AI Employee — Enterprise Console

Getting Started

Create an AI employee
Pick a role and skills.

Connect systems
Email, calendar, CRM, WhatsApp.

Upload docs
Train the private knowledge base.

Test chat
Validate answers and flows.

System Status

Employees: 0 Connectors: 0 Docs: 0 Credits: 0

Pro tip: add at least one “global” document so every role can cite it.

Launch a new AI employee

Design prompts, tools, and channels. Publish instantly and deploy in minutes.

Role Studio Zapier-ready OCR digitalization

Role Studio

Design, test, and publish new AI roles for sale or internal deployment.

Marketplace-ready

Role Definition

Role Code Display Name Description Default Prompt

Guardrails (JSON)

Version Snapshot Diff Preview

Skills + Connectors

Quick Select Tools

Quick Select Skills

Skills (JSON) Connectors (JSON)

Pricing

Live Prompt Lab

Test Message

Role Preview

Name: Marketing Agent

Role Code: marketing_agent

Price: $199

Credits: 2000

Tools: zapier_webhook

Deploy Wizard

Deploy a new AI employee from your role in minutes.

1. Choose Role

Role Code

2. Connect Systems

Connector IDs (comma separated)

3. Launch Employee

Employee Name Primary Email

Deploy Output

Create Employee

Name Role

Employees

Assign Skill

Employee ID Skill

Chat with Employee

Employee ID Message

Assign Channel

Employee ID Channel Type Address (email or waid) Mode (email)

Inbound & OCR

Inbound routing, channel setup, and document automation.

Operations

WhatsApp Setup

Attach a WhatsApp connector and test send.

Connector ID Access Token Phone Number ID Test Recipient Test Message

Email Setup

Configure SMTP for outbound email and send a test.

Connector ID SMTP Host SMTP Port SMTP User SMTP Pass From Email Test Recipient Test Subject Test Body

Channel Inbox

Connect an existing inbox for analysis or link a dedicated address for routing.

Employee ID Email Address Mode

Inbound Email Routing

Send raw inbound email payloads to your employee channel endpoint.

Endpoint
Use the channel’s inbound URL shown in Channel list.

POST /v1/inbound/email/employee/<employee_id>?secret=YOUR_SECRET

Payload

{
  "from": "sender@example.com",
  "to": "agent@yourdomain.com",
  "subject": "Question",
  "text": "Email body text",
  "html": "<p>Email body html</p>"
}

Document OCR Triggers

Generate a document trigger and use it in the Flow Studio template.

Workflow ID

This will also create a DocuPipe connector if missing.

OCR Summaries

Latest document summaries generated by OCR pipeline.

Document ID

Routing Console

Channel Address Channel Type Message

Connector Catalog

Need something else? Use Integration Request.

Create Connector

Type Display Name

Connectors

Connector Auth

Connector ID Webhook URL (optional) Auth JSON

Execute Connector Action

Connector ID Action Code Params JSON

Connector Mapping Builder

Connector ID Action Code Template JSON

Action Schema Builder

Connector ID Action Code

Schema Output

Zapier Quick Hook

Paste a Zapier or Make webhook URL and map your action names.

Connector ID Webhook URL

Integration Request

System Name Auth Type Notes

Upload Document

File

Supported: PDF, DOCX. Files are scanned and chunked.

Documents

KB Search

Query

OCR Digitalization

Enable OCR to ingest scanned PDFs and images. Charged as extra credits.

OCR Enabled

Conversations

Employee ID

Messages

Channel Monitor

Filter

SLA Dashboard

Billing Status

Create Order

Role Integrations (comma separated) Skills (comma separated)

Top Up Credits

Stripe Price ID Credits Amount

Orders

Stripe Price ID

Tenant Settings

Company Name

Users

Email Password Role

Change Password

Current Password New Password

Role Marketplace

Role Code Name Description Default Prompt Price Monthly Setup Fee Monthly Credits Skills (JSON) Connectors (JSON)

Deployment

Export or deploy a ready-made framework.

Environment Deployment Gate Approver Framework ID

Environments

Name

Quickstart

Create your first employee
Pick a role, then assign skills.

Connect a system
Add OAuth/API key or webhook.

Upload knowledge
Add PDFs or DOCX and wait for ready status.

Test chat
Use the chat panel to verify outputs.

What is Training?

Training here means private knowledge base ingestion. We scan files, extract text, chunk it, embed it, and retrieve it during answers. It does not fine-tune the model.

Integration Guide

Use a connector for each system. If no connector exists, submit an Integration Request. We deliver custom integrations behind a feature flag.