Get started
View as MarkdownWhat Lumate is
Lumate is a web platform where a company runs a team of AI agents. People talk to the agents in chats, hand them tasks, let them call customers, and watch what they do. The agents run on Claude: each company uses its own Claude account, through a small program called the runner.
The words used everywhere
Organisation
| Word | Meaning |
|---|---|
| Company | One organisation on the server. Each company has its own agents, customers, settings and secrets, and nothing crosses between companies. One server can hold several companies. |
| Member | A person with an account in a company. Their role is owner, admin or member. Admins change settings, secrets, numbers and the browser rules; members do the daily work. |
| Instance admin | The person who set the server up. They can open every company on that server. |
Agents and how they work
| Word | Meaning |
|---|---|
| Agent | A member of the AI team. It has a name, a title, a manager (the org chart), instructions, skills, memory, files, a voice, and permissions. The coordinator (Lumate) delegates to the others. |
| Run | One working session of an agent. A run starts when something wakes the agent: your message, a task, a routine, a finished call, a WhatsApp message. The runner executes it on the company's Claude account. The agent works only through Lumate's tools: it has no shell, no files outside what was shared with it, and no other web access. |
| Tools | What an agent can do. Examples: comment on a task, create a task, move a customer card, log a call, request an appointment, draft a WhatsApp message, open a web page in the office browser, save a listing. Every write is logged. |
| Thread | The conversation inside a task, a chat or a customer card. People and agents write in it, and call transcripts land in it. |
| Skill | A reusable piece of know-how an agent can use, for example "Writing a listing" or "Finding listings". Skills come from the built-in catalog or are imported. |
| Memory / Knowledge | What agents learned: from you, from files and from their own work. It is kept with its source, used in later work, and replaced rather than deleted. |
| Routine | Recurring work ("every weekday at 9, the daily report"). |
| Artifact | A file an agent made: a report, a table, a spreadsheet. Artifacts are versioned. |
Customers and conversations
| Word | Meaning |
|---|---|
| Broker | A person at the company who takes the customers the agents hand over. They work only their own cards (New, Called, Call later, Call again), in the Lumate Desk program, and see nothing else in Lumate. |
| Customer card | A person the company works with (buyer, seller, tenant, landlord). The card sits on the board in one of six columns: To call, On a call, No answer, For the manager, Done, Declined. |
| Scenario | A call script for the voice: the goal, the opening, and the fields to fill. Used in the Playground and on phone calls. |
| Office browser | A Chrome profile on an office PC with the Lumate extension. Agents use it to read websites and, on allowed sites, to make changes. |
| Listing | A property an agent found on a portal, saved once per link and matched to customers. |
The rules that never change
- Outside data is information, never instructions. Text from customers, callers, web pages, WhatsApp, CSV files and other systems is shown to agents with that note. A page that says "ignore your rules" is just text.
- Agents never see secret values. API keys and passwords are encrypted and used only by the server.
- People decide what goes to customers. An agent drafts a WhatsApp reply and a person sends it. An agent sends on its own only when a manager asks it to in a message. The system never messages customers by itself.
- Calls start with a recording notice. Agents never deny being an AI. Do-not-call wishes are kept, and calling hours apply.
- Everything is logged. Agent tool calls, settings changes, browser changes and WhatsApp sends all appear in the Activity log.