Knowledge

Knowledge is where your workspace stores and organizes information. It's the data layer that your AI agents draw from and write to during conversations — and where your team manages records, documents, and scheduling.

Everything here is accessible from Knowledge in the sidebar.

Forms

Structured data collection powered by AI conversation. Define fields, attach forms to workflows, and your agent asks for the information naturally.

• 14 field types: text, email, phone, numbers, dates, dropdowns, multi-select, formulas, and more
• Single-record mode: One record per person (profiles, preferences, intake forms)
• Collection mode: Multiple records per person (appointments, assessments, orders)
• Custom validation with CEL expressions
• Bulk CSV import and export up to 10,000 records

Example: A "Patient Screening" form with fields for demographics, medical history, and eligibility criteria — the AI collects it all through natural conversation.

Files

Document and file storage with folder organization, access controls, and AI-powered search.

• Drag-and-drop upload with nested folder hierarchies
• Access levels: private, users-only, or public
• Semantic indexing for AI-powered document search
• Agents can read, search, and create files during conversations

Example: A "FAQ Documents" folder that your support agent searches when answering customer questions.

Labels

Color-coded tags for organizing members, chats, and files.

• Three independent label systems: member labels, chat labels, and file labels
• Drive automations using CEL expressions ("vip" in member.labels)
• Filter and segment members, conversations, and documents
• Auto-assign labels through actions or chat summary generation

Example: Label members as "vip", "needs-followup", or "intake-complete" to drive routing, reporting, and automation.

Computed Fields

Auto-calculated formula fields for scoring, totals, and derived values.

• CEL expressions that compute values from other form fields
• Recalculate automatically when dependent fields change
• Common uses: clinical scoring (GAD-7, PHQ-9), BMI, order totals, age calculations

Calendars

Scheduling and appointment booking with AI-driven workflows.

• Availability management with recurring schedules and block-out periods
• Event types with custom durations, buffer times, and attendee limits
• AI booking: agents check availability and confirm appointments through conversation
• iCal feed subscriptions for Google Calendar, Apple Calendar, and Outlook
• Permission levels: Free/Busy, Read, Write, and Admin per calendar

Example: A hair salon calendar with event types for "Haircut (45 min)", "Color (90 min)", and "Styling (30 min)" — each with buffer time. The AI suggests available slots when customers text for an appointment.