Structured operational forms
Keep several live operational windows open, work alongside Koaila and move between searchable records, linked documents and workflow controls without losing your place.
These guides describe the shared FOR:CEO company engine. FOR:AGENT uses MCP for supported operations; examples involving browser forms refer to the included FOR:CEO human workspace. Check live capabilities and authorization before an agent runs a task.
A practical workspace for everyday records
Supported entities have list and form workspaces for finding, creating and reviewing records. Product selectors emphasize codes and relevant descriptions, while reference choices respect the current task. Sales, purchasing, warehouse and manufacturing documents expose their own fields rather than forcing every process into a generic conversation.
Let the workflow explain what can happen next
Status controls distinguish deliberate actions from progress calculated by receipts, shipments, invoices or production evidence. Used lines and confirmed data have protections against unsafe edits. Roles narrow the operations each person may perform, so a warehouse colleague can work on fulfillment without automatically receiving unrestricted access to the entire accounting system.
Real-time multitasking for people and AI
An estimate, a stock view and a manufacturing order do not have to take turns owning your screen. Keep multiple operational windows open and retain each task's context while Koaila works alongside you. Browser-owned rendering and event-driven live updates use the same low-latency communication approach found in multiplayer games, applied here to business workflows. This is real multitasking inside one workspace, designed to keep both your team and AI productive. Live workspace updates are distinct from bank-feed, accounting-sync and analytical-report refresh schedules; those data sources keep their own timing.
What to know before you start
A visible field does not imply unrestricted editing. Permissions, source-document locks and completed-work protections remain authoritative, including when the assistant opens the form.
Practical questions
Can I open forms without asking the AI each time?
The workspace launcher provides direct access to the entities authorized for your role, alongside conversational entry points.
Can operational staff have limited access?
Yes. Company roles distinguish areas such as sales, purchasing, inventory, manufacturing, banking and compliance.
Continue the workflow
Team roles and accountant collaboration
Give colleagues access to the company workflows they need, with distinct sales, purchasing, warehouse, manufacturing, banking and compliance responsibilities.
Sales order management
Capture a customer's order with agreed prices and delivery details, reserve stock and follow fulfillment and invoicing without confusing an order with a shipment.
Manufacturing orders
Create a manufacturing job for a make-enabled product, release a frozen BOM recipe and track materials, operations and finished quantities through completion.