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Personal Agents Platform – Domain Overview

This document provides a landing page for the Personal Agents Platform (connectsoft.me) domain blueprint: what it is, why it exists, and how it connects to the Factory. It is written for architects, product managers, and engineers building or understanding this domain.

The Personal Agents Platform domain represents a complete multi-tenant SaaS platform where individuals can create, configure, and run personal AI agents and multi-agent workflows to handle recurring life tasks — without being developers. This blueprint serves as a reference implementation for building consumer-facing personal automation platforms using ConnectSoft's Factory and platforms.

Note

This domain blueprint demonstrates how to build a complete B2C/B2Solo SaaS platform using ConnectSoft's Factory, platforms, and patterns. It serves as both a reference implementation and a template for similar consumer-facing domains.

Problem Space

Customer Problem

Individuals, freelancers, students, and families need to:

  • Automate Life Tasks - Handle recurring personal tasks (email triage, calendar coordination, budget tracking, learning) without manual effort
  • Manage Information Overload - Process and organize information from multiple sources (email, calendar, files, documents)
  • Coordinate with Others - Share schedules, shopping lists, reminders with family members
  • Learn and Grow - Summarize learning materials, create quizzes, build study plans
  • Track Personal Finances - Categorize expenses, track spending, generate budget summaries

Current Pain Points

  • Manual Repetition - Same tasks repeated daily/weekly (email triage, calendar review, expense categorization)
  • Information Silos - Information scattered across email, calendar, files, apps
  • Time Constraints - Busy professionals don't have time for routine administrative tasks
  • Lack of Automation - No easy way to automate personal workflows without coding
  • Limited Integration - Personal tools don't integrate well with each other

Solution Concept

Multi-Tenant SaaS Platform for Personal Agents

The Personal Agents Platform provides:

  • Personal Agent Management - Create, configure, and manage specialized AI agents (Inbox Agent, Planner Agent, Budget Agent, etc.)
  • Agent Packs - Prebuilt and custom packs of agents that work together (Life Admin Pack, Budget Lite Pack, Study Pack)
  • Workflow Orchestration - Define and execute multi-agent workflows with triggers, sequences, and parallel execution
  • Suggestion & Approval System - Review and approve actions proposed by agents before execution
  • Connector Ecosystem - Integrate with email, calendar, file storage, and other personal services
  • Dashboard & Analytics - Monitor agent runs, view suggestions, track usage and costs

ConnectSoft Integration

Behind the Scenes:

  • Factory - Generates microservices for the Personal Agents Platform
  • AI Factory & Agent Template - Provides agent execution infrastructure and patterns
  • Platforms - Identity, Audit, Config, Documents, Communications, Billing platforms power the SaaS

The Platform:

  • Users create and configure personal agents
  • Agents execute using AI Gateway and Agent Runtime
  • All actions start as suggestions requiring user approval
  • Platform services provide infrastructure (auth, audit, storage, notifications, billing)

Who This Blueprint Is For

This blueprint is for:

  • Architects - Designing similar consumer-facing SaaS platforms
  • Product Managers - Understanding domain requirements and capabilities
  • Engineers - Implementing domain logic and services
  • Partners - Building similar solutions using ConnectSoft tools

High-Level Capabilities

The Personal Agents Platform provides:

  • Personal Identity & Profiles - User accounts, personal tenant management, profiles (timezone, language, preferences), subscription management
  • Agent Catalog - AgentTemplate definitions (base agent types), AgentInstance management (user-specific configurations), agent archetypes
  • Pack & Workflow Management - AgentPack composition (teams of agents), AgentWorkflow definitions (triggers, sequences, parallel execution), WorkflowTrigger management (schedules, events)
  • Agent Orchestration - AgentRun execution and management, AgentRunStep logging, multi-agent workflow orchestration, integration with AI Gateway
  • Suggestion & Approval - Suggestion management (actions proposed by agents), approval workflow, user inbox for suggestions
  • Connector Management - ConnectorConfig management (authorized apps/links), connector execution (Email, Calendar, File upload, Notion, Google Drive, OneDrive), DataSnapshot management (cached metadata)
  • Dashboard & Analytics - Dashboard generation, usage analytics, run history and summaries, cost tracking

Relationship to the AI Factory and Platforms

Identity Platform

Usage:

  • Personal-tenant authentication and authorization
  • Individual user accounts (not organizational tenants)
  • User profile management
  • OAuth2/OIDC for authentication

Integration:

  • All microservices authenticate via Identity Platform
  • Personal-tenant isolation enforced at authentication level
  • Each user has their own "personal tenant"

See: Identity Platform for platform details.

Audit Platform

Usage:

  • Audit logging for all agent runs and actions
  • User action tracking (suggestion approvals, pack installations)
  • Personal data access logs
  • Compliance and transparency requirements

Integration:

  • All microservices emit audit events
  • Agent Orchestration Service logs all agent runs
  • Suggestion & Approval Service logs all user actions
  • Audit Platform aggregates and stores events

See: Audit Platform for platform details.

Config Platform

Usage:

  • User preferences and settings
  • Agent behavior configurations
  • Pack settings and configurations
  • Workflow definitions
  • Feature flags for gradual rollouts

Integration:

  • Microservices fetch configuration from Config Platform
  • Feature flags control platform capabilities per user
  • Configuration changes trigger webhooks

See: Config Platform for platform details.

Documents Platform

Usage:

  • User-uploaded files (PDFs, DOCX, TXT)
  • Agent-generated summaries and reports
  • Workflow outputs and artifacts

Integration:

  • Connector Service stores uploaded files
  • Agent Orchestration Service stores agent outputs
  • Documents Platform provides file storage and metadata

See: Documents Platform for platform details.

Communications Platform

Usage:

  • Email Platform - Email notifications for agent suggestions, workflow summaries, scheduled run results
  • SMS Gateway Service - SMS notifications (optional, for critical alerts)
  • Notifications Platform - In-app notifications for suggestions and approvals

Integration:

  • Suggestion & Approval Service sends email notifications
  • Agent Orchestration Service sends workflow completion notifications
  • Communications Platform provides unified communication API

See: Communications Platform for platform details.

See: Email Platform for email service details.

See: SMS Gateway Service for SMS service details.

See: Notifications Platform for notifications service details.

Billing & Subscription Platform

Usage:

  • Freemium tiered subscriptions (Free, Personal Pro, Family, Creator add-on)
  • Usage tracking (agent runs/month, tokens used, storage)
  • Billing and invoicing
  • Subscription management

Integration:

  • Personal Identity & Profile Service manages subscriptions
  • Agent Orchestration Service tracks usage
  • Billing Platform handles invoicing and payments

See: Billing & Subscription Platform for platform details.

AI Gateway & Agent Runtime

Usage:

  • Agent execution and orchestration
  • Model routing and selection
  • Token usage tracking
  • Cost management and optimization

Integration:

  • Agent Orchestration Service integrates with AI Gateway
  • Agents execute using Agent Template and Agent Runtime
  • Token usage tracked per run for billing

See: AI Factory Overview for Factory capabilities.

See: Agent System Overview for agent system architecture.

Factory for Internal Services

Usage:

  • Factory generates microservices for the Personal Agents Platform
  • Factory uses Agent Template for agent execution infrastructure
  • Factory maintains consistency across all generated services

Integration:

  • Factory generates Personal Identity, Agent Catalog, Pack & Workflow, Agent Orchestration, Suggestion & Approval, Connector, Dashboard services
  • Factory ensures consistent architecture and patterns
  • Factory provides personal-tenant aware generation patterns

See: Factory Overview for Factory capabilities.