Surogate documentation

Four products, built to work together.

Surogate Agents is where you build and run agents: each one has its own computer, browser and files, and works with your skills and knowledge. Surogate Keel runs your business processes, with agents, people and systems each doing their step. Surogate DMS keeps an institution's documents: filing, finding, signing, retention and handover to the archive. Surogate Portal runs an institution's websites and portals, with the people and the access behind them.

Surogate Agents

Run agents for your team, or build and train them.

Open the Agents docsQuickstart

Surogate Keel

Design processes in Keel Builder, and work the cases in the business app.

Open the Surogate Keel docsQuickstart

Surogate DMS

Keep your institution's documents, from the first upload to the archive.

Open the DMS docsQuickstart

Surogate Portal

Run your portals, and the people and sign-in behind them, from one console.

Open the Portal docsQuickstart

Start from a real task.

Each guide takes you from an empty project to something that works.

Surogate Agents

Deploy a customer-support agent in 10 minutesWorkAdd Slack so your team can chat with the same agentWorkBuild a knowledge base from your wiki and ticketsWorkFine-tune an expert from your agent's sessionsDevelopRun batch jobs through the APIDevelop

Surogate Keel

Build a loan request and work your first caseQuickstartRoute cases by amount with a decision tableKeel BuilderGive a team a queue with a serving orderKeel BuilderLet an agent work a step and ask when unsureBusiness appTest a case type with scenarios before you publishKeel Builder

Surogate DMS

File your first document and find it againQuickstartHave a contract signed and approvedExampleSet up a new department with its roles and typesAdministrationSelect the dosare whose term has endedArchiveScan the incoming mail and file each letter by rulesCapture

Surogate Portal

Sign in to the console and add your first userQuickstartLet people sign in with their organisation accountConsoleBuild your organisation chartConsoleCreate a token for the command lineConsoleGive a new tenant its first administratorConsole

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