# Outermind Documentation > AI-powered email processing system documentation This file provides an index of all documentation pages for AI agents. ## Documentation Index ### Getting Started Learn the basics of Control Bridge - [Admin Console Overview](https://us.outermind.ai/docs/getting-started/overview) Introduction to the Admin Console and its key features - [Navigating the Console](https://us.outermind.ai/docs/getting-started/navigation) Learn how to navigate the admin interface effectively, including keyboard shortcuts, Command Palette, and real-time activity indicators - [Quick Start Guide](https://us.outermind.ai/docs/getting-started/quick-start) Complete your first workflow: setting up email monitoring for a mailbox ### Dashboard Monitor your system in real-time - [System Diagram](https://us.outermind.ai/docs/dashboard/system-diagram) Understand the visual system architecture and real-time updates ### AI Configuration Configure LLM providers, models, agents, and tools - [LLM Providers](https://us.outermind.ai/docs/ai-configuration/llm-providers) Add and configure AI providers like Anthropic, OpenAI, and Azure - [LLM Models](https://us.outermind.ai/docs/ai-configuration/llm-models) Configure models with multi-dimensional pricing for accurate cost tracking, including cache read discounts, cache write premiums, and long context surcharges - [Tools](https://us.outermind.ai/docs/ai-configuration/tools) Understand the 12+ tools available for agents - [Tool: create_pdf](https://us.outermind.ai/docs/ai-configuration/agent-tool-create-pdf) Convert .docx/.xlsx/.pptx files or inline markdown to PDF, return inline as base64 or save to OneDrive - [Agents](https://us.outermind.ai/docs/ai-configuration/agents) Create and configure specialist agents with tools and instructions - [HTTP API Tools](https://us.outermind.ai/docs/ai-configuration/http-api-tools) Connect external APIs as agent tools using the AI-powered setup wizard - [QuickBooks Tools](https://us.outermind.ai/docs/ai-configuration/quickbooks-tools) Connect QuickBooks Online for AI-powered financial queries including customers, vendors, invoices, bills, payments, and financial reports (Balance Sheet, P&L, Cash Flow) - [Team Messaging](https://us.outermind.ai/docs/ai-configuration/team-messaging) Enable AI agents to communicate through Microsoft Teams and Slack with channel messaging, @mention responses, 1:1 personal chat, interactive escalation cards, and proactive notifications - [GitHub Integration](https://us.outermind.ai/docs/ai-configuration/github-integration) Connect AI agents to GitHub repositories for automated issue management, pull request workflows, CI/CD monitoring, webhook-driven triggers, and autonomous code development with Claude Code Launcher - [LinkedIn Integration](https://us.outermind.ai/docs/ai-configuration/linkedin-integration) Connect AI agents to LinkedIn for automated social media management including posting, sharing articles, messaging, and engagement analytics - [SQL Query Tools](https://us.outermind.ai/docs/ai-configuration/sql-tools) Connect AI agents to SQL Server databases for secure, parameterized queries to retrieve, update, and manage data - [HubSpot CRM Integration](https://us.outermind.ai/docs/ai-configuration/hubspot-integration) Connect HubSpot CRM to enable AI agents to search contacts, manage deals, log engagements, and run marketing operations with automatic schema discovery - [OneDrive for Business Integration](https://us.outermind.ai/docs/ai-configuration/onedrive-integration) Connect OneDrive for Business to enable AI agents to search, read, edit, and create documents in users' OneDrive accounts using existing Microsoft 365 authentication - [Xero Accounting Integration](https://us.outermind.ai/docs/ai-configuration/xero-integration) Connect Xero to give AI agents read-only financial visibility including invoices, payments, contacts, financial reports, and fixed assets via OAuth 2.0 - [Crayon Cloud IQ Integration](https://us.outermind.ai/docs/ai-configuration/crayon-integration) Connect Crayon Cloud IQ to give AI agents read-only access to cloud license management data including organizations, subscriptions, Azure usage, and billing for Microsoft CSP resellers - [NinjaOne RMM Integration](https://us.outermind.ai/docs/ai-configuration/ninjaone-integration) Connect NinjaOne RMM to give AI agents read-only access to IT infrastructure data including organizations, devices, alerts, software inventory, and OS patches - [Pax8 Marketplace Integration](https://us.outermind.ai/docs/ai-configuration/pax8-integration) Connect your Pax8 partner account to give AI agents read-only access to customer companies, subscriptions, Azure usage, invoices, and the product catalog - [ElevenLabs Audio & Video Integration](https://us.outermind.ai/docs/ai-configuration/elevenlabs-integration) Connect ElevenLabs to give AI agents audio and video capabilities including text-to-speech, transcription, sound effects, music generation, dubbing, voice transformation, and audio isolation - [Atlassian Integration](https://us.outermind.ai/docs/ai-configuration/atlassian-integration) Connect your Atlassian Cloud site to give AI agents Jira issue management and Confluence knowledge base capabilities with automatic schema discovery - [Notion Integration](https://us.outermind.ai/docs/ai-configuration/notion-integration) Connect your Notion workspace so AI agents can search, read, create, and update pages and databases with automatic schema discovery and 7 dynamic tools - [Twilio Communications Integration](https://us.outermind.ai/docs/ai-configuration/twilio-integration) Connect Twilio to give AI agents SMS and WhatsApp messaging, phone number validation, voice call log review, identity verification, and usage tracking with safety-first autonomous send controls - [Azure Communication Services SMS Integration](https://us.outermind.ai/docs/ai-configuration/acs-sms-integration) Connect your Azure Communication Services phone number for bidirectional SMS with AI agents, including Event Grid webhook setup, autonomous send controls, and conversation history - [SMS Opt-In & Consent](https://us.outermind.ai/docs/ai-configuration/sms-opt-in) How users opt in to bidirectional SMS messaging with their AI agents, including consent collection, message types, opt-out mechanisms, and privacy controls - [Crayon PRISM Integration](https://us.outermind.ai/docs/ai-configuration/crayon-prism-integration) Connect Crayon PRISM to give AI agents read-only access to CSP programs, customer tenants, Azure usage, and billing invoices for APAC Microsoft CSP resellers - [Specialized Search Providers](https://us.outermind.ai/docs/ai-configuration/specialized-search) Connect agents to external web and research search services including Perplexity, Tavily, Exa, Brave, You.com, Harvey, and custom providers - [Skills](https://us.outermind.ai/docs/ai-configuration/skills) Create and manage reusable instruction bundles that extend agent capabilities, with lifecycle controls including deprecation to reduce prompt overhead - [Agent-to-Agent Communication](https://us.outermind.ai/docs/ai-configuration/agent-to-agent-communication) Tenant-wide toggle controlling whether AI agents can message each other directly or must draft for human review instead ### Email Management Manage monitored mailboxes and VIP contacts - [Monitored Mailboxes](https://us.outermind.ai/docs/email-management/monitored-mailboxes) Add and configure mailboxes for email monitoring and agent processing - [VIPs](https://us.outermind.ai/docs/email-management/vips) Manage VIP contacts with privilege levels for priority handling - [Search Mailbox Tool](https://us.outermind.ai/docs/email-management/search-mailbox-tool) Enable AI agents to search, read, and browse emails across any mailbox in your Microsoft 365 organization with per-agent access controls ### Knowledge Management Set up RAG retrievers and knowledge bases for AI-powered document search - [Grounded Knowledge Indexes](https://us.outermind.ai/docs/knowledge-management/grounded-knowledge-indexes) Overview of Grounded Knowledge Indexes and how they enable document-based AI answers - [Grounded Knowledge Index Setup Wizard](https://us.outermind.ai/docs/knowledge-management/grounded-knowledge-index-setup-wizard) Step-by-step wizard for setting up a new Grounded Knowledge Index - [Azure OpenAI Setup](https://us.outermind.ai/docs/knowledge-management/azure-openai-setup) Detailed guide for deploying Azure OpenAI models via Microsoft Foundry - [Azure AI Search Setup](https://us.outermind.ai/docs/knowledge-management/azure-ai-search-setup) Detailed guide for creating and configuring Azure AI Search services - [Managing Knowledge Indexes](https://us.outermind.ai/docs/knowledge-management/managing-retrievers) How to view, test, switch models, and manage your Grounded Knowledge Indexes - [Topic Taxonomy](https://us.outermind.ai/docs/knowledge-management/topic-taxonomy) Configure topic categories for email classification in RAG retrievers - [Corporate Knowledge Setup](https://us.outermind.ai/docs/knowledge-management/corporate-knowledge) Create a searchable index for internal company documentation including employee handbooks, policies, procedures, and contracts - [Email Indexing for Search](https://us.outermind.ai/docs/knowledge-management/email-indexing-for-search) Transform your inbox into a searchable knowledge base with AI-powered email value assessment and approval workflows - [Index Knowledge Tool](https://us.outermind.ai/docs/knowledge-management/index-knowledge-tool) Enable AI agents to autonomously capture and preserve valuable knowledge they discover during operations into your Corporate Knowledge Index - [Mine Mailbox Tool](https://us.outermind.ai/docs/knowledge-management/mine-mailbox-tool) Enable AI agents to autonomously create knowledge sources, trigger email scans, and build searchable knowledge bases from email archives - [SharePoint Knowledge Sources](https://us.outermind.ai/docs/knowledge-management/sharepoint-knowledge-sources) Connect SharePoint document libraries to make corporate policies, procedures, and documentation searchable by AI agents - [Google Drive Knowledge Sources](https://us.outermind.ai/docs/knowledge-management/google-drive-knowledge-sources) Connect Google Workspace Shared Drives to make documents searchable by AI agents with automatic syncing and AI-powered summaries - [External Knowledge Sources](https://us.outermind.ai/docs/knowledge-management/external-knowledge-sources) Connect pre-existing Azure AI Search indexes as read-only knowledge sources for AI agents - [Knowledge Bases](https://us.outermind.ai/docs/knowledge-management/knowledge-bases) Aggregate multiple Knowledge Sources into a single searchable Knowledge Base for multi-source retrieval - [Switching RAG Models](https://us.outermind.ai/docs/knowledge-management/switching-rag-models) Change the Azure OpenAI model on an active Grounded Knowledge Index without re-provisioning - [Scan Activity](https://us.outermind.ai/docs/knowledge-management/scan-activity) Monitor active and completed knowledge source scans with scheduled and manual scanning support ### Agent Intelligence Enhance agent capabilities with memories and artifacts for context-aware responses - [Agent Intelligence Overview](https://us.outermind.ai/docs/agent-intelligence/overview) Understanding memories and artifacts for smarter AI agents - [Personal Memories](https://us.outermind.ai/docs/agent-intelligence/personal-memories) Store facts about individual contacts for personalized agent interactions - [Global Memories](https://us.outermind.ai/docs/agent-intelligence/global-memories) Organization-wide policies and guidelines automatically injected into agent executions - [Agent Artifacts](https://us.outermind.ai/docs/agent-intelligence/artifacts) Store and reuse large agent-generated outputs like reports, analyses, and datasets ### AI Chief of Staff Autonomous AI executive for goal-driven project management and organizational learning - [AICOS Overview](https://us.outermind.ai/docs/caioo/overview) Introduction to the AI Chief of Staff and its key capabilities - [Setup Wizard](https://us.outermind.ai/docs/caioo/setup) Step-by-step guide to configuring AICOS for your organization - [Execution Cycle](https://us.outermind.ai/docs/caioo/execution) How AICOS operates through daily wake-up cycles and autonomous execution - [Knowledge Management](https://us.outermind.ai/docs/caioo/knowledge) How AICOS builds and uses organizational memory for continuous learning - [Tools Reference](https://us.outermind.ai/docs/caioo/tools) Complete reference for all AICOS tools and capabilities - [Settings & Customization](https://us.outermind.ai/docs/caioo/settings) Configure communication preferences, LLM models, execution profile budgets, and advanced system prompt customization - [Execution Profiles](https://us.outermind.ai/docs/caioo/execution-profiles) Conversation-type-aware execution profiles that optimize AICOS for daily planning, email research, quick chat, and reactive events - [Performance Dashboard](https://us.outermind.ai/docs/caioo/performance-dashboard) Monitor AICOS execution costs, response times, cache efficiency, health metrics, and quality feedback ratings - [Project Assets](https://us.outermind.ai/docs/caioo/project-assets) Surface artifacts and OneDrive files produced by AICOS and the Personal Assistant on Boardroom and PA Hub project detail pages, including open, edit, and remove actions - [Business Owner Onboarding Wizard](https://us.outermind.ai/docs/caioo/bo-onboarding) Step-by-step guide to the Business Owner onboarding wizard, including the language/locale step that personalises AICOS communications ### Personal Assistant Dedicated AI assistant for every employee - email management, goal tracking, research, and personal productivity - [Personal Assistant Overview](https://us.outermind.ai/docs/personal-assistant/overview) Introduction to the AI Personal Assistant and its key capabilities for individual employee productivity - [Admin Setup Wizard](https://us.outermind.ai/docs/personal-assistant/admin-setup) Step-by-step guide for administrators to provision a Personal Assistant for an employee - [Employee Setup Wizard](https://us.outermind.ai/docs/personal-assistant/employee-setup) Guide for employees to personalize and activate their Personal Assistant through a 6-step wizard - [PA Hub Guide](https://us.outermind.ai/docs/personal-assistant/pa-hub) Navigate the PA Hub dashboard, goals, projects, chat, activity log, insights, and settings - [Privacy & Governance](https://us.outermind.ai/docs/personal-assistant/privacy-governance) Configure privacy levels, admin governance controls, pause and resume mechanics, and deactivation procedures - [LinkedIn Integration](https://us.outermind.ai/docs/personal-assistant/linkedin-integration) Enable your Personal Assistant to manage your professional LinkedIn presence by creating posts, monitoring engagement, and surfacing activity - [Outbound Messaging Controls](https://us.outermind.ai/docs/personal-assistant/outbound-messaging) Configure per-channel outbound access levels and organization-wide rate limits for Personal Assistant messaging ### Search Management Configure search providers and knowledge base indexes - [Search Providers](https://us.outermind.ai/docs/search-management/search-providers) Connect to Azure AI Search services - [Search Indexes](https://us.outermind.ai/docs/search-management/search-indexes) Configure search indexes that become agent tools ### Organization Manage companies, departments, employees, and teams - [Companies](https://us.outermind.ai/docs/organization/companies) Manage company records and organizational structure - [Departments](https://us.outermind.ai/docs/organization/departments) Create and manage departments within companies - [Employee Directory](https://us.outermind.ai/docs/organization/employees) Manage employee records and sync from Azure AD - [Teams](https://us.outermind.ai/docs/organization/teams) View and manage Azure AD teams and groups - [Key Contacts](https://us.outermind.ai/docs/organization/key-contacts) Configure IT, Finance, HR, Security, and Facilities contacts for agent escalation ### Activity Monitor agent executions and debug issues - [Agent Executions](https://us.outermind.ai/docs/activity/agent-executions) View execution history with metrics, costs, and filtering - [Execution Details](https://us.outermind.ai/docs/activity/execution-details) Deep dive into execution timelines, prompts, and AI troubleshooting - [Scheduled Reminders](https://us.outermind.ai/docs/activity/scheduled-reminders) View and manage scheduled reminders created by agents - [Activity Search](https://us.outermind.ai/docs/activity/activity-search) Search agent executions using natural language queries powered by AI semantic search - [Daily Activity Summary](https://us.outermind.ai/docs/activity/daily-activity-summary) Configure automated email reports summarizing agent activity, costs, escalations, and errors - [Usage Dashboard](https://us.outermind.ai/docs/activity/usage-dashboard) Comprehensive cost, performance, and health analytics for all AI agent activity with interactive charts and insights, including cache token visibility - [Daily AI Cost Limits](https://us.outermind.ai/docs/activity/daily-cost-limits) Configure daily AI spend limits, understand automatic agent pause behavior, and manage cost limit alerts and notifications for platform administrators ### Safety Gateway Protect outbound communications with AI-powered content analysis - [Safety Gateway Overview](https://us.outermind.ai/docs/safety-gateway/overview) Understand how the Safety Gateway protects your outbound communications - [Safety Settings](https://us.outermind.ai/docs/safety-gateway/safety-settings) Configure risk thresholds, gateway modes, and analysis options - [Review Queue](https://us.outermind.ai/docs/safety-gateway/review-queue) Approve, deny, or edit messages held for human review - [Audit Log](https://us.outermind.ai/docs/safety-gateway/audit-log) View historical gateway decisions and export for compliance - [Pending Deliveries](https://us.outermind.ai/docs/safety-gateway/pending-deliveries) Review, re-send, or discard messages captured when an agent outbound send failed ### Troubleshooting Solve common issues and learn debugging techniques - [Common Issues](https://us.outermind.ai/docs/troubleshooting/common-issues) Recognize and solve common problems with step-by-step solutions - [Debugging Techniques](https://us.outermind.ai/docs/troubleshooting/debugging) Master systematic debugging approaches using execution logs and AI tools - [Common Workflows](https://us.outermind.ai/docs/troubleshooting/workflows) Step-by-step guides for common administrative tasks ### Help & Support Get help, submit support tickets, and manage notifications - [Support Center](https://us.outermind.ai/docs/support-center/support-center) Get help, submit support tickets, and receive system notifications ### Escalation Router Enable AI agents to request human input for approvals, clarifications, and guidance - [Escalation Router Overview](https://us.outermind.ai/docs/escalation-router/overview) Understanding the centralized escalation system for human-in-the-loop AI workflows - [Setup Wizard](https://us.outermind.ai/docs/escalation-router/setup-wizard) Step-by-step guide to configuring the Escalation Router with shared mailbox setup - [Managing Escalations](https://us.outermind.ai/docs/escalation-router/managing-escalations) View pending escalations, track response times, and manage the escalation queue - [Configuration Options](https://us.outermind.ai/docs/escalation-router/configuration) Customize escalation settings including expiration, authentication, and branding ### Specialist Agents (SMEs) Delegate complex tasks to domain-specific AI experts that work asynchronously - [Specialist Agents Overview](https://us.outermind.ai/docs/sme-agents/overview) Introduction to Subject Matter Expert agents and when to use them - [Configuring SMEs](https://us.outermind.ai/docs/sme-agents/configuring-smes) Create and configure Specialist Agents with domain expertise and tools - [Operations Knowledge Base](https://us.outermind.ai/docs/sme-agents/operations-knowledge-base) Shared knowledge repository for policies, procedures, and documentation - [SME Escalation Paths](https://us.outermind.ai/docs/sme-agents/escalation-paths) Configure how SMEs escalate decisions to human managers for approval - [Monitoring SME Activity](https://us.outermind.ai/docs/sme-agents/monitoring-activity) Track SME invocations, performance, and troubleshoot issues - [SME Creation Wizard](https://us.outermind.ai/docs/sme-agents/sme-creation-wizard) Create Specialist Agents quickly using a guided 6-step wizard with domain-aware defaults and auto-generated instructions ### Agent Self-Service Enable AI agents to autonomously create new agents with safety controls, approval workflows, and audit logging - [Agent Self-Service Overview](https://us.outermind.ai/docs/agent-self-service/overview) Introduction to Agent Self-Service and how AI agents can autonomously create new agents and SMEs - [Settings](https://us.outermind.ai/docs/agent-self-service/settings) Configure the master feature toggle, approval workflow, rate limits, and instruction safety thresholds - [Approvals](https://us.outermind.ai/docs/agent-self-service/approvals) Review pending agent creation requests, assess AI risk scores, and approve or deny with notes - [Templates](https://us.outermind.ai/docs/agent-self-service/templates) Create and manage reusable blueprints for consistent agent provisioning with pre-configured instructions and tools - [Logs](https://us.outermind.ai/docs/agent-self-service/logs) View the complete audit trail of all agent creation activities including successes, denials, and errors ### Notifications & Approvals Proactive multi-channel notifications with one-click approval actions for all AI agent workflows - [Notification System Overview](https://us.outermind.ai/docs/notifications/overview) Introduction to the unified notification and approval system covering Email and Teams channels, action tokens, and recipient resolution - [Approval Action Portal](https://us.outermind.ai/docs/notifications/approval-action-portal) How one-click approve and deny actions work from email links and Teams Adaptive Cards with token security and rate limiting ### Developer Guide Developer reference for building custom Outermind dashboards and extensions - [Dashboard SDK Reference](https://us.outermind.ai/docs/developer-guide/dashboard-sdk) Full reference for window.OutermindSDK used by custom dashboards in the Boardroom and PA Hub, including data APIs, context, theme variables, and authoring workflow ## Full Documentation For the complete documentation in a single file, see [llms-full.txt](https://us.outermind.ai/docs/llms-full.txt)