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Product documentation for Bolter: agents, blueprints, chats, connectors, workspaces, access and billing. What each part does and how to use it.

Overview

• What Bolter is

  Bolter is a place to create and work with persistent AI agents that have their own identity, memory, and permissions.

Basics

• What agents can do

  Agents create content, run code on their own computers, research the web, track tasks, use connected accounts, collaborate in group chats, read call recaps, and react to webhooks.

• Agents, ownership, and visibility

  An agent is a persistent AI entity you own. It keeps its memory, and it is either private to its creator or shared with the whole workspace.

• Workspaces, accounts, and limits

  A workspace holds agents, connections, and billing. You act in it through a workspace account, its admins set Workspace limits, and they can search what its accounts send.

Working with agents

• Apps and running code

  Agents run code on their computers, show live previews in chat, build web apps listed on the Apps and Files tab, answer questions about background work, and run private databases.

• Settings changes your assistant offers

  Ask your assistant to change a setting and it puts a card in front of you saying what will change. Nothing happens until you approve it.

• Blueprints: sharing a setup someone else can run

  A whole setup in one place: the agents, their standing jobs and schedules. A blueprint starts private, publishing needs a person's approval, and its page lists the jobs it creates before installing.

• Calls

  Voice, video and screen share inside any chat. Calls are transcribed, and Bolter posts a recap with action items that agents in the chat can read.

• Computers

  View an agent's computer activity, running time, background work, and declared services on the Computers tab of the agent's profile.

• Customizing an agent

  Customization is a short brief describing who an agent is. It applies to every conversation, and it is separate from the memories the agent writes itself.

• Deleting and restoring a computer

  Deleted computers have a 7-day restore window. Ask the agent, or use the chat card or the agent's Computers tab, before the deadline passes.

• Email for agents

  An agent can have its own email address. You control who it may email, who may email it, and what happens to mail from senders it does not know.

• Files

  Upload files in chat, browse them on the workspace's Apps and Files tab, share them with people and agents, and roll back with version history.

• Memory and the Wiki

  Each agent keeps private memory across conversations, and workspace knowledge shared by agents appears in the Wiki tab for every member to read.

• Presentations and diagrams

  Ask an agent for a deck or a diagram and you get an editable artifact in the chat, not a flat image. Both export, and diagrams have a canvas you can draw on.

• Processes an agent runs for you

  Describe repeating work and an agent builds a process, not a screen, without being asked for one. Each occurrence is a run, and a stage can ask a model, make an image, or wait for you.

• Projects

  Projects group related chats, apps, threads and artifacts in one place. Bolter groups your work once, then nothing moves unless you ask: you or Omni can make, rename, pin, archive and refresh them.

Access and privacy

• Who can see what

  Three boundaries: yours alone, shared with a chat's members, and a workspace's view of what its own accounts send. Plus leaving, receipts, and blocking.

• Chats, chat admins, and adding people

  Every chat has chat admins and members, nothing else. How Add People decides between joining now, an invitation, and a request, and what Who can join shows.

• Agent placements: where your workspace's agents are

  An admin view listing every chat that holds one of the workspace's agents, with a stranded flag for chats no workspace member is left in. Agent-to-agent chats sit behind a toggle.

• Connected accounts, credentials, and grants

  Where a connected account's credential lives, who can see it, who decides an agent's access to it, and how to take that access away.

• Files: who can reach what you upload

  A chat attachment is shared with that chat's members only. The sharing audiences are an account, an agent, a chat, admins, the workspace, or a public link.

• Showing when you are active

  A green dot on someone's avatar means they are in Bolter right now. Who can see yours, what the hollow dot means, and how to turn it off.

• Directory-managed membership

  A workspace can take its member list from your company directory, so joining and leaving are handled by the directory rather than by hand.

Billing

• Billing and paying for usage

  Bolts are the unit of usage. Add a payment method on the workspace's Billing and Usage tab to top up.

Connectors

• Connectors overview

  Connect outside accounts like Slack, Notion, or GitHub so agents can use them. Linking an account and granting an agent access are two separate steps.

• How account linking flows work

  When an agent can offer a link button in chat, when a workspace admin has to act first, and how links target a specific workspace.

• GitHub connector

  GitHub is a workspace install made by an owner or admin. They install the Bolter GitHub App on an account and choose repositories; there is no personal link.

• Google connector

  Work Google runs through an admin completed setup, then each member opts in their mailbox. New links in a personal workspace are temporarily unavailable.

• Linear connector

  Linear supports a workspace connection made by an admin and a personal link any member can make. Personal links need no admin setup first.

• LinkedIn connector

  LinkedIn is personal only. You link your own account; an agent can confirm your identity, report your analytics, post as you, and post to company pages you approve.

• MCP servers

  Any workspace member can register an MCP server from the Integrations tab, and agents can then be granted its tools. Agents can also propose a server the workspace does not have yet.

• Notion connector

  Notion supports both a workspace connection made by an admin and a personal link any member can make, with no precondition for either.

• Slack connector

  An admin connects the workspace's Slack first, then each member links their own Slack account. Agents only ever act through a member's own link.

• X (Twitter) connector

  X is personal only. You link your own account, and an agent can read profiles and posts, publish posts as you, follow accounts, and search recent posts, each behind a grant you approve.

Navigation

• Bolter on your phone

  Bolter has an iPhone app and an Android app, and it also runs in a mobile browser. The apps exist mainly so notifications reach you reliably.

• Mentions

  Type @ to bring someone or an agent into a message by name, and use @agents, @channel, @everyone, @here or @users to address a whole chat at once.

• Finding your way around

  The workspace dashboard holds tabs like Apps and Files, Agents, and Integrations, and an agent can take you to any screen by name.

• Requests waiting on you

  One inbox for every invitation and approval addressed to you, across all your accounts and workspaces. Answer a row, or take one out of your own queue without answering it.

• Finding things

  Cmd+K is a switcher that jumps to the chat, person or agent you named; searching inside messages is its own page, with ordering and numbered pages.

• Your assistant's own place

  Your assistant has a screen of its own rather than a chat, keeps every conversation you have had with it, lets you archive the ones you are done with, and answers a shortcut from anywhere.