Guide Workforces

Core feature matrix

Core platform specifications and operational capabilities

Core feature matrix

1. User management and authentication

  • Tiered authentication:
    • Standard users: access to ready-made templates.
    • Developer accounts: permissions to create, customize, and extend agents and teams.
  • Role-based access control (RBAC):
    • Admin
    • Developer
    • User

2. Agent templates

  • Pre-built agents: 50+ ready-to-use agents across categories.
  • Agent categories:
    • Data processing and analytics
    • Customer service and support
    • Content creation and marketing
    • Sales and lead generation
    • HR and recruiting
    • Finance and accounting
    • Project management
    • Research and comparisons

3. Agent management system

  • Agent configuration: Custom prompts, parameters, and behaviors.
  • Performance monitoring: Real-time metrics and analytics.
  • Version control: Agent versions and rollback.
  • Scheduling: Automated runs and trigger-based execution.

4. Team templates

  • Team templates: Pre-built multi-agent teams for common use cases.
  • Collaboration patterns:
    • Sequential: Agent A → Agent B → Agent C
    • Hierarchical: A lead agent coordinates sub-agents
    • Conditional: Dynamic routing based on outcomes

5. Knowledge base integration — MCP connections

  • Native MCP support: Connectors for public MCP integrations.
  • Data source connections:
    • CRMs: Salesforce, HubSpot
    • Databases: PostgreSQL, MySQL, MongoDB
    • Cloud storage: Google Drive, OneDrive, Dropbox
    • Collaboration: Slack, Teams, Discord
    • Project management: Asana, Trello, Notion
    • Email: Gmail, Outlook
    • Analytics: Google Analytics, Mixpanel

6. Custom agent development (developer accounts)

  • Agent builder: Visual agent creation.
  • Code editor: Advanced programming workflows.
  • API integration: Custom APIs and webhooks.
  • Sandbox: Isolated environment to build and test agents.

7. External API keys (agents and teams)

  • Issue dedicated API keys per agent or team for use outside the platform.
  • Fine-grained scopes such as: run:agent, run:team, read:logs.
  • Expiry and rotation to improve security posture.
  • Audit logs for external key usage.
  • Instant revocation when misuse is suspected or access is no longer needed.

For full details and setup steps, see External API keys.