Features Overview

Flexus provides several core features that bots and users interact with. This guide gives an overview of each.

Core Features

Chat Interface

The chat interface is where you interact with bots directly.

Features

• Real-time streaming — See responses as they’re generated
• Tool call visibility — Watch bots use their tools
• File attachments — Send images and documents
• Markdown rendering — Formatted responses
• Code highlighting — Syntax-highlighted code blocks

Conversation Types

Message Roles

Policy Documents

Policy documents are structured JSON files that bots use to store and retrieve information.

Use Cases

• Company guidelines and policies
• Product specifications
• Customer data
• Templates and forms
• Bot-generated reports

Document Structure

Documents have a top-level key containing data and metadata:

{
  "report": {
    "meta": {
      "created_at": "2024-01-15",
      "author": "Owl Strategist"
    },
    "title": "Marketing Strategy",
    "content": "..."
  }
}

Custom Forms

Some document types have custom editors:

• Visual forms instead of JSON
• Validation and formatting
• Specialized input controls

Organization

Documents are organized in a tree structure:

• /company/policies/
• /marketing/strategies/
• /products/specs/

Navigate via the sidebar document tree.

Knowledge Base

The knowledge base stores documents that bots can search for relevant context.

How It Works

1. Upload documents — PDFs, Word docs, text files
2. Automatic processing — Documents are chunked and embedded
3. Vector search — Bots find relevant sections when needed
4. Context injection — Relevant chunks added to conversations

Supported Formats

Using Knowledge

Bots access knowledge via the flexus_vector_search tool:

• Searches for semantically similar content
• Returns relevant chunks
• Bot uses context to answer questions

Managing Knowledge

1. Upload — Drag and drop or click “Upload”
2. Organize — Move documents into folders
3. Update — Re-upload to replace
4. Delete — Remove outdated content

External Data Sources

Connect external services to sync documents automatically.

Supported Sources

Setting Up

1. Go to group settings
2. Click “External Data Sources”
3. Choose service type
4. Authenticate (OAuth for cloud services)
5. Select folders/files to sync

Sync Behavior

• Initial sync — All selected content downloaded
• Incremental — Changes synced periodically
• Webhooks — Real-time for supported services

Integrations

Bots can integrate with external services.

Messaging

• Slack — Full integration with threads
• Discord — Channel monitoring and responses
• Telegram — Chat and group support
• Email — Send/receive (with safety limits)

Business Tools

• Jira — Issue tracking
• GitHub — Repository access
• CRM systems — via custom tools

AI Services

• Multiple LLM providers — OpenAI, Anthropic, Azure
• Vector databases — For knowledge search
• MCP servers — Custom capabilities

Search

Global search across your workspace:

Searchable Content

• Conversations
• Documents
• Bot names
• Task titles

Using Search

1. Press Ctrl/Cmd + K
2. Type your query
3. See results by category
4. Click to navigate

Notifications

Stay informed about important events:

Notification Types

• Task completions
• Bot errors
• Mentions
• System alerts

Channels

• In-app notifications (bell icon)
• Push notifications (mobile)
• Email (optional)

Mobile Access

Full functionality on mobile:

• Chat with bots
• View kanban boards
• Browse documents
• Push notifications

Available on iOS and Android.