Skribe — Law. ERLEDIGT. | FairPlane — Claim. ERLEDIGT. | UNOY — Work. ERLEDIGT.
UNOY OS · Working model

How you work with UNOY OS.

You know the AI chat. UNOY OS is the level beyond: chat as the interface, and behind it a system that completes tasks instead of just giving answers. Work in, result out, knowledge is retained.

This page shows COIA, the orchestrator of UNOY OS. You see the setup, the pipeline, and the memory architecture behind it.

UNOY OS · Inbox → COIA → Outbox
COIA creates a data processing agreement in UNOY OS
Inbox COIA processes Outbox · Knowledge is retained

§ 03 · Setup

Three things UNOY OS needs.

Rules, knowledge, tasks. The clearer the three building blocks, the better. Not everything needs to be in place on day one.

01 · Company rules

Active rules · 14

Tone · Brand standards
Compliance · GDPR
Price · margin limits
! Escalation path · approvals

Your company rules.

Tone, compliance, pricing rules, escalation, approvals — everything that applies to your organization.

02 · Knowledge

RAG sources · 47

Templates, contracts, master data, price lists, order history

Your company knowledge.

Templates, product catalogs, contracts, order history — UNOY OS weaves it into every result.

03 · Task channels

Intake routes active

Chat via UNOY-Workspace
@ Email inbox
Form Web form · portal
API CRM · ERP · Webhook

Your tasks.

Chat, email, form, or API. UNOY OS identifies what comes in and routes it to the right workflow.

01

Inbox

How work comes in.

COIA has an inbox. Tasks arrive from email, Teams, forms, or via APIs from other systems. New tasks are identified, classified, and assigned to the appropriate workflow. You can also submit tasks manually directly in the chat.

COIA erstellt im Chat einen Vertrag als PDF mit Dateivorschau
01.01

COIA chat

The central entry point for every task.

COIA is not an ordinary chatbot. In the chat you submit tasks, ask questions, start workflows, and view interim results. COIA knows your rules, your knowledge, and your templates — and works with them.

  • Submit tasks as free text or in structured form
  • Create and edit files directly in the chat
  • Review and correct interim results
COIA Scheduler: periodischer Scan der Posteingänge, neue Aufgaben erkannt und zugewiesen
01.02

Inbox & Scheduler

Work arrives automatically.

The scheduler periodically scans defined inboxes: email mailboxes, Teams messages, form submissions, API webhooks. New tasks are identified, assigned to the right workspace, and placed in the queue.

  • Scan email mailboxes automatically
  • Classify and assign tasks
  • Set priorities according to the rulebook

02

COIA in detail

What COIA can do, behind the pipeline steps.

Behind every pipeline step is a capability: calling workflows, drawing on knowledge, delegating to agents, connecting to systems, creating tasks, editing files. Here each capability is shown with a real screenshot from UNOY OS.

UNOY workflow tree: handover branches into tenant signature and email dispatch
02.01

Starting workflows

COIA starts the right workflow.

When COIA recognizes that a task matches a defined workflow, it starts it automatically. The workflow controls the sequence of steps, which agents are involved, and when sign-off is required.

Know Why editor, EU Regulation 261/2004 knowledge base alongside the workflow in UNOY OS
02.02

Applying knowledge

Your knowledge becomes part of the intelligence.

Company rules, industry knowledge, compliance requirements, and tone are taught to COIA durably (technically: via the system prompt). This means the AI does not work generically — it works according to your standards, on every task.

  • Tone, compliance, escalation rules
  • Industry-specific norms and standards
  • Versioned and traceable
COIA agents: specialized roles with their own rules, skills, and tool permissions
02.03

Deploying specialized agents

COIA agents review, create, evaluate.

COIA agents are specialized roles with their own rules, skills, file access, and defined tool permissions. One agent reviews contracts, another creates proposals, a third conducts research. Each agent operates according to its own rulebook.

COIA skill list: reusable skills with norms, review schemas, and calculation logic
02.04

Knowledge as skills

Knowledge as reusable skills.

Skills are encapsulated expertise: an EU regulation, a review schema, a calculation logic. COIA and agents draw on the skill library and apply the relevant knowledge in context.

  • Norms, statutes, industry standards as skills
  • Reusable across agents and workflows
  • Versioned and shareable with other users
COIA creates and edits files directly in the chat, with preview and file storage
02.05

Creating and storing files

COIA creates and edits files.

COIA can create, edit, and store documents directly in OneDrive, SharePoint, or local storage. PDFs, Word documents, contracts — everything is produced according to template and rulebook and saved in the right location.

UNOY OS database view with sidebar, structured access to indexed data
02.06

Accessing knowledge and data

Like a colleague who retrieves the right file for the task.

Documents, templates, product catalogs, and historical data are indexed (made searchable). COIA searches this repository for every task and retrieves the relevant information without you having to search manually. In technical terms: "RAG" (Retrieval-Augmented Generation).

  • Automatic indexing of new documents
  • Context-aware search for every task
  • Source citation in the result
CRMERPDMSE-MAILAPI COIA MCP
02.07

Connecting to other systems

CRM, ERP, DMS, email — COIA connects to everything.

COIA connects to your existing systems: CRM (customer management), ERP (order management), DMS (document storage), email, and any API-capable application. Data flows in both directions, reading and writing, governed by defined permissions. Technically: via the open Model Context Protocol (MCP).

COIA delegates via function call to specialized agents: researcher, drafter, reviewer
02.08

Coordinating agents together

COIA calls on specialized agents.

For complex tasks, COIA delegates to specialized agents. A research agent gathers data, a drafter creates the draft, a reviewer checks against the rulebook. COIA coordinates the handoffs and ensures each agent receives the right context.

UNOY OS database with sidebar navigation, ESG software database with structured entries
02.09

Using your own databases

Structured data directly in UNOY OS.

Databases are integrated as a standalone resource in the left sidebar. COIA and agents can read, create, and update entries directly from within the workflow, without media disruption.

  • Database visible in the sidebar
  • Read, create, and update from workflows
  • Structured data as context for COIA
COIA agents and skills shared across the team: built once, used by everyone
02.10

Sharing with the team

Built once, used across the entire team.

COIA agents and skills are managed in the workspace overview and shared with other users. An agent configured once is available to the entire team, with the same rules, skills, and permissions.

COIA TASKS 8 today Plan Priority Done P1 Create proposal Done P1 Check deadlines In progress P2 Reply to email Planned P3 Research sources Planned
02.11

Planning and completing tasks

COIA plans, prioritizes, and completes.

From incoming requests, COIA creates structured tasks, prioritizes them according to the rulebook, and works through them. The status of every task is visible at any time, from intake through processing to delivery.

03

Outbox

Results go out.

COIA has an outbox. Results are delivered as email drafts, to Teams/Slack, via WhatsApp, or via API to the target system.

COIA E-Mail Draft · ready for sign-off Sign-off Teams Direct message delivered Slack Direct message delivered WhatsApp Direct message delivered API Push to target system delivered PROTOCOL · WHO · WHAT · WHEN — per delivery
03.01

Outbox

Email, Teams, Slack, WhatsApp — result delivered.

The outbox is the final link in the loop. COIA prepares the result in the appropriate format and delivers it via the defined channel: email drafts for sign-off, automatic notifications to Teams or Slack, or API pushes to third-party systems.

  • Email drafts, ready for sign-off
  • Direct messages in Teams, Slack, WhatsApp
  • Automatic handoff to your systems (CRM, ERP, document storage)
  • Protocol for every delivery — who received what, when

With every run, UNOY OS stores what it has learned. Knowledge grows with every task.

04

Architecture · Four layers

Why UNOY OS retains context.

Ordinary AI systems respond to individual prompts. UNOY OS works with four layers of context, from the company handbook to the current chat window. Context does not need to be re-explained every time.

Active rulebook

Tone
Compliance
Sign-offs
12 rules active

01 · Context

Like the handbook of your company.

COIA knows tone, compliance, escalation, and skills. Loaded before every task.

Session · running

Review request Data loaded, draft created Make it shorter Version 2 ready

02 · Short-term

Like the chat window in front of you.

The ongoing matter, dialogue, interim results, temporary context. Seconds to minutes.

Project · Client X

Client preferences
Price history
Recent corrections
+ 23 more

03 · Project knowledge

Like the file folder per client.

Persistent between sessions. What was corrected yesterday applies automatically today.

Repository · May 2026

Knowledge database1.247
Document index89k
Client file3.412
seit 2019

04 · Long-term knowledge

Like the library of your organization.

Company knowledge accumulated over years: templates, playbooks, standards, histories.

These four layers are not static.

They grow with every task. What UNOY OS knows today was a correction yesterday. The next section shows how corrections become new rules in a controlled way.

To the learning loop →

05

Learning loop

Improving in a controlled way.

UNOY OS does not learn arbitrarily. Recurring corrections are identified and proposed as new rules — they become part of the system only after sign-off.

01

Identifying corrections.

UNOY OS logs adjustments in sign-offs, phrasing, or margins and identifies when patterns repeat.

02

Proposing as a rule.

The system proposes recurring corrections as new or modified rules, with source, frequency, and preview effect.

03

Adopting after sign-off.

Only when an authorized person signs off does the rule become part of the active rulebook. Versioned, traceable, reversible at any time.

Example: You correct "respond less formally" three times. UNOY OS proposes: "Switch tone to informal?" — you sign off. From tomorrow, the system adjusts automatically.

06

Rule-based workflows

Alongside COIA: workflows that operate with precision and traceability.

COIA workflows are flexible. Some tasks require exact sequences without variation. For those: rule-based workflows. AI can take over sub-tasks in both types, but the control remains rule-based.

Two types: interactive workflows guide people step by step. Headless workflows run without human involvement.

Interactive workflow, passenger selects flight connection VIE to GRZ in UNOY workflow
Interactive

Guiding people, receiving structured responses.

Interactive workflows guide end users step by step through a process: capture flight data, assess the claim, create the proposal. The workflow ensures all necessary data is captured in the right sequence, with validation and AI support at every step.

Headless workflow, car subscription with automatic branching between existing and new claim
Background

In the background: runs automatically, without human intervention.

Background workflows (technically "headless") run without manual involvement: identify intake, check data, make a decision, deliver a result. Branches, notifications, and escalations are rule-based. AI handles sub-tasks such as classification, text generation, or plausibility checking.

UNOY workflow designer, complete flow with sidebar navigation, diagram, and element panel
06.01

Workflow designer

Design visually, execute rule-based.

In the workflow designer you define every step visually: input fields, branches, AI nodes, notifications, sign-offs. The designer shows the entire flow as a diagram, with sidebar navigation and element configuration.

UNOY workflow node, element properties with file upload, sub-heading, and phone number fields
06.02

Configuring nodes

Every step is configurable.

Every workflow node has its own properties: input fields, validations, AI instructions, database operations. In the element panel you configure what happens at this step, from the file upload mask to the automatic calculation.

Example · FairPlane passenger rights workflow in three steps

Step 1: Capture flight data, select flight connection

Step 01

Capture flight data.

The passenger selects departure airport, destination airport, and date. The workflow validates the inputs in real time.

Step 2: Assess the claim, type of complaint, and calculation

Step 02

Assess the claim.

AI classifies the complaint, calculates the claim under EU Regulation 261/2004, and shows the reimbursement amount.

Step 3: Create the proposal, final offer with payment link

Step 03

Create the proposal.

The completed proposal with amount, fee, and payment CTA is generated, ready for signature.

§ 12 · Next step

See UNOY OS in practice.

If you want to see how this model looks in a live installation, we will show you UNOY OS using a concrete workflow. We will also assess whether your organization is ready for UNOY OS, or whether a single workflow would be the better starting point.

Request a demo