Kevin Platform Guide
Kevin is a web-based AI work agent that executes multi-step tasks, maintains persistent memory, and connects to your existing tools — all through the dashboard.
Chat & Execution Modes
Interact with Kevin through the dashboard chat at /dashboard/chat. Choose a mode that fits the task.
Let Kevin pick the right approach
Create a step-by-step execution plan
Quick question, no tool execution
Full autonomous mode with tools
Web search and retrieval
Memory System
Kevin maintains persistent memory across conversations. Explore and manage it from /dashboard/memory.
Persistent facts and preferences Kevin always retains. Editable blocks like user_profile, user_preferences, active_context.
Conversation history searchable via semantic vector retrieval. Kevin queries this automatically when context is needed.
Long-term storage for documents and external data. Searchable, deletable, and tagged from the Memory Explorer.
Integrations
Connect your tools from /dashboard/integrations. Kevin uses Pipedream Connect to authenticate and execute actions on your behalf.
Communication
Slack, email, messaging channels — turn inbound requests into tracked workflows.
Customer Systems
CRM, ticketing, support tools — keep customer state in sync without manual copy/paste.
Knowledge & Docs
Internal docs, notes, wikis — ground responses in organizational context.
Internal APIs
Custom endpoints and private services — extend Kevin into company-specific workflows.
Scheduled Jobs
Set up recurring, delayed, or conditional tasks. Kevin executes them on schedule with Temporal-backed durability and automatic retry.
Run once at a set time
Repeat on an interval
Run after a delay
Trigger on conditions
Credits & Billing
Each action consumes credits based on the model tier used. Manage your plan and balance from /dashboard/billing.
Security & Controls
Kevin is built with enterprise-grade security from the ground up.
Data and actions are scoped per tenant to reduce cross-account risk.
Tool arguments and model outputs pass validation checks before high-impact actions execute.
Incoming integration events are verified and deduplicated for reliability.
Conversation, memory, and execution flows are structured for investigation and review.
Multi-Platform Access
Kevin is accessible from multiple channels. All conversations share the same memory and context.
Full dashboard experience
In-channel agent via webhook
Bot-based interaction
Messaging integration
Need help getting started?
Start a free trial to explore the dashboard, or book a demo for enterprise onboarding support.