> For the complete documentation index, see [llms.txt](https://docs.helvia.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.helvia.ai/getting-started/platform-overview.md).

# Platform Overview

The Helvia.ai Agents Platform is divided into three core views tailored to the AI lifecycle: ***Workspace*** for management, ***Designer*** for building, and ***Observatory*** for monitoring. You can toggle between these views at any time via the navigation icons, while the Workspace sidebar remains pinned for constant, high-level access.

<table data-column-title-hidden data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th><th data-hidden data-type="content-ref"></th></tr></thead><tbody><tr><td><h4>Workspace</h4></td><td>Manage workspace, knowledge bases, and integrations</td><td><a href="/files/evOLXbuqlJDlOSdjp4l6">/files/evOLXbuqlJDlOSdjp4l6</a></td><td><a href="/pages/waNNrKpGEhZjRKJBaPjI">/pages/waNNrKpGEhZjRKJBaPjI</a></td><td><a href="/pages/waNNrKpGEhZjRKJBaPjI">/pages/waNNrKpGEhZjRKJBaPjI</a></td></tr><tr><td><h4>Designer</h4></td><td>Build and deploy agentic workflows</td><td><a href="/files/pGKDbcdDNKYDCGyVJTzL">/files/pGKDbcdDNKYDCGyVJTzL</a></td><td><a href="/pages/fm84JKdFDGPZ75YDVfep">/pages/fm84JKdFDGPZ75YDVfep</a></td><td><a href="/pages/fm84JKdFDGPZ75YDVfep">/pages/fm84JKdFDGPZ75YDVfep</a></td></tr><tr><td><h4>Observatory</h4></td><td>Review sessions, track analytics and test agents</td><td><a href="/files/YX2BZGVuCCNrpKhUJ91S">/files/YX2BZGVuCCNrpKhUJ91S</a></td><td><a href="/pages/vUpiiwKswHUW5sJyYogR">/pages/vUpiiwKswHUW5sJyYogR</a></td><td><a href="/pages/vUpiiwKswHUW5sJyYogR">/pages/vUpiiwKswHUW5sJyYogR</a></td></tr></tbody></table>

{% hint style="info" %}
**New to Helvia.ai Agents Platform?** The [Glossary](/resources/glossary.md) defines the key terms you will meet across the platform.
{% endhint %}

### Workspace

The Workspace acts as an administrative hub. It is designed for organization and high-level management of your agents, syncing your team’s efforts and resources into one streamlined environment. Users can create multiple workspaces, and each workspace can be shared by multiple team members.

<table data-column-title-hidden data-view="cards"><thead><tr><th>Title</th><th>Description</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-robot">:robot:</i></h4><h4>Agent Management</h4></td><td>Create, view, duplicate, or delete agents</td><td><a href="/pages/4PxbKJptaV88dlo1EmZp">/pages/4PxbKJptaV88dlo1EmZp</a></td></tr><tr><td><h4><i class="fa-users">:users:</i></h4><h4>Collaboration</h4></td><td>Manage team members, permissions, and shared resources within the Workspace</td><td><a href="/pages/kxnr1ajS9Gjq7Jw7PGFP">/pages/kxnr1ajS9Gjq7Jw7PGFP</a></td></tr><tr><td><h4><i class="fa-database">:database:</i></h4><h4>Knowledge</h4></td><td>Upload and manage the data sources your agents use for RAG</td><td><a href="/pages/IeEGtCirhFWTUBJM5AcG">/pages/IeEGtCirhFWTUBJM5AcG</a></td></tr><tr><td><h4><i class="fa-plug">:plug:</i></h4><h4>Integrations</h4></td><td>Configure API keys and credentials that apply across all your workflows</td><td><a href="/pages/OtcDYSj75LLHNgHnB5mz">/pages/OtcDYSj75LLHNgHnB5mz</a></td></tr><tr><td><h4><i class="fa-photo-film">:photo-film:</i></h4><h4>Media Manager</h4></td><td>Store and manage the visual assets your workflows require</td><td><a href="/pages/mExM5BPcJlt3bssL0YzI">/pages/mExM5BPcJlt3bssL0YzI</a></td></tr><tr><td><h4><i class="fa-clipboard-list">:clipboard-list:</i></h4><h4>Audit Log</h4></td><td>Track who changed what across your Workspace</td><td><a href="/pages/DURBut8QiPDp8oKLXwIe">/pages/DURBut8QiPDp8oKLXwIe</a></td></tr></tbody></table>

### Designer

The Designer is your maker hub. It is the central environment for building and deploying powerful agents by defining the specific workflows that govern their behavior. Each agent belongs to a specific workspace and a single workspace can host multiple agents.

<table data-column-title-hidden data-view="cards"><thead><tr><th>Title</th><th>Description</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-diagram-project">:diagram-project:</i></h4><h4>Visual Experience</h4></td><td>Build workflows by connecting nodes and edges on the canvas</td><td><a href="/pages/ScK6f6WHXxeVqtbtfr3P">/pages/ScK6f6WHXxeVqtbtfr3P</a></td></tr><tr><td><h4><i class="fa-rocket">:rocket:</i></h4><h4>Deploy Anywhere</h4></td><td>Launch your agents on the web or your favorite chat platform</td><td><a href="/pages/tV7teF45Lswrwfnm282M">/pages/tV7teF45Lswrwfnm282M</a></td></tr><tr><td><h4><i class="fa-database">:database:</i></h4><h4>Knowledge</h4></td><td>Ground your agents in private data for accurate, trusted answers</td><td><a href="/pages/7blb9M3VL5UJplwUJSAE">/pages/7blb9M3VL5UJplwUJSAE</a></td></tr><tr><td><h4><i class="fa-puzzle-piece">:puzzle-piece:</i></h4><h4>Plugins</h4></td><td>Extend workflow and LLM capabilities with a comprehensive plugin library</td><td><a href="/pages/kr7pLZA8bRfIeb9a0zbc">/pages/kr7pLZA8bRfIeb9a0zbc</a></td></tr><tr><td><h4><i class="fa-gears">:gears:</i></h4><h4>Automations</h4></td><td>Run workflows automatically on a schedule or trigger</td><td><a href="/pages/6eLUhatoAPFqMV7O8WZN">/pages/6eLUhatoAPFqMV7O8WZN</a></td></tr><tr><td><h4><i class="fa-clock-rotate-left">:clock-rotate-left:</i></h4><h4>Backup</h4></td><td>Save or recover your progress with a single click</td><td><a href="/pages/4PxbKJptaV88dlo1EmZp#backups">/pages/4PxbKJptaV88dlo1EmZp#backups</a></td></tr></tbody></table>

### Observatory

The Observatory serves as your monitoring and insights hub. It provides the visibility and governance necessary to manage over all AI agents within your Workspace. Move beyond deployment and trust your agent with complete transparency: monitor performance, verify behavior, and extract actionable insights.

<table data-column-title-hidden data-view="cards"><thead><tr><th>Title</th><th>Description</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><h4><i class="fa-comments">:comments:</i></h4><h4>Review Sessions</h4></td><td>Audit chat sessions, detect unanswered queries, and track CSAT scores</td><td><a href="/pages/Nut9Dp8R69TCrG7yImYs">/pages/Nut9Dp8R69TCrG7yImYs</a></td></tr><tr><td><h4><i class="fa-chart-line">:chart-line:</i></h4><h4>Integrated Insights</h4></td><td>Access analytics and generate reports natively, no external BI tools required</td><td><a href="/pages/Vrz1u4AFvohK1cYUUunQ">/pages/Vrz1u4AFvohK1cYUUunQ</a></td></tr><tr><td><h4><i class="fa-list-timeline">:list-timeline:</i></h4><h4>Interaction Log</h4></td><td>Trace every user interaction in a chronological event log</td><td><a href="/pages/yDXXU05NDfXN2pFYVQC2">/pages/yDXXU05NDfXN2pFYVQC2</a></td></tr><tr><td><h4><i class="fa-flask">:flask:</i></h4><h4>Test Your Agents</h4></td><td>Run unit and end-to-end tests to ensure reliability and prevent regressions</td><td><a href="/pages/AS7urETzFRuEfmy1GTpg">/pages/AS7urETzFRuEfmy1GTpg</a></td></tr><tr><td><h4><i class="fa-calendar-days">:calendar-days:</i></h4><h4>Scheduled Reports</h4></td><td>Automate recurring exports of analytics, sessions, and survey data</td><td><a href="/pages/ZHeIIe1uun5mfCLKYK0r">/pages/ZHeIIe1uun5mfCLKYK0r</a></td></tr><tr><td><h4><i class="fa-heart-pulse">:heart-pulse:</i></h4><h4>Uptime Monitoring</h4></td><td>Maintain 24/7 visibility into agent availability and performance</td><td><a href="/pages/6IUpuovg7LZkIhIrDeH5">/pages/6IUpuovg7LZkIhIrDeH5</a></td></tr></tbody></table>


---

# Agent Instructions
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