Knowledge base
Answers, indexed.
Short, numbered guides to everything in Walli-AI. Your agents read these same pages, so you can also just ask them in chat.
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Why Walli-AI
How Walli-AI keeps agents in bounds
Autonomous does not mean unsupervised. The controls that keep an agent inside the lines you set, and let you see and undo everything it does.
What Walli-AI will cost, in plain terms
The whole bill is a flat plan price plus, if you use managed Spark models, an AI Unit budget. How to read it, what the add-ons cost, and how to estimate a month before you commit.
Is Walli-AI right for me?
An honest read on fit. The jobs Walli-AI is built for, the ones it is not, and how it differs from a human assistant, a rules-based automation, and a chatbot.
How agents actually work
The mental model behind the product: what an agent is made of, how memory and knowledge differ, how schedules and channels put agents to work, and what autonomous really means here.
Spark vs bring-your-own-key, explained
The one choice that most affects your cost and control: run agents on Walli-AI's managed Spark budget, or on your own AI provider key. What each means and when to pick which.
Your first real outcome, fast
The shortest honest path from signup to one concrete result the same day. Hire an agent, give it a single job, run it in chat or on a schedule, and find the deliverable it produced.
Moving from a virtual assistant to Walli-AI
A fair comparison for anyone who pays a human VA or is weighing one. What agents do well, what a human does better, what carries over, and how to run both together at first.
Moving from spreadsheets and manual busywork
If you run your operation in spreadsheets and manual copy-paste, here is how Tables, automations, and scheduled agents replace the recurring work, what to migrate first, and what stays in a spreadsheet.
Recipes
Turn your inbox into a morning triage brief
An agent reads your inbox on a schedule, labels and summarizes what came in, and leaves draft replies ready for one-click send. It never sends email on its own.
A daily KPI report, delivered to Slack as a PDF
Build a report over your table data once, then have it render to a PDF and post to Slack every morning. The numbers are computed from your data, never written by an AI.
"Keep your CRM clean: enrich every new row automatically"
When a new row lands in your CRM table, an agent fills the missing fields, validates the data, and attaches its findings, automatically, every time.
A weekly market and competitor research digest
An agent that searches the web every week, reads what it finds, and delivers a decision-ready digest of what moved in your market, saved to your Library.
Answer your community's questions from a docs-grounded agent
An agent in your Discord or Slack that answers members' questions from the docs you upload, and says it does not know rather than making something up.
Triage GitHub issues and open a fix PR for review
An agent that reads new issues, drafts a fix on its own branch, and opens a pull request for you to review. It never merges and never touches your default branch.
Every morning, brief me on today's calendar with prep notes
An agent that reads your calendar every morning and writes a short brief of the day's meetings, each with a line of prep, so you walk into the day already oriented.
Turn a spreadsheet into a formatted xlsx analysis with charts
Ask an agent to analyze your data and it runs real Python in a sandbox over the rows you give it, writing back a formatted xlsx with computed tables and charts.
A research desk and writer, working as a team
One agent researches the web and hands its findings to a second agent that writes the piece, so you get a drafted deliverable from a single request instead of doing both jobs yourself.
"A daily standup digest, posted to your team channel"
Every morning an agent reads your Slack channel, summarizes what happened, and posts a short standup digest back to it, on a schedule, without anyone writing it.
"Summarize long documents and PDFs into a one-page brief"
Hand an agent a long PDF, contract, or report and get back a one-page brief with the key points, decisions, and open questions, from a file you uploaded or an attachment emailed in.
"Draft a week of social posts from your updates"
Every week an agent turns your updates into a batch of drafted social posts, ready for you to review, edit, and publish, so the blank calendar fills itself while you stay in control of what goes out.
"Log every support request into your CRM automatically"
When a support request comes in on your chat channel, an agent reads it and logs it as a structured row in your CRM table, automatically, so nothing falls through the cracks.
"Pull data from invoices and receipts into a table"
When an invoice or receipt lands in your inbox as a PDF or photo, an agent reads it, extracts the vendor, date, and amount, and logs a structured row in your table, so bookkeeping stops meaning retyping.
Getting started
Find your way around the app
What is Walli-AI?
The AI workforce that keeps memory, runs on a schedule, and reports what got done.
Hire your first agent
Create an agent, pick its role and model, and get your first result.
Chatting with an agent
How chat works: replies, deliverables, files, attachments, and slash commands.
Where things are in the Walli-AI app
A complete tour of the sidebar, the account menu, and quick search.
Agents & models
Create, configure, and manage agents
Changing an agent's AI model or provider
Switch between Walli-AI Spark (managed) and your own key (BYOK), and pick the exact model.
Creating or setting up a new agent
Spin up an agent and give it a role, personality, model, skills, and knowledge with the setup wizard.
Plans, billing, and Spark vs BYOK agents
What Spark and BYOK agents cost, what each plan includes, and how AI Units and top-up packs work.
Giving an agent knowledge (documents & links it can use)
Upload documents (retrieved automatically) and templates (filled on demand) so your agents ground their work in your own material.
What an agent remembers (conversation memory & recent decisions)
Agents recall relevant past conversations and their recent work, and you can inspect or delete exactly what they remember.
Managing agents (sleeping, pausing, and deleting)
Understand sleeping agents, how they auto-wake, how to pause scheduled activity, and how to delete one from the Fleet.
The Coordinator (cross-agent triage and auto-resolve)
The Coordinator triages signals across your whole Fleet, resolves routine work for you, and reports what it handled on Today.
Agent skills (adding capabilities and shaping behavior)
Skills are capability and behavior modules you attach to an agent to change what it does and how it works.
Models: the Spark catalog vs your own key
How the managed Spark model catalog differs from the live-fetched BYOK picker, and how to pick the right model per agent.
Agent identity, personality, and the Compute Governor
Set an agent's name, timezone, and personality, and control how the Compute Governor may route its model.
Automations
Workflows and schedules
Creating or editing a workflow
A reusable task template: a saved prompt plus the shape of its output, that any agent can run on demand, on a schedule, or as a tool.
Scheduling an agent or workflow to run automatically
Run a workflow on a cadence with a visual calendar or a cron expression, trigger it on demand, and pause or resume it.
Starting from a workflow template
Browse the curated template gallery, activate a ready-to-run workflow, and customize your own editable copy.
Triggering workflows on events and chains
Choose what fires a workflow: a cron cadence, another workflow finishing, an inbound event, or a manual run.
Breaking a request into a multi-step pipeline
Have an agent split one request into ordered steps you can run, edit, or skip, right inside chat.
Browsing run history in the Runs explorer
See every run across your fleet, filter by agent and status, and open any run for its deliverable.
Recovering from a failed run
What a failed run shows, how Walli-AI diagnoses it, how to retry, and how schedules auto-pause and get tuned.
Tools and the Catalog
Write custom code tools and assign them to agents, and apply occupations and skills from the Catalog.
Building automations with Maestro
Maestro is the build engine that proposes a plan of actions, builds the ones you confirm, and lets you undo any of them.
Today & intelligence
Your daily brief and signals
Your daily brief (Today)
A chief-of-staff style home screen: a headline of what matters, a queue of decisions that need you, what your agents delivered, and what they handled on their own.
Inbox: overnight email your agents triaged
A single view of what landed in your connected mailboxes, with agent-drafted replies and one-click archive, delete, and bulk actions.
Agenda: today's meetings, with an agent on every one
Today's meetings from every connected calendar in one view, each one a launch pad for prep, an agenda draft, or a polite decline.
Insights: what the platform noticed about your fleet
The platform watches your fleet and surfaces patterns worth your attention. Act on them from Today, and audit the full 14-day history on the Insights page.
Follow-ups: closing the loop after a run
When an agent finishes a run and already knows the next step, it proposes a follow-up on Today so the loop closes instead of waiting on your memory.
Entities: the people, companies, deals and projects your fleet tracks
As your agents work, the platform pulls the named people, companies, deals and projects out of every run and chat and keeps a running record. Browse them on the Entities page, open any one to see every recent mention, and star the ones you want to be alerted about.
Library & data
Deliverables, files, tables, reports
Getting files out of Walli-AI / exporting a deliverable
Find, preview, download, and delete the files an agent produced or you uploaded, organize them in shared folders, and get exports (HTML, CSV, and more) out of the platform.
Finding past results, reviewing & approving
Browse everything your agents have produced, open any result to read the full output, approve or reject what needs sign-off, and rate quality so agents learn.
Working with Tables (storing and entering data)
Store structured data in typed columns and enter it through the grid, a CSV import, a public form, or by asking an agent, then view, group, link, and automate it.
Table views: grouping, kanban, saved views, sorting, and filtering
Reshape a table without changing its data: sort, filter, search, group into sections, switch to a kanban board, save the view, and color rows with formatting rules.
Linking tables: linked records, lookups, rollups, and formulas
Turn separate tables into a connected model: point rows at another table, pull fields across the link, roll up totals from related rows, and compute values with formulas.
Table automations: run an agent when rows change or on a schedule
Wire a table to an agent so inserting, updating, or deleting a row, or a scheduled scan of matching rows, runs a workflow or sends the agent a message.
Importing and exporting table data (CSV)
Load data from a CSV to create or grow a table, understand the import summary, export a table back out, and know how row limits behave.
Letting an agent enter and query table data
Add, update, and answer questions from a table by asking an agent, or use the grid's AI command bar to filter, add columns, and flag rows in plain English.
Reports overview: structured, deterministic reports over your tables
Turn a table into a filtered or summarized report whose figures are computed by a deterministic engine and never estimated, then preview, export, schedule, or hand it to an agent.
The row detail panel: fields, linked records, provenance, and activity
Open one row in a side panel to edit every field, see what links to it, learn which run created it, and review the automations and conversations that touched it.
Public forms: collecting table rows from outside your workspace
Publish a form on a table so people outside your workspace can submit rows, choosing exactly which fields to expose and how many submissions a day to accept.
Building a report: columns, filters, groups, and computed totals
Build a report step by step over a table: pick rows or totals, choose columns, filter, group and aggregate with a deterministic engine, join a linked table, chart the result, and watch a live preview.
Sharing and exporting reports: formats, scheduled delivery, deleting
Export a report to any of seven file formats, schedule it to deliver on a cadence to email or a channel, add it to a dashboard, and delete it cleanly with its delivery schedules.
Dashboards: live tiles over your tables and reports
Assemble metric, chart, and table widgets that read live from any of your tables onto one canvas, arrange them, and pin the key ones to Today.
Integrations
Channels and connected tools
Connecting integrations and channels
The Integrations hub is where you wire agents to chat channels, email and calendar, social accounts, automation tools, and API credentials.
Gmail and Google Calendar for agents
Connect Google per agent so an agent can read and triage email, draft replies for your review, and read or create calendar events.
Chat channels: Slack, Discord, and Telegram
Wire an agent into Slack, Discord, or Telegram so people can reach it by direct message or by @mentioning it in a server, with noise filtered out automatically.
GitHub for agents
Connect GitHub with a personal access token so an agent can read repositories and code, then open issues, branches, and pull requests without ever committing to your default branch.
Credentials and secure egress
Register API keys and OAuth grants so agents can call external services, validate each one before use, and cap how much they can send.
Team & account
Members, roles, and billing
Adding teammates and setting roles
Invite teammates by email, give each a role that controls what they can do, set per-member usage caps, transfer ownership, and remove members.
Choosing a plan and managing your subscription
Compare the four plans, start or change a subscription, read your usage meters, and manage payment from the Billing screen.
Add-on agents, storage, and AI Unit packs
Grow one dimension of your plan without changing tiers using add-on agents, extra storage, and one-time AI Unit packs.
Governance: spend, activity, and the audit trail
See what your agents spent and did, act on runs that need attention, and inspect a filterable tool-call audit trail.
Securing your account: passkeys, MFA, and sessions
Add passkeys, turn on multi-factor authentication, change your password, sign out of every device, and find SSO for your team.