Organization
Shared identity, security, and company policies
Describe the work in your own words. Connect your knowledge and tools, set the boundaries, and shape a digital employee around the way your team works.
A role, its knowledge, and its connections. Start with a conversation.
I need a customer service employee who can answer delivery questions, follow up on orders, and keep our team updated.
Send this example request to see how Noa’s role takes shape.
Illustrative setup · Review connections and permissions before activating a role.
Explore a condensed view of your agent’s settings, from instructions to human oversight.
See how company rules, department knowledge, and individual responsibilities come together.
Shared identity, security, and company policies
Customer service playbooks and approved knowledge
Delivery enquiries, order follow-up, and escalation
Start with its responsibilities, approved knowledge sources, tools, human owner and decision boundaries. A useful role has a clear purpose and a clear handoff when it needs help.
A role can include several related tasks. Separate roles are useful when the expertise, tools or permissions differ, so responsibility remains clear.
Plan which sources the role needs and which actions it may perform. The available connection and permission scope must be checked for each system; the builder here is an interactive example.
Use the planning process to define sample cases, expected outcomes and human review points. The boundary tests on this page illustrate what to review before a rollout.
In the example, the role stops the restricted action and asks for context or hands the request to a person. It does not invent information it cannot access.
The example turns feedback into guidance for review. Accepting a suggestion in this demo does not train a model or change an organization’s permissions.
Plan the work, connect the context and review the boundaries before expanding.
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