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Ask360 Workspace and Bots

Configure Ask360 bots, channels, capabilities, connectors, plugins, playbooks, memory, recommendations, and portable kits.

17 articles
How this fits into Lead360Explore Ask360See how Pieces, memory, channels, playbooks, learning, and kits work together.
Lead360 workflow mapAsk360 Workspace and Bots
  1. 01

    Create a tenant-scoped bot profile for a defined business role.

  2. 02

    Bind the intended Piece, memory, channels, connectors, and automations.

  3. 03

    Use Team Room for internal collaboration and shared channel context.

  4. 04

    Export or import a portable kit without carrying destination credentials.

A visual overview of the verified workflows covered by the Ask360 Workspace and Bots collection.

About this collection

Build an Ask360 employee from governed, reusable parts

An Ask360 bot is more than a chat response. Its profile brings together an identity, an approved Piece, selected capabilities, connectors, plugins, automations, memory, playbooks, proactive settings, and one or more controlled channels. The combination determines where the bot works, what context it can use, and which reviewed operations it can prepare or perform.

The Cerebras-backed Ask360 brain interprets a request while Lead360 Belt Protocol routes authorized work through the exact tenant boundary. Memory adds reviewed business knowledge, Team Room channels provide internal collaboration, and playbooks define repeatable procedures. High-impact actions remain limited by scopes, risk controls, and confirmation requirements.

What you can accomplish

  • Create a tenant-scoped bot profile for a defined business role.
  • Bind the intended Piece, memory, channels, connectors, and automations.
  • Use Team Room for internal collaboration and shared channel context.
  • Export or import a portable kit without carrying destination credentials.

Continue learning

Articles

Ask360 workspace overviewUse the tenant-scoped Ask360 workspace to investigate, draft, and coordinate approved work across Lead360.Visualize an Ask360 reportAsk Ask360 for a report, then choose a compatible visual for the saved report data.Workforce HuddlesCoordinate a team of Ask360 Workforce roles around a scoped task and review their work in one Huddle.Power Playbooks for HuddlesTurn a reviewed Workforce Huddle into a reusable, evidence-based team workflow.Ask360 connectorsConnect approved Lead360 and provider resources that Ask360 bots and playbooks can use inside one sub-account.Ask360 channelsCreate, discover, test, enable, and disable the channels through which an Ask360 bot can receive or deliver supported work.Create and manage Ask360 botsCreate a tenant-scoped Ask360 bot profile and assemble its channels, capabilities, playbooks, memory, plugins, and effect policies.Assign Ask360 bot capabilitiesGrant an Ask360 bot the smallest set of supported product capabilities required for its role.Assign automations to an Ask360 botMake selected Lead360 automations available to an Ask360 bot without granting unrelated workflows.Manage Ask360 bot memoryAssign reviewed files, Memory Sets, Learning Collections, observations, insights, and manual memory to the exact bot that needs them.Manage Ask360 plugins and appsAssign supported plugins, verified apps, and custom MCP connections to an Ask360 bot with explicit tenant and effect controls.Create and manage Ask360 playbooksTurn a repeatable operating procedure into a reviewable Ask360 playbook with controlled resources, scheduling, runs, and export.Configure Ask360 auto recommendationsSchedule evidence-based bot recommendations with a workday window, interval, cooldown, and approved read-only signal playbooks.Ask360 kits overviewPackage a portable Ask360 bot configuration for controlled download, review, import, remapping, testing, and activation.Download an Ask360 kitPreview and export a portable .ask360 archive with either memory structure or complete reviewed memory files.Preview and import an Ask360 kitInspect a .ask360 archive, create a new destination bot, remap resources, review memory, test behavior, and activate it manually.Remove an imported Ask360 kitUse the import ledger to remove resources created by a kit only when later changes and dependencies do not block safe cleanup.