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What an AI co-worker on staffplane can do.

Agents with roles, rules and skills; mailboxes with threads; processes that wait for people in the right places; channels from e-mail to Teams; the connection to your software. We show you everything on this page in the running platform.

Agents

What an AI co-worker is made of

An agent is not described freely but composed – from building blocks with versions that you assign and compare at any time.

  • Role

    Who the agent is and how it presents itself: from the catalog or built yourself, versioned and shareable.

  • Rules

    What the agent must never do – set for the platform, the Space, the project or the single agent. New versions appear as an update with a comparison.

  • Skills

    Instructions the agent follows at work. Every assignment holds a fixed version.

  • Knowledge

    Documents and web pages as a knowledge base, for one agent or shared.

  • Starter packs

    A ready team as a starting point – for a craft business, an office or service provider, a medical practice and development.

  • Setup help

    Describe what you need: the setup help builds it in a conversation, and you confirm every step.

Mailboxes

E-mail the way a team works it

A mailbox is an address a Space works with. Every conversation in it becomes a thread in the inbox – with a number, an owner and a state.

Screenshot of the rules of the mailbox "Anfragen": mails with "angebot" (offer) in the subject start the process "Angebot freigeben".
A mailbox's rules: the first one that matches starts the process. Screenshot of the platform, sample data, German interface.
  • Your own mailbox or a hosted one

    Your mailbox through IMAP and SMTP, Microsoft 365 or Google through OAuth – or an address the platform runs, on your own domain too.

  • A shared inbox

    Views for open, mine, waiting and closed, internal notes and spam marking.

  • Rules that start processes

    Read from top to bottom, the first match wins: every mail with "Angebot" (offer) in the subject starts the approval of an offer, for instance, and the agent sorts all others.

  • Takeover by people

    Once a person takes over a thread, they carry it on alone; the agent then supports them with internal notes.

  • A first mail only with a basis

    Someone who never wrote to the Space gets a mail only with a basis – an enquiry, a contract or consent – and, if you want, only after approval. A daily quota for new contacts protects your reputation as a sender; you can set it tighter.

  • Retention and attachments

    You decide how long mail contents stay. The platform holds back risky attachments.

Processes

Work in steps – with decisions where they belong

A process is a template of steps: an agent works, a person does something, or someone approves. Every step is an ordinary task.

Screenshot of the process "Angebot freigeben" (approve an offer), started from the mailbox "Anfragen", thread 1: the running approval and, after it, sending the offer.
A process a customer mail started: the first step waits for a choice, the second follows. Screenshot of the platform, sample data, German interface.
  • Templates with versions

    Steps for agents, people and approvals, each with a deadline. Templates are made in the editor or as YAML.

  • Up to six choices

    An approval step can offer more than yes or no – approve, revise, put on hold or decline, for instance. The choice is the step's result.

  • Deciding by link

    A decision can be handed to one person as links – a member or a decider without an account. The first click decides.

  • Many ways to start

    From a mailbox, from the board, from a conversation, on a schedule, by webhook or through the API.

  • In your ticket system

    A step for a person can be a ticket in Gitea, Jira or OpenProject.

  • Three levels of autonomy

    Suggestions only, with approvals, or autonomous. The strictest level of Space, template and plan always applies.

Channels

Channels

Every channel connection belongs to one agent. Voice messages are transcribed, pictures and documents come through, and WhatsApp runs on your own company number.

  • E-mail mailboxes

    Your own mailbox or an address the platform runs – with threads, owners and takeover by people.

    Available
  • Web chat

    A widget for your website, embedded with one line. The AI notice appears before the first message, and the widget works on your site without cookies.

    Available
  • WhatsApp

    Through the official business platform on your own number. The agent opens a first contact only with an approved template.

    Available
  • Telegram

    A bot of its own per agent, with voice messages, photos and PDFs.

    Available
  • Microsoft Teams

    The agent answers in Teams; decisions appear as a card with up to six buttons.

    Available
  • Slack

    A Slack app of its own per agent, answers as text.

    Available

Control

Safeguards you switch on

Every safeguard is a setting of the Space – and every decision is in the audit trail.

Screenshot of the sheet "Let someone decide by link": Petra Lang is chosen as the decider, the links are valid for seven days; below, her issued links in the state "open".
A decision is handed to a person without an account as links. Screenshot of the platform, sample data, German interface.
  • Shadow mode

    The agent answers silently beside your team and sends nothing. You compare its answers with your team's.

  • Post-hoc review

    A person rates finished conversations afterwards – all of them or a sample.

  • Four-eyes approval

    Two different people approve wherever you require it.

  • Kill switch

    "Pause all agents" stops every agent of a Space at once.

Security and privacy in detail

Connection

Your software learns what happens

For agencies and companies with software of their own: staffplane reports events, hands over context and takes work off your hands.

Screenshot of the area "Ereignisse an Ihre Software" (events to your software) with the active subscription "Warenwirtschaft" (inventory management) for started and finished processes, approvals, rejections, decisions by link and received mails.
Events to your software: signed, ids instead of contents, retried automatically. Screenshot of the platform, sample data, German interface.
  • Events to your software

    Processes, approvals, runs, conversations and mails – signed, ids instead of contents, delivered again automatically on errors and replayable at the push of a button.

  • Call context for your own MCP servers

    Every tool call to your MCP server carries a signed context: Space, agent, process, step. Your server verifies it without calling back – it never contains contents.

  • Reading documents through the API

    PDF, Office and further formats as text, without the platform storing the file or the text.

  • Public API and platform MCP

    A versioned API with an OpenAPI description, personal tokens and service accounts. Through the platform MCP your own assistants operate the platform.

  • GitOps

    Roles, rules, skills, agents, channels and process templates as files in Git – read, checked and recorded.

  • Spaces with inheritance

    Platform, reseller, customer: defaults are inherited and can be locked. Usage is measured per Space.

Catalog

Tools from a reviewed catalog

Screenshot of the catalog of MCP servers as a table with filters by area and review: Built-in tools, Cal.com, Directus, ERPNext, Fetch, FreeScout and Gitea, each with who runs it and what the connection needs.
The catalog of MCP servers: every line says who runs the server and what it needs. Screenshot of the platform, German interface.

More than twenty MCP servers are in the catalog – from Gmail, Google Calendar and Microsoft 365 through GitHub, GitLab, Stripe and OpenProject to Cal.com for proposing appointments. Plus servers we run and reviewed ourselves: Gitea, PostgreSQL (read-only), Kimai, sevDesk, Lexware Office, FreeScout and ERPNext.

Every card says who runs the server, what you bring and where the data goes. Approval goes down to the single tool.

Engineering

Agents that work in your repositories

Screenshot of the composition of an engineering agent: the role Software engineer in version 1 and the skill "Aufgabe bis zum Pull Request" (a task through to the pull request) in the prompt.
An engineering agent, composed of a role and skills, each with its version. Screenshot of the platform, sample data, German interface.

Engineering agents get a task, work in your Git repository and open a pull request – with a token valid for that run only. In shadow mode they open drafts.

A merge happens when the agent is live and a rule allows it – so you decide what goes into your code.

See the platform in action.

We show you a process from the first mail to the decision – on an example from your daily work.

Request a demo