Documentation Index

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Assistant channels

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A channel is where employees reach role-based Assistants — Microsoft Teams, Slack, the AI Fabrix UI, Microsoft Copilot, ChatGPT connectors, or an embedded web experience. Channels are tenant assets: install once per environment, then expose every Assistant that admins have activated for business roles.

Why it matters

Enterprises do not want users to build bots, wire APIs, or paste prompts for every department. AI Fabrix compiles Assistants from business roles — Sales Manager, Customer Success, Finance Controller — with the right context, capabilities, approvals, and evidence rules already bound to that role.

Users do not configure resources, capabilities, permissions, or channels. Admins activate AI for roles and connect channels. The platform enforces governance on every request.

How Assistants relate to roles

Business role
  ↓
Platform compiles governed Assistant
  ↓
Admin activates role for AI
  ↓
Users with that role see the Assistant

Example:

Sales Manager role → Sales Manager Assistant
Customer Success role → Customer Success Assistant

The role determines business context, included resources, available capabilities, required approvals, evidence collection, and which channels may expose the Assistant.

Do not create one Teams or Slack app per Assistant. One channel installation can serve many role-based Assistants.

Delivery flow

1. Discover roles ready for AI
2. Admin activates AI for selected roles
3. Admin connects the channel once
4. Channel is verified
5. Users with the role see their Assistant
6. Every request runs under platform governance
7. Evidence is collected from approved work

If Teams is not connected, admins see a clear action to connect Teams — not a developer error message.

Who does what

Responsibility Business owner Admin Integrator
Define business roles Yes Sometimes No
Compile role-based Assistant No No No (platform)
Activate AI for role Approves Yes No
Connect Teams / Slack / Copilot / ChatGPT / Web No Yes Supports
Store credentials securely No Yes Supports
Approve external app in provider tenant No Yes No
Use Assistant Yes Yes Yes
Enforce permissions at runtime No No No (platform)

Detailed install steps: Connect assistant channels. Technical delivery: Deliver assistant channels.

Choosing a channel

Channel Best for Manual approval often needed
AI Fabrix UI Default internal use No
Microsoft Teams Enterprise chat and notifications Often (tenant admin)
Slack Chat and notifications Yes (workspace admin)
Microsoft Copilot Microsoft 365 experiences Often
ChatGPT ChatGPT Enterprise / connector models Often
Web Embed Customer portal or website widget Website owner deploys embed

What channels must not do

Channels must not bypass platform governance, call enterprise systems directly, decide permissions, or store business secrets in install packages. Users should see simple terms — Assistant, Role, Channel, Approval, Evidence — not internal platform jargon.

If a user's channel identity is not linked to an enterprise account, the Assistant must not access business data. The user should be told to contact an admin or complete identity linking.

Recommended first release

Focus on:

AI Fabrix UI for active role Assistants
Teams chat and notify
Slack chat and notify
Customer-visible channel name and description
Secure credential flow and admin approval
Inbound request validation and audit evidence

Defer for later: voice calls, meeting join, meeting transcript ingestion as a channel feature, SMS, one app per Assistant, anonymous access to business data, fully autonomous execution without approval.

Meeting transcript use cases belong on document storage datasources with metadata validation and governed retrieval — not as a channel install shortcut.

Limits

Channel capabilities, provider approval rules, and identity linking behavior evolve with platform and vendor policies. Confirm supported channels and certification requirements for your tenant before production Role Assistant pilots.

Copilot, ChatGPT, and Web Embed deployments vary widely by customer workspace governance — treat matrices above as planning guidance, not guarantees for every tenant.