the kind of team that runs the same multi-stage process over and over (a radio ad, a content approval cycle, a video edit) and needs structure without needing custom software built for them.
It's built for production houses, radio and media networks, marketing agencies, and any team whose work moves through a defined sequence of stages with named owners, approvals, and deadlines. If your team's process currently lives across a WhatsApp group, a shared spreadsheet, and someone's memory, Crystal Desk is built to replace exactly that.
The core mental model
Everything in Crystal Desk is built on three concepts that fit together in a specific order:
- Workflow Template — the reusable blueprint. You design it once: what stages exist, in what order, who (or what) handles each one, and what happens on approval or rejection.
- Ticket — a single piece of work created from a template. A ticket for "Diwali Radio Spot — Hindi" and a ticket for "IPL Promo — Tamil" might both come from the same Radio Ad Production template, but they move independently, each with its own state and history.
- Stage Instance — a ticket's live position within the template's stages. When a ticket is "in Script Review," that's a stage instance — an activation of one stage in the template, with its own assignee, SLA clock, and completion form.
One template can run thousands of tickets concurrently, each progressing through its own stage instances, without ever touching the template definition itself. Editing the template going forward doesn't retroactively change tickets already in flight.
Where to go next
- Quickstart — build your first workflow template and push a ticket through it, end to end.
- Core Concepts — the full glossary of terms (Tenant, Assignment, Revision, SLA, and more) used throughout the rest of these docs.
If you're evaluating Crystal Desk rather than actively setting it up, the Features page is a faster way to see what the platform does before diving into configuration detail.
Browse the docs
Getting Started
What Crystal Desk is and how to build your first workflow.
3 pages
Workflows
Stages, branching, approvals, and custom fields.
4 pages
Assignment
Round robin, skill matching, and roster-aware routing.
3 pages
AI Agents
Configuring AI as a real participant in a workflow stage.
3 pages
Tickets
Creating tickets and tracking their lifecycle and revisions.
3 pages
Media Library
Auto-ingested files, search, and tagging.
2 pages
SLA & Notifications
Deadlines, escalation, and how alerts get delivered.
2 pages
Integrations
ElevenLabs, storage providers, and the Deck Analyzer.
4 pages
Account & Billing
Pricing and managing users on your account.
2 pages