> ## Documentation Index
> Fetch the complete documentation index at: https://docs.apigene.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Apigene Copilot

> The Apigene Copilot

The Apigene copilot is designed to **transform how you interact with your workplace applications**.

By leveraging **natural language interfaces** and **AI-driven workflows**, the Apigene copilot eliminates the need for switching between apps, reduces operational friction, and enhances productivity.

With deep integrations, task orchestration, personal and organizational context awareness, and enterprise-grade governance, our copilot empowers teams to automate, interact, and analyze across systems – all within a unified experience.

## 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

1. `@Ashby list all candidates`
2. `Select top 3 for frontend engineering`
3. `@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](/guides/copilot/task).

#### 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

You can also create **visual insights from task outputs**.

You can automatically generate:

* Pie Charts
* Bar Graphs
* Line Graphs
* Tables with sorting & filtering

And embed visualizations into:

* 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.

1. [Organizational Context](/guides/copilot/copilot#organizational-context)
2. [Personal Context](/guides/copilot/copilot#personal-context)

#### 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).

#### Role-Based Governance

You can manage your application's access at a organization, team, and user level. Your copilot interactions governed by organizational compliance rules, and task visibility scoped by roles.