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AI Studio

Build agents on your model, not around it.

Create custom agents from the setup screens, ground them in your knowledge, give them exactly the tools you choose, and run them on the models you pick — including your own.

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AI Studio — Agents4 active
AGENTS
Records Copilot
Report Runner
Shelf Analyst
Collections Chaser (custom)
INSTRUCTIONS
Chase overdue receivables politely. Never promise settlements. Escalate over 50,000
KNOWLEDGE
Credit policyDistributor agreements
CAPABILITIES
data.query yourco.collections
AUDIENCE
Finance team · runs as requesting user
MODEL
Pinned: Model A ▾
FAILOVER
Model A → Model B
BYO KEY ✓ ENCRYPTED
Escalation modelOn
HOW IT WORKS
Pick a modelGround itScope its toolsSet its audienceLaunch
01 · IN DEPTH

Configuration, not a project.

CUSTOM AGENTS, ADMIN-BUILT
An agent is configuration, not a project
Create agents in the AI Studio setup screens: instructions, knowledge, tools, audiences, intent routing. Start from the platform’s template gallery — activated in one click, kept current automatically without clobbering your edits.
BRING YOUR OWN MODEL
Your keys, your models, your failover
Connect your own model endpoints with encrypted keys; mix providers; order them in a failover chain that switches before the first token; pin models per agent or let complex questions escalate to a designated model automatically.
YOUR OWN TOOLS
Teach it your verbs
Script tools written in the platform, connected tools from integration servers, and platform tools — bundled into named capabilities you grant like permission sets. Tenants mint their own; the platform’s catalog is the floor, not the ceiling.
KNOWLEDGE THAT FEEDS ITSELF
Your documents become its memory
Knowledge bases with automatic ingestion — files attached to records flow in without a separate upload step — searched with citations.
AGENTS THAT ANSWER PHONES
A voice on your number
Define AI voice agents with their own greeting, prompt and tools, and route inbound lines to them alongside your human queues.
AUTONOMOUS, WITHIN LIMITS
Long work runs as jobs, not as hope
Agent workflows queue, checkpoint and resume; every run is budgeted, step-capped and audited.
OPEN BY STANDARD
One MCP endpoint lets Claude, ChatGPT and Claude Code work as your users — same permissions, same audit. How →Sense consumes your MCP servers as tools
GOVERNED CONSUMPTION

Budgets that stop overruns before the spend.

Seats and credit allocations, per-model rate cards, quotas enforced before the model call, append-only ledgers — and a budget guard that pauses requests at 100%.

Seats & credit allocationsPer-model rate cardsQuotas checked before the callAppend-only ledgersBudget guard at 100%
EXTERNAL ASSISTANTS

A switch, a ceiling and a list — for the assistants your people already use.

Claude, ChatGPT and Claude Code can connect to your organisation over the MCP endpoint. Whether they may, and how far, is decided here — off for every organisation until an administrator says otherwise.

THE SWITCH
Allow external assistants
Off by default. On lets assistants act as your users, inside their permissions. Off again ends every session immediately.
THE CEILING
Allow writes
A separate switch. Off caps every connection at read-only whatever the assistant asked for; on permits record writes and Setup Copilot tasks — still approval-gated, still as the user.
THE LIST
Approved assistants and live connections
Optionally allow-list the assistant clients you approve. Every connection is listed by assistant and user, with last use and a disconnect. The connector →
02 · AI STUDIO AT A GLANCE

The capabilities, stated plainly.

Every row ships today and traces to a capability described on this page.

CapabilityxMatix AI Studio
Agents built in the setup screensNative
Template gallery, kept currentNative
Bring-your-own model keys with failoverNative
Custom tools bundled as capabilitiesNative
Knowledge bases with automatic ingestionNative
Voice agents on inbound linesNative
Budgeted, step-capped, audited runsNative
Per-model rate cards and quotasNative
Budget guard that pauses at 100%Native
MCP server for external AI clientsNative
03 · COMMON QUESTIONS

The questions evaluators ask.

Which models can we use?

The ones you choose. Connect your own model endpoints with encrypted keys, mix providers, and order them in a failover chain that switches before the first token. Models pin per agent, or complex questions escalate automatically to a designated model. The platform does not lock you to one vendor's model — your keys, your models, your failover.

Can we cap what AI costs?

Yes — before the spend, not after it. Seats and credit allocations set who may consume, per-model rate cards price the consumption, and quotas are enforced before the model call is made. Usage lands in append-only ledgers, and a budget guard pauses requests the moment a budget hits 100%. The overrun conversation happens in configuration, not in the invoice.

Can we restrict which tools an agent may call?

Yes — tools bundle into named capabilities that you grant like permission sets. Script tools written in the platform, connected tools from integration servers and platform tools are all scoped the same way, so an agent holds exactly the verbs you gave it and nothing more. Tenants mint their own capabilities; the platform's catalog is the floor, not the ceiling.

Do agents run with their own identity or the user's?

The user's. Agents are audience-scoped and run as the requesting user, with that person's permissions and a full audit trail — the collections agent answering a finance analyst sees what the analyst may see. Long-running agent workflows queue as jobs with checkpoints, and every run is budgeted, step-capped and audited, so autonomy stays within limits you set.

RELATED RESOURCES
Related product
Explore Sense Assist →
Related architecture
The agentic AI architecture →
Related guide
Browse the xMatix guides →
Related reference
xMatix at a glance — the company facts →

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