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Roles & context

What it knows.
Who approves what.

One operator, briefed like a person: what your business sells, how you price it, which tools it may touch, and which steps stop for a human. Set that once and every job it takes on works from the same picture.

Kaer
The Kaer dashboard with the prompt box and today's suggestions
How you brief it

A role, some access, and the rules.

01

Give it a role

In plain English: “answer new enquiries and quote from our rate card”, “chase overdue invoices”, “keep the diary full”. No workflow builder, no configuration screens.

Describe it
02

Give it access

The mailbox, the calendar, the folder, the system it needs — scoped to that role and revocable one tool at a time.

ScopedRevocable
03

Set the rules

What it can do unattended, what waits for you, and what it must never do. The gates are yours to set and change.

GatesLimits
04

Let it work

It runs on schedule and on trigger, tells you what it did, and stops at the step you marked as consequential.

ScheduledReported
One shared context

It knows how your business works.

Your prices, policies, suppliers, past jobs and email history sit in one place the operator reads from. The job that answers an enquiry quotes the same number as the job that raises the invoice — because there is one source, not six copies.

  • One company context, read by every job and workflow
  • Update a price or a policy once; everything downstream follows
  • Client work stays separated where it needs to be
Employee — ContextShared
An AI employee's context panel: what it has learned, its pinned files and its rate card
The engine underneath

One operator behind all of it.

A role is a brief and a set of rules; the operator is the thing that does the work. It plans, runs jobs in parallel on its own machines, uses a real browser when a service has no API, and stops at your checkpoints.

  • Plans before it acts, and shows you the plan
  • Runs several jobs at once, each isolated from the others
  • Pause, redirect or take over at any point
Operator — BuildPreview
Operator building a page: the instruction thread on the left, the live preview on the right
Who sees what

Real roles for the people, too.

Your team gets scoped roles alongside the work. An owner approves the payment. An operations employee runs the report. An account manager reviews the customer reply. Everyone works from the same company context, and every approval is attributed.

  • Owner, editor and viewer roles out of the box
  • Approvals recorded against the person who gave them
  • Custom, per-action roles on Enterprise
Workflows — HubRuns
Workflow run history: counts of active, queued and completed runs with the latest activity

Brief it once.
Delegate from then on.

Start with one mailbox and one job. The Starter tier is free, with daily credits and no card.