Mahir Mushtaq

Document Workflows

Whenever you ask an agent to generate a document, or create a doc from scratch it’s created in the doc editor. This is where you can shape it to your needs, adjust formatting, and export it as DOCX or PDF. Knowing how to use the doc editor is essential, it’s the key to customizing your work, saving drafts, and getting the best results. This guide will walk you through everything you need: editing and formatting, exporting, and finding your unfinished drafts.

Creating Documents

With our new in-editor AI chat feature, you can draft, edit, and refine your documents without ever leaving the editor. Here’s how it works:

📝 How to Edit Your Documents with the AI Agent Inside the Editor

This guide explains how to install and use the 913.ai Word Add-in. It will help you understand the basic features, how to chat with AI agents inside Word, and how to insert AI generated content directly into your document.

913.ai Word Add-in Help Guide

Feedback

Roadmap

Changelog

Platform Features

Projects

This help guide walks you through every step of creating and managing Projects in 913.ai — from setting up your first Project to collaborating with teammates and AI agents. It explains how to name and describe Projects, add members, upload files, and start chats — all with clear examples tailored for insurance, finance, legal, and HR teams. The guide also clarifies how Projects differ from general inbox conversations and how shared memory keeps your work connected.

Creating Projects - Step by Step Help Guide

Projects in 913.ai are dedicated workspaces that bring together your chats, files, and shared memory for a specific client, topic, or goal. They keep everything related — from research and reports to contracts and discussions — in one place so your team and AI agents always work with the right context. By using Projects, business, legal, HR, insurance, and finance teams can collaborate more efficiently, avoid repeating work, and make faster, more informed decisions with clear, connected information.

Understanding Projects in 913.ai

Cases

Cases is your central workspace for monitoring everything your AI Agents do - from handling data and generating results to managing calls, emails, documents, and photos. This guide walks you step-by-step through how to add data, open and work with Cases, use each menu inside a case file, collaborate with your team, and understand how Cases helps you oversee operations while the agent does the work for you.


Cases: A Complete Guide

Knowledge

Knowledge on 913.ai help you organize files and easily use your files as context across chats. This guide walks you through everything you need to know to get started.

Alexander Clauss

This guide will walk you through the main navigation so you can find everything you need quickly and easily. Think of this as your digital office tour! 

913.ai Platform - Main Overview

Welcome to your AI worker platform! This guide will walk you through the main navigation so you can find everything you need quickly and easily. Think of this as your digital office tour!

Platform Overview 

Your Inbox is your communication center where you manage all your sessions with AI workers. Think of it as your personal workspace where every conversation with an AI worker is organized and easily accessible!

How to Use Your Inbox - Managing Conversations with Your AI Agents 📬

Your Account Settings is your control center for managing your profile, team, and platform usage. Here's how to make the most of it!

How to Manage Your Account & Profile Settings ⚙️

Getting your team set up is easier than you think! Here's everything you need to know about inviting colleagues to join your AI worker platform.

How to Add New Team Members to Your Account

This guide will walk you through all the key steps and essential tips for using Collaboration Chat effectively.


How to Collaborate with Your Colleagues

Sometimes you need to know: "Is my AI worker still working on what I asked them to do?" Here's how to easily check their status and keep things moving smoothly!

How to Know if Your AI Worker is Still Working on Your Task 

What to do when Your AI Agent Stops Working 

How to Share Your Suggestions With Us

How to Customize Contacts Page ?

Maveen Mushtaq

Get to know everything about 913.ai Agents individually

AI Agents

Find everything you want to know about Oliva here

Olivia - Platform Guide

This article will walk you through 913.ai platform guide - Olivia, how to get most out of her.

Get Best out of Olivia- Your Platform Guide at 913.ai

Rachel - General Assistant

Rachel is your general-purpose AI assistant at 913.ai. Think of her as a smart, reliable teammate who can research, organize, draft, plan, and create structured outputs based on your needs. Whether you need quick summaries, professional documents, slide decks, or action plans, Rachel helps you turn ideas and inputs into clear, ready-to-use results.

This guide explains everything you need to know to get started with Rachel, including her capabilities, how to ask for help, best practices, tips, common tasks, and troubleshooting.


Rachel: Your General AI Assistant at 913.ai

Find everything you need to know about Hera here

Hera - Personal Assistant

Getting Started with Hera – Your Personal Assistant

Your personal assistant Hera can now join your meetings, take notes, and even follow up for you. Here’s how it works and how you can make the most of it.


Guide: How Hera Joins Your Meetings and Takes Notes

Know everything about your General Researcher here

Galen - General Researcher

Galen is your data-driven AI research and analysis expert at 913.ai. Think of Galen as a market intelligence partner who helps you make smarter business decisions with well-structured insights, credible sources, and clear recommendations.

Whether you need market sizing, competitor analysis, buyer personas, GTM strategies, or investment-style memos, Galen delivers concise, decision-ready reports backed by data and evidence.

Galen: Your General Researcher at 913.ai

Know everything about your legal advisor here

Ava - Contract Reviewer

Ava is your smart contract review assistant, designed to help lawyers / non-lawyers understand contracts in plain English. Think of Ava as your contract co-pilot — she reviews documents, explains complex clauses, flags risks, suggests safer wording, and prepares you for negotiations.


Ava: Your Contract Review at 913.ai

Know everything about Omega-Legal Doc Drafter here

Omega - Legal Document Drafter

Omega is your AI-powered legal drafting assistant at 913.ai. It helps you draft, review, redline, and compare legal documents with speed and precision, all in plain English.

Whether you need a new contract, want to redline a vendor’s MSA, or compare two DPAs side by side, Omega turns complex legal language into clear, actionable insights and delivers decision-ready outputs.


Omega: Your Legal Document Drafter at 913.ai

Leia - Human Resource Assistant

Leia helps teams make quick, fair, and defensible hiring decisions. She reviews CVs, scores role fit with weighted criteria, builds shortlists, designs interview plans, and summarizes risks in plain English. Outputs are concise, traceable to evidence, and ready to act on.

Leia — Your Human Resource Assistant at 913.ai


Rey - Accountant

Rey is your AI-powered accounting assistant designed to simplify bookkeeping, reconciliation, and reporting. Rey helps you categorize transactions, reconcile accounts, extract invoice details, prepare monthly closes, build AP/AR summaries, and flag financial anomalies — all in a structured, accurate, and easy-to-understand way.

Whether you’re managing invoices, VAT/GST compliance, bank reconciliations, or cash-flow snapshots, Rey delivers clean books and decision-ready reports without needing you to be an accountant.

Rey — Your Accountant at 913.ai

Bail - Investment Analyst

Bail turns messy information into concise, defensible analysis. Expect clear recommendations, structured diligence, and reusable artifacts — memos, slides, scorecards, and checklists — that stand up in partner meetings and founder calls.

Bail — Your Investment Analyst at 913.ai

Know everything about your marketer at 913.ai

Mace - Marketer

Mace is the AI marketing assistant at 913.ai. It helps founders, sales teams, and busy operators turn rough ideas into crisp, on-brand assets that convert fast. From messaging frameworks to campaign planning, Mace creates test-ready marketing outputs with a focus on outcomes, proof, and results.


Mace: Your On-Demand Marketing Partner

Sol - SDR

Sol is your AI-powered Sales Development Representative (SDR) at 913.ai. Sol helps teams build targeted lead lists, create sharp outbound sequences, personalize messages at scale, and keep pipelines clean — so you can book more meetings without drowning in manual work.

Sol — Your SDR Partner for Fast, Targeted Pipeline

This guide explains how to install and use the 913.ai Outlook Add-in. 

913.ai Outlook Add-in

This guide explains how to install and use the 913.ai Outlook Add-in. It shows you how to summarize emails, draft replies, create new messages, and insert AI generated content directly into your email workflow. You will also learn how to use different 913.ai agents and schedule meetings with Hera, all without leaving Outlook.

913.ai Outlook Add-in Help Guide

Prompting

Writing good prompts to get best results 

How to Write Prompts That Get Great Results

Tips about guiding agents in the right direction

How to improve your Agents

Best Practices 

Know everything about Task Scheduling on 913.ai which lets your AI agents handle tasks automatically at the right time. Set what to do, when to do it, and how often — and your agents deliver results on time, even by email. It’s an easy way to save time, reduce manual work, and keep every deadline on track.

Task Scheduling

Task Scheduling in 913.ai lets you hand off routine work to your AI agents and get results automatically. You simply tell the agent what to do, when to do it, and how often — and it handles the rest, even emailing you the results when they’re ready. Whether it’s daily reports, weekly summaries, or monthly updates, your agents work in the background so you never miss a deadline or forget a task.

Understanding Task Scheduling in 913.ai

External Tools that 913.ai Agents can connect to

Integrations

With the Gmail integration, your agent can read, organize, and reply to emails for you — right inside 913.ai.

Gmail

Google Calendar

Outlook

Learn about AI Agents designed specifically for your business use-case

Custom AI Agent designed by 913.ai

At 913.ai, we don’t believe in one-size-fits-all AI solutions. Every team, workflow, and business challenge is unique, so why settle for generic automation?

That’s where custom AI agents come in. We design highly specialized AI agents tailored to your exact workflows, tasks, and business goals, built fast and optimized to deliver measurable results.