Workspace by BotDojo · Tasks

Business tasks inside your existing tools.

BotDojo gives teams frontier intelligence at a fraction of the cost, with enterprise permissions, budgets, approvals, monitoring, zero data retention options, and flexible hosting.

customer-success-analysis
Find the top customer accounts by health, renewal timing, and expansion potential.
I am checking connected systems, applying workspace policy, and preparing a short account summary.
Ready for review
5 accounts ranked, 3 renewal opportunities found, and one approval queued before sending.
Ask anything about your customers...
Workspace by BotDojo · Monitor

Frontier intelligence at a fraction of the cost.

Route work across frontier and open-source models while tracking spend, users, artifacts, budgets, and limits.

BotDojo
Live
Total Spend
$9,183
77% of monthly budget
Avg Daily
$306
Stable vs prior week
Artifacts Created
428
+34 this week
Forecast
$10,395
On track for month end
Flexible cost controls
Daily spend by routed frontier and open-source models.
GLMKimiQwenFrontier AFrontier B
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Mon
Tue
Wed
Thu
Fri
Flexible Cost Controls
Budget, limit, and model routing settings stay visible in one control set.
Top Teams
Team usage, users, cost, and budget.
TeamUsersCostBudget
1. Customer Success
Team budget tracking
18$4,280$5,000
2. Finance Ops
Team budget tracking
12$2,940$3,500
3. RevOps
Team budget tracking
9$1,860$2,400
Top Skills
Reusable workflows ranked by runs and artifacts.
Renewal brief
Customer Success
#1
142 runs81 artifacts
Invoice exception
Finance
#2
98 runs47 artifacts
Pipeline inspection
RevOps
#3
76 runs38 artifacts
Optimization Queue
Savings, model routing, and budget actions ready for review.
4 actions
Customer Health Agent
234 runs$400Frontier model
Save estimated 75% by routing repeatable steps to Minimax.
Jan Smith's Workspace
87 runs$750GLM 5
Save estimated 73% by switching to GLM 5.
Accounts Receivable Provider Aging
30 priority runsOptimized skill30% savings
Save 30% with an optimized skill.
Chris Collins Budget Reached
Daily cap reachedNeeds approvalOne-time increase
Add one-time increase to keep priority work moving.
Workspace by BotDojo · Controls

Allow safe reads. Ask before writes. Deny risky exports.

Set integration controls, apply approval policy, and keep security posture attached to every agent run.

Salesforce
Salesforce

CRM records, accounts, opportunities, contacts, and renewal notes.

Connection status
EnableDisable
All tools
Control access centrally by tool action.
Deny AllAsk AllAllow All
searchAccounts

Find accounts by owner, region, segment, renewal date, or health status.

DenyAskAllow
updateOpportunity

Prepare opportunity updates for stage, next step, and close date fields.

DenyAskAllow
exportContacts

Export contact records outside the workspace.

DenyAskAllow
controls-policy

Integration controls and security

Set integration access centrally, require approval for sensitive actions, and keep security posture attached to every workspace run.

Allow

Low-risk reads, searches, drafts, and summaries can run without interruption.

Ask

Sensitive sends, updates, exports, payments, and production actions require human review.

Deny

High-risk tools, data sources, and actions stay blocked until policy changes.

Security posture
Agent identity

Tie tool use to the agent, workspace, user, and approved account context.

Approval trails

Preserve who approved what, when the agent asked, and which action changed.

Audit visibility

Review tool calls, source reads, generated artifacts, and human decisions.

Data controls

Use deployment and retention options that match the workflow risk.

Workspace by BotDojo · Integrations

Connect source systems without broad app access.

Connect the tools your teams already use so agents can work with approved records, conversations, files, APIs, and model providers.

Salesforce
Snowflake
NetSuite
SAP
Oracle
Bill.com
Billtrust
HighRadius
Coupa
Ariba
Slack
Gmail
Google Drive
Google Sheets
Microsoft Teams
SharePoint
OneDrive
Outlook
Zendesk
Intercom
Freshdesk
HubSpot
Gong
Jira
Notion
Confluence
Asana
Airtable
Box
Workday
GitHub
Twilio
Stripe
Webhooks
Task Execution

Everything agents need to finish the work

Goals, files, context, connections, approvals, schedules, artifacts, and history stay attached to the task so teams can review, resume, and repeat the workflow.

Persistent task context

Keep the goal, files, notes, decisions, and agent progress attached to the work instead of a single chat thread.

Workspace files

Attach source material, generate drafts, revise artifacts, and keep the final output where the task was completed.

Approval checkpoints

Pause before sensitive sends, updates, exports, payments, or production changes so people stay in control.

Connected tools

Let agents read approved systems and act through governed tools without opening broad access to every workflow.

Repeatable workflows

Turn proven task patterns into reusable workspace routines instead of rebuilding instructions every time.

Scheduled runs

Run recurring work with the same context, connections, policies, and reporting structure.

Examples

Delegate complete workflows, not isolated questions

Tasks can span research, system reads, draft creation, human approval, final action, and saved output.

Research an account, enrich a CRM record, draft a follow-up, and ask before sending.

Review invoices, reconcile exceptions, prepare a summary, and save the artifact for finance review.

Monitor a queue, triage new items, update the source system, and escalate edge cases to a human.

Monitor Capacity

Budget, limits, suggestions, users, skills, and artifacts in one operating view

The monitor surface is built for teams that want AI work to scale with measurable output, clear spend controls, and evaluated model choices that can be tuned as work changes.

Budget monitoring

Track spend, average daily usage, forecasted month-end cost, and budget thresholds before teams exceed limits.

Optimization suggestions

Review model changes, optimized skill suggestions, and budget actions before applying them to live work.

Model routing

Use frontier models where judgment matters and optimized open-source models where the work is repeatable and measurable.

Top user controls

See who is driving usage and set limits by user or team without disconnecting the work from accountability.

Artifacts created

Measure generated files, reports, drafts, and outputs alongside spend so usage is tied to business output.

Anomaly signals

Flag sudden spend, token, or model changes so operators can tune budgets, limits, and routing quickly.

Flexible Cost Controls

Set Budget, Control Limits by User or Team, and Customize Model Usage work together so spend policy, permissions, and frontier or open-source model choices stay visible while agents run.

View Monitor
Control Capacity

Integration controls and security posture in one control plane

The control surface is built for operators who need AI work to expand while every connected-system action keeps its approval policy, audit trail, and security context intact.

Integration controls

Review connected systems, inspect tool-level permissions, and decide which actions can run automatically.

  • Connect 50+ applications
  • Control access centrally
  • Attach policy to each workspace

Allow, Ask, or Deny

Apply policy by tool action so sensitive writes, exports, deletes, and sends can require approval.

  • Allow approved reads
  • Ask before sensitive changes
  • Deny risky exports

Agent identity

Keep each run tied to the workspace, operator, connected system, and approval policy behind the action.

  • Operator attribution
  • Workspace-scoped credentials
  • Permission context retained

Approval trails

Capture approval decisions so teams can understand what ran, what paused, and what was blocked.

  • Approver decisions
  • Reason and timestamp capture
  • Escalation-ready history

Audit visibility

Give admins a clear record of tool calls, permission decisions, and connected-system activity.

  • Tool-call history
  • Permission state changes
  • Reviewable execution logs

Security posture

Preserve governance around connected tools without exposing one broad shared credential to every workflow.

  • Least-privilege access
  • Centralized permission review
  • Controlled system boundaries
Connected Source Material

Start with the systems your team already relies on

Workspace connections make conversations, business systems, and documentation usable inside agent work without opening broad application access.

Conversations

Calls, chat, SMS, email, Slack, Teams, and support transcripts tied to the workflow.

Systems

CRM records, tickets, internal tools, warehouses, and operational systems where work actually happens.

Documents and Knowledge

Docs, SOPs, PDFs, knowledge bases, wiki content, and internal reference material.

What Integrations Unlock

Better context shows up in the work

The first gains come from workflows where teams spend too much time chasing records, docs, tickets, transcripts, and approvals across disconnected systems.

Agent-ready support context

Support workflows start with the same product notes, ticket history, and conversation patterns across channels.

  • Unify transcripts, docs, and tickets
  • Surface conflicts before handoff
  • Keep answers aligned across channels

Operator research and summaries

Cross-system research becomes a usable summary tied to the systems, records, and source material behind it.

  • Research accounts in one workspace
  • Build weekly updates and board prep
  • Save source-backed artifacts

Governed system actions

Agents can read approved systems and prepare updates while sensitive writes, sends, exports, and deletes stay controlled.

  • Allow approved reads
  • Ask before sensitive changes
  • Deny broad exports by default
Controls

Controls that keep connected context usable

Shallow, stale, or overexposed context breaks agent work fast. Connections keep the context layer reliable with scoped ingestion, search, permissions, and refresh controls.

Scoped ingestion

Bring in only the conversations, records, and documents tied to the job at hand.

Hybrid search

Combine semantic search, filters, and structured metadata so answers stay grounded.

Granular permissions

Respect team, record, and system boundaries instead of exposing one giant shared index.

Continuous refresh

Keep doc, ticket, and system changes flowing into the context layer.

Integration Catalog

Connect the systems your team already trusts

Start with core business systems, then add files, knowledge bases, warehouses, communication tools, private APIs, and project tools as workflows expand.

SalesforceSnowflakeNotionJiraNetSuiteSlackGoogle DriveGmailGoogle SheetsHubSpotGongZendeskIntercomGitHubSharePointTwilioAirtableBoxAsanaWorkdayWebhooks
Getting started

Bring business tasks into a governed AI workspace

Tell us what you want agents to run, which tools they need, and whether you prefer BotDojo Cloud or on-prem hosting.

Get started