MANUAL · DOCUMENTATION
Governed runtime and control plane
for AI work.
Start with the runtime, then follow the guides for software delivery, Sidekick, or connected runtimes. Policy, approvals, and evidence stay consistent across every surface.
Choose your path
Understand the control plane, set up your workspace, and run your first governed workflow.
6 articles→Define what agents can do. Route risky actions through approvals. Export evidence for compliance.
7 articles→Control-plane SDK, governed runtimes, and API access for programmatic integration.
15 articles→Dashboard Guide
Workspace management, activity feeds, analytics, and team coordination.
Dashboard Overview
The LumenFlow dashboard is your command center across workspaces. New users land on Sidekick Today (the operator surface for current work, waiting-on-you, and recent activity); existing users land on Overview. Either landing is per-user-configurable — see Sidekick → Settings → Workspace landing.
Workspace Management
Create, configure, and switch between workspaces for different teams and projects.
Activity Feed
Monitor real-time activity — actions taken, proposals pending, and governance events.
Analytics & Reporting
Track token usage, action volume, approval rates, and cost trends over time.
Team Members
Invite team members, assign roles, and manage workspace access.
Workspace Settings
Configure workspace defaults, timezone, language, and general preferences.
Notifications
Configure alerts for proposals, budget thresholds, and team activity.
Search
Find conversations, actions, and audit entries across your workspace.
Keyboard Shortcuts
Navigate the dashboard faster with keyboard shortcuts and command palette.
Delivery Dashboard
Track initiatives, work unit progress, and lane dispatch from the delivery dashboard.
Runtime Dashboard
Inspect governed agent sessions, workflow state, and operator controls from the runtime dashboard.
Pipeline Metrics
View script execution telemetry, step breakdown, and lane utilization from the pipeline dashboard.
DORA Metrics Dashboard
Track software delivery performance with deployment frequency, lead time, change failure rate, and MTTR.
Evidence Chain Traces
Browse task execution traces, bridge detection, and span-level audit detail.
Studio: operator surface for agents and swarm
Studio is the operator depth surface. Today it shows the mission graph, action rail, output explorer, and live runtime overlay; its direction is to become the Agents/Operations view for roster, coordinator decisions, handoffs, escalations, leases, and stuck states. Consumers stay in Sidekick.
Replay: governed replay chain
Replay is the workspace-level surface at /dashboard/<workspaceId>/replay that shows the latest governed replay chain — the full evidence trail correlating a builder mission with its delivery, runtime, and evidence outputs. Use Replay to audit what happened after the fact, prove a decision, or reconstruct the chain Sidekick followed.
Model Configuration
Managed inference, bring-your-own-key, provider routing, and cost tracking.
Model Configuration Overview
Use managed inference by default, or connect your own model keys for advanced control.
Supported Providers
Details on supported LLM providers — OpenAI, Anthropic, Google — and their capabilities.
API Key Management
Add, rotate, and secure your LLM provider API keys in LumenFlow.
Default Model Settings
Configure per-conversation defaults — temperature, token limits, and system prompts — for your workspace. These defaults apply within whichever workspace AI source you've chosen (managed inference or BYOK); they don't change the source itself. See workspace-ai-source for the workspace-level managed-vs-BYOK decision.
Workspace AI source: managed inference vs BYOK
Every workspace has a single AI source that decides who pays for and operates the model that powers Sidekick. New workspaces default to managed inference (LumenFlow runs the model). You can switch to BYOK to point Sidekick at your own provider key. This is workspace-level — it's separate from per-conversation model selection.
Sidekick
A governed AI assistant that operates under your workspace policies.
Building software with Sidekick
Sidekick is a governed coding agent. It claims work units, writes code in an isolated worktree, runs tests, and opens pull requests — all under your policy and approval rules. It works with your code host and deployment tools rather than replacing them.
Sidekick Overview
Sidekick is LumenFlow's governed AI agent. It takes actions on your behalf across software delivery, communication, scheduling, data, and workflows — every action passes through policy and approval gates.
Chat Interface
Navigate Sidekick's chat UI — threads, attachments, keyboard shortcuts, and more.
Delegating Tasks
Prompt patterns, multi-step tasks, and best practices for effective delegation.
Connections
Connect Gmail, Outlook, Greenhouse, Slack, and custom tools to expand what Sidekick can do.
Memory & Context
How Sidekick maintains context across conversations and learns your preferences.
Approvals & Governance
Configure what Sidekick can do automatically and what needs your approval.
Workflows
Build multi-step automations with conditional logic and approval gates.
Billing & Costs
Understand LumenFlow's pricing, token metering, and cost controls.
Sidekick Today: the daily operator surface
Sidekick Today is the recommended landing surface for new workspaces — current work, what's waiting on you, recent activity, attributable spend, and a fast composer to ask Sidekick for the next thing. It also surfaces incident triage and builder launch panels so operators can start work in one click. Existing users keep Overview by default; switch to Today any time in Sidekick → Settings.
Routines
Schedule recurring automations, link them to objectives, configure reactive routing, and control trust with autonomy policies.
Objectives
Delegate standing goals to Sidekick with success criteria, delegation scope, budget boundaries, and proof of execution.
Briefings
Receive scheduled email digests summarizing routine outcomes, objective progress, and delegated work status.
Notifications
One bilateral inbox for what Sidekick needs from you and what it just did for you — with per-type preferences and multi-transport delivery.
Channels
Connect Slack, Discord, Telegram, or custom webhooks so Sidekick can send and receive conversations through your team's messaging platforms.
MCP Servers
Register, authenticate, and manage Model Context Protocol servers that give Sidekick access to custom tools.
Tools
Browse available tool connections, test capabilities, manage MCP servers, and control which tools Sidekick is allowed to use.
Onboarding
The guided onboarding wizard walks you through model selection, tool connections, trust level, and your first routine.
Settings
Manage billing, BYOK and managed-inference model configuration, spending budgets, trust levels, destination defaults, your personal landing preference (Overview vs Sidekick Today), and team permissions from the Sidekick settings surface. Owners and admins see the full surface; members see a personal preferences view.
Troubleshooting
Common issues, error messages, and how to resolve them.
Outputs, artifacts, and destinations
How LumenFlow saves generated work from Sidekick, external agents, and fleet workers; what managed artifact links mean; and why public hosting or deployment requires a connected destination and explicit confirmation.
How LumenFlow looks: jobs, agents, and proof
Sidekick is the front door. You ask, LumenFlow plans, agents work, you approve, and proof is kept. This explains the consumer model — jobs, steps, agents, connections, rules, approvals, outputs, and proof — and why visual structure lives inside Sidekick rather than on a separate canvas.
Managed storage and managed runtime
Sidekick ships with built-in defaults for storage and execution: managed artifacts holds generated docs, files, and export bundles in LumenFlow-managed storage, and managed runtime runs builder work when no external execution target is connected. You do not need external artifact storage before Sidekick can save internal outputs; public hosting and deployment still require a connected destination and explicit confirmation.
Builder destinations and publication workflow
Sidekick chooses a destination for every build it does — code, docs, files, runtime — based on what your workspace has pinned. Managed defaults work without setup; pinned connectors route work to your owned tools (GitHub for code, Notion for docs, OneDrive for files). Risky publication steps go through approval before Sidekick proceeds.
Landing preference: Overview vs Sidekick Today
Each user can choose where a workspace opens for them — Overview, or Sidekick Today (the default for new users). The preference is per user and per workspace, doesn't change role authority, and doesn't affect teammates. Switch it any time in Sidekick → Settings.
Use Cases
End-to-end walkthroughs for common governed workflows.
Email Automation
Automate email drafting, scheduling, and follow-ups with Sidekick and Gmail.
Data Analysis
Use Sidekick to query databases, generate reports, and surface insights from your data.
Team Coordination
Coordinate meetings, standups, and cross-team communication with Sidekick.
Customer Support
Triage support tickets, draft responses, and escalate issues with Sidekick.
Integrations
Connect external services — webhooks, APIs, and custom MCP servers.
Integrations Overview
How LumenFlow connects to external services across Tool Connections, channels, MCP, OAuth, and API keys.
Google Workspace
Connect Gmail, Google Calendar, Google Docs, and Google Sheets to your workspace.
Slack
Connect Slack for governed sends, provider read access, and guided inbound setup.
GitHub
Connect GitHub to summarize repository work, inspect pull requests, and manage issues.
Jira
Connect Jira Cloud to find matching issues, summarize tickets, and update tracked work.
Notion
Connect Notion to find pages, read shared docs, and make bounded note updates.
Zapier
Connect to 5,000+ apps through Zapier's automation platform.
Webhooks
Send and receive webhook events for custom integrations.
Custom MCP Servers
Build and connect custom tools using the Model Context Protocol.
Microsoft Teams
Connect Microsoft Teams to send governed messages and receive inbound chat via Bot Framework.
Discord
Connect Discord to send governed messages and ingest inbound events via a bridge runtime.
Telegram
Connect a Telegram bot to send governed messages and receive inbound chat via Telegram webhooks.
Twilio SMS
Connect Twilio to send governed SMS messages and receive inbound texts via Twilio webhooks.
Connect WhatsApp Business to send governed messages, manage templates, and receive inbound chat.
Custom Webhooks
Build bidirectional integrations with any system using custom outbound and inbound webhooks.
Public Q&A Widget
The public Q&A widget on lumenflow.cloud answers visitor questions about LumenFlow and Sidekick. The chat is grounded entirely in this docs corpus (the DOCS_ARTICLES registry) plus the tool-connection registry and pricing tiers — adding a docs article automatically extends what the chat can answer. The widget is read-only and rate-limited; it never accesses workspaces, user data, or operator actions.
Client Engagement Chat
Provide a private, token-protected chat portal for individual clients with vector-retrieved context.
Microsoft 365 (Outlook Mail, Outlook Calendar, OneDrive, To Do)
Sidekick connects to the Microsoft 365 stack: Outlook Mail for sending and triaging email, Outlook Calendar for scheduling and conflict-aware booking, OneDrive for document storage and retrieval, and Microsoft To Do for task tracking. Each is a separate governed connector with its own scope and approval rules.
HubSpot
Connect HubSpot to find contacts and companies, summarise deals, log activity, and create or update records. Sidekick respects HubSpot pipeline permissions and routes risky writes through approval before they hit your CRM.
Greenhouse
Connect Greenhouse to triage candidates, summarise interview kit feedback, and update candidate stage. Sidekick reads through governed connector access and pushes write actions through approval to keep hiring decisions auditable.
Yelp
Connect Yelp Fusion to look up business listings, reviews, hours, and category metadata. Read-only; useful for outreach research, local-market context, and customer-support workflows where the customer references a venue.
Security
Encryption, access control, compliance, and data privacy.
Security Overview
How LumenFlow protects your data — encryption, access control, and privacy.
Encryption
How LumenFlow protects your data at rest and in transit.
Access Control
Workspace isolation, role-based access, and session management.
Compliance & Privacy
GDPR, SOC 2 readiness, and data privacy — how LumenFlow handles your data responsibly.
Billing
Plans, usage tracking, budgets, and cost alerts.
Billing Overview
How LumenFlow billing works — plan tiers, token metering, and payment methods.
Plans & Pricing
Compare Free, Team, and Enterprise plans — features, limits, and what's included.
Usage Tracking
Monitor token consumption, cost breakdown, and usage patterns in real time.
Budgets & Alerts
Set spending limits, configure alerts, and prevent unexpected costs.
Troubleshooting
Common issues, error codes, and how to get help.