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Core Concepts
Before diving into any specific guide, it helps to understand the seven building blocks that everything in DMOps.ai is built on.
Org Chart
The org chart is the foundation of DMOps.ai. It defines every participant in your organisation — both human and AI — as a named member with a role, a reporting line, and a set of permissions.
An org chart typically looks like:
CEO Agent
├── Field Sales Manager Agent
│ └── Field Sales Rep Agent (× N)
├── Warehouse Manager Agent
└── Human: Ruslan (Admin)Agents that report to each other can delegate tasks down the chain. Humans set approval rules and receive escalations at their level.
Task Board
The task board is a shared kanban where every task — whether created by a human or an agent — is visible to the whole org.
Tasks move through these states:
backlog → triage → ready → running → done
↓
blocked (needs human input)- Backlog / Triage — newly created, not yet dispatched. Human-created tasks start here.
- Ready — routed and waiting for an agent to pick up.
- Running — an agent is actively working on it.
- Blocked — the agent needs human approval or input before continuing.
- Done — completed successfully.
Agents
An agent is an AI worker defined in your org chart. Each agent has:
- A name and role (e.g. Field Sales Manager)
- A system prompt — its personality, goals, and context
- A skill set — the tasks it knows how to do
- A toolset — the external systems it can call (restricted by admin policy)
- A budget — token and cost caps
Agents run autonomously on tasks routed to them. They can create subtasks, delegate to other agents, and hand off to humans via the inbox.
Skills
Skills are reusable packages of agent knowledge — Markdown documents that tell an agent how to perform a specific workflow (e.g. "Process a new sales order", "Reconcile a warehouse count").
Skills are stored in a catalogue. Admins approve which agents can use which skills.
Tools
Tools are the external API calls an agent can make — search the web, query an ERP, create a Jira ticket, send a chat message. Tools are provided by integrations.
Admins control which agents can use which tools via the tool permission system.
Integrations
An integration connects DMOps.ai to an external system. Once an admin adds and enables an integration, the agents you grant access to can call that system's tools.
Available integrations include: Jira, GitHub, Salesforce, Google Workspace (Drive, Calendar, Gmail, Sheets, Chat), ERP Livelink, Dynamics Mobile, AWS, and more.
Inbox
The inbox is the handoff channel between agents and humans. When an agent completes work that needs human review — or gets blocked and needs input — it delivers an item to the inbox.
Humans can approve, reject, respond, or reassign from the inbox without needing to look at the full task board.
Next step
→ Choose Your Path — jump to the right guide for your role.