Admin path

This path is designed for IT leads, security officers, and workspace administrators. It provides a clear, step-by-step framework to take your enterprise environment from initial setup to a fully governed, production-ready platform.

1. Initial workspace provisioning

Begin by setting up your organization’s core profile, environment boundaries, and workspace defaults:

• Company profile — confirm your corporate entity name, primary administrative contacts, and default regional settings.
• Branding — set your company logo and visual theme so team members recognize their workspace when signing in.

2. User management, identity, and access controls

Set up secure user sign-in and define clear permission levels before inviting team members:

• Pilot onboarding — onboard a small group of IT and team leads using direct email invites.

Assign the right access level to each user:

Enterprise Admin

Full control over workspace settings, security policies, user access, and spend.

Team Member

Standard access to run approved tools and workflows, bounded by department permissions and approval rules. Basic access is restricted strictly to their assigned workspace.

3. Connecting business tools and setting access rules

Link your core enterprise software so agents and workflows can interact with them safely:

• System integrations — authenticate key company applications and software used by your team.
• Connection scope — choose whether a connected tool is available company-wide or restricted to specific departments.
• Authentication rules — decide whether tools connect through a shared company service account or require team members to sign in with their personal work accounts.

4. Security rules, approvals, and cost controls

Establish safety guardrails, approval checkpoints, and spend controls before rolling the platform out to wider teams:

• Platform policies — set company-wide AI usage guidelines, tool publishing rules, and risk thresholds. These are found under the Governance tab on your left-side navigation panel.
• Approval checkpoints — mark tools request access so members ask before running them, and give agents needs approval guardrails for sensitive actions such as sending external emails or modifying records. Requests are decided in your Requests tab.
• Model choices and custom keys — select which AI models your team can use, and connect your company’s custom model API keys if required. Set this under your Governance tab.
• Spend controls — turn on the per-run cost cap in the Governance tab so expensive tools need approval, and track spend under Cost Tracking. Per-department budgets are not available yet.

5. Curating your internal Marketplace

Populate your internal Marketplace so team members enter a safe, productive workspace with pre-approved tools:

• Review starter tools — evaluate pre-built agents and workflows in the platform library.
• Approve assets — mark high-value tools as approved for immediate team adoption.
• Handle access requests — set up approval routing for restricted tools so user requests go straight to administrators for review.

Admin implementation checklist

Phase	Core goal	Primary outcome
Setup	Workspace provisioning	Company profile and environments configured
Identity	Access controls	User roles assigned and pilot group invited
System connectors	Business integrations	Business software connected with clear access scopes
Safety	Governance and spend	Tool policies, model policies, and the cost cap active
Catalog	Marketplace curation	Pre-approved tools published for team adoption

Next steps

Command Center guide Monitor real-time platform adoption, activity logs, and costs.

Enterprise deployment playbook Plan your company-wide rollout strategy.

Roles and permissions matrix Set up detailed user boundaries.