Platform Features

Top Features

 
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Talk to any one of expert agents

  1. Click [new] chat button in the top left corner of your screen
  1. Choose and agent and click their corresponding chat button
  1. Start chatting
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How to pin an agent

The benefit of pinning an agent is to have quick access to your most used agents.
  1. Click on the all agents in the top right of your screen.
  1. Agents are organized by category to make it easier to find the right agent for the right job
  1. Click on the pin icon
  1. These agents will then appear on your home page
  1. Not sure which agents to choose. Have a chat with agent Haleigh, she can help.
 
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How to share a chat

Sharing chats can be helpful when you want other to see the context of the conversation.
  1. Click on the [Share] in the top right of a chat.
  1. A popup will appear. You can choose to add a password or just click copy link.
 
 

What is a project?

Projects are great when you want multiple chats to all have the same context, like brand voice or document references.
  1. Create a project by clicking the [+] button beside the project tile.
  1. A form will popup where you can add title, description, context and files.
  1. Then click the [+ New Chat ] button. Any choose an agent. Any chat in the project will have the context of the project.
 
 
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Chat with multiple agents

Having multiple agents allows you to switch agents in a single chat. Like starting with a strategist then jumping to a writer.
  1. Start a chat with the first agent.
  1. To add an agent select the [add agent] button near the compose message.
  1. Next you can switch agents by typing @ in the message or by clicking the corresponding agent profile image.

🖥️ Platform Features

AI & Model Management

  • LLM Agnostic Architecture - Support for multiple AI providers (OpenAI, Anthropic, Gemini)
  • Model Selection - Each agent is paired with an optimal model

Expert Agent Library

  • 100+ Specialized Agents - Domain-specific AI assistants for various business functions
  • Industry-Specific Agents - Tailored for finance, healthcare, legal, marketing, etc.
  • Custom Agent Development - Build agents specific to your organization's needs

Integration & Connectivity

  • API-First Architecture - Comprehensive API access for custom integrations
  • Single Sign-On (SSO) - Optional for seamless integration with enterprise identity systems
  • Third-Party Tool Connectors - Pre-built integrations with popular business tools

💬 Chat Interface Features

Conversation Management

  • Share Conversations - Share chat threads with team members
    • Password Protect - Add a password to protect your shared chats
    • Manage Shared Chats - Change permissions after sharing
  • Conversation History - Complete searchable chat history
  • Thread Organization - Organize conversations by project, tag, or folders
  • Conversation Templates - Pre-built conversation starters for common tasks
  • Conversation Export - Export chats to various formats (PDF, Word, etc.)
  • Collaboration - Multiple users in same conversation thread
  • Draft Messages - ability to start and pickup the conversation later
  • Simultaneous Chats - While one agent is working, you can start another chat. You will see a notification when the agent is done.

Project Organization

  • Project Creation & Setup - Create dedicated workspaces for initiatives
  • Project Context - Pre-configured project with content like tone of voice or strategy documents for better context, all chats with the project will be aware of the project context

User Experience

  • Intuitive Chat Interface - No complex prompting required
  • Rich Text Formatting - Support for formatted text, links, and media
  • File Upload Support - Share documents, images, and other files
  • Mobile Responsive - Full functionality across all devices

Content & Output

  • Multi-Format Output - Text, tables, charts, code, and more
  • Content Versioning - Track changes and iterations in responses
  • Response Favoriting - Mark and save best responses for future reference
  • Copy/Paste Optimization - Easy content transfer to other applications
  • Markdown Support - Rich formatting options for technical content
  • Citation Management - Automatic source tracking and referencing

👥 Client Admin Features

Reporting & Analytics

  • Token Usage - Detailed insights into platform utilization
  • Member Usage  - Monitor team usage
  • Model Usage - Know which models are being used the most

Seat Administration

  • User Seat Management - Add, remove, and manage user licenses
  • Role-Based Access Control - Granular permissions for different user types
  • Department Organization - Group users by teams or departments
  • Bulk User Operations - Mass import/export of user accounts
 

Security & Compliance

  • Enterprise Security Dashboard - Real-time security monitoring
  • Audit Logs - Comprehensive activity tracking and logging
  • Data Governance Controls - Manage data retention and deletion policies
  • Compliance Reporting - SOC 2, GDPR, HIPAA compliance tracking

Configuration & Customization

  • Branding Customization - White-label options with company branding
  • Agent Library Management - Control which agents are available to users
  • Content Policy Controls - Set guidelines and restrictions for AI outputs
  • Integration Management - Configure and manage third-party connections