AGENTIC WORKBENCH

PromptDoc governed workbench dashboard

Features

Real work, shown as it happens.

Agent activity you can see, cases and calls that move on their own, notes that keep up with the room, and the tools your team already runs on.

Agentic Checkpoints

Live status on every agent action, with sensitive moments flagged and a clear point to step in before anything ships.

Agentic AI checkpoint status showing live agent sessions and event counts

Agentic Note Taker

A note that follows you into meetings and in-person conversations, capturing the key points automatically for later review.

A wearable clip-on microphone capturing an in-person conversation for the Agentic Note Taker
A wearable clip-on microphone capturing an in-person conversation

Agentic Case Manager

Every open case updates itself as new information lands, so status stays current across dozens of cases at once and a person only steps in for the call that actually needs one.

Illustration of several people each being reached about their own case

AI Receptionist

Stays on the line for every call and acts before it hangs up, routing the follow-up the moment the conversation ends instead of leaving it for a callback.

Illustration of a receptionist at a desk handling calls and messages

Governed App Connectors

Connect the tools your team already uses, including Microsoft 365, Google Workspace, Epic, and Jira, through governed, admin-managed setup.

Connectors screen listing Microsoft 365, Google Workspace, Notion, and Confluence

Services

Two ways we bring the workbench in.

Software that installs into what you already run, and a change program that makes sure people actually adopt it.

Full Software Deployment

We install PromptDoc directly into the tools your team already runs, so it works as the governance layer underneath them instead of one more app to switch to.

1Connect your existing tools
2PromptDoc governs every call
3No new app for your team to learn

Change Management

A structured program that introduces agentic workflows through applied research: we gather employee and stakeholder input first, so the rollout answers the problem people actually have.

Illustration of a diverse group of employees sharing feedback

Employee opinions

AI governance engine

One governance engine runs on every AI agent and app connected to your workbench.

Link the tools your team already uses. Every request from every connected app routes through the same checks before a model ever responds.

Ontario PHIPA compliance mark
Ontario PHIPA
SOC 2 compliance mark
SOC 2
Protected health information compliance mark
PHI handling
Secured data handling mark
Secured data

Risk checks

Active

Approvals

2 in queue

Evidence

Saved

Connectors screen listing the governed apps linked to the workbench

Scan

Prompt + context

Policy

Before model call

Route

Approved stack only

Store

Result + evidence

Illustration of a team reviewing a governance analytics breakdown

Per-run breakdown

Every run is scored stage by stage, not just pass or fail.

Classification100%
Policy checks86%
Model routing94%
Evidence capture100%

Regional compliance

Canadian AI law compliance mark

Canada

PIPEDAOntario PHIPAQuebec Law 25Alberta HIAAlberta PIPABill C-27 (AIDA) readiness
European Union AI Act compliance mark

European Union

GDPREU AI ActEU data residencyePrivacy Directive