Worker agents run the grind. User agents take your lead.
Build agents once — instructions, tools, and brain — then put workers on autopilot triggers or prompt user agents when you need judgment in the loop.
Agent instructions
Tools
Search records
Search and open records the user can access.
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.
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.
Skills
Let this agent load workspace skills into context when relevant.
Skills
Support reply tone
Keep replies short and cite the ticket.
Escalation rubric
When to hand off to a human.
MCP servers
Backoffice
https://mcp.recordbase.ai/backoffice
1 enabled
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
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.
MacBook Pro 16 · Support desk
Record header
Record sections
Lifecycle state for the asset
Who holds the asset
Freeform labels
Manufacturer serial number
Current book value
Next scheduled audit
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.
Live chat and email on the same ticket. Portal included.
Customers talk in the portal. Your team sees chat and email in one activity feed — and can reply without leaving the record.
What can we help with?
Start chat with Northwind Co
Portal
No ticket yet
A ticket appears here when the customer sends their first portal message.
CRM
Comments, tasks, and files stay on the record.
Internal threads with @mentions stay hidden from the portal. Tasks and files live next to the work so handoffs do not reset context.
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.
Short note for Maya once redirect URI is confirmed — keep it clear we are investigating their workspace config, not an outage.
about 2 hours agoConfirm the OAuth redirect URI matches https://helix.io/slack/callback in the Helix Slack app settings. Note any mismatch before the next cert rotate.
about 3 hours agoDiff client IDs and redirect allowlists between staging and prod. Flag if Helix is pointing at the wrong environment.
about 3 hours agoPulled slack-oauth-debug.log from the failed callback and attached it for triage.
about 5 hours agoHi support, We're stuck connecting our Slack workspace — OAuth keeps failing on the redirect URI after the last cert rotate. Can you take a look? Happy to share the debug log if useful. Thanks, Maya
Ask for the report. Get charts you can refresh.
Prompt a user agent to generate an ops report. The result is an editable document with charts — not a spreadsheet dump you reformat by hand.
Agent
Waiting for agent…
The report document appears here once the draft is ready.
Report
Ready to put your company on autopilot?
Start with your records. Let worker agents take the heavy work. Prompt user agents when you need something done.