AI and agents
Assistant capabilities
Complete capability map for the built-in Whagons AI assistant.
This page describes the built-in Whagons assistant. The technical action names are included for transparency and support; they are not public REST endpoints. External agents use /api/v1/*.
Every capability remains permission-bound and some features depend on tenant configuration or staged rollout.
Core work
| Area | What the assistant can help with |
|---|---|
| Tasks | Find, filter, summarize, create, update by task number, bulk-create, bulk-delete, validate next statuses, comment, and export. |
| Workspaces | List visible workspaces, navigate to one, inspect task state, ensure a default workspace, and remove a workspace with confirmation. |
| Views and exports | Build filtered task views and export to PDF, Excel, CSV, or JSON. |
| Spots | List, create, update, bulk-manage, or remove nested operational locations. |
| Messages | Inspect conversations, send and edit messages, manage reactions and read state, and use workspace chat. |
Tenant setup and administration
| Area | What the assistant can help with |
|---|---|
| Users | List, create, update, bulk-manage, assign teams or team roles, transfer ownership, and remove users with safeguards. |
| Roles | Inspect roles and permissions, create custom roles, update them, synchronize permissions, and remove non-protected roles. |
| Teams | List, create, update, bulk-manage, and remove teams. |
| Personal settings | Inspect or update language, theme, task-grid density, and workspace display preferences. |
| Integrations | List API keys and create a new key after explicit user approval. Key plaintext is returned only once. |
| Fresh tenant setup | Inspect missing foundations and create an aligned task type, team, workspace, statuses, priorities, and templates. |
Task design and policy
| Area | What the assistant can help with |
|---|---|
| Task types | List, create, update, bulk-manage, and remove categories/task types. |
| Templates | Inspect, preview, and ensure reusable task templates, including form and priority links. |
| Forms | Inspect, preview, create, and version forms, fields, option lists, scoring, and supported capture types. |
| Custom fields | List, create, update, assign to task types, remove assignments, and set values on tasks. |
| Statuses | List, create, update, bulk-manage, and remove lifecycle statuses. |
| Status transitions | List and create transition groups or edges and remove invalid rules. |
| Priorities | List, create, update, bulk-manage, and remove tenant priorities. |
| Tags | List, create, update, bulk-manage, and remove task tags. |
| SLAs | Inspect and manage service-level definitions when the current backend supports the requested operation. |
Automation and accountability
| Area | What the assistant can help with |
|---|---|
| Approvals | List, create, update, bulk-manage, remove, and manage approvers; configure triggers, signatures, deadlines, and outcome actions. |
| Acknowledgments | Explain source-task and action-context behavior, inspect audience state, and navigate users to the correct action context. |
| Workflows | List, create, update, bulk-manage, and remove event/condition/action workflow graphs. |
| KPI cards | List, create, update, remove, deduplicate, and bulk-create workspace or global KPI cards. |
| Cleaning configuration | Inspect and manage supported cleaning statuses and related setup. |
| Reminders and sounds | Explain and navigate to current configuration; write support depends on the active backend surface. |
Files, imports, and analysis
| Area | What the assistant can help with |
|---|---|
| CSV and text | Read attached files in chunks, inspect headers, map columns, and prepare safe imports. |
| Excel | Inspect workbooks and sheets, page rows, select columns, validate mappings, and import supported records. |
| Data analysis | Profile data, run read-only queries over uploaded files, and analyze permission-filtered tenant task snapshots. |
| Imports | Preview tenant setup or task mappings, report skipped values, then apply through curated bulk actions. |
Workbench
The assistant can work with Whagons Workbench files across three editors:
- Write — create, inspect, rename, replace or append content, edit exact fragments, change page settings and styles, and patch images or equations.
- Grid — create and inspect workbooks, set ranges and formulas, autofill, copy formatting, manage themes and sheets, and apply structured cell or sheet patches.
- Present — create and inspect decks, add or replace slides, manage themes and guides, edit master/layout elements, copy formatting, reorder slides, and patch individual slide elements.
It can also manage Workbench folders, revision history, AI undo, comments, and sharing when the user has access.
Curated action catalog
These are the current named action families used by the assistant runtime:
| Family | Curated names |
|---|---|
| Workspaces and imports | workspace.ensureDefault, workspaces.remove, workspace.remove, imports.previewSetup, imports.applySetup |
| Users | users.list, users.create, users.bulkCreate, users.update, users.bulkUpdate, users.assignTeams, users.assignTeamRole, users.transferTenantOwnership, users.remove, users.bulkRemove |
| Roles | roles.list, roles.create, roles.update, roles.syncPermissions, roles.remove |
| User settings | userSettings.get, userSettings.setLanguage, userSettings.setTheme, userSettings.setWorkspaceDensity, userSettings.setWorkspaceDisplayPreference |
| Teams | teams.list, teams.create, teams.bulkCreate, teams.update, teams.bulkUpdate, teams.remove, teams.bulkRemove |
| Spots | spots.list, spots.create, spots.bulkCreate, spots.update, spots.bulkUpdate, spots.remove, spots.bulkRemove |
| Task types | categories.list, categories.create, categories.bulkCreate, categories.update, categories.bulkUpdate, categories.remove, categories.bulkRemove |
| Tasks | tasks.create, tasks.updateByNumericId, tasks.bulkCreate, tasks.bulkDelete, tasks.bulkRemove, tasks.getValidNextStatuses |
| Tags | tags.list, tags.create, tags.bulkCreate, tags.update, tags.bulkUpdate, tags.remove, tags.bulkRemove |
| Statuses | statuses.list, statuses.create, statuses.bulkCreate, statuses.update, statuses.bulkUpdate, statuses.remove, statuses.bulkRemove |
| Transitions | statusTransitions.listGroups, statusTransitions.createGroup, statusTransitions.list, statusTransitions.create, statusTransitions.bulkCreate, statusTransitions.remove |
| Priorities | priorities.list, priorities.create, priorities.bulkCreate, priorities.update, priorities.bulkUpdate, priorities.remove, priorities.bulkRemove |
| Approvals | approvals.list, approvals.create, approvals.bulkCreate, approvals.update, approvals.bulkUpdate, approvals.remove, approvals.bulkRemove, approvals.addApprover, approvals.removeApprover |
| Custom fields | customFields.list, customFields.create, customFields.bulkCreate, customFields.update, customFields.bulkUpdate, customFields.remove, customFields.bulkRemove, customFields.assignToCategory, customFields.removeFromCategory, customFields.setTaskValueByPgId |
| Integrations | integrations.list, integrations.create, integrations.bulkCreate |
| Cleaning | cleaningStatuses.list, cleaningStatuses.create, cleaningStatuses.bulkCreate, cleaningStatuses.update, cleaningStatuses.bulkUpdate, cleaningStatuses.remove, cleaningStatuses.bulkRemove |
| Workflows | workflows.list, workflows.create, workflows.bulkCreate, workflows.update, workflows.bulkUpdate, workflows.remove, workflows.bulkRemove |
| KPI cards | kpis.list, kpis.create, kpis.update, kpis.remove, kpis.dedupe, kpis.bulkCreate |
| Forms and templates | forms.listOptionLists, forms.ensureOptionList, forms.preview, forms.ensure, templates.preview, templates.ensure |
| Workbench | workbench.list, workbench.listTrash, workbench.get, workbench.inspect, workbench.create, workbench.previewOperations, workbench.applyOperations, workbench.undoAIEdit, workbench.remove, workbench.restore, workbench.listRevisions, workbench.restoreRevision, workbench.listFolders, workbench.createFolder, workbench.listComments, workbench.createComment, workbench.resolveComment, workbench.listShares, workbench.upsertShare, workbench.removeShare |
Action availability can temporarily differ during backend migration. The assistant should report a failed or unavailable action plainly rather than pretending it succeeded.