Create and Manage AI Agents Without Code
Builder gives you a complete toolset to create, test, and deploy AI agents, without touching a line of code. Connect agents to your documents, PDFs, websites, and knowledge bases, and they retrieve and cite information in real-time. One-click deployment pushes agents directly to any ThreoAI tenant. Update once, and changes propagate instantly across all deployments.
Everything You Need to Build AI Agents
Builder gives you a complete toolset to create, test, and deploy AI agents, all without touching a line of code.
No-Code Interface
Visual drag-and-drop interface to configure agent behaviors, personas, and capabilities. No technical knowledge required.
Document Connection
Connect agents to your documents, PDFs, websites, and knowledge bases. Agents retrieve and cite information in real-time.
Advanced AI Capabilities
Multi-model support, conversation memory, escalation logic, and tool use. Configure sophisticated behaviors through simple UI.
Enterprise Security
SOC 2, HIPAA, GDPR compliant. Zero Data Retention enforced. Full audit trails and access controls per tenant.
Developer Extensions
Extension API for developers who need custom integrations, webhooks, or advanced configuration beyond the visual builder.
Rapid Deployment
One-click deployment from Builder to any ThreoAI tenant. Update agents instantly across all deployments simultaneously.
Visual Configuration
Create complex AI workflows with our intuitive visual editors.
Visual AI Workflow Builder
Design complex AI workflows with our node-based editor.
Knowledge Base & API Connection
Connect agents to any vendor API using just a documentation URL; no Swagger files or coding required. Agents retrieve and cite information from connected sources in real-time.
How Builder Works
Configure Your Agent
Define your agent's persona, purpose, and capabilities using Builder's visual interface. Connect documents and knowledge sources.
Test and Refine
Test your agent in a sandboxed environment. Fine-tune responses, behaviors, and escalation rules until it performs exactly right.
Deploy to Tenants
One-click deploy to any ThreoAI client tenant. Monitor performance, update agents, and scale to new tenants instantly.
What You Can Build
Intelligent Triage
Auto-categorize incoming tickets, suggest fixes based on historical resolution data, and route to the right technician before a human ever reads the ticket.
Documentation Bot
Keep your IT documentation automatically updated from ticket notes and resolved issues; no more outdated runbooks or manual documentation sprints.
QBR Generator
Draft comprehensive Quarterly Business Review decks from live usage data in minutes. Turn data into narrative without the prep work.
Contract Renewal Agent
Proactively surface upcoming contract expirations and draft renewal emails before deadlines are missed.
Onboarding Orchestrator
Automate 50+ steps of new user setup across systems. Every onboarding runs the same, every time, without manual checklists.
Invoice Reconciliation
Match vendor bills to client invoices automatically to catch billing gaps and stop revenue leakage before it compounds.
Project Pulse
Automatically generate project status updates and summaries from ticket activity; no status meetings required.
Sales Support Agent
Prep meeting briefs, research contacts, and update CRM records directly from email interactions.
Knowledge Base Agent
Search across all your files, emails, and documentation instantly. Like having a company expert who knows where everything is and what it says.
Web Chatbot
Handle common support questions, schedule appointments, and escalate complex issues to your team with full context.
Multi-LLM Router
Route queries intelligently across multiple AI models based on task type, cost, or performance requirements, automatically.
Builder in Every Industry
Builder agents are deployed across industries where automation, knowledge access, and compliance go hand in hand.
Configure prior authorization agents and EHR integrations. Connect document repositories for clinical policy Q&A.
AI for Healthcare Organizations →Build contract review agents connected to document management systems. Configure matter knowledge bases without writing code.
AI for Law Firms →Automate compliance documentation and audit evidence gathering. Connect CRMs, reporting databases, and communication tools.
AI for Financial Services →Deploy email inquiry processing agents and supplier communication automation. Connect ERP systems and inventory platforms.
AI for Manufacturing →Automate status report generation and proposal drafting from project management data. Deploy meeting follow-up agents.
AI for Professional Services →FAQ
Common questions about Builder
- How is Builder different from n8n, Make.com, or Zapier?
- Those tools are workflow automation platforms built around triggers, actions, and data pipelines. Builder is purpose-built for AI agent creation: you configure intelligent agents that understand context, retrieve information, and respond to open-ended queries, not just execute predefined rules. Builder is also multi-tenant by design, meaning one instance manages agents across dozens of client organizations with full data isolation between them. n8n requires self-hosting and significant technical setup per environment; Builder deploys to new tenants in minutes without infrastructure overhead.
- Can I manage AI agents for multiple clients from one platform?
- Yes. Builder is built for multi-tenant operations. You create and manage agents once, then deploy them to individual client tenants in ThreoAI, each with full data isolation, separate knowledge bases, and their own configuration. One partner dashboard manages them all. This is fundamentally different from general-purpose no-code tools, which typically require separate instances or environments per organization.
- Does each workflow have its own isolated data store?
- Yes. Builder provisions a dedicated database per workflow, so each agent's data, conversation context, and knowledge are fully isolated from other agents and other tenants. There is no shared data layer between clients. This is critical for MSPs serving regulated industries where data commingling is a compliance risk.
- What makes Builder's RAG different from just uploading a document?
- Basic document upload lets an AI reference a file. Builder's native RAG engine indexes content with semantic understanding and enables multi-document retrieval across structured and unstructured sources. The Advanced Analytical RAG Engine goes further: it can reason over data sets, surface trends, and generate summaries, so agents answer analytical questions, not just factual ones.
- Where can end users actually access the agents I build?
- Agents built in Builder are deployed to ThreoAI, where users access them through a branded web interface. Agents can also be surfaced directly inside Microsoft Teams, so users interact with them in their existing workflow without switching tools. Each access point enforces the same security, governance, and tenant isolation configured in Builder.
- Can I share agents with clients or other organizations?
- Yes. Builder supports secure agent sharing with internal users, individual clients, and external partner organizations. Access is permissioned and controlled: you define who can interact with an agent, at what level, and within what boundaries. This makes it practical for MSPs to deliver AI services to clients without exposing the underlying platform.
- Do I need developers to build and manage agents?
- No. Builder's no-code visual interface is designed for non-technical staff to configure agents, connect knowledge sources, and deploy updates. Most MSPs have operations or sales teams managing their agents day-to-day. A developer extension API is available for teams that need custom integrations or advanced workflows, but it is not required for the vast majority of use cases.
Ready to Build Your First AI Agent?
See Builder in action. Book a demo with our team and go from idea to deployed agent in your first session.