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Product

One workspace to put AI agents to work

Agent Serve is one workspace for your data, your business definitions and your AI agents. Investigate a question, build the view, then hand the follow-up to an agent.

Agent Serve is the AI workspace where teams build, deploy and manage AI agents: Chat, Relays, the workflow builder, dashboards and governed data in one place.

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The Relays page in Agent Serve listing AI coworkers — Compliance Reviewer, Data Steward, Revenue Analyst and Support Triage — with their status and specializations.

Modules

Five ways to work, one set of permissions.

Agent Serve modules share the same workspace: a metric defined once is the same number in Chat, in a dashboard and in a Relay’s briefing.

Chat

Build and manage everything in natural language. Ask about your data, attach files and tables, and turn the answer into a chart, a report or a workflow.

Agent Serve Chat home with a message composer and suggestions to explore the team space, analyze data with a chart, write a report, or build a workflow.

Relays

AI coworkers with a role, resources and per-action permissions. Assign tasks and ongoing responsibilities; approve the actions that need a person.

Relay setup in Agent Serve on the Permissions step: Observe, Assist and Operate autonomy levels, each action marked Allowed, Needs approval or Blocked, daily task limits, approval expiry and who can approve.

Workflow builder

The visual builder. Connect blocks, models and integrations into agent logic, run it with real inputs, read the trace, and deploy it on a schedule, a webhook or an API.

The Agent Serve workflow builder showing a contract clause review agent: start, fetch contract, clause playbook, review clauses and a high-risk deviation branch, with Run and Deploy buttons.

Dashboards & BI

Interactive dashboards on governed metrics, with views, filters, simulators and certified versions, and panels for specialised jobs such as scoring uploaded call transcripts.

Agent Serve Pipeline and Forecast dashboard with open and weighted pipeline tiles, a funnel by stage, and pipeline by expected close month and forecast category.

Capabilities

Every part of the workspace

Each capability has its own page with details and examples.

Connect your context

IntegrationsBring your business tools into the conversation.Data sourcesStart with the data your business already has.TablesKeep structured records close to the work.FilesKeep inputs, evidence, and deliverables together.Knowledge basesGive every answer a source to come back to.

Understand your business

DashboardsTurn business data into an interactive workspace.MetricsDefine the number. Reuse its meaning.Semantic modelTeach analysis how your business fits together.RulesMake business logic explicit and reusable.

Work with agents

ChatAsk a question. Put the answer to work.PlaybooksGive agents your team’s way of working.MonitorsKnow when a changing number needs attention.WorkflowsBuild repeatable work, one visible step at a time.Run historyUnderstand what ran, what changed, and why.

Enterprise access

Put AI agents to work across your team

Agent Serve is available to teams by invitation. Tell us what you want to build and we will set up your workspace with you.

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