Falcon docs

Getting started

1. Sign in and set up your workspace

   Sign in with a code sent to your email. The first administrator claims the workspace and chooses how people sign in.

2. Invite your team

   Invite the people who will build and look after agents, and choose an access level for each.

3. Build your first agent

   Name it, choose a category, and create it. Then add skills and knowledge.

4. Add the people and places it speaks as

   Add an identity for each person or place the agent acts for, with their details and hours.

5. Connect your apps and channels

   Connect the apps, mailboxes and numbers the agent needs, and choose where customers can reach it.

6. Test it, make it Live, and add a workflow

   Talk to the draft, make a version Live, then start it from the events that matter to you.

Guides

• Sign-in and your account

  How people join their company in Falcon, sign in without a password and look after their own settings.

  8 in pilot · 1 coming next

• Agents

  Build an agent in plain words, give it skills, knowledge and tools, test it, then make a version Live.

  22 in pilot · 4 coming next

• Identities

  The people and places your agents speak as, each with its own details, hours and ways to be reached.

  11 in pilot · 3 coming next

• Workflows

  Chain agents and steps together, start them from events, and decide what happens when someone replies.

  16 in pilot · 4 coming next

• Connections

  Connect the apps, mailboxes, numbers and storage your agents and workflows use.

  10 in pilot · 2 coming next

• Company settings

  People, roles, security, models and spend limits, billing, the audit log and your data.

  14 in pilot · 1 coming next

• Reports

  Counts and costs for agents and workflows, never what people said.

  4 in pilot · 1 coming next

• Ask Studio

  An assistant on every page that explains what you are looking at and can make changes for you, with your say-so.

  3 in pilot

• MCP and API

  Everything you can do in Falcon, an AI assistant or your own code can do too, within your access.

  5 in pilot · 1 coming next

Reference

• Every feature

  The complete list, grouped by area, with what is live today.

  110 features: 0 live, 93 in pilot and 17 coming next.

• API and MCP reference

  Every operation an assistant or your own code can call, grouped by area.

• Glossary

  The words Falcon uses, in plain language, in alphabetical order.

• Access levels

  The four access levels on a person, what each one can do, and how to choose one.

• Add departments

  Add and remove a person's departments with + pills, on their page and on the People list.

• Sign out, reset or remove

  The person's ⋯ menu: Sign out everywhere, Reset second steps, and Remove from Studio.

• A person's identity

  Fill in a person's phone, Slack, Teams and other details on their own page.

• How people sign in

  On Security, choose email code, an authenticator app or passkey, and Google or Microsoft. There are no passwords.

• Sign in with Microsoft

  On Security, Sign in with Microsoft is Our app, your approval (a directory tenant ID and an approval link) or Your own app.

• Require a second step

  On Security, Require two steps is off until you turn it on. Off, an email code is enough. On, everyone needs a second step.

• Verify a work domain

  On Trusted domains, add a work domain, create its DNS TXT record, and choose Check now. Proof gives nobody a staff seat.

• What a trusted domain does

  A verified work domain does not give anyone a staff seat or a role in Studio. It can allow sign-in methods and Members agents for that domain.

• Build an agent

  Name a new agent, choose its category and who can see it, then create it.

• Base agent parts

  On Built on this, a part is fixed when its switch is off (Can't change), or open as Can add to or Can change.

• Write a skill

  Create a company skill in a skill category, write it, and publish a version before agents can use it.

• Add a skill to an agent

  On the agent's Skills page, check the company skills it may use and say when it uses each one.

• Skill categories

  Add a skill category so each skill has one place, named for the job it helps with.

• Add a knowledge base

  Add a knowledge base the company owns, or connect one that already lives in the company's account.

• Knowledge searches

  On an agent, add a knowledge search so it can look things up in a knowledge base.

• Start a workflow

  From Workflows, describe a workflow, start from a template, or create a blank one by name.

• Before the agent

  On a workflow's Preprocess tab, the steps under Before the agent run on every message before the agent sees it.

• Choose how to run Falcon

  Run your agents with Hosted by Falcon, or in your company's own AWS account. You build them the same way in both.

• Connect your assistant

  Use Falcon from Claude, ChatGPT, Cursor, VS Code or another AI assistant over MCP. It signs in as you and can do only what you can do.

• Run data

  What a workflow run carries from step to step: message, context, identity and answer_as, and how Maps, Gates, Exceptions, tests and the Identity chain use them.

• Identity, Exceptions and Deliveries

  What a workflow's Identity, Exceptions and Deliveries tabs hold, what runs today and what is saved now but runs once the engine is connected, and how a page shows a change Ask Studio made.

• Set the company's spending limits

  On Settings › Spending, a System admin sets the company's monthly and daily limits. A company that has never saved limits already shows the default policy.

• Add a sub-company

  A System admin adds a sub-company with Add company. The new company can use this company's model keys. Apps, accounts and channels stay separate, and a sub-company cannot add companies of its own.

• Use the parent company's models

  A sub-company uses the parent company's models, tiers and routes until the parent allows changes. The parent's model rules always apply, and a route on a parent key is labelled as the parent company's key.

• Add the sub-company's own key

  A sub-company can add its own model key on Your keys. That key is used instead of the parent company's key for the same provider. The parent never sees it.

• How a sub-company's usage is billed

  While a company is a sub-company, its usage is billed to the parent. The parent's spending limits cover both, and the sub-company's own limits still apply.

• Detach a sub-company

  Detaching ends the parent link. The parent's keys and model settings stop, new usage is the sub-company's own, and Studio does not show a Detach button.

• Set up Slack

  On Connections, Slack, create your company's Slack app, connect it, and try a message. Three steps.

• What a Slack message does

  Tagging the company Slack app starts an agent when Slack is on. Paused turns that switch off. Test mode keeps the message in Studio.

• Set up Microsoft Teams

  On Connections, Microsoft Teams, register the app, save the three ids, set the messaging address, and turn Receiving on.

• What a Teams message does

  Ready to receive starts a conversation with the agent you named. Paused accepts the message and starts no agent.

• Phone and texts

  On Connections, Phone and texts, the company's numbers are each tied to one identity on one agent.

• Register a text sender

  On Connections, Text sender (RCS), prepare a sender that shows your name and logo. Nothing is sent from this page.

• Turn on an agent's email

  On an agent's Email channel, people write to its own address and it replies in the same thread.

• Add an address agents send from

  Connections, Email opens Domains and links, at Addresses agents send from. Agents pick one of these when they reply.

• When a run failed

  Open the workflow's Runs tab. Outcome says Failed, and the run's request id opens What happened.

• An app says Not connected

  Not connected means the app is on the list and sign-in has not finished. Choose Connect. Other status words mean something else.

• A model was refused

  A model call is refused when company model rules leave it out, the provider refuses the key, or a spending limit is reached.

• A channel is Paused

  Paused on Slack or Microsoft Teams means that channel is not starting agents. Resume Slack, or turn Receiving back on and save.

• Worked examples

  Real requests and payloads for webhooks out, request maps and the failure handler, ready to copy.

• Troubleshooting

  What each problem code means and what to do about it, with the exact title the error shows.

• Search and add an app

  On Apps, search with Search apps to add, then choose Add. A new app that this server can sign in opens sign-in in that same step.

• Connect an app

  Sign an app in from Apps so agents and workflows can use that account. Connect opens the app's own sign-in.

• Name an account

  Rename a company app account. People choose accounts by that name when they set up a tool or a step.

• Connect another account

  Add another company account beside one you already have. Name it first, then sign in. Tools and steps keep the account they use now.

• Disconnect an account

  Disconnect removes an app account's sign-in. Agents and workflows stop reaching the app through that connection. You can connect it again later.

• Remove an app you have not connected

  Remove from our apps takes an added app off the Apps list while it is still Not connected. A signed-in account is disconnected instead.

• Connect GitHub

  Connect GitHub as the company with the GitHub App, or as a person with a fine-grained personal access token.

• Add a model key

  On Model providers, Your keys connects your own account with a model provider. The provider bills you. A working key's models are turned on under Add models.

• Runs through

  Runs through is the column on Models and Add models that shows which route a model uses: the included route, or a key from Your keys.

• Gmail

  Read, label, draft and send mail in the signed-in Gmail mailbox, and start a workflow when that mailbox changes.

• Google Calendar

  Read calendars and events, add and change events, see when someone is busy, and start a workflow when a calendar changes.

• Google Drive

  Find, download, export and upload files in Google Drive, read who can open them, and start a workflow when a file changes.

• Outlook

  Read and send the signed-in person's Outlook mail, read and change their calendars, and start a workflow when mail or an event changes.

• Asana

  Read Asana workspaces, projects and tasks, create and complete tasks, add comments, and start a workflow when a task or project changes.

• Jira

  Search and update Jira Cloud issues, add comments, and start a workflow when an issue is created or updated.

• Linear

  Read Linear teams, issues, comments and projects, create and update issues, add a comment, and start a workflow when an issue or comment changes.

• HubSpot

  Read and update HubSpot contacts, companies, deals and notes, and start a workflow when a contact, company or deal is created or updated.

• Notion

  Search and edit the Notion pages and databases a person shares, add comments, and start a workflow when a page or data source is edited.

• Slack as an app

  Read public Slack channels, post as the company bot, and start a workflow from a channel message, an app mention or a reaction. This is not a second Slack app.

• GitHub

  Read repositories, issues, pull requests, checks and releases through a GitHub App, create those records, and start a workflow from a push, pull request, issue or release.

• Open Ask Studio

  Open the Ask Studio panel from the top bar, with Ctrl+/ (Command+/ on a Mac), or from the Open Ask Studio button. On a phone, Ask Studio is the home screen.

• What Ask Studio can do

  Ask Studio acts as you. It can look up and change only what you are allowed to do. A change is a suggestion until you apply it.

• Ask Studio in Slack

  The company's Slack app and the Ask Studio app are different. Ask Studio in Slack answers as you and does not apply changes. Test in Slack appears only where that app is offered.

• Ask Studio limits

  Ask Studio stops in plain words when a monthly limit, a spending limit, a chat turn or a task budget is reached. An administrator sets lower chat and task limits on Settings › Ask Studio.

• Ask Studio settings

  Settings › Ask Studio, under Agent setup, is where an administrator sees the playbooks, adds house rules and reference pages, and sets lower limits for chat and tasks.

• Add models

  On Add models, each model is one row. The row lists every route that can run it, and Add puts that model on Models.

• The Default model

  On Models, the Default pill marks the model new agents start with. The first model you add is that model.

• Model rules

  On Limits, Model rules apply to every model call. Only routes that keep no data, and US only, each leave out a way of running a model.

• Open Spending

  On Model providers, Limits, Spending limits points at the Spending page. Monthly and daily limits are set there.

For AI assistants: every page is also Markdown. Add .md to its address, or start from llms.txt, the index, or llms-full.txt, every page in one file.