Clapilot
Product overview of what Clapilot can do today - an AI-native office workspace with documents, email, tasks, calendars, channels, modules, and a built-in agent runtime.
Clapilot is an AI-native office workspace: documents, email, spreadsheets, tasks, calendars, phone and fax, and external messaging channels live in one product - and that product ships with a built-in AI agent that can actually do the work, not just talk about it. This page is the high-level tour: what exists today, how the pieces fit together, and where the deeper docs live. It is written for new team members, evaluators, and anyone who wants the product story before the technical detail.
How the pieces fit
Clapilot is three layers that share one database:
- The Clapilot app - a Next.js web workspace (plus native iPhone, iPad, and Mac apps) with pages for E-Mails, Dokumente, Aufgaben, Kalender, Mandanten, notes, and installable modules.
- The ClapilotAICore runtime (
services/clapilot-agent/) - the native agent service that owns model provider routing, sessions, memory, scheduled jobs, and external channels. - PostgreSQL - the shared source of truth. App entities, runtime sessions/runs/events, memory, and configuration all live in the same database.
Because the app and the runtime share the same entities, the agent does not "integrate with" Clapilot - it works inside it. When you ask the agent to answer an email, file a document, or create a task, it uses the same APIs and data the UI uses, and the UI refreshes to show the result.
What you can do today
Everyday office work
| Area | What you get |
|---|---|
| Dokumente | Physical folders plus virtual smart folders from labels, list/grid/folder views, previews, uploads, inbox processing, OCR-ready ingestion, and RAG-indexed search over document content. |
| Word / Excel editing | Native Word-style and Excel-style editors (word-canvas, excel-canvas) for working directly with stored documents and spreadsheets. |
| Physical post | Outbound letters from the Dokumente area via Deutsche Post E-POSTBUSINESS, with a send history and manual provider status refresh. |
| E-Mails | Unified mailbox for personal and agent mail, automatic email understanding with visible Mandant/Fall context, confidence-scored assignment suggestions, highlighted deadlines/to-dos/questions, and a prepared reply with one-click send and follow-up actions. |
| Call & Fax Agent | Voice calls and fax workflows on a managed SIP line, including document-backed or text-only fax jobs; inbound faxes land in the same Dokumente inbox/OCR pipeline with a separate fax audit log. |
| Aufgaben | Task boards and delegated work tracking, with workspace-global configurable Kanban statuses, collapsible and focusable columns, readable cards that prioritize title, content preview, due date, priority, owner, and status, plus read-mode task details and explicit edit mode. Web users can manage status names, categories, and order; Apple clients currently render the configuration but do not edit it. |
| Kalender | Calendar and event management, synced with connected Google/Microsoft accounts. |
| Mandanten | Client workspaces with workflow status (offen, in Prüfung, wartet, erledigt), rule-based summaries, next-action focus, linked mail/task/deadline/document/note counters, and a Freigabe & Audit timeline for AI analysis, review points, and completed actions. |
| Notes & Wiki | Notes plus a wiki whose pages can also be generated by the agent from its own memory. |
| App connections | Google Workspace, Microsoft 365, and X OAuth/integration flows under settings. |
Modules
Modules are installable workspaces that run inside the app and (where it makes sense) come with their own agent tools. Notable bundled modules today:
| Module | What it does |
|---|---|
social-media | Plan and publish posts across LinkedIn, X, Mastodon, Bluesky, and YouTube from one place. |
video-studio | Gallery of product/demo videos; the agent renders new feature-flow videos on request. |
agent-orchestrator | Launches coding agents in selected GitHub or GitLab repos, streams output live, reviews pull/merge requests, observes issues and mentions, and reacts to CI failures. |
tax-manager | Generates UStVA overviews for manual ELSTER transfer and EÜR drafts for tax-adviser review from selected documents. |
call-agent | Companion module for the Call & Fax Agent line. |
file-explorer | Local file and workspace browsing. |
canvas, website-canvas | Freeform and website canvas workspaces. |
| Others | news, wiki, notizen, cases, book-appointment, terminal, athlete-brand-matching, and more via the module store. |
Beyond modules, the admin-only Live Stream Studio provides a dedicated surface for operating a generated 24/7 YouTube stream.
The agent is part of the product
Clapilot is not a chat box bolted onto an app. The agent runs inside the same operational workspace and works against the same entities users see in the UI:
- chat and live agent flows are wired into product APIs with feature-specific tools, so the agent creates the real task or sends the real reply instead of describing one
- the app tracks which page, module, or entity you are on, so the agent stays grounded in your current context and can mutate the active surface
- external channels (Telegram, WhatsApp, Slack) route into the same runtime sessions instead of living in a separate bot silo
- scheduled tasks (
Geplante Aufgaben) run automations on triggers like new email, new document, or a schedule - specialized agents (
Spezial-Agenten) run with deliberately restricted tools and context for scoped jobs - a reconcile-based heartbeat lets the runtime proactively check in per user and in team chat - and stay silent when nothing has changed
ClapilotAICore also supports coding-agent style execution: CLI/bash in the native runtime, package installation, background channel handling, and long-running jobs.
Guided onboarding
Admins can route new users into a guided onboarding flow after their first login (Admin -> Feature Toggles, off by default; the same card has an Onboarding testen action to replay it). The fullscreen dashboard flow walks through email connection, document import, an optional personalized-template generation step, calendar setup, and Mandant context - with inline OAuth, IMAP, upload, and sync actions so users never have to dig through settings. Progress is stored per user, the flow is skippable, and settings offers a restart entry point.
Under the hood
ClapilotAICore runtime
The default native runtime is ClapilotAICore, served by services/clapilot-agent/:
- multi-provider runtime routing with sessions, runs, events, jobs, and channels stored in PostgreSQL
- internal OpenAI-compatible execution endpoints for chat/responses-style flows
- legacy compatibility state/import paths for older migrations and env aliases
For architecture details: Architecture, App Runtime, Runtime Flows, Clapilot-Agent Sessions.
Memory
Clapilot combines several memory layers so agents can recall both exact detail and distilled facts:
- bootstrap prompt files such as
AGENTS.md,MEMORY.md, andTOOLS.md - lossless per-session conversation history in dedicated context tables, searchable through the internal
memory_grep,memory_describe, andmemory_expandtools - durable shared facts in
agent_memories, with cross-session visibility gated by scope and subject tags - document RAG retrieval over indexed document chunks
- a native memory flush into
memory/YYYY-MM-DD.mdfiles for durable workspace recall
See Clapilot-Agent Memory and RAG Implementation for the current implementation.
Model providers
| Provider path | Notes |
|---|---|
| Anthropic | native provider routing |
| OpenAI | includes an OpenAI Codex OAuth-backed runtime path for supported runs |
| Google Gemini | native provider routing |
| AWS Bedrock | native provider routing |
| Custom OpenAI-compatible endpoints | bring your own gateway or local model server |
The runtime also supports provider model discovery, cross-provider model priority/fallback routing, and provider/channel/runtime configuration inside Clapilot settings. See Clapilot-Agent Providers + Models and Configuration.
Channels
| Channel | Support |
|---|---|
| Telegram | approval/linking flow, per-thread runtime sessions, streaming replies |
| approval/linking flow, per-thread runtime sessions | |
| Slack | approval/linking flow, per-thread runtime sessions |
| Phone & fax | Call & Fax Agent on a managed SIP line |
| Team Chat | internal team rooms with agent participation |
See Telegram Channel and Clapilot-Agent Channels.
Why this matters
Clapilot combines three things in one place: a real work application with documents, mail, tasks, and integrations; a native AI runtime that can reason over that workspace; and channel and automation surfaces that let the same runtime work outside the main UI. That makes it closer to an AI operating layer for office work than a normal assistant wrapper.
