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The web-based editor provides an intuitive, no-code interface for building AI automation. When you first log in, you land on the Overview, which provides a high-level view of your current workspace and quick access to your most recent resources. Dashboard Overview The interface is designed to keep your focus on building while providing easy access to organization-wide settings and workspace-specific tools. From here, you can navigate between different workspaces using the picker, or dive into the Workshop to start building flows and agents. The platform is organized around workspaces, allowing you to switch between different environments and access core tools.
All resources and tools visible in the sidebar—including the Workshop, App Library, and Templates—are strictly constrained to the currently selected workspace. Switching workspaces will update these views to reflect the resources of the new environment.

Workspace Selector

Workspace SelectorSwitch between different isolated environments. Each workspace has its own set of members, resources, and configurations.

Core Tools

Workshop ViewAccess core platform features:
  • Workshop: Manage your flows, agents, and knowledge bases.
  • App Library: Discover the deployed AI components.
  • Templates: Start quickly with production-grade templates.
  • Past Usage: Navigate all past usage of the platform.
  • Task Manager: Track human-in-the-loop jobs.

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Component Editors

Each section within the Workshop (Flows, Agents, and Knowledge Bases) serves as an entry point to its respective visual editor. Clicking on any individual component will open a dedicated workspace where you can design, configure, and test that specific resource in detail.

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Organization Settings

To access global configuration and tenant-level management, click the three dots menu at the bottom of the sidebar. This opens the Organization Settings panel.

Tenant Settings

Organization Settings

Management Areas

The settings panel allows you to manage the following areas:
  • Profile: Manage your personal account information and preferences.
  • Customize: Configure organization branding and platform appearance.
  • Analytics: View platform-wide usage metrics and performance data.
  • Billing: Manage subscriptions, payment methods, and invoices.
  • Users: Invite team members and manage organization-level access.
  • Workspaces: Create and organize isolated environments for your projects.
  • Model Providers: Configure global API keys for AI models (OpenAI, Anthropic, etc.).
  • Roles: Define and manage custom permission sets for your team.