A single reference for what you can configure in the product: agents grounded in your knowledge (27+ connector families), hosted or BYOK models, omnichannel deployment, automations across your stack, and analytics with governance hooks that scale with your plan.
Agents & configuration
Start from templates or scratch: define role, tone, and guardrails, attach models and knowledge, then publish—without losing a single control plane.
Starter templates for support, sales, docs, and internal use cases—then customize system instructions, tools, and escalation rules per agent.
Run on FlexyAgents-hosted models or bring OpenAI, Anthropic, Azure, and other providers—routing and policy stay in one org workspace.
Market the product and help content in multiple languages; configure how agents respond for each deployment and audience.
Knowledge & RAG
Ingest files and sites, sync trusted apps, chunk and embed for retrieval, then scope each agent to the right knowledge bases—so replies cite your sources, not the open web alone.
Add PDFs, docs, and URLs; keep sources tied to titles and links for traceability in the product.
Sync documentation, commerce catalogs, CRM objects, files, and calendars—connector families span the tools teams already use.
Vector search over assigned knowledge, ranking signals you can tune, then generate with your chosen chat model.
Channels & deployment
Drop in a web widget or hosted help page, then connect Slack, Microsoft Teams, WhatsApp, email, SMS, and more—normalized threads in the dashboard.
Lightweight JavaScript embed for your site plus branded hosted experiences without rebuilding your frontend.
Connect the channels customers already use; messages map into unified conversation views for your team.
HTTP APIs and webhooks for custom apps, backends, and advanced routing—same sessions and agent configuration.
Automations & workflows
When intents, tags, or events match your rules, trigger steps in Slack, support tools, CRM, commerce stacks, HTTP endpoints, and webhooks—no one-off scripts required.
Compose multi-step flows with guardrails so operators can change behavior without redeploying application code.
Reuse the same connector ecosystem that feeds knowledge—Zendesk, HubSpot, Salesforce, Shopify, WooCommerce patterns, and more.
Pair automations with agent policies so sensitive flows escalate or pause until a human confirms.
Analytics, teams & governance
Organization-wide and per-agent metrics, member invitations and roles, retention settings, and audit-oriented activity where your plan includes them.
Conversation volume, response-time trends, satisfaction signals, and knowledge usage so you can tune coverage and content.
Invite colleagues, separate who configures agents from who views billing, and mirror department structure on suitable plans.
Retention levers, encryption in transit, SSO paths on eligible tiers, and evidence-oriented narratives for SOC 2 / ISO-style reviews—confirm specifics with sales for your workload.
Developer experience
Public docs, OpenAPI-style exploration where published, and examples for embedding the widget and calling chat—so engineers can ship quickly.
Guides for authentication, agents, knowledge, channels, and automations aligned with what the dashboard exposes.
Copy-paste widget snippets for static sites, CMS themes, and React/Next.js apps; load asynchronously to protect Core Web Vitals.
Issue and rotate credentials, separate staging from production where supported, and subscribe to conversation events.
This page tracks shipping product behavior, not a wishlist—when we add surfaces in the dashboard or API, we update these sections. For plan limits and add-ons, see pricing or contact sales.
Next step
Create a workspace, pick a template, connect docs or a crawl, then publish a widget or messaging deployment in one sitting.