Platform Tour

This page walks through the Ema interface so you know where everything lives before you start building. What you see depends on your role — builders and administrators see more than end users — so some areas described here may not appear for every account.

Signing in

Open your organization's Ema URL and sign in. Depending on how your workspace is configured, you'll either enter your credentials directly or be redirected through your organization's single sign-on (SSO) provider and back. After authentication you land on the AI Employees page, which is the platform's home. Going to the root URL always redirects here.

The sidebar

A persistent navigation sidebar runs down the left side of every page. You can collapse it to an icon-only rail to reclaim space. It's organized into two groups, and items appear only if your role grants access.

Main

ItemWhere it goesWho sees it
AI EmployeesThe workspace of all AI Employees. This is the home page.Builders and users
IntegrationsThe catalog of external applications and the Tools they expose.Builder admins and above

Admin

The Admin group appears for administrators. It contains:

ItemWhere it goesWho sees it
WorkspaceWorkspace (tenant) settings — including providers, API keys, and SSO.System admins
User ManagementMembers of the workspace and their access.User admins and above
RolesA reference for what each role can do.Admins (when enabled)
GovernanceAudit trail and PII controls.Admins

The sidebar footer holds your account menu — with your profile, Settings, and Log out — the workspace switcher (if you belong to more than one workspace), and the control to collapse or expand the sidebar. See Administration for what each admin area does.

Exactly which items render is driven by your role and, for some items, by feature settings on your tenant. If an area described here isn't in your sidebar, your account doesn't have access to it.

The AI Employees workspace

The AI Employees page lists every AI Employee in the workspace. From here you can open one to use it, open one to edit it, or create a new one.

  • Create an AI Employee starts a new build — either a blank workflow or one based on a template.
  • Selecting an existing AI Employee opens its dashboard, where you both use and configure it.

Inside an AI Employee

An AI Employee's dashboard is organized into tabs. Which tabs appear depends on the AI Employee's interaction type (chat, form, or voice), but the common ones are:

TabWhat it's for
Chat / Searches / DashboardThe run surface — where you actually use the AI Employee. The label depends on the interaction type.
ConfigurationModel configuration, the workflow editor, and publishing.
Knowledge BasesThe knowledge bases this AI Employee retrieves from.
PermissionsWho can use and manage this AI Employee.
DetailsName, description, and other metadata.
MetricsUsage and performance metrics for this AI Employee.
ActivityRecent runs and changes.

The AI Employee builder

Opening the workflow editor for an AI Employee puts you in the AI Employee builder — the visual workspace where you assemble the workflow. You add nodes, connect them into the graph, and configure each one:

  • drop an agent node and choose its agent type, then write its Instructions and wire its inputs;
  • turn on human-in-the-loop for an agent node to pause for a person;
  • connect nodes with edges, and add a condition to an edge to branch the path;
  • add a publish node to emit the result.

You can test the workflow without publishing, and you can publish a version when it's ready. The full builder workflow — adding nodes, wiring inputs, testing, and publishing — is covered in the Builder guides.

Building with Autopilot

If you'd rather not assemble the graph by hand, open Autopilot and describe what you want. Autopilot builds and edits the workflow for you — adding nodes, configuring agents, setting up knowledge bases, and connecting Tools — and asks for approval before anything destructive. See Autopilot.

Integrations

The Integrations area is the catalog of external applications your workspace can connect to. For each integration you:

  1. Install and authenticate it with the right account or credentials.
  2. Review the Tools it exposes — the discrete read and write operations agents can call.
  3. Confirm it's connected, after which agents in your workflows can use its Tools.

Connectors that sync content (for example SharePoint, Google Drive, and Confluence) feed knowledge bases. For the full setup, credential management, and the Tool model, see Integrations and data.

The Admin area

Administrators manage the workspace from the Admin group in the sidebar:

  • Workspace — workspace-level settings, including model providers, API keys, and SSO.
  • User Management — invite, remove, and set the access of members.
  • Governance — the audit trail and PII controls.

What you can reach depends on your administrative role. See Administration for the details.

What's next

Last updated: Jul 3, 2026