User manual

AgenticOrg documentation

From your first agent to a working team. Practical setup, everyday tasks, operating guidance and end-to-end BFSI examples.

Your first useful agent Choose your learning path Explore BFSI process maps BFSI capability status AI spend and invoice reconciliation

New to agents? Begin with a read-only task and a small approved knowledge set. Model access, business permissions and provider integrations are separate setup steps. BFSI process maps are configured examples; check the open capability gapsbefore planning a pilot.

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.

Everyone / 5 min

Your first useful agent

Create a document-review agent, upload a sample procedure, run a bounded task, inspect evidence, and prepare a pilot.

New users / 4 min

Workspace, companies and roles

Set up your organization, invite colleagues, choose the right company, and understand why different users see different controls.

Administrators and team leads / 4 min

Core concepts and glossary

A plain-language guide to agents, tools, prompts, workflows, grants, knowledge, shadow mode, cases and OACP artifacts.

Everyone / 3 min

BFSI capability status and open work

See which functional capabilities exist, which remain partial or unavailable, and what a configured pilot still needs to prove.

BFSI sponsors, operators and integration owners / 3 min

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.

Sponsors and rollout leads / 3 min

Build And Run

AI providers and model setup

Configure provider credentials, select models, control routing and costs, and diagnose tenant or company credential problems.

Administrators / 4 min

Model Gateway, routing and limits

Create scoped routing and access policies, dry-run decisions, manage limits, and interpret model-call records and cost estimates.

Tenant administrators / 4 min

Create and manage agents

Use natural-language drafts or manual setup; configure persona, tools, prompts, behavior, visibility and shadow evaluation.

Agent builders / 3 min

Run agents and use chat

Supply clear inputs, preserve company context, read run outcomes and handle refusals without assuming an external action happened.

Operators / 3 min

Knowledge Base and scanned documents

Upload supported documents, understand OCR and extraction quality, handle duplicates, and validate source-grounded search.

Content owners and operators / 3 min

Connect business systems

Register a connector, bind credentials to the correct scope, verify health and permissions, and grant only the tools your agent needs.

Administrators and integration owners / 8 min

Build and run workflows

Turn a process into reviewed steps, conditions, approvals and durable runs; test failures before enabling schedules.

Process owners / 3 min

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.

Voice administrators / 3 min

Browser RPA and schedules

Run reviewed browser scripts with approved domains, inspect durable history, and resume from a reviewed step after target-site changes.

Automation administrators / 3 min

Industry packs and business dashboards

Use available packs as reviewed starting points and understand the finance, HR, marketing, operations and partner workspaces.

Department leads / 3 min

Govern And Operate

Approvals and human review

Review evidence and permissions before a decision, handle escalations, and distinguish workflow approvals from governed-case decisions.

Reviewers and approvers / 3 min

Governed business onboarding cases

Investigate a business, inspect cited evidence and deterministic policy scores, review screening proposals, and request a human decision.

BFSI analysts and authorized approvers / 4 min

Documents, conversations, calls and workbenches

Find and use the Documents, Conversations, Workbenches, Calls, Transactions and Lineage screens, each off until an operator turns on its setting.

Administrators, reviewers and operations leads / 6 min

Audit, monitoring and run history

Read agent and workflow evidence, understand dashboard limits, investigate failures, and measure your own service outcomes.

Operators and auditors / 3 min

Guardrail rules, dry runs and enforcement

Configure tenant-admin guardrail rules through the authenticated API, test detector behavior, and distinguish flag-only from enforced operation.

Tenant administrators and security owners / 5 min

Run timelines and workload observability

Use the admin trace waterfall and tenant workload view, understand opt-in tracing and storage, and investigate run failures without overreading missing data.

Administrators and operators / 3 min

Evaluate and roll out safely

Build representative tests, compare quality and cost, validate refusals, and promote a bounded pilot with a rollback plan.

Product owners and administrators / 3 min

Security, privacy and data handling

Choose appropriate data, review provider retention and access, protect credentials, and organize evidence deletion and incident response.

Security teams and data owners / 3 min

Billing, limits and support

Understand hosted plan limits and provider charges, use the billing console, and send a useful support request without secrets.

Account owners / 3 min

Usage and licensing

Understand free self-use and commercial agreements for existing and new covered users, prior source rights and the separate software-release adoption boundary.

Everyone / 8 min

AI spend intelligence and invoice reconciliation

Attribute metered AI usage to your organisation tree, price it in rupees from contract or list rate cards, reconcile invoices within 1% and read the Gate 1 status.

Administrators, finance teams and auditors / 21 min

Troubleshooting by symptom

Resolve access, model, connector, OCR, workflow, voice, RPA and commerce problems using concrete checks and safe recovery steps.

Everyone / 4 min

Connect And Extend

Connect your channels to agents and workflows

Bring your own provider account, protect credentials, link a private sender, and run bounded tasks from messaging, email, voice or signed gateways.

Agent creators and administrators / 9 min

Seller and buyer commerce with OACP

Follow merchant configuration, Shopify sync, Grantex authority, artifact-backed buyer answers and provider or POS handoffs.

Merchants and bank merchant-service teams / 3 min

External buyer and seller A2A demo

See a standalone buyer discover a synthetic seller, browse a scoped catalog, inspect source freshness, and test purchase refusal and credential revocation.

Merchants, developers and partner integrators / 3 min

Seller commerce with an outside A2A buyer

An interactive third-party buyer transaction map and six checkpoints covering merchant setup, A2A seller access, sourced answers and the Pine Labs Plural payment boundary.

Merchants and third-party buyer-agent integrators / 9 min

API, SDK, MCP and A2A integration

Connect applications and agent clients with authenticated, scoped APIs; distinguish public discovery from permission to execute.

Developers and integration owners / 5 min

Self-hosting and deployment handoff

Understand hosted versus bank-managed operation, local Docker setup, migration-first releases, backups and operational responsibilities.

IT and platform teams / 5 min