--- title: What is XOS: guide in the XOS Help Center description: XOS is an AI-powered business operating system. You connect the tools you already use, such as Google Drive, Notion, HubSpot or Slack, and X url: https://xos.prozessx.com/en/help/what-is-xos/ --- [Help](https://xos.prozessx.com/en/help/) / Getting started All topics Getting started [What is XOS](https://xos.prozessx.com/en/help/what-is-xos/)[Sign-up & First Setup](https://xos.prozessx.com/en/help/sign-in-setup/)[Layout & navigation](https://xos.prozessx.com/en/help/layout-navigation/) Chat & agents [Chat & sessions](https://xos.prozessx.com/en/help/chat-sessions/)[Model choice, dictation & canvas](https://xos.prozessx.com/en/help/chat-tools/)[Plan mode, web & deep research](https://xos.prozessx.com/en/help/plan-research/)[Agents, supervisor & specialists](https://xos.prozessx.com/en/help/agents-supervisor/)[Confirmations for critical actions](https://xos.prozessx.com/en/help/confirmations/) Automation [Building workflows](https://xos.prozessx.com/en/help/workflows/) Connectors [Connect connectors](https://xos.prozessx.com/en/help/connecting-connectors/)[Permissions & approvals](https://xos.prozessx.com/en/help/connector-permissions/)[Available connectors](https://xos.prozessx.com/en/help/connector-list/)[Connect external assistants](https://xos.prozessx.com/en/help/external-assistants/) Workspace & files [Knowledge base](https://xos.prozessx.com/en/help/knowledge-base/)[Workplaces](https://xos.prozessx.com/en/help/workplaces/)[Create documents (PPTX, Word, PDF)](https://xos.prozessx.com/en/help/documents/) Communication & tasks [Inbox](https://xos.prozessx.com/en/help/inbox/)[Activity & history](https://xos.prozessx.com/en/help/activity/)[Team chat](https://xos.prozessx.com/en/help/team-chat/)[Meetings](https://xos.prozessx.com/en/help/meetings/)[Tickets](https://xos.prozessx.com/en/help/tickets/)[Social Media](https://xos.prozessx.com/en/help/social-media/) Daily Work [Tasks](https://xos.prozessx.com/en/help/tasks/)[Projects](https://xos.prozessx.com/en/help/projects/)[Emails](https://xos.prozessx.com/en/help/emails/)[Telephony](https://xos.prozessx.com/en/help/telephony/) Merchandise management (ERP) [Overview](https://xos.prozessx.com/en/help/erp-overview/) CRM & sales [CRM](https://xos.prozessx.com/en/help/crm/)[Sales Hub](https://xos.prozessx.com/en/help/sales-hub/) HR & marketing [HR Hub](https://xos.prozessx.com/en/help/hr-hub/)[Marketing Hub](https://xos.prozessx.com/en/help/marketing-hub/) Account & team [Profile & password](https://xos.prozessx.com/en/help/profile-password/)[Invite & manage your team](https://xos.prozessx.com/en/help/manage-team/)[Organization & settings](https://xos.prozessx.com/en/help/organization/)[Usage, plans & billing](https://xos.prozessx.com/en/help/usage-billing/) FAQ [Frequently asked questions (FAQ)](https://xos.prozessx.com/en/help/faq/) Support & status [Known limitations & contact](https://xos.prozessx.com/en/help/limitations-contact/) # What is XOS ## What XOS is XOS is an AI-powered business operating system. You connect the tools you already use, such as Google Drive, Notion, HubSpot or Slack, and XOS builds a specialized AI agent for each connected tool. You work in one place, in plain language, instead of switching between many programs. The agents don't just chat, they act : they read and write directly in your systems, create pages, schedule appointments or maintain CRM records. What an agent is allowed to do depends on the connected tools and your permissions. Before consequential actions such as deleting or a posting, the agent asks for your confirmation in the chat. Only after your okay does it actually happen. ## How you work with XOS Your workspace is the chat. A supervisor reads your message, answers simple questions itself and forwards tasks for a specific tool to the right specialist. For you, it stays one single conversation. - Click Chat in the sidebar to start a new conversation. - Type what you need into the input field (marker 1), for example: "Summarize the open issues in my GitHub repo". - The supervisor picks the right agent itself. You don't need to select anything. - If the agent needs your okay for a critical action, confirm or decline in the chat. Below the input field, you choose the model (marker 2, default is Auto ), attach files (marker 3) or set the Modes (Modi) (marker 4). XOS saves every conversation as a session in the sidebar, grouped by Today (Heute) , Last 7 days (Letzte 7 Tage) and Older (Älter) . There you can rename, share or delete it. ## Connecting tools An agent is created as soon as you connect the matching tool. You do this on the [Connectors](https://xos.prozessx.com/workspace/agents) page (headed Connectors at the top). - In the sidebar, open Core features (Kernfunktionen) and then Connectors (Connectoren) . - Click the plus at the top right (or Add connector (Connector hinzufügen) while no tool is connected yet). - Search for the tool you want in the Search connectors… (Connector suchen…) field. - Click Add connection (Verbindung hinzufügen) . For tools with a login, you sign in once with your account. For tools with an access key, you enter the API key and confirm with Connect (Verbinden) . - The tool's agent then appears as a card with the status Connected (Verbunden) and is ready to use in the chat. In the same dialog, you can also connect your own MCP servers by URL. Which connectors you see is up to your admin. If they are all locked, ask your admin. ## Finding your way in the sidebar You reach everything through the left sidebar. At the top are three daily entry points: Dashboard (home page), Chat (new conversation) and [Inbox](https://xos.prozessx.com/workspace/inbox) (notifications and open items, the number shows what is open). Below, you expand groups: - Core features (Kernfunktionen) : [Workflows](https://xos.prozessx.com/workspace/modules/workflows), [Connectors](https://xos.prozessx.com/workspace/agents) and [Agents](https://xos.prozessx.com/workspace/agenten-verwaltung). - Daily Work : tasks, projects, emails, team chat, telephony and meetings. - Knowledge (Wissen) : [Workplaces](https://xos.prozessx.com/workspace/modules/workplaces) and [Organization knowledge (Organisationswissen)](https://xos.prozessx.com/workspace/modules/work-drives). - ERP : inventory and order management with thirteen modules, from Product Catalog and Warehouse to Accounting and Company Data. - CRM : contacts, companies, deals and the AI scoring of your leads. - Areas (Bereiche) : the specialist hubs HR, Sales, Marketing and Finance. You only see what your organization has booked and what your admin has enabled for you. If a group is missing, that area isn't booked. That is not an error. At the bottom left, click your name to open Settings (Einstellungen) and Help (Hilfe) , or to log out. More on this under [Layout & navigation](https://xos.prozessx.com/en/help/layout-navigation/). [NextSign-up & First Setup](https://xos.prozessx.com/en/help/sign-in-setup/) On this page [What XOS is](#ueberblick)[How you work with XOS](#chat-und-agents)[Connecting tools](#tools-verbinden)[Finding your way in the sidebar](#orientierung)