# Outermind - ExecAssist: Complete Documentation > This file contains the full documentation for ExecAssist, optimized for > large context window LLMs. For a summary, see /llms.txt --- ## Table of Contents 1. Company Overview 2. Product Description 3. Pricing & Tiers 4. Agent Capabilities 5. Security & Governance 6. Getting Started 7. MSP Partner Program 8. FAQ 9. Technical Reference --- ## 1. Company Overview ### About Outermind Inc. Outermind Inc. is an AI software company focused on bringing enterprise-grade agentic AI to small and medium-sized businesses (SMBs). Our flagship product, ExecAssist, deploys autonomous AI agents into Microsoft 365 environments. **Headquarters:** United States **Website:** https://outermind.ai ### Vision We believe the future of work is not about humans working alongside AI (Copilots), but about AI agents working autonomously with human oversight. We're building the "AI Backoffice" that handles routine tasks so business owners can focus on growth. --- ## 2. Product Description ### What is ExecAssist? ExecAssist is a platform that deploys autonomous AI agents into your Microsoft 365 environment. Unlike traditional chatbots that require constant prompting, ExecAssist agents: - Work independently in the background - Draft email responses while you sleep - Search your SharePoint and CRM for answers - Execute database queries and API calls - Always require human approval before taking outbound action ### Key Differentiators 1. **Human-in-the-Loop (HITL)** Every outbound action (sending emails, updating CRM records) requires human approval. Agents draft and prepare; humans decide what goes out. 2. **Emergency Stop ("Oh Sh*t" Button)** One-click pause for all agent activity. Instantly halt all agents if you need to review or intervene. 3. **BYOK (Bring Your Own Key)** You provide your own LLM API key. This means: - You pay your LLM provider directly for token usage - You control your data privacy policies - You have complete cost transparency Supported providers: OpenAI, Anthropic Claude, Google Gemini, xAI Grok, Azure AI Foundry. 4. **Tiered Capability Model** Start with basic email drafting ($49/mo) and scale up to SQL and API access ($499/mo) as your needs grow. ### Integration Points - **Microsoft 365:** Outlook, SharePoint, OneDrive, Calendar, Teams - **CRM:** Salesforce, HubSpot - **Databases:** Azure SQL, PostgreSQL - **Project Management:** Jira, Linear - **Communication:** Slack, SMS (Twilio) - **Custom:** Any API via HTTP webhooks --- ## 3. Pricing & Tiers ### Pricing Philosophy - **Per-tenant, not per-seat:** One subscription covers your entire organization - **BYOK:** You pay your LLM provider directly for AI tokens - **Value-based tiers:** Higher tiers unlock more powerful capabilities ### Tier Comparison #### Basic ($49/month) - **Target:** Solopreneurs, micro-businesses - **Agent Capacity:** Up to 3 agents - **Entry Points:** Email (Outlook only) - **30-day free trial** included Included tools: - draft_reply - web_search - calendar_read - file_read - calculator Limits: - 1 GB file storage - 100 document vector index - 50 actions/hour - 7-day audit log retention #### Professional ($199/month) - **Target:** Small teams, departments - **Agent Capacity:** Up to 10 agents - **Entry Points:** Email, Slack, Microsoft Teams Includes everything in Basic, plus: - sharepoint_search - employee_lookup - crm_read - calendar_manage - linear_read / jira_read Limits: - 10 GB file storage - 1,000 document vector index - 200 actions/hour - 30-day audit log retention #### Pro Plus ($499/month) - **Target:** Mid-market, MSP power users - **Agent Capacity:** Up to 25 agents - **Entry Points:** All channels + SMS + API webhooks Includes everything in Professional, plus: - sql_query (read/write) - custom_http_webhook - crm_write - azure_ai_search - safety_audit_export Limits: - 100 GB file storage - 10,000 document vector index - 1,000 actions/hour - 1-year audit log retention #### Enterprise (Custom Pricing) - **Target:** Large organizations - **Agent Capacity:** Unlimited - **Features:** Custom vector stores, 24/7 SLA, dedicated success manager ### BYOK Cost Estimation Typical monthly LLM costs based on usage: - Light use (20 emails/day, 5 queries): ~$3-5/month - Moderate use (50 emails/day, 20 queries): ~$10-15/month - Heavy use (100+ emails/day, 50+ queries): ~$20-40/month --- ## 4. Agent Capabilities ### Tier 1 Tools (Basic) #### draft_reply Analyzes email threads and drafts responses matching the user's writing style. - Input: Email thread context - Output: Draft response for review - Approval required: Yes (human reviews before sending) #### web_search Searches the web via Bing or Google for public information. - Input: Search query - Output: Summarized results with sources - Approval required: No (read-only) #### calendar_read Checks availability and meeting schedules. - Input: Date range or meeting title - Output: Availability information - Approval required: No (read-only) #### file_read Reads PDFs and documents attached to email threads. - Input: Attachment reference - Output: Extracted text content - Approval required: No (read-only) #### calculator Performs basic math and time zone conversions. - Input: Math expression or time zone query - Output: Calculated result - Approval required: No ### Tier 2 Tools (Professional) #### sharepoint_search Searches across SharePoint sites and OneDrive using RAG (Retrieval Augmented Generation). Returns answers with source citations. - Input: Natural language question - Output: Answer with document references - Approval required: No (read-only) #### employee_lookup Queries Entra ID (Azure Active Directory) for employee information. - Input: Employee name or criteria - Output: Title, department, manager, contact info - Approval required: No (read-only) #### crm_read Looks up deals and contacts in connected CRM systems. - Input: Contact name or deal identifier - Output: CRM record details - Approval required: No (read-only) #### calendar_manage Books, moves, or cancels meetings on behalf of the user. - Input: Meeting details or modification request - Output: Calendar action confirmation - Approval required: Yes (human confirms scheduling) #### linear_read / jira_read Checks the status of project management tickets. - Input: Ticket ID or search query - Output: Ticket status and details - Approval required: No (read-only) ### Tier 3 Tools (Pro Plus) #### sql_query Executes read and write queries against connected databases. - Input: SQL query or natural language request - Output: Query results or confirmation - Approval required: Yes for writes, No for reads #### custom_http_webhook Connects to any third-party API via HTTP. - Input: API endpoint and payload - Output: API response - Approval required: Configurable per webhook #### crm_write Updates CRM records, logs notes, and changes deal stages. - Input: Update request - Output: Confirmation - Approval required: Yes #### azure_ai_search Advanced vector search across large document indexes. - Input: Semantic query - Output: Ranked results with excerpts - Approval required: No (read-only) #### safety_audit_export Exports compliance logs for SIEM integration. - Input: Date range - Output: Structured audit log data - Approval required: No (read-only) --- ## 5. Security & Governance ### Human-in-the-Loop (HITL) All outbound actions require human approval: - Email sending (user reviews draft first) - Calendar modifications (user confirms booking) - CRM updates (user approves changes) - SQL writes (user reviews query) This ensures no agent action damages your reputation or data without your explicit consent. ### Emergency Stop The Emergency Stop button instantly pauses all agent activity: - One-click activation - Immediate effect (< 1 second) - Clear system status display - Resume when ready This addresses the #1 fear of SMB owners: "What if the AI says something stupid to a client?" ### BYOK Security Model With Bring Your Own Key: - Your LLM API key stays with you - Your data policies apply to AI processing - Token usage visible in your provider dashboard - No data sharing with Outermind for model training ### Audit Logging Every agent action is logged: - Timestamp - Agent identifier - Action type - Input context - Output/result - Human approval status Logs can be exported for SIEM integration (Pro Plus tier). ### Data Residency Your Microsoft 365 data stays in your tenant: - Agents access data via Graph API - No bulk data copying to Outermind servers - Orchestration layer only --- ## 6. Getting Started ### Prerequisites - Microsoft 365 Business or Enterprise subscription - Admin consent for OAuth permissions - LLM API key (OpenAI, Claude, Gemini, Grok, or Azure AI) ### Quick Start (10 minutes) 1. **Sign Up:** Create account at outermind.ai/signup 2. **Connect M365:** Click "Connect Microsoft 365" and approve permissions 3. **Add API Key:** Enter your LLM provider API key in settings 4. **Enable Mailbox Assistant:** Toggle on the first agent 5. **Start Working:** Agents begin drafting replies in the background ### Recommended First Steps 1. Start with Mailbox Assistant only 2. Review 5-10 draft responses to calibrate tone 3. Provide feedback to improve accuracy 4. Add more agents as comfortable --- ## 7. MSP Partner Program ### Program Overview Managed Service Providers can resell ExecAssist with wholesale pricing and earn implementation revenue. ### Why Partner with Outermind? **The seat-based model is dying.** AI creates a new opportunity: selling outcomes instead of licenses. Revenue comparison for a typical 50-seat client: - Traditional M365 resale: ~$900/year profit - ExecAssist + implementation: ~$10,000+ year 1 ### Partner Tiers #### Silver Partner (20% discount) - Requirements: 10+ customers - Basic: $39/mo (save $10) - Professional: $159/mo (save $40) - Pro Plus: $399/mo (save $100) #### Gold Partner (30% discount) - Requirements: 25+ customers, certified team member - Basic: $34/mo (save $15) - Professional: $139/mo (save $60) - Pro Plus: $349/mo (save $150) ### Implementation Revenue - Basic tier: Minimal (10-minute setup) - Professional tier: $500-1,000 implementation - Pro Plus tier: $2,500-5,000 implementation Pro Plus clients need SQL configuration, webhook setup, and custom prompts— perfect for billable consulting hours. ### Partner Benefits - Sales assets (pitch decks, demo scripts) - Certification program - Deal registration and lead protection - Direct access to technical team --- ## 8. FAQ ### General **Q: Is ExecAssist a chatbot?** A: No. Traditional chatbots require you to prompt them. ExecAssist agents work autonomously in the background, handling tasks without constant input. **Q: What happens if an agent makes a mistake?** A: All outbound actions require human approval. The agent drafts; you review and approve before anything is sent. Plus, the Emergency Stop lets you pause everything instantly. **Q: Can I use ExecAssist without Microsoft 365?** A: Currently, ExecAssist is built specifically for Microsoft 365 environments. We may support Google Workspace in the future. ### Pricing **Q: Why BYOK instead of bundled AI costs?** A: BYOK gives you cost transparency and control. You see exactly what you're spending on AI, and your usage is governed by your LLM provider agreement. **Q: Are there per-seat costs?** A: No. Pricing is per-tenant. One subscription covers your entire organization. **Q: What happens after the free trial?** A: You'll be prompted to upgrade. No automatic charges. Your configurations are preserved. ### Security **Q: Is my data used to train AI models?** A: No. With BYOK, your data is processed through your own LLM provider account. Outermind never uses customer data for training. **Q: Is ExecAssist SOC 2 compliant?** A: We are in the SOC 2 Type II certification process. Contact us for current attestations. **Q: Can agents access data I haven't explicitly shared?** A: Agents only access data you've connected (e.g., specific SharePoint sites). Role-based access controls let you limit what each agent can see. --- ## 9. Technical Reference ### API Endpoints Base URL: `https://api.outermind.ai/v1` Authentication: Bearer token (obtained via OAuth) #### List Agents ``` GET /agents Response: Array of configured agents with status ``` #### Pause All Agents ``` POST /agents/pause Response: Confirmation of emergency stop activation ``` #### Resume Agents ``` POST /agents/resume Response: Confirmation of resumed operation ``` #### Get Audit Logs ``` GET /audit-logs?start={date}&end={date} Response: Array of audit log entries (Pro Plus only) ``` ### Webhook Events Configure webhooks to receive events: - `agent.action.completed` - `agent.action.pending_approval` - `agent.error` - `emergency_stop.activated` ### Rate Limits | Tier | Actions/Hour | API Calls/Minute | |------|--------------|------------------| | Basic | 50 | 20 | | Professional | 200 | 60 | | Pro Plus | 1,000 | 200 | --- ## Contact - Website: https://outermind.ai - Documentation: https://outermind.ai/resources/docs - Partner Program: https://outermind.ai/solutions/for-msps - Support: support@outermind.ai --- *Last updated: 2025*