AI & Integrations | Workspace
Configure AI Office Manager knowledge, permissions, and usage
Teach the assistant accurate company information, control what it may do, test every action, and monitor billed usage.
Sign in to your company workspace to use the related controls.
What this section includes
- Business knowledge
- Allowed actions
- User and company isolation
- Audit history
- Usage and billing
Start-to-finish instructions
Complete business knowledge
Add services, service areas, hours, pricing rules, policies, FAQs, escalation contacts, and unavailable promises.
Choose permissions
Allow only the actions the assistant should perform, such as answering, scheduling, quoting, messaging, or creating records.
Connect providers
Confirm calendar, phone, messaging, payment, and AI connections without exposing credentials.
Run safe tests
Use labeled test customers for common questions, scheduling, quote intake, changes, cancellation, escalation, and refusal.
Review usage and audits
Check actions, tool results, errors, call or message records, and billable usage before wider release.
What success looks like
- Answers match the company's real policies.
- Every AI-created record belongs to the correct company and can be audited.
Common problems
- Disable an action that produces unreliable results until its data or permission is corrected.
- Do not let the assistant promise a price, availability, or policy that is not in approved knowledge.