Features

Everything you need for assistants that are useful and under control

Eleven functional areas, shown with their actual availability: what works right after installation, what requires a Pro license or configuration, and what is still to come.

Availability

The details, capability by capability

We clearly distinguish what is available from what depends on a condition. Each status is established from the platform’s source code.

  • Available Feature implemented and usable with the standard configuration.
  • Pro license Feature available with a Pro license.
  • Requires setup Feature available subject to configuration, a key or a third-party service.
  • Experimental Feature with limited scope or not yet validated in real-world conditions.
  • Under consideration Planned improvement, not available today.
  • Not available Feature not included in the platform.
AI assistants11 capabilities
Capabilities: AI assistants
CapabilityStatus
AI-guided creation assistantIdentity, system prompt, welcome message and suggestions generated, then editable.Available
System prompt generation and improvementAvailable
Role and tone presetsAvailable
Response languageThe user’s language or an enforced language.Available
Guided flow (decision tree)Multiple-choice questions before or during the conversation, JSON import/export.Available
“Configurable” assistantForm fields and variables injected into the prompt for specialized assistants.Available
Configuration versioningHistory, comparison, non-destructive restore, version comments.Available
Duplication, activation, side-by-side comparisonAvailable
Rich content in responsesAction buttons, quick replies, carousel, images.Available
Consent-based geolocationUser location via the Base Adresse Nationale (French national address database), with explicit consent.Requires setup
Voice conversationPreview version, limited to signed-in users.Experimental

AI assistants page

Knowledge bases11 capabilities
Capabilities: Knowledge bases
CapabilityStatus
PDF, Word (.docx), PowerPoint (.pptx), Excel (.xlsx) documentsAvailable
Plain text, Markdown, CSV, HTML, JSONAvailable
Batch upload20 files of 20 MB per upload by default, adjustable by the administrator.Available
Website indexingStart URL, include/exclude patterns, depth, page count, linked PDFs, sitemap, scheduling.Pro license
Audio and video transcriptionMP3, WAV, M4A, MP4, MOV, MKV… via Whisper (OpenAI) or Mistral.Requires setup
OCR for images and scanned PDFsVia the Mistral OCR service (key required).Requires setup
Content validation before indexingFile safety, sensitive content, personal data, prompt injection; quarantine and human decision.Requires setup
Knowledge base versions with approvalProduced by workflows: comparison, approval, publication.Requires setup
One-off attachment in a conversationAnalyzed for the conversation without being added to the knowledge base.Available
SharePoint, Google Drive, OneDrive, Confluence, S3 connectorsNot available today; can be achieved by developing a connector.Under consideration
.doc, .xls, .ppt and OpenDocument formatsNot available

Knowledge bases page

Sourced answers (RAG)9 capabilities
Capabilities: Sourced answers (RAG)
CapabilityStatus
Hybrid semantic + full-text searchRank fusion (RRF), on PostgreSQL and pgvector.Available
Contextual enrichment of excerptsEach excerpt is indexed with a sentence of context about its document.Available
Multi-query rephrasingAvailable
Knowledge base prioritiesFrom 1 to 10: in case of contradiction, the higher-priority source prevails.Available
Verified citationsDocument name, excerpt, original URL for web pages, viewing permissions per knowledge base.Available
“Insufficient evidence” warningShown when no relevant source was found.Available
Deep searchDedicated mode, with a specific model.Available
Model-based result rerankingAvailable when the internal model is OpenAI.Requires setup
Complementary web searchVia the Serper service (key required).Requires setup

Sourced answers (RAG) page

Language models8 capabilities
Capabilities: Language models
CapabilityStatus
OpenAI, Mistral, Anthropic, Google GeminiAvailable
Ollama, vLLM and OpenAI-compatible servicesSo answers can be generated by a model you host yourself.Available
Live model list and connection testAvailable
Extended reasoningThinking budget (Anthropic), reasoning effort (OpenAI).Available
Structured JSON outputWith an optional JSON schema.Available
Encrypted credential vault (AES-256-GCM)Sharing with named users, or availability with a daily cap.Available
Multi-model and multi-version benchmarkTokens and latency per question, Excel export.Available
Fully offline operationEmbedding, transcription and OCR currently go through OpenAI or Mistral.Experimental

Language models page

Publishing and channels11 capabilities
Capabilities: Publishing and channels
CapabilityStatus
Embeddable widget (script, iframe, inline)Label, color, size, auto-open, organization branding.Available
Dedicated public pageCustomizable URL, choice of display theme.Available
Employee chat portalHistory, Excel and PDF export, attachments, sharing.Available
Answer rating and satisfactionThumbs up/down with comments, 1-to-10 rating at the end of the conversation.Available
Public sharing of a conversationRead-only snapshot, expiration, revocation.Available
Email channel (IMAP/SMTP)Automatic reply within the email thread.Requires setup
Slack channelDirect messages and mentions in channels.Requires setup
WhatsApp BusinessPreview version; Meta Business account required.Experimental
Phone callbotThe assistant answers your phone lines: see the Phone callbot page.Available
In-browser voice, AlexaEarly-stage developments, not validated in production.Experimental
Microsoft TeamsNot available

Publishing and channels page

Phone callbot15 capabilities
Capabilities: Phone callbot
CapabilityStatus
Voice answers on your phone numbersSpeech recognition, assistant response, then speech synthesis, in real time.Available
Same knowledge as the chatKnowledge bases, tools and rules of the linked assistant; short answers suited to speech.Available
Voice barge-inThe caller can interrupt the assistant, which stops and listens.Available
French and EnglishAutomatic detection of the caller’s language.Available
Voice settings per lineSpeech recognition and synthesis provider, voice, speaking rate, pauses, domain vocabulary.Available
Failover to a backup voice providerIf an outage occurs during a call, without dropping the call.Requires setup
Routing by topic and business hoursTime zone, past-midnight schedules, public holidays.Available
Transfer to an agentOn request, by pressing 0 or after repeated silences; a context summary is passed on, and the assistant drops off as soon as the agent picks up.Available
Callback requestTicket sent to the relevant team with a call summary; SMS confirmation if an SMS gateway is connected.Available
End-of-call satisfaction surveyRating from 1 to 5, by voice or keypad.Available
Test call from the browserSimulated phone audio quality, latency measured at each exchange.Available
Call trackingDuration, outcome, language, topic, latency and AI-generated summary.Available
Live call takeoverCalls waiting for an agent appear in the conversation center.Pro license
Crisis modeCrisis message played first, then redirection to a dedicated number.Available
Fallback to your existing phone menu systemIf the platform does not respond, the call is routed to the line’s interactive voice response (IVR) system.Available

Phone callbot page

Tools and agents8 capabilities
Capabilities: Tools and agents
CapabilityStatus
Remote MCP server clientModel Context Protocol, Streamable HTTP transport, tool selection.Pro license
Webhook toolsURL, method, headers, timeout, parameter schema.Pro license
Declarative REST API toolsPath, query, header or body parameters, fixed by the administrator or left to the model; limited response size.Pro license
Escalation to a humanContact form offered to the user, or live takeover by an agent.Available
Structured data exportDownloadable tables generated by the assistant.Available
Assistant treesVisual canvas and handoff of a conversation to a specialized assistant (up to 3 handoffs).Pro license
Downloadable n8n workflow templateTo connect EasyRag to your n8n automations.Requires setup
EasyRag exposed as an MCP serverNot available: EasyRag consumes MCP tools but does not publish any.Not available

Tools and agents page

Document workflows8 capabilities
Capabilities: Document workflows
CapabilityStatus
Workflow creation assistantAvailable
Visual step editorSource, sync, filter, validation, publication, condition, notification, end.Available
Sources: local folder, FTP/FTPS, SFTP, websiteEncrypted secrets; SFTP host fingerprint recommended.Requires setup
Knowledge base versionsDraft, pending, approved, published; comparison of additions, changes and deletions.Available
Cron scheduling and time zonesAvailable
Webhook notificationAvailable
Transformation step (OCR, conversion, enrichment)Slot planned, not yet active.Under consideration
Email notificationUnder consideration

Document workflows page

Monitoring and improvement9 capabilities
Capabilities: Monitoring and improvement
CapabilityStatus
Metrics dashboardFilters by assistant, model, language, topic and period.Pro license
Conversation review and ratingPro license
Request logsQuestion, answer, latency, tokens, sources used.Pro license
AI analysis of conversationsTopics, quality, friction points, recommendations.Pro license
Automatic topic classification and translation for supervisorsPro license
Custom reports and PDF exportPro license
Live takeover by a human agentExclusive handling, web push and email notifications.Pro license
Conversation centerMultichannel tickets, teams, SLAs, assignment rules.Pro license
Model benchmarkAvailable

Monitoring and improvement page

Security and governance11 capabilities
Capabilities: Security and governance
CapabilityStatus
Roles: administrator, owner, editor, tester, support, viewerAvailable
Accounts, email verification, password resetAvailable
Google SSO and OpenID Connect (Keycloak, Azure AD…)Requires setup
FranceConnect+ (eIDAS substantial or high)Authorization to be obtained from DINUM, the French government’s digital agency.Requires setup
Organizations and white labelingLogo, colors, font, with WCAG contrast checking.Available
Conversation retentionArchiving, anonymization or deletion after inactivity; dry run; legal hold.Available
API call audit log and technical alertsAvailable
Content validation before indexingPolicy per knowledge base, quarantine, traceable human decision.Requires setup
Migration between instancesExport/import with dry run, report and rollback within 30 days; secrets are never exported.Available
Crisis modePriority message added to responses, per organization or globally.Available
OpenTelemetry, Prometheus and Grafana observabilityRequires setup

Security and governance page

API and developers8 capabilities
Capabilities: API and developers
CapabilityStatus
Documented /api/v1 REST API (OpenAPI / Swagger)Available
Complete answer in a single call (chat/complete)Text or JSON answer, sources, session and conversation IDs, usage.Available
Streaming responses (Server-Sent Events)Available
API keys with expirationAvailable
Full management through the APIAssistants, knowledge bases, documents, tools… according to the key owner’s permissions.Available
n8n (template provided) and Power AutomateVia the API, configured in the automation tool.Requires setup
Make, ZapierNo native integration; possible through a generic HTTP call.Not available
Keys with restricted scopesUnder consideration

API and developers page

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