§01 · How it works

From surface to approval, inline.

Embed plugs into a tool your team already uses. No new app to learn, no separate tab to keep open.

01

Pick the surface

Slack, MS Teams, CRM, ticketing, internal admin – wherever the work already happens.

02

Drop in via API or webhook

Slash command, button in the record, webhook from your tool – we wire to what your team already uses.

03

Co-worker responds inline

Answer, draft, or action shows up in-context – with cited sources, ready to review.

04

Approvals routed

High-impact actions wait for the right person. Approvals go to the named owner of the workflow.

§02 · Surfaces

Six surfaces we ship to today.

More on request – Embed is API-first. If your team can call a webhook, we can meet them there.

Slack

Slash commands, mentions, and message-shortcut entry points. Threaded answers with cited sources.

Slash · Mention · Shortcut

MS Teams

Bot framework integration with messaging extension cards. Adaptive Card responses inside the channel.

Bot · Adaptive Cards

Salesforce / HubSpot CRM

"Brief me," "Draft follow-up," "Flag risk" buttons inside the record. Writes back as a note for review.

Record actions · Cited

Zendesk / ServiceNow

Macros and side-panel apps. Pulls in customer context, drafts a reply, leaves it for the agent to approve.

Macro · Side panel

Internal admin tools

Retool, Streamlit, Airtable, custom React apps – we drop in via API and render results inside your UI.

Retool · Custom UI

Webhook / API direct

Call the co-worker from anything that speaks HTTP. Scoped tokens, structured JSON responses, audit log per call.

HTTP · JSON · Scoped tokens
§03 · Engines used

What's under an Embed co-worker.

Three engines power the inline experience across every surface.

Data Analysis Agent

Answers business questions with citations from approved sources – inline in the surface that called it.

Cited · Multi-source

Dashboard Agent

Renders source-cited summaries and reports inside the host surface – no new tab, no new tool to learn.

Reports · Live refresh

Goal-Based Agent

Routes high-impact actions to the right owner for approval – inside Slack, the CRM, or wherever the call came from.

Goal-anchored · Action-led
§04 · Controls

Per-surface controls, on by default.

Embed is built for security review on day one – these controls are baseline, not a paid upgrade.

Per-surface least-privilege

Each surface gets only the scopes it needs – Slack permissions, CRM fields, ticket scopes are all separately bounded.

Scoped tokens

Tokens issued per surface, per workspace, per workflow. Rotate or revoke without touching the others.

Audit log per call

Every Embed call – surface, user, prompt, sources touched, response – is logged for review.

Kill switch

One-click disable per workflow or per surface – keeps everything else running while you investigate.

Get started

Pick the tool your team opens every day.

We'll embed a co-worker inside it – scoped, audited, and ready to ship the work your team actually repeats.