Applications
The shared boundary for a set of agents, operators, and the people they serve
An Application is the shared boundary around a set of agents, the operators who back them, and the people they serve. It's how you scope a product or team: which agents answer, who they serve, what they're allowed to do, and where messages come in. Every workspace has a Default Application; create more to separate distinct products, teams, or customer sets.
Applications are live-aggregate — every change applies immediately. There's no draft/deploy step for the Application itself (individual agents still carry their own revisions). The detail header shows a "Changes apply immediately" badge as a reminder.
Mental model
| Piece | What it answers |
|---|---|
| Agents | Which agents answer inside this boundary, and at which release. |
| People & groups | Who the agents serve, plus the operators, advisors, and observers around them. |
| Capabilities | What the agents are allowed to do — support cases, human escalation. |
| Configure | Where messages enter, what fires agents, and who can administer the Application. |
Overview
The Overview tab summarizes the Application at a glance: counts of AI agents, People & groups, and Capabilities enabled; a readiness card that reports whether every load-bearing setup step is done; and the current capability states. From here you can Open debug console to exercise the Application, or View topology to see the wiring.
Agents
The Agents & people → Agents sub-tab is the roster of agents that answer inside this Application. For each agent you pin a Release:
- Follow current release (default) — the agent serves whatever revision is currently deployed, so it tracks your latest deploy automatically.
- Release N — pin a specific revision, so this Application keeps serving it regardless of later deploys.
An agent shows Live when it's serving, with Active as its membership status.
People & groups
The People & groups sub-tab is one directory of everyone with a relationship in this Application, each shown as composable role badges with the relationship behind each badge:
| Role | Meaning |
|---|---|
| Customer | An external person or group the agents serve. |
| Internal | A teammate inside the boundary. |
| Operator | A human who can take an escalated conversation (configured through Human escalation). |
| Advisor | Someone agents can consult but who isn't served. |
| Observer | Someone who can see activity without participating. |
| Channels & groups | Shared threads that carry the boundary's traffic. |
Each row shows the record's Audience (External / Internal / Unclassified), its Roles, a Response mode toggle (whether agents respond or stay silent), and its Expertise. Add people and groups from the Directory; this tab grants them roles here.
Human operators are configured within the Human escalation capability, not added as a generic member type. And workspace Collaborators — who can administer the Application — are a separate surface under Configure. Both are distinct from the customers and groups the agents serve.
Configure
| Sub-tab | What it sets |
|---|---|
| Capabilities | Toggle Support Cases and Human escalation on or off (below). |
| Integrations | Which integration configs this Application uses. |
| Messaging entry points | Where inbound messages arrive for this Application. |
| Triggers | Events that fire the Application's agents. See Agent Network. |
| Human escalation | The operator ladder a conversation escalates to. |
| Collaborators | Who can view or administer this Application. |
Capabilities
Capabilities gate what member agents may do:
- Support Cases — case lifecycle, requester eligibility, and continuation. Installing it makes the ticket/case toolset available to member agents. States: Not installed → Installed / Enabled.
- Human escalation — the switch for human hand-off. When on, member agents can escalate a live conversation to an operator on the ladder; when off, escalation is unavailable even if a ladder is configured. It reads green only once it can actually hand off — enabled and at least one active operator.
Unknown senders who try to reach an Application surface as access requests rather than being added silently.