Alpheous·
Platform Overview

Where You Work: Slack, the App, and the Console

Alpheous meets you in three places: Slack for conversation and approvals, a focused web app for daily distribution and operations work, and an operator console for setup and monitoring. This page is the map. It explains what each surface is for and how to decide where a given task belongs.

Most of the time you will not have to think about it. A request you type in Slack lands with the right agent; a draft that needs your eyes shows up as a card. But when you want to sit down and work through a list of advisors, or when someone on your operations team needs to change how the agents behave, knowing which surface to open saves you a hunt.

:::tip One product, three doors The three surfaces share the same agents and the same work. A draft an agent prepares is the same draft whether you approve it from a Slack card or open it in the app. Pick the surface that fits what you are doing, not a separate tool for each. :::

Slack: Conversation and Approvals

Slack is where you talk to Alpheous and where the agents come to you. You ask for something in plain language, the agent does the work, and it posts back a card with the result and the reasoning behind it. When the card carries an outbound action, such as an email to an advisor or a note to a wholesaler, you approve, edit, or skip it right there.

Reach for Slack when you want to:

  • Ask a quick question or kick off a task without leaving the conversation.
  • Approve, edit, or redraft something an agent has prepared.
  • React to a signal an agent surfaced, such as a recent filing or a meeting on tomorrow's calendar.

This is the front door, and for many people it is the only surface they need. The Getting Started page walks through how you talk to the agents and the watch, draft, approve rhythm that governs everything that goes out.

The App: Focused Daily Work

The web app is where you go to work a queue rather than a single message. It gives distribution and investor relations staff a focused place to move through prospects, review drafts side by side, and act on the agents' work without the scroll of a busy Slack channel.

Open the app when you want to:

  • Work through a territory or a prospect list in one sitting.
  • Review several drafts together and decide what to send.
  • See an agent's output laid out for reading, not squeezed into a chat card.

The app addresses you, the wholesaler or IR person doing the day's distribution work. It is the same work the agents do in Slack, presented for sustained focus instead of quick back-and-forth.

The Operator Console: Setup and Monitoring

The operator console is for the person who runs Alpheous for your firm, not for daily distribution. From the console you configure how the agents behave, connect the tools they read from, manage who can receive what, and watch that everything is running.

You use the console to:

  • Connect and check integrations such as HubSpot, your calendar, and your inbox, so the agents have the context they need.
  • Set the rules and preferences that shape how agents draft and who they notify.
  • Monitor the agents and the connections, and see alerts when something needs attention.

If you handle setup, access, or day-to-day monitoring for the firm, the console is your home. If you are a distribution or IR user, you will rarely open it. The Integrations pages explain what each connection does and how to tell it is working, which is the part of the console most teams touch first.

How to Decide Where to Work

A simple way to choose:

  • Asking, approving, reacting in the moment. Stay in Slack.
  • Working a list or reviewing several drafts at once. Open the app.
  • Changing how the agents behave, connecting tools, or checking health. Open the operator console.

The agents and their work follow you across all three. What changes is the shape of the surface, matched to the shape of the task.

  • Getting Started: how you talk to the agents and the watch, draft, approve model.
  • The Agent Roster: who does what across distribution, intelligence, and operations.
  • Integrations: the tools Alpheous connects to and how to tell each one is working.