AgenticOrg Documentation

The public user manual includes task-based setup and operating guides, source-verified product boundaries, troubleshooting and five end-to-end BFSI reference workflows.

Start Here

Start here: Choose a practical learning path for your role and understand what AgenticOrg does, what it needs, and who stays in control.
Your first useful agent: Create a document-review agent, upload a sample procedure, run a bounded task, inspect evidence, and prepare a pilot.
Workspace, companies and roles: Set up your organization, invite colleagues, choose the right company, and understand why different users see different controls.
Core concepts and glossary: A plain-language guide to agents, tools, prompts, workflows, grants, knowledge, shadow mode, cases and OACP artifacts.
Team adoption and launch checklist: Assign owners, select a first use case, train operators and reviewers, measure outcomes and expand without skipping real integration work.

Build And Run

AI providers and model setup: Configure provider credentials, select models, control routing and costs, and diagnose tenant or company credential problems.
Create and manage agents: Use natural-language drafts or manual setup; configure persona, tools, prompts, behavior, visibility and shadow evaluation.
Run agents and use chat: Supply clear inputs, preserve company context, read run outcomes and handle refusals without assuming an external action happened.
Knowledge Base and scanned documents: Upload supported documents, understand OCR and extraction quality, handle duplicates, and validate source-grounded search.
Connect business systems: Register a connector, bind credentials to the correct scope, verify health and permissions, and grant only the tools your agent needs.
Build and run workflows: Turn a process into reviewed steps, conditions, approvals and durable runs; test failures before enabling schedules.
Voice, speech-to-text and text-to-speech: Configure the signed Twilio runtime, validate speech turns and call history, and test calls only with approved destinations.
Browser RPA and schedules: Run reviewed browser scripts with approved domains, inspect durable history, and resume from a reviewed step after target-site changes.
Industry packs and business dashboards: Use available packs as reviewed starting points and understand the finance, HR, marketing, operations and partner workspaces.

Govern And Operate

Approvals and human review: Review evidence and permissions before a decision, handle escalations, and distinguish workflow approvals from governed-case decisions.
Governed business onboarding cases: Investigate a business, inspect cited evidence and deterministic policy scores, review screening proposals, and request a human decision.
Audit, monitoring and run history: Read agent and workflow evidence, understand dashboard limits, investigate failures, and measure your own service outcomes.
Evaluate and roll out safely: Build representative tests, compare quality and cost, validate refusals, and promote a bounded pilot with a rollback plan.
Security, privacy and data handling: Choose appropriate data, review provider retention and access, protect credentials, and organize evidence deletion and incident response.
Billing, limits and support: Understand hosted plan limits and provider charges, use the billing console, and send a useful support request without secrets.
Troubleshooting by symptom: Resolve access, model, connector, OCR, workflow, voice, RPA and commerce problems using concrete checks and safe recovery steps.

Connect And Extend

Seller and buyer commerce with OACP: Follow merchant configuration, Shopify sync, Grantex authority, artifact-backed buyer answers and provider or POS handoffs.
API, SDK, MCP and A2A integration: Connect applications and agent clients with authenticated, scoped APIs; distinguish public discovery from permission to execute.
Self-hosting and deployment handoff: Understand hosted versus bank-managed operation, local Docker setup, migration-first releases, backups and operational responsibilities.

BFSI Playbooks

BFSI: business onboarding and KYB review: A complete worked example from business application to evidence investigation, screening review, human decision and signed handoff.
BFSI: reconciliation and finance exceptions: Configure a read-only reconciliation assistant for synthetic bank and ledger data, review discrepancies, and hand approved corrections to finance.
BFSI: customer service across chat and voice: Build a source-grounded service assistant, classify complaints, prepare responses and escalate sensitive account actions to authorized staff.
BFSI: insurance document and claims assistance: Use OCR, policy knowledge and reviewed workflows to prepare claim-file checklists without automating coverage or payout decisions.
BFSI: merchant enablement and agentic commerce: A bank-led merchant pilot using Seller Commerce Agents, Shopify, OACP artifacts, buyer channels and provider-owned payment capability evidence.

View this page on AgenticOrg