Tools and data
Approved capabilities only. Permission checks run outside the model.
Escalate to a human
Creates a prioritized handoff in Chatwoot with a short summary and cited evidence.
Read-only Workspace scoped
Approved revenue queries
Runs parameterized revenue and order templates with row limits and a 20s timeout.
Read-only Workspace scoped
Fleet utilization API
Reads availability summaries from the AIO fleet connector. No write actions.
Read-only Workspace scoped
Approved query templates
The agent selects a template and validated parameters — it never writes SQL.
| Template | Dataset | Parameters | Limit | Timeout | Status |
|---|---|---|---|---|---|
| revenue_by_team_range | Billing replica | start_date, end_date, granularity | 5,000 rows | 20 s | approved |
| delayed_orders | Orders replica | since_hours, min_age_hours | 500 rows | 15 s | approved |
| mrr_movement | Billing replica | month | 1,000 rows | 20 s | approved |
| fleet_utilization | AIO fleet API | day, account_id | 2,000 rows | 30 s | Draft |
Data connections in use
Billing replica
billing-replica.internal:5432
Orders replica
orders-replica.internal:5432
Permission model
Every tool call is checked against the member's role and the workspace, not the prompt.
The model can choose a template and parameters; it cannot choose a database or bypass limits.
Public agents never receive raw customer tables. Account-specific tools require a verified identity assertion.
Tool outputs are treated as untrusted content and validated before display.
Tool activity · 24h
Order lookups
0 denied
Escalations
median 41s to assign
Contact captures
9 with consent
Query templates
0 timeouts
A custom action builder is an expansion module. Use approved query templates or request a connector review.
Order lookup is disabled until identity verification is connected.