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Flexday AI Docs

Capabilities

Apps and experiences

Give people generated web apps, interactive documents and forms, and an assistant in Microsoft Teams, with the sign-in your organisation already uses.

Written for
  • Everyone

Last reviewed

Flexday AI puts what you build in front of people in three ways: a generated web app (on your workspace's own address where your deployment provides one), interactive documents and forms inside a conversation, and an assistant in Microsoft Teams. Each one uses the same data, automations and Agents behind it, and the same rules about who may see what.

What you can do

  • Ship a dashboard, a tracker or a portal from one conversation. The Builder writes a LaunchPad with charts, tables, maps and forms that read live data.
  • Change it safely. App changes land in a Draft you preview in Studio and reach end users when you deploy (the first build is deployed for you). Changes to saved queries and to the data reach users at once.
  • Put buttons to work. A button can run a published Flow: approve a request, raise a ticket, send a report.
  • Add a chat panel. An app can talk to a published Agent, which can answer from your data and cites the documents it searched.
  • Show a document in the conversation. A document card opens a policy or a contract in a built-in reader, with a download button when policy allows.
  • Collect exactly what you need. A form card gathers several validated answers at once, including files, and asks again, up to five times, until they are right; a form can instead ask one question at a time.
  • Meet people in Teams. A Bot puts an Agent inside Microsoft Teams, and can message people first when a Flow has news for them.
  • Let people sign in their usual way. Attach an Identity: your workforce single sign-on, a customer identity provider, or a SAML provider through a user pool.
The Service Desk Copilot dashboard as its users see it: four headline figures for open, critical, resolved and in-repair counts, a ring chart of open incidents by priority, and bar charts of incidents by service and by site
Notice that this is the deployed app, not the Studio: each widget reads one of the saved queries the Builder wrote, live, through the app's gateway.

How it works

ExperienceBuilt fromReached through
Web appA LaunchPad: plain files with a shared kit; new apps keep one file per widget and a page per screen<workspace>.apps.<domain>/<app> where the deployment publishes workspace addresses, otherwise the shared apps address; data only through the Flex Gateway
Document and form cardsInteractive cards on an Agent or a Flow's Form and ViewPort stepsAn app's chat panel or Studio
Teams assistantA Bot bound to one published AgentMicrosoft Teams personal chats, group chats and channels
End-user sign-inAn Identity on the Solution's gatewayThe provider's own sign-in page; completed on the gateway, or in the browser for a Microsoft sign-in

An app holds no API address, no dataset ID and no credential. Every data call goes to its own address, where the gateway runs the query under a Fact Base role. Once you attach an Identity, the gateway also checks who is asking, so each person sees only what they are allowed to.

Example

A regional operations team asks the Builder for "a dashboard of open maintenance jobs by site, with a button to reassign a job and a chat assistant that knows our safety procedures". The Builder loads their spreadsheet into a Fact Base, writes a LaunchPad with a map and a table, wires the reassign button to a Flow, and adds a chat panel backed by an Agent that searches a Doc Base of procedures. The team attaches their Entra ID Identity so only employees can sign in, deploys, and adds a Teams Bot for the same Agent so field engineers can ask questions from their phones.

Who uses it

PersonaWhat they get
Business userA working app without a development project
End userAn app on a familiar address, their usual sign-in, an assistant in Teams
DeveloperPlain, readable app files and a documented gateway contract
IT and securitySign-in through the existing identity provider; no secrets in apps; per-endpoint access rules
Functional userA tool for the process they own that their team can open in a browser, with usage and cost visible