Features
What Ulmero does, today.
Every feature on this page is in the platform now. Certified partners build each customer's system from these features and from the modules.
AI agents
Agents that work inside the system, under your rules.
As many agents as you need
Each agent has its own name, persona and instructions. Instructions add up from the platform to your organization to the agent to the person, and no layer replaces another.
Your own AI provider
Connect any OpenAI-compatible AI provider, set up as named profiles, and change models when you like.
Knowledge bases
Each organization has its own knowledge base that its agents search for answers.
Approval before high-impact actions
Before a high-impact action, the agent saves a request with a preview and a cost estimate, and waits for a signed-in person with permission to approve it.
Memory between conversations
Agents keep a memory of past conversations and recall what is relevant.
Connections both ways
Agents use tools on outside servers through the Model Context Protocol (MCP). Outside agents work in the platform through its own MCP server, with only the permissions of their API key.
Email from agents
An agent emails a person or a list after a signed-in person approves, with an unsubscribe link in every message and a daily limit for each organization.
Agents that hand off work
Agents send messages to other agents, with limits that stop a loop.
Workflows
Multi-step AI workflows, started on a schedule, by an agent or through the API.
Voice
Push-to-talk speech to text, and replies read aloud.
Images and short videos
Agents make images and short videos from a prompt.
An agent on your website
Put a public agent on your website, send each page to the right agent, and hand a visitor from one agent to another with a summary.
Feedback and review
People rate replies and report problems. Reports go to a moderation queue, and your team reviews conversations and records how each one turned out.
Running the business
The tools the business runs on, in one system.
Accounts
Customer accounts, each with its own history of activity.
Planner
Projects, tasks, subtasks and goals with targets, for a person, a group or an account, with time tracked by timer or by hand.
Working hours and time off
Each person's working hours and time away, and a team page that shows them.
Company and people
Your organization's profile, branding, members and staff directory.
Custom fields
Add your own fields to people, groups and organizations without a code change.
Saved views
Save a list's sorts and filters as a named view, shown as a tab.
Dashboard
A home dashboard of widgets you arrange and resize.
Files
Files and folders, private or shared, stored on disk or in S3-compatible storage.
Datasets
Databases of your own, created new or adopted from an existing database, and queried with read-only SQL.
Data from your services
Bring data from a connected service into a dataset on a schedule, with a field map and a record of every run.
Google Analytics and Search Console
Agents read your Google Analytics 4 and Search Console data, read-only.
Notifications
In-app notifications with a live badge, and email and text messages (SMS) through the provider you choose.
Product tours
Guided tours of the app that you edit without a code change.
Subscriptions
Stripe subscriptions for each account.
Several organizations
Run several organizations on one installation, with a hard boundary between them.
Three languages
The admin app in English, Spanish and French.
Control and security
Every change recorded, every permission yours to set.
Permissions
Grant each feature to people and to groups. An agent acts only with the permissions of the person using it.
History and rollback
Every change is recorded in a tamper-evident, hash-chained history, and an administrator can roll a change back.
Audit logs
Sign-ins, failed sign-ins, password changes and access changes, and a record of every billable AI call.
API keys
Keys with their own permissions and an expiry date, or keys that act as one person.
AI guardrails
Prompt-injection and personal-data filters for AI calls through OpenRouter, and a password policy.
Rate limits
Limits on requests for the installation, each organization, each endpoint and each API key.
Consent
Versioned consent policies, a record of each person's consent, and guardian links for people who need a guardian's approval.
Data retention
Set how long each kind of data is kept. A daily job removes what is older.
Security settings
A security status panel, a list of allowed website origins that an admin edits, and password reset by email.
Operations
Run it yourself, or have a partner run it.
Backups
Backups of the whole installation to S3-compatible storage, and restore from a backup.
Scheduled jobs
Jobs that run on the schedule you set.
Settings without a restart
Many settings apply while the system runs, with no restart.
Health and logs
A standard health check address, structured logs, and a log viewer for Google Cloud Logging.
Updates underneath you
The platform improves and you pull the updates, while what was built on top keeps working.
See it on your own business.
Tell us about your business, and we match you with a certified partner who builds it on Ulmero.