Agents run the grind. You stay in the loop.
Build agents once — instructions, tools, and brain — then bind them to record events or prompt them when you need judgment in the loop.
Agent instructions
Records
Search records
Search and open records the user can access.
Get record
Fetch full details of a record by id before answering from it.
Create record
Propose a new record as a draft for the user to review and save.
Update record
Propose record changes as a draft for the user to review and save.
Messaging
Compose reply
Propose a customer reply draft for review in the record activity panel.
Compose comment
Propose an internal comment draft for review in the record activity panel.
Capabilities
Web search
Allow this agent to search the web when tools are enabled.
Long-term memory
Let this agent remember user preferences and facts across conversations.
One flexible format. Shape it to how you work.
Tickets, people, and custom collections share the same record model. Edit fields and layout — the live preview shows what agents and people will see.
Tickets
Open
12
Last 30 days
In progress
8
Last 30 days
Resolved
41
Last 30 days
Title | Status | Updated | |
|---|---|---|---|
Can't connect Slack workspace | In Progress | Aug 1, 2026 | |
SSO login loop after cert rotation | Open | Aug 3, 2026 | |
API rate limit on bulk sync | In Progress | Aug 2, 2026 | |
Invite emails bouncing | Open | Jul 28, 2026 | |
Webhook delivery delays | On Hold | Jul 25, 2026 | |
Export CSV missing custom fields | Completed | Jul 20, 2026 | |
Dark mode flash on workspace switch | Assigned | Jul 18, 2026 | |
| 7 tickets | |||
Every collection is a shelf of records
Switch between system and custom collections. Same table, same document shape — so agents always have something real to act on.
Enterprise annual · Northwind
Record header
Record sections
Lifecycle state for the product
Product owner
Freeform labels
Catalog SKU
List price
Next renewal date
Design the record your company needs
Drag fields, pick types, and preview the document UI. Start from defaults or invent Assets, Contracts, or whatever your ops actually run on.
Edit together. Suggestions stay reviewable.
Humans and agents edit the same live shared draft — see who is typing, where suggestions land, and accept or reject without wiping anyone's work.
Can't connect Slack workspace
Helix cannot complete Slack workspace OAuth after the last cert rotate.
Redirect URI mismatch keeps failing — debug log attached for triage.
AI technology has made leaps and bounds in matching related tickets.
Ready to put your company on autopilot?
Start with your records. Let agents take the heavy work. Prompt them when you need something done.