Everything FlexyAgents ships today
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.
- Knowledge-grounded replies with scoped retrieval per agent
- Hosted inference or BYOK models in one workspace
- Web widget, hosted pages, Slack, Teams, WhatsApp, email, SMS, and APIs
- Automations to Slack, CRM, support tools, commerce, HTTP, and webhooks
- Operational analytics, roles, and governance hooks that grow with your plan
Agents & configuration
Create assistants that match your policies
Start from templates or scratch: define role, tone, and guardrails, attach models and knowledge, then publish—without losing a single control plane.
Agent templates & behavior
Starter templates for support, sales, docs, and internal use cases—then customize system instructions, tools, and escalation rules per agent.
- Dashboard: Agents → create, duplicate, and version configuration
- Per-agent model choice (hosted inference or your provider keys)
- Citations and “stay in scope” behavior driven by your knowledge assignment
Hosted AI or BYOK
Run on FlexyAgents-hosted models or bring OpenAI, Anthropic, Azure, and other providers—routing and policy stay in one org workspace.
- Central key management and usage visibility for BYOK
- Same agent builder and analytics regardless of inference path
- Plan-gated limits; upgrade paths for heavier workloads
Locales & customer-facing language
Market the product and help content in multiple languages; configure how agents respond for each deployment and audience.
- Localized marketing site and dashboard paths where enabled
- Agent replies follow the languages and tone you configure
- Widget and hosted pages inherit your branding settings
Knowledge & RAG
Ground answers in content you approve
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.
Uploads, crawl & sources
Add PDFs, docs, and URLs; keep sources tied to titles and links for traceability in the product.
- Manual uploads and site crawl into organization knowledge bases
- Source metadata carried into retrieval and citation-style prompts
- Re-sync when connectors run or you publish new content
Connector catalog
Sync documentation, commerce catalogs, CRM objects, files, and calendars—connector families span the tools teams already use.
- Notion, Zendesk, Confluence, Google Drive, SharePoint, Shopify, Salesforce, HubSpot, calendars, and more
- Scoped sync into knowledge bases you attach per agent
- Same connector story powers automations and workflows
Retrieval, ranking & generation
Vector search over assigned knowledge, ranking signals you can tune, then generate with your chosen chat model.
- Embeddings and pgvector-backed similarity search
- Filters, boosts, and fallbacks when vector hits are thin
- Streaming and non-streaming chat on the same retrieve-then-generate path
Channels & deployment
One agent across web, inboxes, and messaging
Drop in a web widget or hosted help page, then connect Slack, Microsoft Teams, WhatsApp, email, SMS, and more—normalized threads in the dashboard.
Web widget & hosted pages
Lightweight JavaScript embed for your site plus branded hosted experiences without rebuilding your frontend.
- Async script load and layout-friendly widget
- Hosted help / chat surfaces with your branding
- Same agent config as API and messaging channels
Messaging & email
Connect the channels customers already use; messages map into unified conversation views for your team.
- Slack, Discord, Microsoft Teams, WhatsApp, Telegram, Messenger, Instagram DM, SMS (Twilio), email
- Per-channel connection in the dashboard
- Omnichannel narrative: one brain, many surfaces
APIs & custom clients
HTTP APIs and webhooks for custom apps, backends, and advanced routing—same sessions and agent configuration.
- REST-style endpoints for conversations and configuration where exposed
- Webhooks for automation and external systems
- Pair with your CI/CD and internal tools
Automations & workflows
Turn conversations into actions
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.
Automation builder
Compose multi-step flows with guardrails so operators can change behavior without redeploying application code.
- Triggers from conversation signals you define
- Actions across notify, ticket update, CRM, and custom HTTP
- Visible in dashboard alongside agent analytics
Deep app connectivity
Reuse the same connector ecosystem that feeds knowledge—Zendesk, HubSpot, Salesforce, Shopify, WooCommerce patterns, and more.
- Push updates into tools your team already monitors
- Webhook and API destinations for bespoke stacks
- Logo-accurate partner marks in-product and marketing
Guardrails & handoff
Pair automations with agent policies so sensitive flows escalate or pause until a human confirms.
- Rules alongside model and knowledge configuration
- Escalation paths into human workflows where you wire them
- Audit-friendly configuration changes on eligible plans
Analytics, teams & governance
Operate AI with the same rigor as software
Organization-wide and per-agent metrics, member invitations and roles, retention settings, and audit-oriented activity where your plan includes them.
Operational analytics
Conversation volume, response-time trends, satisfaction signals, and knowledge usage so you can tune coverage and content.
- Org dashboard: volume, agents live, team size, indexed documents
- Per-agent breakdowns for threads, completions, and daily activity
- APIs and exports where enabled for your tier
Members, roles & access
Invite colleagues, separate who configures agents from who views billing, and mirror department structure on suitable plans.
- Role-based permissions for agents, knowledge, and admin
- Invitations and membership management in-app
- Organization-scoped data by design
Security, privacy & compliance posture
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.
- Settings for data lifecycle aligned with your DPA
- BYOK keeps inference keys in your custody
- Procurement-friendly documentation via sales and contract pack
Developer experience
Documented APIs and predictable integrations
Public docs, OpenAPI-style exploration where published, and examples for embedding the widget and calling chat—so engineers can ship quickly.
Documentation
Guides for authentication, agents, knowledge, channels, and automations aligned with what the dashboard exposes.
- Concepts match in-product naming (agents, KBs, deployments)
- Code-oriented tutorials where available
- Changelog and versioning as releases ship
Embeds & SDK patterns
Copy-paste widget snippets for static sites, CMS themes, and React/Next.js apps; load asynchronously to protect Core Web Vitals.
- Hosted vs same-origin embed considerations documented
- Webhooks for server-side automation
- Error handling and rate-limit guidance in docs
Keys, environments & webhooks
Issue and rotate credentials, separate staging from production where supported, and subscribe to conversation events.
- Organization-level API access where enabled
- Webhook signatures and retry semantics as documented
- Aligns with automation and custom client use cases
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
Put agents on your knowledge and channels
Create a workspace, pick a template, connect docs or a crawl, then publish a widget or messaging deployment in one sitting.