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Configure and monitor every AI feature on the platform — agents, knowledge, analytics, approvals.
The AI Command Center at /ai is the single control surface for every AI feature on the platform. Every Claude call we make is gated by an agent config you set here — when you flip a module off, AI for that surface really stops.
| Tab | What it controls |
|---|---|
| Overview | Live activity snapshot, getting-started checklist, status of every wired module |
| Agents | Per-module mode, prompt, model, knowledge bindings, escalation, rate limits |
| Knowledge | Central knowledge base — items here are pulled by every wired agent at runtime |
| Skills | Curated action bundles you can install for an agent (Sales Assistant, Support Bot, etc.) |
| MCP | Model Context Protocol servers — adds extra tools to your agents |
| Approvals | Pending AI-drafted actions awaiting human OK (created by supervised-mode agents) |
| Analytics | Per-org usage: requests, tokens, latency, acceptance, cost, per-module breakdown |
| Settings | API key status, default model, escalation keywords, web scraper, auto-tasks, role permissions |
Every module's agent has one of four modes:
AGENT_DISABLED. Background pipelines (email classifier, transcript correction) gracefully degrade.LinkedIn agents cannot be set to Autonomous — LinkedIn ToS prohibits AI auto-DM, so the save endpoint blocks it.
When you change a module's mode, these are the AI surfaces that respect the change:
| Module | What the agent controls |
|---|---|
| Inbound message replies (Cloud API + Baileys). Audience-aware (employee vs customer). Tool use in autonomous mode. | |
| Reply drafting, auto-categorization (inbound classifier Lambda gates on this module — turn off and emails land uncategorized rather than mis-classified) | |
| DM auto-replies via Meta webhook | |
| DM drafts on inbound message (copilot/supervised only) | |
| Inbound reply pipeline | |
| Live Chat | Org-level chat agent invoked in parallel with per-chatbot widget flow |
| Discussions | @ai mentions in comment threads dispatch through the agent |
| CRM | Prospect enrichment, prospect research, rep call coaching |
| Tasks | Extract-tasks-from-document/URL feature |
| Meetings | Ask-AI Q&A over transcripts + notetaker transcript correction Lambda |
| Dashboard | Sales insights generated for the Wrrkspace dashboard |
All wired agents pull from the same central knowledge base at /ai/knowledge. Items can be:
All Modules badge) — visible to every agentEach agent can bind to a subset of the KB on its config page. Empty selection = use the entire org-wide KB.
Vector embeddings are generated on save (Bedrock Titan v2) and stored in the org's vector index. Retrieval is hybrid: keyword + cosine similarity, filtered by module visibility.
Two intentional carve-outs:
Every Claude call across the platform writes a telemetry row to the org's analytics table within milliseconds of completing. Each row records: module, type (chat / compose / summarize / analyze / agent_response / agent_escalate / error), tokensUsed, latencyMs, model, userId, orgId, and timestamp. Rows expire after 90 days.
The Analytics tab queries this table by day-bucket GSI and renders:
When any agent runs in Supervised mode, every AI-drafted action lands in /ai/approvals instead of sending. Each pending action shows:
Approvals expire after the time set in Settings → Escalation. Expired pending actions are dropped.
global.anthropic.claude-haiku-4-5-20251001-v1:0). Fast, cheap, good for the vast majority of platform calls.Controls the per-org AI Inbox Enrichment pipeline (separate from per-module agents). Three toggles:
Keywords and phrases that trigger handoff to a human agent. Applies to every wired agent that handles inbound messages.
human, agent, representative, etc.Tuning for the crawler that runs when you import a URL into the knowledge base or use the scrape_url tool in an agent.
Per-channel rules for the auto-task-extraction pipeline. When a message qualifies, AI extracts actionable tasks and queues them on the configured board with the configured confidence threshold.
Per-role cap on the maximum agent mode each user can configure. Default: Super Admin can set autonomous, Manager can set up to supervised, Agent can set up to copilot.
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