User Guide

Agentic360 brings specialized AI agents, your own documents and built-in compliance together in one secure workspace - so your teams get reliable, source-backed answers instead of guesswork.

Every answer is grounded in your organization's knowledge and the relevant regulations, and every sensitive action is logged. That makes the platform safe to use even for confidential, regulated work.

This guide explains the platform from a business perspective: what each area does, when to use it, and the value it delivers - no technical background required.

Chat is where the daily work happens. Ask a question the way you would ask a colleague, and a specialized agent answers using your documents and the relevant rules.

Answers cite their sources, so you can verify them before you act. Conversations are saved, so you can continue later or hand them over to a colleague.

You can type, attach an image or a document, or simply speak your question - the assistant understands all of them.

When something is clearer as a picture, simply ask for a diagram - for example “show the approval process as a flowchart”. You get a finished, interactive diagram you can enlarge, search and export as an image or PDF.

Agents are ready-made AI experts - one for compliance, one for research, one for document analysis, and so on. Each is tuned for its domain, so you get focused, professional results.

Some agents are available platform-wide; others are configured specifically for your organization and its regulations.

Choosing the agent that matches the job - instead of relying on a single general assistant - makes a clear difference in the quality of the answer.

Upload contracts, policies, reports or spreadsheets and let the agents read them for you. Ask questions, request summaries, or compare documents - in seconds instead of hours.

Supported formats include PDF, Word, Excel and more. Files are stored securely, kept separate per organization, and used only for your own analyses.

Organize documents in your own folders under Workspace: give each folder a name and an optional color when you create it, and rename, move or nest it at any time. Access rights are set per folder and cascade to subfolders and files.

Word, Excel and PowerPoint files open and edit directly in the browser, with several people at once when needed. Saving writes back to the same file. The Workspace keeps one current file; the MVP does not yet include version history. Agents answer from the new state afterwards.

The knowledge area connects all your documents, agents and past work into one searchable memory. Ask a single question and get an answer drawn from everything relevant - not just one file.

This is how you stop re-explaining context and re-finding documents. Institutional knowledge stays available even when people change roles or leave.

Every result points back to the underlying source, so the answer stays traceable and trustworthy.

Workflows let you automate recurring tasks - sorting incoming email, drafting replies, routing documents for approval, generating reports - without writing any code.

You design the flow visually as a series of steps. A built-in test mode runs it safely first, so nothing is sent or changed until you are confident.

Automation frees your team from repetitive work and makes results consistent, faster and fully auditable.

Connect your own Gmail, Outlook, Calendar, Google Drive or OneDrive so agents and workflows can work with your real data - read a mailbox, schedule a meeting, pull a document.

Connections use secure sign-in, are limited to exactly what you approve, and can be disconnected at any time. You stay in control of access.

For technical teams, the platform also speaks the open MCP and A2A standards, so it can connect to other tools and AI systems.

The compliance area assesses your organization against frameworks such as the EU AI Act, GDPR, MaRisk and many more - and shows you exactly where you stand.

Specialized agents answer regulatory questions with citations, while the compliance scanner identifies gaps and recommends concrete measures.

Everything is documented and exportable, so you walk into an audit prepared instead of scrambling at the last minute.

The Executive Cockpit condenses compliance, risk, finance and operations into a single status picture - designed for leadership, not for specialists.

Each indicator shows whether it needs attention. Red and amber items point to the owner and the next action, so meetings shift from 'what is the status?' to 'what do we decide?'.

Snapshots over time show whether things are improving, and one click produces a PDF report for the board.

The dashboard is your home base: recent activity, quick actions and key figures at a glance, tailored to your role.

From here you can jump straight to the area you need and keep an eye on how the platform is being used.

It is the fastest way to pick up where you left off.

Security settings let administrators control who can see and do what. Roles ensure each person has exactly the access they need - no more, no less.

Protect accounts with two-factor authentication, and rely on strict separation between organizations so your data never mixes with anyone else's.

Sensitive actions are recorded, giving you an audit trail for accountability and compliance.

Settings is where you manage your profile, language, notifications and connected services.

Administrators also manage organization-wide preferences, branding and integrations from here.

A few minutes here makes daily work smoother for you and your whole team.

Here you will find answers to the questions we hear most often.

If your question is not covered, please contact our support team - we are happy to help.

We update this page regularly as the platform evolves.