01Workspace

Bring people and Agents into the same work.

Your Workspace is where your team works with Agents. Bring conversations, shared context and follow-up together for the work your organisation does.

acme-site-careAcme · Client delivery

4 in this room

ChatThreads3Tasks4Runs12Artifacts6Members4

Christina · AcmeOur spring campaign page feels really slow since yesterday and sign-ups have dropped. Can someone take a look before tomorrow’s push?

Site Care AgentFound it — Friday’s deploy shipped the hero video uncompressed. Diagnostic is on the Acme Record and a client update is drafted for review.

run_site_diagnosticsrecords.attach_diagnostictasks.create_review

2 replies in thread

Mark · Account leadReviewing now — great catch. I’ll send the update along with the call notes.

Message #acme-site-care — mention an Agent to hand work over

ThreadFrom Site Care Agent’s message

SerenaCan we check the checkout page while we’re in there?

Site Care AgentChecked — checkout is clean at 1.1s. Added it to the diagnostic on the Record.

run_site_diagnostics

Reply in thread

Keep shared work in Channels.

@mention an Agent, discuss a result or start a thread. Access related Tasks, Runs and Artifacts alongside the conversation.

Approvals. Choose which actions need approval. Review proposed changes before an Agent carries them out.

Site Care AgentNeeds your approval

Waiting

The diagnostic is on the Acme Record. I’ve drafted the client update in your voice — want me to send it?

Send client update to Christina Ray

To: christina@acme.com
Subject: Campaign page — what we found and fixed
Attach: Diagnostic · Acme Record

Hi Christina — the slowdown came from Friday’s deploy shipping the hero video uncompressed. It’s fixed and the page is back to 1.2s…

Approve & sendEditDecline

Ask before changes · nothing reaches the client until you approve

Runs. Start Agent work manually, on a schedule or from an event. Review the result and activity for each Run.

Tasks. Assign work to a person or an Agent. Keep responsibility, progress and review visible to your team.

Records. Keep client, project or matter details connected to conversations and next steps.

Around the work

Choose how your team works together.

Agents

Create Agents with a defined role, instructions and tools. Choose when they can act and when they need approval.

Conversations

Ask questions, attach files and continue the conversation when you need it.

Private Workspaces

Create a Workspace for a department, customer or project. Manage its members and the resources they can access.

Notifications

Follow results, requests and approvals that need your attention.

Artifacts

Create documents, dashboards and files.

Save Agent output as an Artifact. Share it, download it or review earlier revisions.

Documents: Reports, briefs and drafts
Dashboards: Live views over your data
Downloadable files: Exports and deliverables
Sharing and revision history: Share a link, return to earlier versions

Explore client review workflows

02Configure

Make this Workspace work your way.

Configure the Agents your team needs and the knowledge and tools they can use. Build directly in Dollie with the UI and Copilot, or connect your coding agent through MCP.

ProfileName and role shown to your Team.

AvatarUpload, generate, or pick a previous image.

NameSite Care Agent

Slugsite-care

Role labelExpert

Model configurationWhich model does the thinking, and its limits.

ModelQwen3 32B· private

Private models· On your infrastructure

Qwen3 32BvLLM · your GPU pool

Llama 4 MaverickOllama · on-prem host

Approved cloud models· Set by your platform policy

GPT-5.4OpenAI

Claude Sonnet 5Anthropic

Workspace policy: 4 of 12 models approved by your platform operator.

Temperature0.4

Max steps30

PreviewPromptRuntime

Site Care AgentExpertWatches every client site, investigates reports, and drafts the client update for review.Capabilities10

Isolated test · revision 7 · runs onQwen3 32B (private)Reset

YouAcme says their campaign page feels slow since yesterday. What happened?

Site Care AgentFriday’s deploy shipped the hero video uncompressed — 48 MB on first paint. I have attached the diagnostic to the Acme Record and drafted the client update for your review.

run_site_diagnosticsrecords.attach_diagnostic

Message Site Care Agent…

Ask before changes

Build with your built-in Copilot.

Copilot works with your Workspace context to help you create Agents, write Skills and organise Knowledge. Describe what you need, review its proposals, and test your Agents in Studio before publishing.

Inside DollieVia MCP

ClaudeDollie MCP · connected

Acme says the campaign page is slow. Open a task for the Site Care Agent and let the #acme-site-care room know.

dollie.records.getDollie

dollie.tasks.createDollie

dollie.channels.postDollie

Done. I opened “Investigate Acme campaign page” for the Site Care Agent and posted a note in #acme-site-care so Mark sees it.

Reply to Claude…

AAcme/acme-site-care

Tasks

Investigate Acme campaign page

Site Care Agent

Queued

Chat

Mark · via ClaudeOpened a task for the Site Care Agent on the campaign page slowdown — will share findings here.

Work from Claude Code or your preferred AI client.

Connect through Dollie’s MCP server using OAuth. Build Agents, write Skills and manage your Workspace from the coding environment you already use. Your existing Workspace permissions apply.

Copilot

Help that stays with your work.

Copilot helps beyond the initial setup. Ask it to plan work, work with your resources or help you take the next step.

Your setup in context

Copilot can read your setup notes and launch list, so you can pick up where onboarding left off.

Planning and follow-up

Ask Copilot to plan Tasks and work with your Agents, Records and Knowledge using the actions available to you.

Build on Dollie

03How Agents work

Put your method and context behind every Agent.

Give your Agents your working standards, procedures and reference material. Use , and to put your way of working behind their responses.

Client

Acme

Acme Team · 3 membersCare Plus

Company

Website: acme.com
Industry: E-commerce
Primary contact: Christina Ray
Location: Rotterdam, NL

Engagement

Care plan: Care Plus · Monthly
Account lead: Mark Bell
Client since: June 2025
Renewal: March 2027

Site

Stack: WordPress · WooCommerce
Hosting: Managed cloud
Environments: Live · Staging
Monitoring: Site Care Agent

Care

Check-in: Mondays 09:00
Last run: Campaign page investigation
Open tasks: 4
Awaiting review: Client update — Mark

Keep the context with the client, project or matter.

hold the details your work depends on. Define your own and relationships, then keep related Tasks and conversations together.

Brain Files. Give your Agents the instructions and standards your organisation follows.

Skills. Define procedures for recurring work, from the questions to ask to the format of the result.

Knowledge. Add your documents and reference material. Agents can retrieve relevant passages from the sources they can access.

Records. Keep the details of each client, project or matter available as context for Agent work.

Tools. Choose the connected applications and actions each Agent can use for its job.

Continuing work. Start a new Run or continue from a checkpoint, with instructions for the next step.

Explore consultancy assessments Explore legal work

04Connect & extend

Fit Dollie into your organisation.

Connect your applications, make Agents available in the tools your people use, and build the interfaces your organisation needs.

portal.delaneycapital.com/reports

Delaney CapitalOverviewReportsDocumentsInvoices

ReportsEverything we have prepared for your engagement.

Q3 management reportJul – Sep 2026Ready

Q2 management reportApr – Jun 2026Sent

Cash-flow forecast12 monthsSent

Q1 management reportJan – Mar 2026Sent

Advisory AgentKnows your engagement · answers in minutes

Where is my Q3 management report?Book a review call with Serena

YouWhere is my Q3 management report?

Advisory AgentIt was finalised this morning after Serena’s review. Here it is — the cash-flow section has the note you asked about.

records.find_report

Q3 management reportPDF · 14 pages · reviewed by Serena Kim

Open

Ask about your engagement…

Build an interface for your own application.

AI SDK · Coming soon

The AI SDK will let you build chat experiences and applications connected to your installation. With Self Hosted, you can build a custom frontend for your Agent OS.

Make Agents available where your people work. Use configured messaging services or embedded chat to reach your Agents. Manage their instructions and tools centrally in Dollie.

Connections

Choose the tools and channels available.

Connect applications and external MCP servers, then assign their tools to the Agents that need them.

External MCP servers

Approved tools in other systems, available to the Agents you choose.

Connected applications

Connect your applications and assign their tools to the Agents that need them.

Messaging services

Connect messaging services such as Slack, Microsoft Teams, Telegram and WhatsApp where configured.

Embedded chat

Put an Agent on your website or in your product, and decide who may talk to it.

Starter Kits

Reuse a setup across Workspaces.

Package a useful setup as a Starter Kit. Install it in another Workspace, then review and adapt it for the people who will use it.

Marketplace

Make approved Agents and Skills available through your platform’s catalogue.

Personalised invites

Invite people with a personalised welcome and a relevant Starter Kit.

Guided onboarding

Review and adapt a Starter Kit as you set up a Workspace.

Kits from an AI client

Create and validate Starter Kits through Dollie’s MCP tools in a compatible AI client.

Coming soon

A dedicated place for daily work.

Desktop app

Coming soon

Work with your Agents and Workspace in a dedicated desktop application.

Learn about Starter Kits Learn about self-hosting

05Manage

Manage access, models and costs.

As a , you decide who can use the platform and how it runs. Follow usage across Workspaces and set the controls your organisation needs.

ObservabilityLLM spend, volume, and latency across the installation — last 30 days.

24h7d30d90d

Cost

$184.20+12%vs previous period

Tokens

42.8M+9%vs previous period

Generations

3,912+15%vs previous period

Latency p95

4.2s-0.6s95th percentile

Cost over timeSpend per day, in USD, across every model

$10$7.5$5$2.5$0

Aug 7Aug 13Aug 19Aug 25Aug 31Sep 5

By WorkspaceWhere the spend is attributed

Northwind Digital$61.90

Acme$48.20

Harbor Freight$27.60

Delaney Capital$22.40

Globex Legal$19.80

Internal ops$4.30

By modelWhere the spend goes — private models run on your own infrastructure

Model	Runs on	Generations	Tokens	Cost	p95
private/qwen3-32b	Private · Your GPUs · vLLM	1,804	21.6M	$0.00	3.4s
openai/gpt-5.4	Cloud	1,210	12.4M	$98.60	3.9s
anthropic/claude-sonnet-5	Cloud	720	7.1M	$79.40	5.1s
google/gemini-3-flash	Cloud	178	1.7M	$6.20	1.8s

Track model usage by Workspace.

See where model usage comes from and review the reported costs across your Workspaces. Use that view to understand how your organisation uses Agents.

Controls

Choose who can use what.

Decide who may use which Agents, resources and models across your installation.

Access controls

Control access through platform policy, Workspace settings and resource permissions.

Shared resources

Share Agents, Skills and Knowledge across Workspaces. Manage access separately from permission to edit.

Model policy & usage

Approve the models your platform may use and follow activity and cost across the whole operation.

Operator Area

Workspaces, people, catalogues, connectors and installation-wide settings, managed from one place.

Client Workspaces

Give a customer or department its own Workspace. Where needed, link it to a Record while managing access separately.

Workspace capabilities

Choose which capabilities a Workspace can use, including file uploads, custom connections, Tasks and MCP access.

Platform access through MCP

With Platform Operator access, use your coding agent to inspect and configure the wider installation through Dollie’s MCP server.

Platform services

Configure the services behind your installation.

On a privately operated platform, configure the services for models, identity, connected applications and billing.

OpenRouter / OpenAI: Model access
WorkOS: Identity and access
Stripe: Operator billing
Ably: Live collaboration
Composio: Connected apps
Context.dev: Web research
Langfuse: Observability

Explore platform operation

Credits per Workspace. Manage monthly and permanent credits. Review balances and transaction history.

Customer invoices. On Private Cloud or Self Hosted, manage customer billing through your own Stripe account.

Usage history. Review recorded usage and platform activity when investigating costs or changes.

GeneralModelsCapabilitiesSpend guardsBranding

Model policyWhich models this installation may use, and where they run.

Save policy

Private gatewayConnectedhttps://models.agentic-os.internal/v1 · 4× H100 · eu-west

Prompts and data never leave your network

Models5 of 8 approved · Qwen3 32B is the installation default

Model	Provider	Runs on	Default
Qwen3 32BPrivate	vLLM	Your GPU pool · eu-west	Default
Llama 4 MaverickPrivate	Ollama	On-prem host
GPT-5.4	OpenAI	Cloud
Claude Sonnet 5	Anthropic	Cloud
Gemini 3 Flash	Google	Cloud
GPT-5.6 Sol	OpenAI	Cloud
DeepSeek V4	DeepSeek	Cloud
Grok 5	xAI	Cloud

Workspace overridesPin sensitive Teams to private models

Delaney CapitalPrivate models only

Globex LegalPrivate models only

AcmeInstallation default

Harbor FreightInstallation default

Spend guardPer Workspace, per month

$250Agents pause at the limit

Highest this month: Northwind Digital at $61.90

Choose models and spending limits.

Approve models for your platform. Configure Workspace overrides and spending limits.

Usage

Track costs in the way your organisation needs.

Review overall usage, allocate costs to departments, or bill customers on a privately operated platform.

One organisation

Track the cost of internal Agent work without charging users.

Departments and business units

Track usage by Workspace to allocate costs across departments or business units.

Customer Workspaces

On a privately operated platform, give customers their own Workspaces and charge through your plans.

Credit limits

Set credit limits.

When you enable credit limits, Agent execution stops once a Workspace runs out of credits.

Reported cost: Per completed model call
Your margin: For customer usage pricing
Per Workspace: Credits and history

Sell access

Offer an Agent service under your brand.

On Private Cloud and Self Hosted, you can also offer an Agent service under your own brand. Set your plans and connect Stripe to manage customer subscriptions and credits. Dollie Cloud uses Dollie’s plans.

Customer portal

Customers manage payment methods, invoices and their subscription in Stripe’s portal.

Automatic top-ups

Customers buy credits or top up automatically. Credits land once the payment succeeds.

White label

Run the platform under your own brand on Private Cloud or Self Hosted.

Billing permissions

Workspace billing access follows user permissions. Platform payment settings remain under operator control.

Learn about operating Dollie Compare deployments