> Index of every Falcon docs page, for assistants: https://falcon.com/docs/llms.txt # Every feature 107 features: 0 live, 90 in pilot and 17 coming next. - **Live** (0): Built and running in Falcon today. - **In pilot** (90): Built, but not yet on for everyone: it is being tried out with pilot companies, waiting on a provider, or still to be released. - **Coming next** (17): Designed and planned, not built yet. ## [Sign-in and your account](https://falcon.com/docs/account.md) - **Sign in with an email code** (In pilot): Type your email address and enter the code Falcon sends you. There is no password to remember or leak. - **Authenticator apps and passkeys** (In pilot): Add an authenticator app or a passkey as another way to sign in, with backup codes for when you lose a device. - **Sign in with Google or Microsoft** (In pilot): An administrator can let people sign in with their Google or Microsoft work account. Email codes stay available as a way back in. - **Set up the workspace** (In pilot): The administrator named when the workspace was created signs in once to claim it. Everyone else joins by invitation. - **Join by invitation** (In pilot): People join a company in Falcon only when someone with the right role invites them. The invitation says which role they get. - **Your profile, notifications and appearance** (In pilot): Keep your name and photo current, choose which notices you get, and pick light or dark. - **Verify your phone number** (In pilot): Add a mobile number to your profile and confirm it with a code sent by text. - **Phone codes for two-step** (In pilot): Use a code sent to your mobile by text, RCS or a call to finish signing in and to confirm it's you. Passkeys and authenticator apps stay the stronger choice. - **Ask to join a company** (Coming next): Someone with a company email address can ask to join, and an administrator says yes or no. ## [Agents](https://falcon.com/docs/agents.md) - **The Agents page** (In pilot): See every agent you can open, grouped by category, with whether each is a draft, Live or waiting for approval. - **Start a new agent** (In pilot): Start from a blank agent or a starter for a common job, then change anything you like. - **Instructions** (In pilot): Tell the agent who it is, what it is for and how to behave, in plain words, with a preview of what it will be told. - **Skills** (In pilot): A skill is a reusable piece of know-how, with a note on when to use it. Write one once and share it across agents. - **Knowledge** (In pilot): Give agents your help articles, policies and documents to answer from. Falcon keeps its copy up to date. - **Tools** (In pilot): Tools let an agent do things, such as look something up, save a file or send a message. You choose which tools each agent may use. - **Your own endpoints and MCP servers as tools** (In pilot): Turn your own web endpoint or a remote MCP server into a tool your agents can call. - **Messaging tools** (In pilot): Tools for sending texts, WhatsApp, Slack, Telegram and email, with company rules for each. - **Memory** (In pilot): Choose what an agent remembers about the people it talks to, and send what it learns to your own systems. - **Variables** (In pilot): Give an agent named values, such as an opening time or a booking link, that its instructions can use. - **Choose the model** (In pilot): Pick which AI model an agent uses from the models your company allows. - **Voice** (In pilot): Choose whether an agent is off on calls, only listens and takes notes, or listens and talks. - **Channels** (In pilot): Choose where people can reach an agent: a chat widget on your website, a link, texts and RCS, WhatsApp, Slack, Telegram or email. - **Ask an admin** (In pilot): When an agent is unsure, it asks a person instead of guessing, and tells them only what they need to answer. - **Who an agent's messages come from** (In pilot): Choose the identity an agent speaks as by default, such as a person on your team or one of your places. - **Test an agent** (In pilot): Talk to the draft before anyone else does, look inside each reply, and save good conversations as test cases. - **Make a version Live** (In pilot): Nothing reaches customers until someone with permission makes a version Live. Falcon checks the agent is ready first. - **Versions** (In pilot): Every published version is kept, so you can see what changed between two of them. - **Access and collaborators** (In pilot): Decide who can see, edit or publish each agent, and invite collaborators to one agent only. - **Built on this** (In pilot): Let other agents build on this one, so a change here reaches them too, and see what a change would affect. - **Activity** (In pilot): See what an agent has been doing. The words of a conversation stay hidden until someone with permission chooses to show them. - **Pause, copy, hand over or archive** (In pilot): Pause an agent, copy it, hand it to someone else, archive it or take its content with you. - **Session rules** (Coming next): Rules for how long a conversation lasts and when a new one begins. - **Script tools** (Coming next): Write a short script as a tool, with its own settings and secrets, and let agents call it. - **Rate replies and improve them** (Coming next): Mark a reply good or bad and ask Falcon to suggest a change to the instructions. - **Push notifications** (Coming next): Reach people through notifications on their phone, as another channel. ## [Identities](https://falcon.com/docs/identities.md) - **Company identities** (In pilot): Keep the company's people and places in one list, each with its own page and a short code you can use to refer to it. - **Your own identities** (In pilot): Keep identities of your own, for agents you build for yourself. - **Identity fields** (In pilot): Decide once which details every identity has. Name, company, communication style, background and voice are built in; you can hide them or add your own. - **Checks on identity details** (In pilot): Falcon checks what is typed into an identity's fields, such as whether a name looks like a name, before it is saved. - **Working hours** (In pilot): Give a person or place its hours, so workflows know when it is open. - **Where an identity can be reached** (In pilot): Each identity an agent acts as can have its own email address, phone number, voice address, link and website chat widget. - **RCS for each identity** (In pilot): Messages can come from the company's shared RCS sender, or an identity can have its own. - **An identity's own mailbox and calendar** (In pilot): Connect an identity's own mailbox and calendar, so an agent can send as them and check when they are free. - **Images of an identity** (In pilot): Add photos of a person or place, with a note on when an agent should use each one. - **Import identities** (In pilot): Bring in many identities at once from a file. Falcon shows every row before anything is saved. - **How the company's email looks** (In pilot): Set the layout and logo placement for email your agents send, once for the whole company. - **Outlook mailboxes and calendars** (Coming next): Connect an identity's Outlook mailbox and Microsoft calendar, as with Gmail. - **A customer's contact points** (Coming next): See every way a customer has reached you, which agent and identity answered, and when. - **Pictures drawn in an identity's likeness** (Coming next): Let an agent draw a picture of an identity from its reference images, labelled as made by AI. ## [Workflows](https://falcon.com/docs/workflows.md) - **Workflows and how they work** (In pilot): See the company's workflows, and read a short guide to how a workflow runs. - **Edit a workflow** (In pilot): Add, move and remove steps on a canvas, with the chosen step's settings beside it. - **How a workflow starts** (In pilot): Start a workflow on a schedule, when an app sends an event, when a conversation arrives, or when another system calls it. - **Side chains and retries** (In pilot): Hang extra steps off a step for when someone is interested, replies STOP, or the step fails. - **Hours check** (In pilot): A step that checks whether a person or place is open now, and sends the workflow one way or the other. - **Front desk** (In pilot): A first step that greets the person, looks them up in past conversations, and hands them to the right agent, such as sales or service. - **Engagements** (In pilot): Say what counts as someone engaging, such as replying or booking, so each can start a side chain. - **Waiting for you** (In pilot): Drafts that need a person before they are sent, from every workflow, in one place. - **Request mapping** (In pilot): Give any outside system its own address to call, and map what it sends into a workflow or an agent. - **Runs** (In pilot): See each time a workflow ran, and step in when one needs it. - **Publish and roll back** (In pilot): Make a workflow Live, go back to an earlier version, or archive it. - **Webhooks out** (In pilot): Tell your own systems when a workflow does something, by sending them a signed message. - **When a reply could be for more than one** (In pilot): If two agents or identities wrote to someone and they reply, choose whether the reply goes to the latest, to both, or is read to decide. - **Taking turns** (In pilot): Share new conversations between identities in turn, such as sales reps who are available, and keep returning people with the same one. - **Acting as on a step** (In pilot): Pick which identity an agent acts as on each step, so the same agent can appear three times as three people. - **Topics and keywords on messages** (Coming next): Label outgoing messages with a topic, so opting out of marketing never stops order updates, and route replies by keyword. - **Evaluate steps** (Coming next): A step that scores or checks the work of earlier steps, and workflows that only evaluate. - **Sequences that repeat** (Coming next): Repeat a set of steps, such as a follow-up every few days, until someone replies or a limit is reached. - **Nudges and review rounds** (Coming next): Remind people who haven't answered, and pass work through more than one review before it goes out. ## [Connections](https://falcon.com/docs/connections.md) - **App connections** (In pilot): Connect business apps such as a CRM, payments or email with a browser sign-in, using Falcon's sign-in or your own. - **Your connections** (In pilot): Connections that belong to you, such as your own mailbox, and what may use them. - **Email sending** (In pilot): Send your agents' email from your own domain, through SendGrid, or through any mailbox that offers SMTP and IMAP. - **Twilio** (In pilot): Connect your Twilio account to send and receive texts with your own numbers. - **Phone numbers and AI voicemail** (In pilot): Give an identity its own phone number for incoming calls, and let calls outside hours go to an AI voicemail that takes a message. - **Storage and files** (In pilot): Connect an Amazon S3 bucket so agents can save, read and list files, and share files by link. - **Event sources** (In pilot): Let a system send events to Falcon, so a workflow can start when something happens there. - **Domains and links** (In pilot): Set which domains the company's links and addresses use. - **GitHub repositories** (In pilot): Install the GitHub app for your organisation and choose which repositories agents may work in. - **Your own REST API** (Coming next): Describe your own REST API once and turn its endpoints into tools. - **Message keys** (Coming next): Keys that let your own systems send messages through your agents' channels. ## [Company settings](https://falcon.com/docs/company-settings.md) - **General and brand** (In pilot): The company's name, logo, colours and images, previewed before you apply them. - **People** (In pilot): See everyone in the company, invite someone new, and make a person inactive when they leave. - **Invite many people at once** (In pilot): Upload a list of people with their roles and send all the invitations together. - **Roles** (In pilot): A role is a set of things a person may do. Use the built-in roles or make your own. - **Security** (In pilot): Decide how people sign in, whether a second step is required, and how long sessions last. - **Single sign-on** (In pilot): Let people sign in through the company's own Microsoft tenant or identity provider. - **Checks** (In pilot): One place for the checks Falcon runs on what people type, such as identity details, with a way to try each one. - **Categories** (In pilot): The groups agents are sorted into on the Agents page. Every company starts with a set. - **Models and spend limits** (In pilot): Choose which AI models agents may use, and set daily and monthly spend limits, so a runaway loop can't run up a bill. - **Bring your own model keys** (In pilot): Use your own key for a model provider, such as OpenRouter or xAI, so that spend is on your account. - **More model providers** (Coming next): Use OpenAI directly, any OpenAI-compatible service, or your company's own Amazon Bedrock. - **Billing and plan** (In pilot): See the company's plan, keep payment methods, and download invoices. - **Audit log** (In pilot): A record of who changed what, and when, across the company. - **Data and privacy** (In pilot): Answer people's requests to see or delete their data, and export what the company has written. - **Deployment accounts** (In pilot): Run your agents in Falcon's AWS account, or in your company's own. ## [Reports](https://falcon.com/docs/reports.md) - **Agent reports** (In pilot): How much each agent is used, across the company or for one agent. - **Workflow reports** (In pilot): How often each workflow ran, and how often it finished, failed or waited for a person. - **Cost reports** (In pilot): What the company spent on models and services, by agent, workflow and day. - **Export or schedule a report** (In pilot): Download a report as a file, or have it sent on a schedule. - **How closely each agent is watched** (Coming next): Choose, for each agent, how much detail Falcon keeps about its work. ## [Ask Falcon](https://falcon.com/docs/ask-studio.md) - **Ask Falcon** (In pilot): Open the panel on any page, ask a question in your own words, and get an answer about that page. - **Skills and house rules** (In pilot): Ask Falcon follows a short playbook for each part of the Studio, and your company can add its own house rules and reference pages for it. - **Describe it** (In pilot): Describe an agent or a workflow in your own words, answer a few questions, and Falcon drafts it for you. ## [MCP and API](https://falcon.com/docs/mcp-and-api.md) - **Connect an AI assistant** (In pilot): Connect an AI assistant to Falcon over MCP and sign in as yourself. - **Approve what an assistant asks to do** (In pilot): When an assistant asks to do something risky, such as publish or send, it waits until you approve it in Falcon. - **Company MCP policy** (In pilot): Administrators decide whether people may connect assistants, and what those assistants may do. - **HTTP API** (In pilot): The same operations as MCP, over HTTP, each described with when to use it and who may call it. - **Falcon inside your own product** (Coming next): Show parts of Falcon inside your own app, so your users can shape their agents there.