Advanced Platform Features
Use these capabilities after the basic user journey is working. Each feature follows the active space's permissions and billing ownership.
Ground agents with governed information
- Connect a knowledge base for document retrieval and citations.
- Connect a dataset for structured, full-text, or semantic record search.
- Enable memory when preferences or durable facts should be reused across turns.
- Limit tools and data to the smallest scope required by the agent's role.
Let agents use tools
Agent mode can discover and invoke authorized capabilities from:
- Platform tools such as datasets, data sources, tasks, and storage
- Built-in Assistant tools
- Custom operators
- External MCP servers
- Local application tools, such as Workbench draft editing
Actions with material side effects should require confirmation or an explicit user instruction. Inspect execution events and results before relying on an automated change.
Handle ambiguous requests
An interactive agent can pause and ask a single-choice or multiple-choice question. Select an option or provide a custom response, then choose Continue. The same persisted turn resumes with your answer; a new unrelated conversation is not created.
Manage long conversations
Chat reports how much model context is in use. The runtime can automatically summarize older conversation segments while retaining recent messages, tool evidence, and durable facts. Enter /compact to request compaction immediately. Compression changes the model context, not the visible chat history.
Orchestrate business work
- A workflow defines the processing graph.
- A task adds a trigger, runtime inputs, concurrency, and operational state.
- Manual and event-driven tasks installed by an industry solution are enabled by default.
- Event Bus subscriptions start tasks when registered events match their filters.
Deliver applications
- Use Workbench for configuration-driven, data-bound business applications.
- Use GeniApps for code-based applications installed from the catalog.
- Use embedded agents for focused conversational experiences.
- Register external applications when GeniSpace should govern access or SSO.
Version and upgrade safely
Workbench drafts and published versions are separate. Review a draft before publishing and use version history to restore a previous state. Industry-solution upgrades follow the same principle: a new draft is prepared for review rather than overwriting the published Workbench without confirmation.
Protect data and cost
- Space permissions control resource visibility and administration.
- Application roles control who can open or operate an application.
- Tool configuration narrows read/create/update/delete capabilities.
- AI and embedding usage is attributed to the relevant user and space billing owner.
- Self-hosted editions may use administrator-defined models, domains, and billing policies.