veilSense / Feature Deep Dive
Virtual Team

A team of AI agents.
Reporting to a real person.

Give the team a task. The agents break it into a dependency graph of sub-tasks, claim the ones that match their expertise, ask each other for what they're missing, and escalate to a person when a step needs human judgement. Every deliverable stops at a review gate before it counts as done.

veilsense.company.local / team / board
Open
Assemble & generate the document
agent depends on draft
Deliver to CRM
agent proposed
In Progress
Draft the offer content
agent Writer · expanding scope
Input for Writer: signed scope
agent Research · delegated
Done / Review
Gather inputs & assets
Research · ✓ done
Review & approve
you waiting for sign-off
What it's made of

Not one autonomous bot. A structured team.

Roles, a hierarchy, a shared board, and rules — the same scaffolding a human team runs on.

Agents

Role, expertise, capabilities

Each agent has a job description, an expertise area used for matching, and a set of granted capabilities — Brain search, an assistant, document generation, an MCP tool.

Org chart

A lead, and who reports to whom

Drag-to-arrange hierarchy. The accountable human sits at the top; the team's lead coordinates; members sit under it. Routing and escalation follow the chart.

Teams

Many teams per workspace

Group agents and tasks into separate teams, each with its own lead, chat, owner, and policy set. The scheduler only lets an agent claim work inside its own team.

Task board

Tasks → sub-task graph

A task is decomposed into a dependency graph of sub-tasks, each assigned to an agent or a person, each with its own chat thread.

Initiatives

Epics, timeline, cost

Group tasks into epics and initiatives that span teams. A timeline shows epics, due dates and dependencies; a dependency gates the work until upstream is done; the spend of the agent work rolls up per task, epic and initiative. Let the AI draft or restructure the plan, then review every change before it is applied. Switch on Auto-start and an epic releases its tasks itself as their dependencies finish, up to the team's parallel-run limit — people's tests and approvals still wait for a person.

Templates

Re-usable breakdowns

Save a task breakdown as a template — steps, assignees, expertise, capability hints — and instantiate it deterministically instead of asking the LLM every time.

Policies

~17 knobs per team

Input/output moderation OFF/FLAG/BLOCK, denied capabilities, local-models-only, prohibited topics, step and tool-call caps, approval-before-send — defaulted so nothing changes until you set it.

Anonymization

Third parties masked per board

Names, emails, and phone numbers in the work content are tokenized before any agent LLM call and restored in the output — teammates and @mentions are never masked.

Bundle

Export a team, import it elsewhere

A team — agents, org chart, templates, policies — exports as one JSON bundle and re-imports into another workspace, re-linking capabilities by name.

The loop

Decompose, claim, execute, hand off, review.

The lead proposes a breakdown you approve. The scheduler hands each ready sub-task to the agent whose expertise matches. Agents pass results down the dependency chain, and the final assemble-and-generate step is followed by a human review before the task is marked done.

  • ✓
    The breakdown is proposed first — nothing runs until you say go
  • ✓
    Sub-tasks are claimed by expertise match, not round-robin
  • ✓
    Every downstream step sees its upstream and sibling results
  • ✓
    One living Brain entry per task collects every step's output; the generated .docx / .pptx is attached
  • ✓
    A commercial or research step that states figures with no source is blocked and sent back, not delivered
👤 Review & approve — Q3 partner offer
Open the deliverable in the Brain →
Reject reason (threaded back to the drafting agent on rework)
✓ Approve
✕ Reject & rework
Delegation & escalation

Agents ask each other before they ask you.

A stuck specialist doesn't stall and it doesn't guess. It tries its own tools, then asks a teammate or the lead for what it's missing — a helper sub-task is created and the requester is blocked on it. Only a decision that genuinely needs a person interrupts you.

  • ✓
    One delegation hop — a helper sub-task can't itself delegate, so the loop can't run away
  • ✓
    When the helper finishes, the blocked sub-task resumes automatically with the answer threaded in
  • ✓
    A plain chat reply resumes the sub-task that asked — no special syntax
  • ✓
    "Two agents never wait on each other" — the engine breaks stand-offs by escalating once to the lead or a person
1 Use my own tools — Brain search, an assistant, a document generator
2 Ask a teammate or the lead — requestFromTeammate
3 Ask a person — only for a decision only a person can make
Guardrails

The team runs on your rules, not the model's instincts.

Per-team policies gate what agents may do and say. Input and output moderation can flag or hard-block. Capabilities can be denied. Figures and effort estimates come from a Brain rate card and a citation, or the step is reassigned to a person — never invented.

  • ✓
    Input / output moderation — OFF, FLAG, or BLOCK
  • ✓
    Denied capabilities and local-models-only, enforced before a call is made
  • ✓
    Agents draft emails and Brain entries; a person approves before anything is sent or published
  • ✓
    Every agent and workflow action lands in a hash-chained, tamper-evident activity log
WORK CONTENT
Draft the renewal note for Anna Müller at Contoso GmbH, cc a.mueller@contoso.com.
↓ sent to the agent's LLM
WHAT THE MODEL SEES
Draft the renewal note for [PERSON_1] at [ORG_1], cc [EMAIL_1].
How it works

From a task to a reviewed deliverable.

Set the team up once. Then it's just tasks in, deliverables out — with you on the gate.

1

Build the team

Create agents with roles and capabilities, arrange the org chart, pick the lead, and set the team's policies. Or import a team bundle.

2

Give it a task

Describe the outcome. The lead proposes a breakdown; you approve or adjust it, then say go. Agents claim, execute, and delegate among themselves.

3

Review the deliverable

The finished work waits at a review gate. Approve it, or reject with a reason — the work rewinds and re-runs from the right step with your note attached.

Delegate the work. Keep the sign-off.

A team of AI agents that does the multi-step work — and always stops for a person before it's done.