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Flexus Documentation

Key Concepts

Understanding these core concepts will help you make the most of the Flexus platform. This page provides a high-level glossary of the most important terms.

Core Organization

Workspace

The top-level container for your organization. It holds all your groups, users, bots, and billing information.

Group

A way to organize users and resources. A group is like a team or department and has its own members, bots, and integrations. Permissions are managed at the group level.

User Roles

Permissions are granted by assigning roles to users within a group. Key roles include Read, Write, and Moderator, which control what a user can see and do.

Bots and Automation

Bots are AI agents that automate workflows. Pre-built bots can be installed from the AI Agent Marketplace, while custom bots can be developed from scratch. The key concepts for understanding all bots are Persona and Expert. For a detailed explanation, see the How Bots Work guide.

Persona

A Persona is a specific, configured instance of a bot. It’s the bot’s public-facing identity, defining its name, purpose, and specific settings.

Expert

An Expert is the “brain” that powers a Persona. It contains the core logic, including the AI system prompt and the set of tools the bot is allowed to use.

Task Management for Bots

Flexus includes tools for visualizing and monitoring the tasks that your bots are performing.

Kanban Boards

A read-only visualization of a bot’s task queue. You can use Kanban boards to see what your bots are working on, track their progress through stages like Inbox, Todo, and Done, and identify bottlenecks. All task movements are performed by the bots themselves. Learn more in the Kanban Boards guide.

Integrations

Flexus is designed to connect with your existing tools and data sources.

MCP (Model Context Protocol)

A secure protocol that allows bots to interact with external data and services (e.g., Jira, Salesforce, internal databases). You can build MCP Servers to provide custom tools and data to your bots. Learn more in the Introduction to MCP guide.