Business bundles
At a glance
A bundle is a pre-configured package containing a complete ontology, workflows, AI agents, and connectors — all tailored to a specific business domain (sales, finance, HR, logistics, etc.).
Rather than building your data model and automations from scratch, you can import a bundle in a few clicks and immediately have a fully functional system.
Concrete example: the "RevOps Sales Copilot" bundle automatically creates the Lead, Opportunity, Account, Quote entities, configures 6 scoring and follow-up workflows, and deploys 4 specialized agents (pipeline analyst, sales coach, etc.).
What you'll do
- Browse the catalogue of available business bundles
- Preview a bundle's contents before importing
- Import a bundle into your workspace
- Navigate to the imported elements (entities, workflows, agents)
- Customize the imported model to fit your needs
What does a bundle contain?
| Element | Description | Example |
|---|---|---|
| Entities | The key concepts of your domain | Customer, Order, Product |
| Relations | The links between entities | Customer → places → Order |
| Properties | The fields of each entity | name, email, amount |
| Workflows | Pre-configured automations | Lead scoring, overdue alerts |
| AI Agents | Specialized assistants | Pipeline analyst, sales coach |
| Connectors | Data sources to connect | CRM, ERP, spreadsheets |
| KPIs | Performance indicators | Conversion rate, average basket |
| Dashboard | A pre-filled dashboard | Pipeline view, KPI tracking |
Key vocabulary
| Term | Meaning |
|---|---|
| Bundle | Complete package containing ontology + workflows + agents for a domain |
| Import | Action of installing a bundle into your workspace |
| Preview | Pre-import verification: shows what will be created and any potential conflicts |
| Conflict | When an entity in the bundle has the same name as an existing entity |
| Catalogue | List of available bundles, filterable by industry and complexity |
Recommended paths
Import a bundle
Step-by-step guide to importing a bundle from the interface.
Catalogue
Browse available bundles by industry and complexity.
After the import
What to do once your bundle is installed: customization, configuration.
Links with other modules
- Ontology: the bundle's entities and relations are created in your ontology. You can modify, enrich, or add to them.
- Workflow Builder: the imported workflows appear in the builder. Activate their schedules or modify them to suit your needs.
- Agent Studio: the imported agents are pre-configured with the right tools and the context of your ontology.
- LiveData: the bundle's connectors guide you to the data sources to connect in order to feed your entities.
- Dashboard: a pre-filled dashboard with KPIs and widgets is automatically created.
Expected outcome
Your workspace is immediately operational with a complete data model, automated workflows, and specialized AI agents. All that's left is to connect your data sources and customize to fit your needs.
Need help?
Write to us: Support and contact.