AI Employee OS Guide

Understand the platform, its concepts and deployment options.

Welcome

I can explain AI Employees, Agents, Knowledge, Collections, Workspaces, Workflows, permissions and flexible deployment—from Managed Cloud to On-Premises and customer-provided infrastructure.

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AIOSAI Employee OS

Build governed AI Employees on approved company knowledge, modular capabilities and deployment models that fit your organization.

Build an AI Employee

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  • Platform overview
  • Platform Atlas
  • Knowledge
  • AI Employees
  • Agents
  • Connectors

Build & operate

  • AI Employee Builder
  • Workflow Builder
  • Permissions
  • Analytics
  • Administration
  • Enterprise

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Workflow Builder

Turn repeatable work into governed workflows.

Connect a trigger, AI Employee, approved Knowledge, specialized Agent, human approval and controlled action without exposing internal orchestration details.

Open AI Employee OS Explore workflow templates
01Trigger
02AI Employee
03Approved Knowledge
04Agent
05Human Approval
06Controlled Action
Human review can remain mandatory before consequential actions are completed.

Workflow templates

Choose a repeatable business process.

A workflow coordinates people, AI Employees and Agents. It does not remove responsibility from the people who own the process.

Selected workflow

Employee onboarding

Prepare a governed onboarding package from approved HR knowledge and request human approval before communication is sent.

01 · Trigger

A new employee record is created

02 · AI Employee

HR Employee

03 · Knowledge

Policies, role guides and onboarding Collections

04 · Agent

Documents Agent + Email Agent

05 · Human approval

HR reviews the generated package

06 · Action

Approved onboarding email and task list are prepared

Human approval remains explicit before consequential actions are completed.

Building blocks

Every workflow uses the same governed structure.

Trigger

Defines when the process begins. A trigger can be a request, schedule or approved system event.

AI Employee

Provides the role, context and conversational entry point for the process.

Knowledge

Limits the workflow to approved Collections, documents and connected sources.

Agent

Adds a focused capability such as email, documents, search or collaboration.

Approval

Keeps review and responsibility with an authorized person when required.

Action

Produces a controlled result such as a draft, task, report or approved system update.

AI Employee Builder

Build the role first.

Define Knowledge, Agents and Permissions before adding repeatable workflows.

Open Builder

Agent Store

Add focused capabilities.

Select only the Agents needed for each controlled workflow.

Explore Agents

Enterprise governance

Keep humans in control.

Align approvals, permissions and deployment with organizational requirements.

Explore Enterprise

Start with one workflow your team already understands.

Assign the right Knowledge, Agents and approval points, then improve the process without changing who remains responsible.

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