Built-in Tools

Everything Your AI Agents Need, Built Right In

AI-Workforce isn't just an agent platform — it's a complete operational environment. Manage contacts, conversations, knowledge, pipelines, and schedules without juggling external tools.

Omnichannel Inbox

One Inbox for Every Channel

Conversations from email, WhatsApp, Slack, Freshdesk, SMS, and web widgets flow into a single unified inbox. Your AI agents read and respond here — and when they need human help, operators see the full thread with complete context.

  • 9 supported channels: email, WhatsApp, SMS, Slack, Freshdesk, widget, contact form, chat, and custom
  • Full email threading with Message-ID, In-Reply-To, and References headers
  • Message delivery tracking: queued, sent, delivered, read, failed
  • Internal notes for operator-to-operator communication
  • Conversation lifecycle: open, closed, archived, spam
  • File attachments with metadata
Inbox12 conversations
Emailmarco@company.it

Re: Order #4821 — shipping address update

WhatsApp+39 348 xxx

Buongiorno, vorrei informazioni sul...

Slack#support

New ticket from Freshdesk: printer issue

Contact Management

Know Your Contacts, Across Every Interaction

Every person your agents interact with gets a rich, unified profile. Emails, phone numbers, conversation history, funnel positions, custom attributes — all in one place, automatically updated as agents work.

  • Multiple emails and phone numbers per contact with primary selection
  • 12 custom attribute types: text, number, boolean, date, URL, email, multiple choice, and more
  • Internal notes with author tracking (agent or human)
  • Full conversation history across all channels
  • Funnel position tracking across multiple pipelines
  • Contact search by name, company, email, or phone
  • Bulk merge for duplicate contacts
ML

Marco Lombardi

Acme Corp — Sales Pipeline: Negotiation

Emailmarco@acme.it
Phone+39 02 1234567
CompanyAcme Corp
PipelineSales → Negotiation
Custom: PlanEnterprise
Notes2 internal notes
Knowledge Base

Give Your Agents the Knowledge They Need

Build a structured knowledge library that your agents can query during every decision. Upload documents, import web pages, or write entries manually — the platform automatically chunks, indexes, and embeds content for fast AI retrieval.

  • Three source types: manual entry, file upload (PDF, DOCX up to 25MB), URL import with sitemap discovery
  • 12 content categories: products, operations, customer care, compliance, sales, marketing, and more
  • Automatic chunking and embedding for semantic search
  • Entry lifecycle: draft, active, archived with bulk operations
  • Visibility levels: public, internal, confidential
  • Website import: enter a domain, discover sitemap URLs, select and batch-import pages
Knowledge Base42 entries
Search knowledge...

Return Policy v3.2

Customer Care

active

Product Catalog 2026

Products

active

Shipping Zones & Rates

Operations

draft
Ontology Engine

Structure Your Domain Knowledge as a Graph

Define the entities, properties, and relationships that matter to your business. The ontology engine lets agents extract structured data from unstructured conversations — turning emails and messages into queryable knowledge.

  • Define custom entities with typed properties (string, integer, decimal, boolean, date)
  • Map relationships between entities with visual graph editor
  • Key field marking for entity identification and deduplication
  • AI-powered extraction: fast mode (single pass) and advanced mode (with fallback)
  • System-managed entities (Contact, Conversation, Message) always available
  • Toggle between graph visualization and table view
Ontology Graph
Order
Customer
Product
Address
Shipment
Funnel & Pipelines

Track Every Contact Through Every Process

Whether it's a sales pipeline, an onboarding flow, or a support escalation path — funnels give you a visual Kanban board to track where each contact stands. Agents move contacts between stages automatically as workflows progress.

  • Custom funnels with named stages and color-coded columns
  • Kanban board view with drag-and-drop contact cards
  • Time-in-stage tracking to identify bottlenecks
  • Full audit trail: every stage transition logged with timestamp and actor (agent, user, or workflow)
  • Multiple funnels per organization: sales, onboarding, support, custom
  • Metadata per stage: deal value, notes, custom data
Sales Pipeline

New

Contacted

Negotiation

Won

Calendar & Reminders

Schedule Actions, Don't Forget Follow-Ups

Create one-time or recurring reminders that trigger agent actions automatically. Perfect for follow-up emails, periodic reports, SLA checks, or any time-based business process.

  • One-time reminders with specific date and time
  • Recurring reminders: daily, weekly, monthly, or custom day combinations
  • Timezone-aware scheduling
  • Automatic event emission to assigned agents on trigger
  • Status tracking: pending, executed, cancelled, failed
  • Calendar view with month navigation and color-coded status
April 2026
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When AI Needs a Human

Not every decision should be automated. The escalation system flags actions that need human review — with risk levels, full context, and the agent's intended actions visible at a glance. Resolve, dismiss, or override with operator instructions.

4 risk levels: low, medium, high, critical
Full input context and intended output actions
Pending/resolved/dismissed status tracking
Filtering by agent, task, and risk level

Full Visibility Into Every Operation

Track API usage, token consumption, costs, workflow completion rates, and step-level performance. Every event, action, and decision is logged with full parameters and timing for debugging and optimization.

Usage and cost breakdown by agent and task
Workflow execution stats and completion rates
Event, action, and task execution logs
Token consumption and LLM call metrics

All the Tools. One Platform. Zero Integrations Needed.

Start building with AI-Workforce — your agents get a complete operational environment out of the box.