18 docs tagged with "core"

Give your AI agents capabilities like web search, calendar booking, and file access.

Create and configure AI team members that handle conversations and complete tasks.

Give your AI access to book appointments on connected calendars.

Manage conversations across web, SMS, voice, and email channels.

Create a collection of custom Tools and make it available to a Workflow.

Compose named, tabbed dashboards from widgets that surface the data most relevant to your team.

Let your AI read, write, and search files and folders.

Give your AI access to read or create form records.

Let a workflow assistant delegate workspace-management goals to the Workspace Manager.

Add, invite, and manage the humans in your workspace — team and customers alike.

Record family, legal, and care roles between members. Chart access follows legal authority, not kinship.

Manage members, roles, agents, and operator groups from the Members section.

Give AI control over voice calls with hang up and forward capabilities.

How member roles and permission scopes control access to workspace features and data.

Let the agent email allowlisted members from a workspace inbox, with chat-file attachments.

Let the agent text the current member from canned templates or free-form messages.

Configure an AI reviewer and choose how it can intervene in a Workflow Chat.

Let your AI search the internet for current information.