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connectsoft.me Functionality

This document describes the detailed functionality and features for connectsoft.me Personal Agents Platform. It covers MVP scope, multi-agent workflows, and future capabilities. It is written for product managers, developers, and users evaluating connectsoft.me features.

MVP Scope (V1)

The MVP focuses on delivering real weekly value with minimal UI, heavily reusing backend strengths from the Core Platform.

Prebuilt Agent Packs

Launch with 3–4 curated packs:

Life Admin Pack

  • Inbox Agent – Triages "important" emails, drafts replies
  • Planner Agent – Reads calendar, suggests focus blocks

Inbox & Planner Pack (small subset of Life Admin)

Budget Lite Pack

  • Budget Agent – Reads CSV exports (bank, card) → categories & summary

Study Pack (Lite)

  • Summarizer Agent – Summarizes PDFs/links
  • Quiz Agent – Simple flashcards/questions

Agent Execution

Manual Execution

  • "Run now" per agent or per pack
  • User triggers execution on demand

Scheduled Runs

  • Every morning at 8:00
  • Every Friday at 18:00
  • Custom schedules per pack

Output Format

  • Clear summaries + simple suggested actions
  • Basic cards: "Top 5 emails to respond to", "3 key events next week", etc.

Connectors (MVP)

Email

  • Read inbox
  • Create drafts (not auto-send)

Calendar

  • Read existing events
  • Suggest new events (requires approval)

File Upload

  • PDF/DOCX/TXT files
  • Stored in Documents Platform
  • Processed by agents (e.g., Summarizer Agent)

Dashboard

My Packs

  • List of installed packs
  • Status indicators (active, paused, error)

My Agents

  • List of all agents across packs
  • Individual agent status

Pack Details

  • Next scheduled run
  • Last run summary (success/failure, tokens used, execution time)
  • Link to see suggestions & approvals

Global Usage

  • Runs/month vs quota
  • Usage trends and insights

Billing Tiers

See Business Model for detailed pricing.

Free Tier

  • 1 Pack
  • Up to 3 Agents
  • Limited runs/month (~300)
  • Basic connectors only

Personal Pro

  • More packs (up to 5)
  • More agents (up to 15)
  • Higher run quota (3,000–5,000/month)
  • Extra connectors (Notion, Google Drive, OneDrive)

Privacy & Trust Data Controls

Transparency

  • "See what this agent did" per run
  • Detailed logs of agent actions
  • Token usage and cost tracking

Data Control

  • "Delete my account and all data" function
  • Export data capability
  • Per-agent privacy settings

Safe Defaults

  • No automatic sending of emails/changes
  • Everything starts as suggestions
  • User must explicitly approve actions

Multi-Agent Workflows (V1.5)

Add real multi-agent orchestration beyond independent runs.

Workflow Engine

Define flows like:

Example: Weekly Digest Workflow

  1. Step 1: Inbox Agent → list important threads
  2. Step 2: Planner Agent → schedule replies & tasks
  3. Step 3: Summary Agent → write weekly digest

Example: Morning Routine

  1. Step 1: Inbox Agent → triage overnight emails
  2. Step 2: Planner Agent → suggest focus blocks for today
  3. Step 3: Budget Agent → check spending alerts

Collaboration Patterns

Sequential

  • Agent A → Agent B → Agent C
  • Each agent uses output from previous agent

Parallel

  • Agents run concurrently
  • Results merged by a "Coordinator Agent"
  • Example: Inbox Agent and Planner Agent run simultaneously, then Summary Agent combines results
sequenceDiagram
    participant User
    participant Workflow as Workflow Engine
    participant Inbox as Inbox Agent
    participant Planner as Planner Agent
    participant Summary as Summary Agent

    User->>Workflow: Trigger Weekly Digest
    Workflow->>Inbox: Run: List Important Threads
    Inbox-->>Workflow: Important Emails List
    Workflow->>Planner: Run: Schedule Replies & Tasks
    Planner-->>Workflow: Scheduled Items
    Workflow->>Summary: Run: Write Weekly Digest
    Note over Summary: Combines Inbox + Planner results
    Summary-->>Workflow: Weekly Digest Document
    Workflow-->>User: Show Suggestions & Summary
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Suggestion & Approval Inbox

Unified UI

  • List of suggestions from all agents
  • Grouped by agent, pack, or workflow
  • Filter by type (email, calendar, task, etc.)

Actions

  • Approve - Apply the suggestion
  • Edit - Modify before applying
  • Reject - Ignore the suggestion

Optional Features

  • Simple task board view
  • Timeline view of suggestions
  • Bulk approval actions

V2+ Features

Agent Builder (No-Code)

Wizard to Create Custom Agents

  • Pick base archetype (Inbox, Planner, Finance, Learning, Family, Generic)
  • Pick tools (email, calendar, docs, HTTP call, etc.)
  • Configure behavior ("Always summarize in X language", "Ask before sending")
  • Save as a personalized AgentInstance

Capabilities

  • Visual agent configuration
  • Tool selection and configuration
  • Behavior rules and preferences
  • Testing and validation

Pack Builder

Combine Agents into a Pack

  • Select multiple agents
  • Define pack theme and purpose
  • Configure shared settings

Build Workflows

  • Define triggers (schedule, manual, event)
  • Define flows (steps, parallel paths, aggregator)
  • Visual workflow designer

Agent/Pack Marketplace

Browse & Install

  • Browse curated packs (internal first, then community)
  • "Install" pack into your workspace in 1 click
  • Preview pack capabilities before installing

Creator Features (with Creator add-on)

  • Publish packs to marketplace
  • Set pricing (\(3–\)10/month per pack)
  • Receive revenue share (70% creator / 30% ConnectSoft)
  • Analytics on pack usage

Marketplace Evolution

  • Internal curated packs first
  • Community packs later
  • Revenue sharing model
  • Ratings and reviews

Example Multi-Agent Flow

Here's a detailed example of a multi-agent workflow:

Morning Routine Workflow

flowchart TD
    Start([User Triggers<br/>Morning Routine]) --> Trigger{Trigger Type}
    Trigger -->|Scheduled 8:00 AM| Parallel[Parallel Execution]
    Trigger -->|Manual| Parallel

    Parallel --> Inbox[Inbox Agent<br/>Triage Overnight Emails]
    Parallel --> Planner[Planner Agent<br/>Review Today's Calendar]
    Parallel --> Budget[Budget Agent<br/>Check Spending Alerts]

    Inbox --> InboxResults[Important Emails List]
    Planner --> PlannerResults[Today's Schedule +<br/>Suggested Focus Blocks]
    Budget --> BudgetResults[Spending Alerts]

    InboxResults --> Coordinator[Coordinator Agent]
    PlannerResults --> Coordinator
    BudgetResults --> Coordinator

    Coordinator --> Summary[Generate Morning Summary]
    Summary --> Suggestions[Create Suggestions]
    Suggestions --> User[User Reviews<br/>Suggestions & Approvals]

    style Start fill:#e3f2fd
    style Parallel fill:#bbdefb
    style Coordinator fill:#c8e6c9
    style User fill:#fff3e0
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