Product & Technology
Jan 14, 2026
Record Groups are a first of their kind AI based feature designed to help teams manage and oversee large scale operations with ease. They act as a centralized workspace where AI Agents handle and process massive amounts of data, communications, and tasks, while users focus on monitoring progress, reviewing results, and making decisions. Instead of managing work manually, Record Groups let AI do the heavy lifting.
One Central Workspace for Everything AI Does
Record Groups serve as a single source of truth for all AI Agent activity. Each Record Group contains multiple Records, with every Record representing a specific person, case, customer, claim, or scenario.
All actions taken by AI Agents are captured in one structured place, including data updates, results, documents, emails, calls, and notes. This allows teams to stay fully informed without needing to dig through multiple tools or systems.
Built to Handle Large Scale Data and Operations
Record Groups are designed for scale. AI Agents can process large datasets, run workflows across hundreds or thousands of records, and manage repetitive operational tasks automatically.
Instead of working record by record, users simply monitor outcomes, review insights, and step in only when needed. This shift from manual execution to intelligent oversight significantly boosts efficiency and reduces operational load for teams.
Every Record provides a full, transparent view of what the AI Agent has done and what is currently happening. This includes agent activity timelines, generated results, documents, photos, emails, calls, notes, and structured details.
With everything connected in one place, users can quickly understand context, ask the AI Agent questions, and make informed decisions without losing time or clarity.
Who Record Groups Are For and How They Are Used
Record Groups are built for teams and organizations that manage ongoing operations, data heavy workflows, or multiple cases at once.
They are especially valuable for operations teams, customer support, claims and case management, legal teams, HR, finance, logistics, research, and any role that requires tracking activity across many entities.
Whether managing customers, claims, employees, projects, or field operations, Record Groups provide a structured, AI driven way to stay organized, collaborative, and in control
Redefining How Teams Work With AI
Record Groups represent a first of its kind approach to AI powered work management. By enabling AI Agents to handle large scale processing while users focus on monitoring, decisions, and outcomes, they turn AI into a true operating system for modern teams.
With Record Groups, efficiency increases, complexity decreases, and AI becomes a reliable partner in running real world operations.
Increase productivity & efficiency
Human-quality work
Scale & adapt quickly
Meet growing workloads and changing priorities instantly—without the cost or delays of hiring.