Complete Feature List

White-Label Platform

• Fully branded under your agency
• Custom domain + custom UI
• Self-hosted deployment
• Multi-tenant architecture for unlimited clients

Agency Expertise Layer

• Centralized Agency Knowledge Base
• Trust levels + content precedence (1–5 scale)
• Source attribution / grounded outputs
• Messaging frameworks + tone systems
• Compliance checklists
• Competitive intelligence storage
• Learning profiles that evolve automatically from usage patterns

Client Brand Layer

• Per-client knowledge base with client-scoped isolation
• Brand voice configuration with character traits
• Style guides + tone modifiers
• Client content library upload
• Competitive intelligence ingestion
• Projects: organize and share exact AI outputs across teams

Replaceable Model Layer

• Model-agnostic architecture
• Swappable providers without regressions
• Dynamic model configuration (no hardcoded IDs)
• OpenAI models: GPT-5.2, GPT-5.2 Chat Latest, GPT-5.2 Pro, GPT-5.1 Chat Latest, GPT-4o, GPT-4o Mini, GPT-4 Turbo
• Anthropic models: Claude Sonnet 4.5, Claude Haiku 4.5, Claude 4 Sonnet, Claude 3.5 Sonnet Latest, Claude 3.5 Sonnet
• Google models: Gemini 3 Pro, Gemini 3 Pro (Preview), Gemini 2.5 Pro, Gemini 2.5 Flash, Gemini 2.0 Flash (Experimental)

Knowledge Ingestion & Intelligence

• Website crawling with depth control and sitemap processing
• PDF + document upload (TXT, MD, CSV, JSON)
• OCR / vision extraction for images, scans, charts, graphs, tables
• Semantic vector search with embeddings for natural-language relevance
• URL extraction for competitor research
• Manual text entry for brand guidelines and notes
• Learning profiles capturing live usage patterns
• Enhanced style guide extraction via Firecrawl branding API (fonts, colors, visual language)
• Tag editing + KB reorganization tools
• Trust level badges (Authoritative, High Trust, Trusted, Low Trust, Unverified)
• Priority document bypass for critical content
• Save chat outputs directly to Knowledge Base

Content Architecture & Market Intelligence

Deep Research

5–10 minute research sessions analyzing:

• High-performing content patterns with real examples
• Audience psychology and motivations
• Target customer profiles from deep research
• Proven structures across platforms
• 15–20 content patterns (headlines, hooks, CTAs, structures, formats)
• 10–15 real examples with URLs and citations
• 3–5 actionable templates with step-by-step guides
• Universal action items requirement in deep research reports
• Progressive streaming updates during analysis
• Save analyses directly to Knowledge Base with embeddings

Brand Monitor

• AI-powered competitor discovery
• Share-of-voice intelligence
• Sentiment detection + sentiment markers
• Visibility scoring across providers (ChatGPT, Claude, Gemini)
• Provider ranking table (OpenAI, Anthropic, Google)
• Multi-column layout for side-by-side competitor insights
• Geographic relevance for competitor analysis
• Progressive streaming updates
• Save insights directly to KB with embeddings
• AEO visibility audit + actionable recommendations system

Team Collaboration & Organization

• Projects feature: organize and share exact AI-generated responses
• Centralized content collections visible to entire client team
• AI-powered label generation for organized responses
• Multiple project assignment per response
• Click-through navigation from saved responses to full conversations
• Project filtering across conversation history

Characters & Personas

• Global Personalities (built-in):
  • Professional Assistant (default) — business-appropriate tone with output modifiers for email, LinkedIn, proposals, documentation, meetings, reports
  • Creative Writer — storytelling and engagement with modifiers for blog, social, marketing, newsletters, stories, scripts
  • Technical Expert — precise technical language with modifiers for documentation, tutorials, analysis, API docs, architecture, code reviews
  • Brand Ambassador — client-specific brand voice with modifiers for brand posts, customer service, announcements, PR, social responses, campaigns
• Customization:
  • Custom personas per client or vertical
  • Per-character output modifiers by content type
  • Persona-guided reasoning for high-precision outputs
  • Character trait selection in dashboard
  • Admin character trait management (create, edit, visibility scoping)

Workflow Automation

• Visual Builder:
  • Drag-and-drop workflow canvas with React Flow
  • Visual node IDs for variable reference
  • Real-time validation and testing
• Scheduling & Triggers:
  • Time-based scheduled workflows (daily, weekly, monthly)
  • Manual trigger workflows
  • Automated execution with background processing
• Pre-built Workflow Templates:
  • Content: Web Research to Blog Post, Competitor Content Analysis, Weekly Research Digest, Content Refresh from Past Article, Multi-Platform Social Content
  • Research: Deep Competitor Intelligence, Industry Trends Report, Pricing Intelligence Report, Customer Insights Research
  • Communication: Generate and Send Email Newsletter, Blog Post to Email Campaign, Deep Research to Newsletter
  • Intelligence: Competitor Change Alert
  • Commerce: Shopify Product Launch (coming soon)
• Workflow Nodes:
  • Start nodes (manual trigger, scheduled)
  • AI Generate (content creation with full KB context)
  • Deep Research (autonomous multi-minute research sessions)
  • Firecrawl Scrape + Search
  • Gmail Send (automated email reports and outreach)
  • Competitor Tracking (monitor pages for changes)
  • MCP Tool nodes (extensible integrations via service catalog)
  • Condition/Branch logic
  • Approval gates
  • Platform Email (internal notification delivery)
  • Output nodes
• Intelligence Workflows:
  • Competitive analysis with automated reporting
  • Target customer profile research
  • Content structure recommendations from deep research
  • Automated Gmail delivery of insights
• Output Management:
  • Save workflow outputs to conversations
  • Save to Knowledge Base with embeddings
  • Email results via Gmail integration
  • Chain multiple workflows together
  • Workflow execution status tracking

Output Templates

• Strategy: Campaign Strategy, Single Goal Campaign
• Social: LinkedIn Post, LinkedIn Timeline Post, Social Media Post Text, Social Media Caption, New Feature Post
• Content: Headlines, Hooks & Headlines, Blog Article, Landing Page, Image Prompt, Shopify Product Description, Shopify Blog Post
• Communications: Professional Email
• Design: Social Image Prompt, Hero Image Prompt, Ad Creative Prompt, Diagram Prompt, Design Concept Prompt
• Default: General Response (conversational mode)
• Categories displayed in chat: Strategy, Social, Content, Communications, Design
• Custom prompts with usage tracking per client
• Admin-managed template library (add, edit, enable/disable per tier)

Notifications (Robust)

• Unified in-app notification system
• Notification management UI
• Actionable notification types
• Mark all as read
• Admin notifications sync to new users
• Notifications for report completion + onboarding messaging

Admin Console (Agency Control Panel)

• Multi-tenant client management
• Client-scoped data isolation with Row Level Security
• Role-based permissions (admin, member, viewer)
• Usage analytics with time-based filtering
• Credit controls via Autumn integration
• Audit trails with CSV export
• Credential vault
• API keys per client (tier-gated)
• Global system configurations
• Character trait management
• Template library management
• Model configuration (enable/disable per tier)
• Paused client badge system
• Workflow template management
• Admin activity tracking (including session login data)
• KB admin tools (bulk delete all KB documents)

Admin Analytics & Client Insights

• Per-client and cross-client usage metrics
• User activity and engagement patterns
• Message volume tracking (daily, weekly, monthly trends)
• Active user counts and growth tracking
• Top users by message volume
• Character trait usage distribution
• Workflow execution monitoring
• One-click data refresh with 5-minute cache
• CSV export for leadership reporting
• Insight trends for agency performance monitoring
• Client Insights with cached analytics

Reporting & ROI Automation

• Industry-backed ROI calculation model for progress tracking
• Automated usage tracking and credit logging
• Time-saved metrics via message volume
• KB usage tracking with document references
• Team activity visualization
• Exportable summaries via CSV
• Performance monitoring dashboards
• Scheduled workflow reports via Gmail
• Competitive analysis automated reports
• Content intelligence digest emails

Integrations (Platform & MCP-Enabled)

• Active Platform Services:
  • Stripe — billing integration
  • Autumn — credit management
  • Firecrawl — web crawling and branding API
  • Supabase — vector database with pgvector
  • OpenAI — GPT models + embeddings
  • Anthropic — Claude models
  • Google — Gemini models + image generation
  • Gmail — workflow automation, scheduled reports, email delivery
• MCP Server (Platform API):
  • Each client chat agent exposed as an MCP tool with per-client API keys (dk_live_*)
  • generate_content — full KB-grounded content generation via MCP
  • batch_generate — batch content generation (1–100 items, configurable parallelism)
  • External agents (Claude Desktop, custom agents) connect directly to client context
  • Same quality pipeline as dashboard: KB retrieval, character traits, model selection, output formatting, source attribution
  • Client-scoped isolation — API key determines client access, no cross-client leakage
  • mcpAccessEnabled flag per client with platform-gated MCP access on API keys
  • Rate limits, monthly quotas, and usage logging per API key
  • MCP usage tracking: tool name, agent identifier, tokens used, response time, success/error
• MCP Service Catalog & Connections:
  • Admin-managed service catalog (add, enable/disable, delete services)
  • Per-client service connections with credential storage
  • Available tool discovery per connected service
  • Connection testing and health checks
  • OAuth integration for services requiring it (Gmail)
  • Platform-managed services (Firecrawl, Gmail) with internal wrappers
• MCP Workflow Nodes:
  • mcp_tool node type in visual workflow builder
  • Service selection from connected MCP services
  • Variable interpolation ({{variable}} syntax) for dynamic arguments
  • Special handling for Firecrawl (internal) and Gmail (direct API with validation)
  • Email deduplication and KB refinement for Gmail sends
• MCP Extensibility:
  • Connect any MCP-compatible service via the admin catalog
  • Add custom MCP servers using the standard protocol
  • Agency-specific tool integrations through the service catalog
  • Examples: Shopify, Airtable, Slack, Notion, or any MCP-enabled tool

Secure Infrastructure

• Postgres with pgvector extension for semantic search
• Row-level security (RLS) for multi-tenant isolation
• Encrypted environment variables
• Self-hosted deployment capability
• Multi-pipeline credential safety
• Session-based authentication with Better Auth
• Enterprise-grade audit logging
• API key management with usage limits
• OAuth credential storage for integrations
• Redis-based rate limiting and caching infrastructure
• Safe logging (no sensitive environment variable output)

Developer Stack

• Next.js 15 (App Router)
• React 19
• TypeScript (strict mode, zero any types)
• Tailwind v4
• Drizzle ORM with connection pooling
• Streaming responses with Server-Sent Events
• Vercel AI SDK (unified model access)
• Modular architecture for customization
• Migration system for database evolution
• Background job processing for workflows
• Built-in services: Stripe, Autumn, Firecrawl, Supabase (pgvector), OpenAI, Anthropic, Google, Gmail