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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.