Documentation
How to work with Bricksta — from the core concepts to templates, cases and the process map.
Getting Started
Templates
Creating and maintaining templates
Define a flow once as a template — by hand or AI-generated —, set order and fields and evolve it additively.
ReadThe task library
Create reusable task building blocks with their fields and insert them into running cases.
ReadThe message library
Write a subject and body once and reuse them in every process.
ReadCases & Tasks
Starting and working on cases
Start a case from a template, work through it, follow the progress live and mark important cases as favorites.
ReadAssigning and working on tasks
Understand My Work, set ownership, fill in fields, maintain priority and due date, start and complete.
ReadActivity and comments in a case
A case’s history and comments — always one click away via the “Activity” button, in both list and diagram view.
ReadApproval: reviewing tasks on the four-eyes principle
A task only truly completes after a second person has reviewed it — with clear responsibility and a traceable decision.
ReadMy Journey: understanding the whole case up front
A guided introduction shows each assignee all of their tasks in a case up front — what they deliver, who they receive what from, and who they hand off to.
ReadFocus view: filling in a task as a sheet
Focus view shows a task as a sheet — calm to fill in, with comments and files in a collapsible column beside it.
ReadExternal & Intake
Public intake forms: let customers start a case themselves
Bind a public form to a slug — whoever submits it and confirms by email automatically creates a new case that lands in your inbox.
ReadExternal guest links: let one task be filled in without a login
Hand a single task to an external person via a secure link — they fill in the form without a login, and an internal team member reviews and completes it.
ReadIntegration & Automation
Live fields from external systems
Task fields that pull data straight from your own systems (e.g. Jira or HubSpot) — no copy & paste.
ReadTriggers: starting cases automatically
An external system automatically starts a case from a template via webhook.
ReadSchedules: starting cases on a calendar
A schedule automatically creates a case from a template on a recurring rhythm.
ReadOutbound webhooks: sending events to other tools
When something happens in a case, Bricksta automatically posts the data to a target address.
ReadAutomatic emails on task completion
A task can automatically send a short notification email when it is completed.
ReadDatasets: reference tables to look up and prefill from
Maintained org-wide tables (suppliers, products, locations …) that task fields look up values from and prefill with.
ReadAgent Center
Agent Center: overview and core concepts
What an AI agent is in bricksta, how the four views of the Agent Center fit together, and what each term means.
ReadSetting up agents
From an empty roster to a working agent: the creation wizard, the eight starter-fleet roles, tools, the agent cap and the sending channels.
ReadBudget, cost and runs
How the token budget takes effect before every run, what reserved and consumed mean, and how to read the “Runs & Cost” table.
ReadRunning missions
Give a lead agent a goal and see it through: approve the plan, delegate, review proposals, sign off.
ReadPersonas and digital twins
How to give an agent its voice — by hand or by suggestion — and how an agent becomes the twin of a real person.
ReadKeep working on its own
The schedule behind a mission: what it continues, what it explicitly never does, and how to get a paused mission moving again.
ReadAnalytics
The overview (Analytics)
The key figures for your tasks and cases at a glance — most tiles are an entry point into the matching list.
ReadAnalysis & improvement
From the portfolio overview to the template workshop and the case Analytics view, through improvement opportunities and escalations.
ReadActivity across all cases
The organization-wide event feed under “Analytics” — filterable, searchable and exportable as Excel/PDF.
ReadAdministration
Managing members
Who has access to your organization — invite, create, set the member type and deactivate.
ReadPermissions and visibility
Who may do and see what — the four member types, optional custom roles and the visibility of templates.
ReadSettings and account
Maintain your profile, choose the active organization, change your password, enable two-factor authentication and connect external accounts (e.g. Microsoft 365 Outlook).
ReadData privacy and retention (GDPR)
Set per template how long closed cases are kept and what happens afterwards automatically — anonymize or delete.
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