AI & Automations

AI agents and automations that streamline your work — grounded in your knowledge, connected to the systems you already run.

Build AI agents that answer questions, make decisions, and take real actions — updating records, creating tickets, escalating to the right person — grounded in the same structured knowledge and data your team works from. Automate multi-step processes across requests, projects, and service, and reach into the other systems you run — CRM, ticketing, chat, and more. Every agent and every workflow draws from one foundation, so answers stay accurate and actions stay in context.

No-code agents. Real actions. Connected to what you already run.

Go from manual, repetitive work to processes that run themselves — AI agents and automations built on your own knowledge, governed by your rules

For ops and support leaders who need AI to do real work — not just answer questions — across requests, projects, and content, with every action grounded in your data and reviewed by your team before it ships.

AI & Automations

AI agents and native workflows that act on the same foundation as your knowledge, projects, and requests — with your team reviewing what matters

MatrixFlows AI is built from Instructions, Context, Tools, and Skills — configured once, deployed anywhere: inside an app, in the Conversations Inbox, or as an external MCP client. Agents find answers, draft responses, and complete routine tasks; automations trigger the moment a record changes. Nothing runs as a black box — your team reviews what the AI drafts and does, and every correction makes the next answer more accurate.

Everything your team works on — in one workspace that gets smarter the more you use it

AI Agents

A configured worker built from instructions, context, tools, and skills — not an autonomous black box. It finds answers, drafts responses, and completes routine tasks, but your team reviews what ships before it reaches a customer or partner. Control stays with you, not the model.

AI Assistant

A chat, voice, or reply-drafting surface that an Agent powers, not a separate product — editing one Agent updates every surface it powers at once. Answers come grounded in your own records, with a source you can verify, not the open internet.

Automations

Set a trigger, narrow it with conditions, then chain actions — update a field, notify someone, or hand it to an agent to draft the next step. The routine work happens the moment something changes; your team still reviews what matters before it ships externally.

Skills

Reusable playbooks that teach an agent exactly how to handle a specific situation — write the process once, and every agent that needs it follows it exactly instead of guessing at its own interpretation.

Tools

Prebuilt tools query your records, create and update items, and search your knowledge base semantically. Custom tools reach further — call any external API, tap 1,000+ apps through Composio, or connect to any MCP server.

MCP

Most competitors expose MCP as a read-only data pipe, if at all. MatrixFlows works both directions: as a server, an AI client like Claude can build and operate the entire platform, not just read it; as a consumer, your own agents call external MCP servers at runtime — pulling live data from the other tools you run into one grounded response.

Unlimited Users — No Seat Cost
Your entire company gets access — every department, every contributor — from day one. No per-seat pricing.
One Platform Replaces 4–6 Tools
Content, projects, requests, and collaboration in one workspace. No integrations, no context loss.
Access & Permissions
Flexible access control for internal teams and external users. SSO, flixible permissions — built in, not bolted on.
Customer stories

What Changes When AI Works From Your Own Records, Not a Script

Teams that ground agents and automations in their own knowledge foundation spend less time on repetitive work and get more of it handled automatically. Every correction makes the system more accurate — without a retraining cycle or a second platform to maintain.

Featured stories
Related guides and resources

How to Deploy AI Agents and Automations That Get More Accurate Over Time

AI agents and native workflows built on your own knowledge foundation take real action — updating records, routing requests, drafting responses — with your team reviewing what ships. Every correction feeds back into the same system, so the next answer is already better.

Frequently asked questions

AI & Automations — Agents and Workflows Grounded in Your Data, Reviewed by Your Team

Generic chatbots and bolt-on agent builders work from a script or the open internet. MatrixFlows AI agents and native automations work from your own knowledge, projects, and requests — finding answers, drafting responses, and completing routine tasks, with your team reviewing what matters before it ships. No black-box autonomy. Connected to the systems you already run. No per-seat pricing.

Is MatrixFlows AI priced per agent, per resolution, or something else?

Neither. MatrixFlows AI is priced by company size, the same as the rest of the platform — not per agent, not per resolution, not per conversation.

Most AI agent vendors charge per resolution or add a metered AI tier on top of a per-seat base price, so the cost climbs as usage climbs — the more your agents actually work, the more you pay. That creates a strange incentive: teams start rationing which conversations get AI involvement to control cost.

Every MatrixFlows plan includes unlimited AI usage. Build as many agents and automations as your operation needs — internal agents for team productivity, external agents for customers and partners — without a per-resolution meter running underneath them.

What's the difference between an AI agent and an AI assistant?

An Agent is the configured worker; an Assistant is a surface an Agent powers. The distinction matters because "AI assistant" gets used to mean two very different things across the industry.

An Agent is built from instructions, context, tools, and skills — it's the actual configuration that determines what the AI knows, how it behaves, and what it's allowed to do. An Assistant — a chat widget, a voice interface, a reply-drafting panel in your inbox — is just where that Agent shows up. The same Agent can power a customer-facing chat assistant, a voice assistant, and a reply assistant inside your team's inbox simultaneously, with identical instructions and guardrails in all three places.

This is why editing one Agent updates every surface it powers at once, instead of maintaining separate configurations for your chat bot, your voice bot, and your internal reply tool.

Can AI agents take real actions, or do they only answer questions?

Both — but the actions are the part most AI tools stop short of. MatrixFlows agents can query records, create and update items, search your knowledge base, and call external tools, not just generate a text response.

A support agent that can only answer questions still leaves every action — creating a ticket, checking an order, escalating a case — to a human or a separate form. That's a chatbot layered on top of the real work, not a replacement for any of it.

Give an agent tools and it can complete the task end to end: update a record, create a ticket, escalate to the right person, call an external API. Your team reviews what ships externally — the agent does the routine work, the review keeps you in control of what customers or partners actually see.

Is there a limit to how many AI agents or automations we can build?

No — every plan includes unlimited AI usage, so there's no cap on the number of agents, automations, or conversations you run.

Tools that meter by resolution or by conversation force a tradeoff: deploy AI everywhere and watch the bill climb, or ration it to the highest-value use cases and leave the rest unserved. Neither is a real answer to "should we automate this."

Build as many agents as your operation needs — a support agent, a partner-facing agent, an internal IT agent, a sales-qualification agent — each configured separately with its own instructions and knowledge scope, without a usage counter deciding which ones you can afford to run.

Does MCP integration work with tools like Claude, Cursor, or our own internal systems?

Yes — MatrixFlows works as both an MCP server and an MCP client, so the connection runs in both directions.

As a server, your workspace's AI tools are exposed to external MCP clients — Claude Desktop, IDE assistants like Cursor, or your own custom apps — authenticated by personal access token or OAuth, governed by the same permissions the requesting user already has.

As a client, your agents can call tools on external MCP servers, plus reach 1,000+ apps through Composio connectors and any external API. Your own AI can build and manage the workspace from Claude or Cursor, and your agents can reach out into the other systems you run — the connection isn't locked to one direction.

Enable and support your customers, partners, and employees using a single workspace

Unify & Expand Content

Leverage structured content and digital experience design tools to enable your customers, partners, and employees.

Supercharge Productivity

Equip your team with AI-driven tools that streamline content creation, collaboration, discovery, and end-user support.

Drive Business Success

Empower your customers, partners, and employees with consistent, scalable experiences so they can be more successful with your products.

Sign up for a MatrixFlows workspace today!

Start growing scalably today.

Unlimited internal and external users
No per user pricing
No per conversation or per resolution pricing