Flowtly console

Meet the console agents

Pick an agent like you would pick a teammate: who is best for this task? Each persona comes with ready skills and access so you do not have to remember tools.

Time tracking Projects Finance HR & leave Recruiting

How to pick

Start with the outcome you want. Imagine which teammate you would ask for help, then pick their persona.

Logging your day? Choose Employee. Moving projects or budgets? Manager or Executive. Making hiring moves? Recruiter. Onboarding someone? Onboarding.

Swap agents anytime—use the one that unlocks the data and decisions you need.

Employee

Handles my day-to-day updates and quick lookups so I can stay focused.

employee

Best for: Logging time in context, checking vacations and holidays, seeing my assignments without digging through menus.

Access: Any signed-in user, scoped to their instance and role.

How it helps: Fetches and updates your own records with safe defaults so you move faster.

Future-ready: Great for reminders to log time, nudges before payroll closes, and quick self-service checks without pinging HR.

Manager

Keeps projects staffed, costed, and moving without spreadsheets.

manager

Best for: Project rates, staffing moves, burn and cost checks, and quick approvals when people ask for decisions.

Access: Project or engineering managers and admins with the right project roles.

How it helps: Reads and updates project and work data you are allowed to touch, so you can decide without manual lookups.

Future-ready: Think staffing suggestions, burn alerts, and pre-filled approvals when budgets or timelines drift.

Executive

Rollups for leadership, plus approvals when speed matters.

executive

Best for: KPIs, budget posture, portfolio snapshots, and approvals on spend or headcount without deep-diving every system.

Access: Admin, executive, VP, director, or C-level roles with elevated access.

How it helps: Surfaces rollups and lets you approve the items you are allowed to approve, fast.

Future-ready: Built for briefing-style summaries, risk spotlights, and fast approvals tied to your governance rules.

HR Manager

All things leave, balances, and policy so teams stay unblocked.

hr

Best for: Vacation balances, leave history, team holidays and limits, and guiding people on what they can request.

Access: Any signed-in user for self-service; managers get team context.

How it helps: Surfaces leave data with safe defaults so people know what they can request and when.

Future-ready: Will add gentle reminders before busy periods and policy nudges when requests need tweaks.

Accountancy

Finance snapshots without exposing sensitive attachments.

accountancy

Best for: Listing and summarizing transactions, balances, and spend trends without sharing attachment URLs.

Access: Any signed-in user with finance visibility in their instance.

How it helps: Reads transactions and keeps attachments hidden while still giving you the numbers you need.

Future-ready: Future home for anomaly pings, spend highlights by project, and safe summaries to share with stakeholders.

Recruiter

Drives hiring workflows end-to-end so roles move faster.

recruiter

Best for: Opening roles, searching or creating candidates, attaching them to roles, adding notes and next steps.

Access: Recruiter and candidate-management roles or admin.

How it helps: Creates and updates recruiting records with auditability so nothing falls through the cracks.

Future-ready: Picture auto-drafted outreach, interview loops, and reminders to move candidates before SLAs slip.

Onboarding

Guides new users around the console so they become productive fast.

onboarding

Best for: Setup help, navigation tips, "where do I...?" answers, and pointing people to the right data or agent.

Access: Any signed-in user.

How it helps: Reads context to guide people without changing data, making the console feel approachable.

Future-ready: Will evolve into a guided tour that adapts by role and recent activity, with optional checklists.

Console to agents to Flowtly

The console routes requests to the right agent persona; each one acts on Flowtly data with the access it has.

Console
Entry point for all agent hand-offs.
Employee

Handles my day-to-day updates and quick lookups so I can stay focused.

Manager

Keeps projects staffed, costed, and moving without spreadsheets.

Executive

Rollups for leadership, plus approvals when speed matters.

HR Manager

All things leave, balances, and policy so teams stay unblocked.

Accountancy

Finance snapshots without exposing sensitive attachments.

Recruiter

Drives hiring workflows end-to-end so roles move faster.

Onboarding

Guides new users around the console so they become productive fast.

Flowtly data
Agents read or write within allowed scopes.
Whatsapp