← Studio AI Comms Workflow
AI COMMS OPERATING SHELL

AI Comms Workflow

A workflow for channel management, knowledge-grounded AI agents, CRM orchestration, client administration, and platform operations.

Console

Use the console for quick navigation, voice commands, and assisted workflow execution.

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Workspace

Session management, saved work, and recent execution context live here.

Current Session

Session History

Channels

Configure the voice agent, chatbot surfaces, and channel-specific orchestration.

Voice Agent

Run Voice Agent Setup to create a deployment-ready baseline.

Chatbot & Channel Deploy

Run Chatbot Deployment to package channel surfaces and sandbox flow.

Knowledge

Upload or describe sources, then preview how grounded responses will behave.

Knowledge Intake

Run Knowledge Intake to prepare document, FAQ, or URL-based collections.

RAG Query Preview

Run RAG Preview to validate retrieval and answer quality.

CRM

Map AI outputs into CRM structure and define automation sequences.

CRM Mapping

Run CRM Mapping to align conversation fields to CRM records.

Automation Workflow

Run Automation Workflow to stage trigger → condition → action logic.

Reporting

Review analytics, configure external reporting surfaces, and prepare handoff packets.

Analytics Snapshot

Run Analytics Snapshot to summarize volume, lead capture, bookings, and escalations.

Cross-Bot Handoff

Run Cross-Bot Handoff to package a previewable structured payload.

Tickets

Information Radiators

Settings

Keep adapters agnostic. Save providers and URLs here so the domain tabs stay clean.

Tokens

Token visibility lives here so the shell stays clean and Settings remains the single configuration surface.

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Channel Providers

CRM Adapter

Reporting Adapters