Cases

Cases is your central workspace for monitoring everything your AI Agents do - from handling data and generating results to managing calls, emails, documents, and photos. This guide walks you step-by-step through how to add data, open and work with Cases, use each menu inside a case file, collaborate with your team, and understand how Cases helps you oversee operations while the agent does the work for you.


Cases: A Complete Guide

Support Tickets

Updates

Getting Started

Onboarding

Follow this quick setup to unlock your dashboard and connect to your team of AI agents!

Log in to Your Account

Welcome to your AI Agents platform! This guide walks you through your workspace so you can find everything you need quickly. We'll cover how to personalize your workspace along with a brief overview of the main features.

Explore the 913 Platform

Manage your profile, team collaboration, and usage analytics from Account Settings. 

Update Your Account Settings

Start You First Chat

Starting your very first chat is the quickest way to get familiar with your digital colleagues, find onboarding answers, and begin automating your routine tasks.

How to Start a Chat

To get the best response to you questions, you need the correct agents which is easy to pick with the help of your platform guide, Olivia!

How to Choose the Right AI Agent

Team Management

Getting your team set up is easier than you think! Here's everything you need to know about inviting colleagues to join your AI worker platform.

Invite New Team Members

Our platform facilitates seamless teamwork by allowing multiple users and AI Agents to work together in shared environments. By bringing your colleagues into your workspace chat, you can coordinate on complex tasks and ensure everyone stays aligned in real-time.

Collaborate with Your Team Members

Support & Feedback

Get immediate assistance with technical issues, billing questions, or platform navigation by reaching out to our support team!

Get in Contact with Support

AI Agents

Agent Overview

An AI agent is an autonomous digital worker that independently plans and executes complex, multi-step business tasks using specialized software tools. This guide covers how these proactive assistants differ from standard chatbots and how they can automate your company's daily workflows.

What is an AI Agent?

The 913 platform offers both ready-to-use general assistants and bespoke enterprise agents built for your exact needs. Working live or in the background, these digital workers integrate directly into your existing infrastructure and databases. Understanding these options helps your team select the right assistant for any business task.

General vs. Customized Agents

Prompting simply means telling your AI agent exactly what to do. The clearer your instructions, the better your results. To get the best output on your first try, imagine you are delegating the task to a human assistant—be calm, clear, and specific.

How to Prompt Agents to Get Great Results

Our AI agents function like highly skilled new team members. While they are experts in their fields, optimizing them is a natural onboarding process of providing clear reference materials, specific prompts, and real-time feedback to align them with your company's precise workflows.

Train and Optimize Your AI Agents

Artificial intelligence is undergoing its most significant evolutionary leap. We are rapidly moving past static, conversational chatbots and entering the true era of Autonomous AI Agents—the core driving force behind 913.AI.

The Evolution of AI: From Chatbots to Autonomous Agents

Meet the Agents

Olivia serves as your personal interactive platform guide, administrator, and coordinator. Think of her as your on-demand office manager designed to help you find features, connect your business tools, and navigate the platform effortlessly from day one.

Olivia

Rachel is your versatile, on-demand digital general assistant designed to streamline your daily workflows, she helps transition raw ideas and messy data into highly polished, executive-ready deliverables. Think of her as your proactive, tech-savvy team member who specializes in heavy-lift research, document creation, and information organization.

Rachel

Ava is your dedicated legal support and analysis expert at 913.ai. Think of her as your on-demand legal operations coordinator who transforms manually intensive, dense contract work into clear, actionable summaries.

Hera is your proactive personal digital assistant at 913.ai. Designed to live inside your inbox and handle your daily operational load, she specializes in email triage, calendar management, and task tracking. Operating autonomously in the background, Hera ensures that no client commitments, follow-ups, or deadlines ever slip through the cracks.

Hera

Galen is your dedicated deep research and intelligence specialist at 913.ai. Think of him as an elite research analyst who combines live web execution, document intelligence, and rigorous fact-validation to deliver high-density, verified business intelligence.

Galen

Platform Features

Chats

Initiating a chat is the foundation of your workflow on 913.AI. While launching a thread takes only a few clicks, structuring your conversations correctly ensures your AI agents maintain sharp contextual memory, stay organized, and deliver highly accurate results.

This guide covers how to strategically initiate, target, and kickstart your workspace conversations.

Start Chat Conversations

The chat interface is designed to be more than just a place to type questions. It serves as a central hub where you can feed rich data to your agents, assign structured workloads, and dictate commands seamlessly.

Chat Interface Features

As you deploy your AI agents across various workflows, your sidebar can quickly fill up with active threads. To keep your digital workspace organized, clean, and structured, 913.ai provides a comprehensive set of chat management tools.

Manage Chat Organization

Bringing a teammate into an already active conversation allows your team to brainstorm together while keeping your AI agent directly in the loop.

Invite Team Members to Active Chats

Typing prompts manually every single day is a thing of the past. By leveraging the built-in task engine, you can build custom automations, establish a favorite shortcut deck, and distribute repeatable operational workflows straight to your entire organization.

Manage Tasks Within Chats

Projects

This help guide walks you through every step of creating and managing Projects in 913.ai — from setting up your first Project to collaborating with teammates and AI agents. It explains how to name and describe Projects, add members, upload files, and start chats — all with clear examples tailored for insurance, finance, legal, and HR teams. The guide also clarifies how Projects differ from general inbox conversations and how shared memory keeps your work connected.

Creating Projects - Step by Step Help Guide

Projects in 913.ai are dedicated workspaces that bring together your chats, files, and shared memory for a specific client, topic, or goal. They keep everything related — from research and reports to contracts and discussions — in one place so your team and AI agents always work with the right context. By using Projects, business, legal, HR, insurance, and finance teams can collaborate more efficiently, avoid repeating work, and make faster, more informed decisions with clear, connected information.

Understanding Projects in 913.ai

When a project expands or requires specialized internal eyes, you can instantly scale your collaboration by inviting your human colleagues directly into the active Project Workspace.

Invite Team Members to Active Project

Knowledge

Knowledge on 913.ai help you organize files and easily use your files as context across chats. This guide walks you through everything you need to know to get started.

Dashboard

The Dashboard feature allows users to view their personal and team analytics regarding their use of the 913 platform.

Dashboard Overview

Notifications

In an effort of being efficient, the platform will alert you with any updates on projects, chats, or tasks to help you maximize your time and focus.

Notification Overview

Platform Integrations

Connect Hera, your proactive personal assistant, directly to your corporate email account to automate daily administrative workflows. This simple integration establishes a secure link that allows her to handle time-consuming inbox duties on your behalf.

Connect Hera to Your Email

Connecting Hera to your calendar is the easiest way to optimize your daily schedule. Offload the friction of booking meetings and protect your time automatically.

Connect Hera to Your Calendar

Document Workflows

Whenever you ask an agent to generate a document, or create a doc from scratch it’s created in the doc editor. This is where you can shape it to your needs, adjust formatting, and export it as DOCX or PDF. Knowing how to use the doc editor is essential, it’s the key to customizing your work, saving drafts, and getting the best results. This guide will walk you through everything you need: editing and formatting, exporting, and finding your unfinished drafts.

Creating Documents

With our new in-editor AI chat feature, you can draft, edit, and refine your documents without ever leaving the editor. Here’s how it works:

📝 How to Edit Your Documents with the AI Agent Inside the Editor

This guide explains how to install and use the 913.ai Word Add-in. It will help you understand the basic features, how to chat with AI agents inside Word, and how to insert AI generated content directly into your document.

913.ai Word Add-in Help Guide

Other Helpful Features

Think of Instructions as permanent guidelines you give to your AI agents about how you want them to behave. Instead of micro-managing or reminding your agent every single time you start a new task, you write down your rules once, and your agent will automatically remember and prioritize them across all your chats.

Customize Agent Behavior with Instructions

Safely manage your credentials, configure two-factor authentication, and set up modern sign-in options to secure your 913.AI account.

Account Security

Just like human assistants, AI agents naturally store information, files, and conversation history in their memory for later use. This allows them to build on top of past discussions and maintain context over time. However, when handling business operations and confidential enterprise workflows, you need precise control over who sees that data and how long it sticks around.

Context Sharing

Troubleshooting & FAQ

Sometimes you need to know: "Is my AI worker still working on what I asked them to do?" Here's how to easily check their status and keep things moving smoothly!

Check if Your AI Agent is Still Working

Our AI agents work dynamically in the background to handle heavy-lift research, file processing, and inbox triage. If an agent seems to stop midway through a task, it is rarely a system crash—usually, they are simply waiting for your human input or navigating a complex data loop.

Here is how to diagnose and resolve communication bottlenecks with your digital workforce.

What to do if Your AI Agent Stops Working

How can we help you?

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