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

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 / 4 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 / 3 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 / 3 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 / 3 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 / 2 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 / 3 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 / 2 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 / 2 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 / 2 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 / 2 min

Troubleshooting by symptom

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

Everyone / 3 min

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.

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 / 4 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 / 2 min