Key Capabilities
Conversational Interface
The primary user experience is built around a copilot-style chat interface. You can interact with connected applications by simply typing requests in natural language. The system uses@mention syntax to bring specific apps into context.
Features
Key features of the conversational interface include -- @mention Integration – Use
@to invoke any connected application. - Contextual Conversations – Follow-up questions can refer to previous responses.
- Cross-App Commands – Chain actions across apps (e.g., retrieve data from Ashby and post results to Slack).
- Zero-switching UX – All actions occur within a single interface.
Example Use Case
@Ashby list all candidatesSelect top 3 for frontend engineering@Slack send shortlist to #hiring-managers
AI-Driven Tasks
The Apigene copilot has an AI-driven task engine that enables you to create, save, and execute multi-step workflows across your systems using natural language. You can learn more about Apigene Tasks here.Features
Key features of the Task engine include -- Multi-Step Execution – Combine multiple app calls into a single flow.
- Data Aggregation – Fetch, filter, and group data from structured sources.
- AI-Powered Logic – Use AI to interpret data and make decisions (e.g., select most relevant candidates).
- Visualization – Automatically generate charts (e.g., pie charts) based on task outputs.
Example Tasks
“List all expenses from Expensify, group by category, and display in a pie chart.”
Scheduled Tasks
- Mark a task as agentic to make it run repeatedly.
- Useful for daily reports, weekly syncs, or hourly monitoring.
Task Attributes
- Category – E.g., Finance, HR, Support
- Scope – Private, Public, or Team-specific
- Scheduling – One-time or recurring
- Pie Charts
- Bar Graphs
- Line Graphs
- Tables with sorting & filtering
- Dashboards
- Slack/Teams posts
- Email digests
Task Management System
Apigene also provides a dedicated UI for users and admins to manage tasks efficiently.UI Features
- Natural Language Editor – Express complex logic without coding.
- Task Library – View and reuse saved tasks.
- Sharing Controls – Define who can view, edit, or run tasks.
- Policy Enforcement – Ensure consistent task behavior across departments.
Collaboration Features
- Task sharing across team members.
- Version control and history logs.
- Public vs. Private visibility settings.
Application Integration & Configuration
Users can install and manage app integrations from a built-in application marketplace.Supported Apps
- Wide range of SaaS tools: HR, Finance, CRM, IT, DevOps, and more.
- Each app supports specific API schemas and auth methods.
Adding Applications
- Choose from the curated directory.
- Add custom or homegrown apps via:
- File-based Schema Import (e.g., OpenAPI/Swagger)
- URL-based Schema Import
- Auto-generate connector logic from schema definition.
Supported Authentication
- API Keys
- OAuth 2.0
- Bearer Tokens
- Custom headers and secrets
Context Injection System
Apigene lets you inject two types of context to your copilot.Organizational Context
The organizational context feature lets you define rules, KPIs, and business constraints that modify your copilot’s behavior during runtime.Example Context Use Cases
- “When querying Salesforce, prioritize accounts tagged ‘high-value’.”
- “Flag violations if expense > $5,000 and no approval found.”
Configuration
- Context rules are assigned per application.
- Supports YAML/JSON-based config or via UI wizard.
- Can be versioned and audited.
Personal Context
You can enrich the copilot with personal preferences or goals.Benefits
- Personalized responses.
- Smart defaults in task execution.
- Role-based behavioral tuning.
Examples
- Time zone preferences
- Reporting styles
- Email formatting defaults
Security, Governance & Monitoring
The Apigene copilot lets you define Fine-Grained Application Controls policies to determine how the copilot interacts with your organization’s data.Admin Capabilities
- Define which operations are allowed, restricted, or hidden.
- Customize behavior per role (e.g., Analyst, Manager, Admin).
- Disable sensitive API endpoints from being exposed.
Example Policy
Allow HR team to access candidate listings, but restrict job offer generation.
Audit Trail & Monitoring
Every request, response, and action with the Apigene copilot is logged. This enables investigation, compliance checks, and rollback. You can also view your usage metrics in a dashboard. You can view the following data -- Usage Breakdown:
- By user
- By app
- By task
- By time period
- Task Success Rate
- API Latency Reports
- Security Alerts
Export Options
- Export logs as CSV, JSON, or stream to SIEM tools (e.g., Splunk, Datadog).
