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Getting Started

Who is this for? Everyone new to Adomo. A short tour of what's in the app and where to go first.

Adomo is a single place where you chat with an AI teammate and where your automated processes live, run, and ask for help. This article gives you the shortest path from signing in to your first useful result.

Sign in

Open app.adomo.ai and sign in with your work email and password, or click Continue with Google or Continue with Microsoft. If your company uses enterprise single sign-on, use the sign-in link your admin or IT team provided and you'll be redirected to your identity provider.

First time here? You'll land on the workspace your admin invited you to. If you don't see anything, ask your admin to check that they've added you.

What's in the app (sidebar navigation)

Chat is the front door, and it isn't a sidebar section: the chat panel is available from anywhere in the app. Ask questions, take actions, build and run processes by describing what you want (see Chat with Adomo).

The sidebar sections:

  • Home - a summary of what's running, what's waiting on you, and what ran recently.
  • Processes - the automations you can run or manage. Think of each process as a standard operating procedure that Adomo executes on your behalf, with full step-by-step run history.
  • Approvals - anything waiting for your decision, in one list.
  • Knowledge - your workspace's shared documents and SOPs, the context Adomo draws on.
  • Integrations - the systems connected to your workspace.
  • Settings - your profile, notifications, and security. Admins also see workspace-wide pages here: members, communication channels, models, collaboration defaults, authority (DOAG) policies, and billing.
  • Meetings (admins only) - meeting agent configuration and session history (see Meeting Agent (Zoom)).

Do three things in your first 10 minutes

  1. Set your notification preferences. Open Settings > Notifications and add at least one contact method (email is fine). This is how Adomo reaches you when a process needs your decision. Full details in the Notifications (for Users) article.
  2. Say hello in chat. Open the chat panel and ask Adomo something real: "what can you do?", "summarize the deals closing this month", or paste a document and ask questions about it. See Chat with Adomo.
  3. Run a process end-to-end. Open Processes, pick one that's been shared with you, and click Run now. Watch it execute step by step and approve any prompts it sends you. Don't see any processes yet? Either nothing has been shared with you (ask your admin or a teammate to share one), or your workspace is brand new - in that case, describe a simple process in chat ("every Friday, email me a summary of open approvals") and approve the draft Adomo creates. See Processes (Workflows).

Are you a workspace admin?

Workspace setup (enabling channels, connecting business systems, inviting users, turning on the meeting agent) is covered in the Admin Guide articles: Channels Setup (for Admins), Integrations, Meeting Agent (Zoom), and Billing. On the website these are under the Admin Guide tab at the top of the page.

Tips

  • When in doubt, ask in chat. "Why did the invoice process fail yesterday?" is a valid way to navigate the product.
  • Approvals come to you. You don't need to stay in the Adomo app to respond - approvals land in Email, SMS, Slack, Microsoft Teams, Google Chat, or WhatsApp depending on your preferences, and in the mobile app.
  • Nothing runs silently. Every process run is visible with inputs, outputs, approvals, and timing. If you ever wonder "what did the AI do here?", open the run's timeline.
  • Ask the agent in meetings. If the Adomo meeting agent is enabled in your Zoom meetings, you can ask it for a report, a customer lookup, or to start a process without leaving the call.

What to read next

  • Chat with Adomo - what you can ask for and what comes back.
  • Notifications (for Users) - control how Adomo reaches you.
  • Processes (Workflows) - build and run your automations.
  • Approvals and Decisions - respond to what's waiting on you.
  • Mobile App - approvals and chat on your phone.
  • Meeting Agent (Zoom) - put an AI teammate in your meetings.
  • Account - sign-in, profile, two-factor authentication, personal integrations.

Platform

Platform Guide

Getting Started

Log in to your Adomo dashboard at app.adomo.ai to access all platform features. Your dashboard provides an overview of key metrics, recent activity, and quick actions.

Dashboard Overview

The main dashboard displays real-time data about your business operations, including sales performance, customer interactions, and team productivity.

Roles and Permissions

Adomo supports role-based access control. Administrators can assign roles to team members to control access to different modules and data. Contact your account administrator to request permission changes.

Integrations

Integrations

Available Integrations

Adomo connects with popular business tools including email providers, calendar apps, payment processors, and communication platforms.

Setup

Navigate to Settings > Integrations to view available connectors. Each integration includes step-by-step setup instructions and configuration options.

Troubleshooting

If an integration is not syncing properly, verify your API credentials, check that the third-party service is operational, and review the sync logs under Settings > Technical > Integration Logs.

Chat with Adomo

Who is this for? Everyone. Chat is the front door to Adomo: ask questions, take actions, build and run processes, and hand off bigger tasks, all in plain English.

Open the chat panel in the Adomo web app (or the Chat tab in the mobile app) and just describe what you want. Adomo figures out whether you're asking a question, requesting a one-off action, describing a new process, or kicking off something that's already built, and responds accordingly.

What you can ask for

  • Answers about your business data. "What was last quarter's pipeline coverage for the West region?" Adomo pulls from the systems your workspace has connected and from your workspace knowledge, and answers with text, charts, or tables.
  • A single action. "Update the close date on the Acme deal to June 30." Adomo confirms what it's about to do before it touches anything, then does it and reports back.
  • A new process. "Every Monday at 8am, summarize open invoices over 30 days and send the list to the finance channel." Adomo drafts a process you can review and approve. Nothing activates without your explicit approval (see Processes (Workflows)).
  • Run an existing process. "Kick off vendor onboarding for Initech." Adomo finds the process, collects any inputs it needs, and starts a run you can watch live.
  • A bigger task. For multi-step work (research, reconciliation, drafting a document from several sources), Adomo works on it in the background and shows you a live progress view in the conversation, step by step, so you always know where it stands.

How a conversation works

  • Clarifying questions. When your request is ambiguous, Adomo asks a short set of structured questions (usually with suggested options plus a free-text field) instead of guessing. Answer them and it continues.
  • Streaming answers. Responses appear as they're generated, and longer tasks show a live progress indicator so you always know what's happening.
  • Context awareness. Chat knows what you're looking at. If you're on a process page and ask "why did the last run fail?", Adomo knows which process you mean.

Attach files and images

Drag and drop files into the composer, or paste an image directly.

  • Documents (PDFs, Word docs, presentations) are read and used to answer your question, and they're indexed so chat can search inside them again later in the same conversation. Spreadsheets are read directly and aren't indexed for later search.
  • Attachments are not automatically added to your workspace Knowledge. If you want a document in the shared knowledge base, add it there explicitly (see Knowledge).
  • Images are analyzed visually. Paste a screenshot of an error, a chart, or a whiteboard photo and ask about it.
  • The files popover at the top of a conversation lists every file attached to, created by, or used in that thread, with download buttons.

What Adomo sends back

Beyond plain text, chat responses can include:

  • Charts - interactive, with tooltips and legends, downloadable as PNG, JPEG, or SVG.
  • Tables - for anything list-shaped.
  • Files - generated reports, exports, and documents you can download.
  • Process draft cards - a reviewable draft with Approve & Activate and Reject buttons when you've described a new automation.
  • Links - to the relevant process, run, approval, or record so you can click through for full detail.

Larger artifacts open in a content panel beside the conversation so the chat itself stays readable.

Chat outside the web app

  • Mobile app - the same chat, on your phone. See Mobile App.
  • Google Chat - if your admin has enabled it, you can message the Adomo app directly in Google Chat (DM it, or mention it in a space) and get the same answers there.
  • Microsoft Teams - if your admin has set up the Adomo Teams bot, you can message Adomo directly in Teams and get the same answers there. Teams also delivers approval requests and notifications.
  • Slack - you can't chat conversationally with Adomo in Slack. Adomo delivers approval requests and notifications there, with a link or buttons that open the request in Adomo so you can respond. To ask questions, use the web app, mobile app, Google Chat, or Teams. See Notifications (for Users).

Safety and permissions

  • Chat acts as you. It can only see and do what your own Adomo permissions allow. It never has more access than you do.
  • Risky actions ask first. Read-only lookups just run. Anything that writes or changes data shows you a confirmation first, and sensitive actions go through the same approval gates they would anywhere else in Adomo. When you confirm, you can choose to allow that action once, for the rest of the chat, or always - if you pick Always allow, Adomo won't ask again for that action.
  • Everything is logged. Every action chat takes on your behalf is recorded in the audit trail, the same as actions taken in the app.

FAQ

Can other people see my chats?

No. Your conversations are your own. Work that chat produces (processes, runs, knowledge documents) is visible according to the normal sharing rules for those items.

Why did chat say it can't do something?

Usually one of three reasons: the integration it needs isn't connected (ask your admin, see Integrations), you don't have permission for that action, or the action needs an approval that hasn't been granted yet. Adomo tells you which one in plain language.

Can I pick which AI model chat uses?

Your workspace admin chooses the models available to the workspace. If you have a need for a specific model, ask your admin.

Can chat generate images, videos, or slide decks?

Not directly in a chat reply. Media generation (images, short videos, and PPTX or PDF slide decks) happens through process steps. Describe what you want in chat and Adomo will draft a process (or use an existing one) with a media-generation step. See Processes (Workflows).

Can I create a support ticket from chat?

No. The product chat can't file support tickets. To contact support, email [email protected], call +1 (866) 995-4498, or use the Contact Us link at the top of the help center. Track existing tickets at /my/tickets while signed in.

Account

Account Management

Creating an Account

Visit app.adomo.ai/signup to create a new account. You will need a valid email address and will be asked to verify it before accessing the platform.

Password Reset

Click "Forgot Password" on the login page to receive a reset link via email. The link expires after 24 hours. If you do not receive the email, check your spam folder or contact support.

Profile Updates

Update your name, email, phone number, and notification preferences under My Profile in the top-right menu.

Billing

Billing and Subscriptions

Plans and Pricing

Adomo offers flexible plans to match your business needs. Visit adomo.ai/pricing for current plan details and feature comparisons.

Managing Subscriptions

View and manage your subscription under Settings > Billing. You can upgrade, downgrade, or cancel your plan at any time. Changes take effect at the start of your next billing cycle.

Invoices

Download invoices from Settings > Billing > Invoice History. Invoices are generated on the first of each month and sent to your billing email address.

Notifications (for Users)

Who is this for? Everyone who uses Adomo. This article covers how you personally get notified about approvals and updates, and how to change it. If you're a workspace admin turning on Slack, Teams, Google Chat, SMS, email, or WhatsApp for your whole team, see Channels Setup (for Admins) instead.

When Adomo (or a teammate) needs your attention, it reaches you through the channels your admin has enabled and the preferences you've set. You can approve, reject, or reply right from the message, or click through to see more context in the app.

Where to set your preferences

Open Settings > Notifications from the sidebar. You'll see four things to configure.

1. Your contact methods

These are the addresses Adomo uses to reach you. Add the ones you want to be reachable on:

  • Email - the address you want notifications sent to.
  • Phone (SMS) - an E.164 number like +14155551234. When you add a phone number, you'll see a consent checkbox with the workspace's SMS disclosure and a View consent terms link to the workspace's opt-in terms (typically the SMS Messaging and Opt-In page). You must tick the box for Adomo to send you SMS; until you do, SMS is skipped and outbound notifications fall through to your next channel. You can untick it at any time to stop SMS.
  • Slack - your work email, your @username, a Slack user ID like U01ABCDEFG, or a channel like #finance. Your admin's Slack app has to be installed in your workspace first.
  • Microsoft Teams - you may see one or two Teams options depending on your admin's setup. Teams (Graph) messages you directly; search for yourself by name or enter your work email / UPN (for example, [email protected]). Teams (Webhook) posts to a shared channel your admin chose - there's nothing to enter; just include or exclude it in your preference order.
  • Google Chat - your work email (for a DM), or a space ID like spaces/AAAAxyz to be notified in a specific space. DMs require your admin to have enabled them.
  • WhatsApp - an E.164 number like +14155551234.

You only need to enter addresses for the channels you actually want to use.

2. Your preference order

This is the order Adomo tries your channels in. For example:

  1. Slack
  2. SMS
  3. Email

Adomo sends to the first channel in your list that it can actually reach you on. Channels you haven't entered a contact method for are skipped, and SMS is skipped until you've ticked the consent box; in both cases Adomo falls through to your next channel. If you don't respond, the process's reminder and escalation rules decide what happens next: reminders may be re-sent, and after the process's time window the request can escalate to someone else. Either way, every request also lands in your in-app inbox.

3. In-app and mobile push

Two extra channels are available automatically:

  • In-app - approval requests always show up in your Adomo inbox when you're signed in. You don't enter an address.
  • Mobile push - if you've installed the Adomo mobile app and signed in, push notifications are delivered to your device automatically.

You can include these in your preference order the same way as the other channels.

4. Quiet hours (mute notifications overnight)

Set a daily window (for example, 10pm to 7am) when Adomo won't ping you. During quiet hours, notifications are held until the window ends, or routed to the quiet-hours fallback channel you choose (for example, email) instead of your primary channel. Critical notifications still come through. Everything also lands in your in-app inbox, so you won't miss it.

What a notification looks like

Every approval notification includes:

  • A short summary of what's being asked.
  • Approve and Reject buttons (or a deep link that takes you to the approvals page, depending on the channel).
  • A link to the full context in the Adomo app: the process, the run, and any relevant history.

All decisions are attributable to you personally and are logged with a timestamp.

FAQ

Can I approve from my phone without the app?

Yes. Email, SMS, Slack, Teams, Google Chat, and WhatsApp all include a link or button that records your decision. The mobile app is a convenience, not a requirement (see Mobile App).

I keep getting pinged. How do I quiet things down?

Shorten your preference order to one or two channels, and remove the ones you don't want. You can also set quiet hours on the same page to hold or reroute notifications overnight (see Quiet hours above). Everything still lands in your in-app inbox, so you won't miss it.

Not receiving notifications? What to check

  1. Open Settings > Notifications and confirm you've entered a contact method for the channel you expect.
  2. Confirm the channel is enabled for your workspace. If, for example, Slack shows no options at all, ask your admin whether Slack has been set up under Settings > Communication > Channels.
  3. Check the process's run history in the app - you'll see whether a notification was attempted for you and what the outcome was.
  4. If you're still stuck, contact support.

What if I'm on vacation?

Ask your workspace admin to set up a delegation so a colleague covers your approvals for the period you're away. See Approvals and Decisions for how delegations work.

Where do I see everything that's been sent to me?

Your Adomo inbox in the app shows every notification you've received, along with the decision you made and when.

Channels Setup (for Admins)

Who is this for? Workspace admins enabling Email, SMS, Slack, Microsoft Teams, Google Chat, or WhatsApp for the whole workspace. If you're an individual user looking to change how you personally get notified, see the Notifications (for Users) article instead.

Adomo reaches your team where they already work. Once you enable a channel here, each user picks their own preferred order (for example, Slack first, SMS as a fallback) under Settings > Notifications, and Adomo tries their channels in that order until someone responds.

Note: in-app notifications and mobile push need no setup here - they work automatically once a user signs in (to the web app and the mobile app respectively). This page covers only the external channels.

On Adomo cloud workspaces, Email, SMS, Slack, and WhatsApp are preconfigured by the platform - their tabs show "Managed by platform" and there are no credentials to enter. The credential steps below apply to self-hosted deployments. Teams (Graph) and Google Chat are always configured per workspace.

How to set up a channel (at a glance)

  1. Sign in to Adomo as an admin.
  2. Go to Settings > Communication > Channels and pick the tab for the channel you want to enable - Email, SMS, or WhatsApp under Messaging, and Slack (messaging), Teams (Graph), or Google Chat under Bots.
  3. Paste the credentials from the provider (see the guide below for each).
  4. Click Test Connection. Adomo verifies with the provider without sending a real message, so you can set things up safely.
  5. Click Save. The channel is now available for approvals and notifications across your workspace.

Each user then picks how they want to be reached under Settings > Notifications.

Email

Adomo can send email two ways: through a standard SMTP relay (simplest when you already have one), or through Gmail / Microsoft 365 with OAuth2 (recommended for personal Gmail accounts, since Google no longer allows basic-auth SMTP from most accounts). Google Workspace domains can alternatively choose Auth type service_account and paste a service account JSON key with domain-wide delegation, instead of a refresh token.

Email option A: SMTP relay (basic)

Works with services like SendGrid, Postmark, Amazon SES, Mailgun, or your own corporate mail server.

  1. Create (or log in to) your relay account and create an API key or SMTP credentials.
  2. In Adomo under Settings > Communication > Channels > Email, fill in:
    • SMTP host and SMTP port (usually 587 with STARTTLS, or 465 with SSL).
    • From address - must be a verified sender on your relay.
    • SMTP username and SMTP password (the API key or credentials from step 1).
  3. Leave Auth type on basic.
  4. Click Test Connection, then Save.

Email option B: Gmail with OAuth2

Best for personal Gmail or Google Workspace accounts.

  1. In Google Cloud Console > Credentials create a project and add an OAuth 2.0 Client ID (Web application).
  2. Enable the Gmail API.
  3. Use the OAuth Playground (or your own flow) to obtain a refresh token for the scope https://mail.google.com/. In the Playground, click the gear icon, tick Use your own OAuth credentials, and paste your Client ID and Secret. Important: if your OAuth consent screen is in Testing status, refresh tokens expire after 7 days and the email channel will stop working. Set the consent screen user type to Internal (Google Workspace) or publish the app to Production before generating the refresh token. If the channel later fails this way, you'll see the failures under Settings > Communication > Activity; the fix is to regenerate the refresh token and re-run Test Connection.
  4. In Adomo under Settings > Communication > Channels > Email, set:
    • SMTP host: smtp.gmail.com
    • SMTP port: 465, Use SSL: on
    • Auth type: oauth2
    • Paste Client ID, Client Secret, Refresh Token, and Username (the Gmail address you're sending from).
  5. Click Test Connection, then Save.

Email option C: Microsoft 365 / Outlook with OAuth2

  1. Register an app at Azure AD > App registrations.
  2. Add the delegated permission SMTP.Send on Microsoft Graph and grant admin consent.
  3. Obtain a refresh token via the authorization code flow.
  4. In Adomo under Settings > Communication > Channels > Email, set:
    • SMTP host: smtp.office365.com
    • SMTP port: 587
    • Auth type: oauth2
    • Paste the Client ID, Secret, Refresh Token, and your mailbox address.
  5. Click Test Connection, then Save.

How Test Connection works for email. Adomo logs in to your SMTP server to verify authentication. No email is sent, so there's no delivery or charge.


SMS (Twilio)

Adomo uses Twilio for SMS delivery. You'll need a Twilio account and a provisioned phone number.

Before you start: for US traffic, begin Twilio brand and campaign registration (10DLC or toll-free verification) first - approval can take days to weeks, and carriers filter or block messages from unregistered numbers. Twilio trial accounts can only send to verified numbers; upgrade before rolling out to your team.

  1. Sign up at twilio.com/try-twilio. The free trial includes a provisioned number.
  2. In the Twilio Console home panel, copy the Account SID and Auth Token.
  3. Under Phone Numbers > Active numbers, copy a number in E.164 format (for example +14155551234).
  4. In Adomo under Settings > Communication > Channels > SMS, paste the Account SID, Auth Token, and the From Number.
  5. In Twilio Console under Phone Numbers > Active numbers > your number > Messaging configuration, set "A message comes in" to Webhook (HTTP POST) and paste Adomo's SMS inbound endpoint URL (your account team, or the deployment docs for self-hosted installs, have the exact URL for your deployment). This enables the automatic STOP / HELP handling described below.
  6. Click Test Connection, then Save.

SMS compliance: opt-in consent (required)

Adomo blocks SMS dispatch to any number until a recorded consent exists for that number. To make that work, fill in the two compliance fields on the SMS admin page. The proof URL is required - SMS is treated as unconfigured without it and users cannot record consent. The disclosure is optional.

  • SMS Opt-In Proof URL (required) - a public URL that describes how your end users opt in to SMS. This is the URL you submit to Twilio / the downstream carriers during brand and campaign registration. Adomo ships with a ready-to-use public article, SMS Messaging and Opt-In, in this help center: open that article in your browser while signed out and copy the address from the address bar. Users also see this link next to the consent checkbox in their Notifications settings.
  • SMS Opt-In Disclosure (optional) - the short consent text shown to users when they add an SMS contact method. A built-in default consent text is shown to users if you leave it blank; override it only if your legal or compliance team requires different wording. Example: > I consent to receive transactional SMS from this platform at > the number above. Reply STOP to opt out. Msg & data rates > may apply.

After you save these, users see the disclosure text + the proof URL + a consent checkbox when they add their phone number under Settings > Notifications. They must tick the checkbox for SMS to dispatch; otherwise outbound notifications fall through to the next channel in their preference order.

For external authorities (outside approvers who don't sign in to Adomo directly), admins attest consent on behalf of the external authority under Settings > DOAG policy > External Authorities.

SMS compliance: STOP / HELP handling

Adomo handles inbound carrier keywords automatically through the Twilio inbound webhook:

  • STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT - the number is added to the workspace's suppression list and no further SMS is sent to it, regardless of consent status.
  • START, UNSTOP, YES - the number is removed from suppression.
  • HELP, INFO - a TwiML help reply is returned automatically.

No ongoing admin action is required - once your Twilio number's inbound message webhook points at Adomo's SMS inbound endpoint (setup step 5 above), the behavior is automatic.

US registration (10DLC, toll-free, short code)

For US traffic you must register a brand and campaign in Twilio before messages deliver reliably. See Twilio's 10DLC guide for long codes, or the equivalent toll-free verification / short-code flow for those number types. For EU traffic, follow Twilio's regional equivalent.

During registration, paste the SMS Opt-In Proof URL you configured above into the "proof of consent" field that Twilio and the carriers require.

SMS reference: contact format, Test Connection, and usage scope

Contact methods for the SMS channel are E.164 phone numbers (+14155551234).

How Test Connection works for SMS. Adomo verifies your credentials by calling a read-only Twilio endpoint. No SMS is sent, so you aren't charged.

Before you enable SMS for your workspace. Read the SMS Messaging and Opt-In article in this help center and confirm your workspace's usage is consistent with it (operational messages only, never marketing, recipients opt in via the app). If you need to send message types or volumes outside that scope, contact your account team first.


Slack

Adomo posts approval requests and notifications to Slack through the Adomo Slack app installed in your Slack workspace.

On Adomo cloud, Slack is managed by the platform: a workspace admin authorizes the Adomo Slack app into your Slack workspace through a standard "Connect to Slack" OAuth consent screen. There is no app to create and no token to paste, and the Slack tab under Settings > Communication > Channels shows the channel as managed by the platform.

On self-hosted deployments, you can register your own Slack OAuth app instead:

  1. Go to api.slack.com/apps > Create New App > From scratch. Give it a name (for example "Adomo") and pick the target workspace.
  2. Open OAuth & Permissions > Scopes and add these Bot Token Scopes:
    • chat:write - post messages
    • chat:write.public - post to channels the bot isn't a member of
    • users:read.email - resolve users by email
    • im:write - open DMs for per-user approval routing
  3. In Adomo under Settings > Communication > Channels > Slack (messaging), enter the Client ID, Redirect URI, and Client Secret from your Slack app, then Save and complete the OAuth authorization into your Slack workspace.
  4. (Optional) Invite the bot to any channel it should post to (/invite @adomo). With chat:write.public you can skip this.

Pasting a manually generated bot token (an xoxb- token) is a legacy setup path. Existing workspaces that configured one keep working, but new setups should use the OAuth flow above.

Slack messages from Adomo are notifications only - to respond to a standard approval, open the Approvals page in Adomo. Approval cards sent to external authorities under a DOAG policy include Approve / Reject buttons that open the request in Adomo in your browser; responses are recorded in the app, not in the Slack thread.

Contact methods for Slack accept any of:

  • user email
  • @username
  • a Slack user ID like U01ABCDEFG
  • a channel like #channel or a channel ID C01ABCDEFG

How Test Connection works for Slack (self-hosted only; the cloud tab is managed by the platform and has no test button). Adomo calls Slack's auth.test endpoint to verify the connection. No message is posted.


Microsoft Teams - Incoming Webhook (simple, one channel)

Use this option if you just want approval cards posted to a single Teams channel. Everyone in that channel can see the card. This is quick to set up but not suitable for sensitive approvals - there's no per-user identity. For DMs, group chats, or per-user routing, use the Teams (Graph) option below instead.

  1. Create the webhook in Microsoft Teams. In newer tenants, Connectors have been retired, so use the Workflows app: open the target channel, pick ... > Workflows, choose the template Post to a channel when a webhook request is received, and copy the generated URL. In tenants that still show Connectors, use ... > Connectors > Incoming Webhook > Configure, give it a name (for example "Adomo Approvals"), click Create, and copy the URL.
  2. In Adomo, go to Settings > DOAG policy > External Authorities, add or edit an authority, choose Teams (Webhook) as the contact method channel, and paste the webhook URL as the address.
  3. Click the Test button next to the contact method. Teams webhooks have no silent verify on Microsoft's side, so Adomo posts a small "Connection test" card to the channel - everyone in the channel can see it. Then save the authority.

There is no workspace-level Teams webhook credential and no Teams webhook tab under Settings > Communication > Channels; each webhook URL targets exactly one channel. Teams (Webhook) also can't be added as a personal contact method under Settings > Notifications - it appears there only in the channel preference order.

Limitations. Webhooks post to exactly one channel, only support "Open URL" buttons, and have no user identity. In short: Approve and Reject buttons do not work inside Teams with the webhook option; only the Teams (Graph) option with Bot mode enabled supports in-chat Approve and Reject. Don't use webhooks for sensitive approvals.


Microsoft Teams - Graph (per-user DMs, group chats, channels)

This is the full Teams integration. It supports 1:1 direct messages, group chats, and channel posts, and it preserves per-user identity so only the right person can approve.

Before you start: you'll need an Entra ID admin who can grant tenant-wide admin consent, and (for Bot mode) a Teams administrator who can upload custom apps in Teams Admin Center.

Teams (Graph) step 1: Register an app in Azure AD

  1. Open Azure Portal > App registrations and click New registration.
  2. Name it (for example "Adomo Teams Approvals") and choose Accounts in this organizational directory only.
  3. From the app's Overview page, copy the Application (client) ID and the Directory (tenant) ID.

Teams (Graph) step 2: Add API permissions

Under API permissions > Add a permission > Microsoft Graph > Application permissions, add:

  • Chat.ReadWrite.All - create and post 1:1 / group chats
  • User.Read.All - resolve users by email / UPN
  • Organization.Read.All - used by Test Connection
  • ChannelMessage.Send - only needed if you'll post to team channels

Click Grant admin consent for <your tenant>. Every row must show the green checkmark.

Teams (Graph) step 3: Create a client secret

Under Certificates & secrets > Client secrets > New client secret, create one and copy the Value (not the Secret ID). This is shown only once.

Teams (Graph) step 4: Save the credentials in Adomo

In Settings > Communication > Channels > Teams (Graph), paste the Client ID, Tenant ID, and Client Secret. Click Test Connection, then Save.

Teams (Graph) step 5: (Optional) Enable in-chat Approve / Reject buttons

By default, Teams messages include an Open Adomo button that takes the approver to the Adomo approvals page in a browser. If you want the Approve and Reject buttons to work directly inside the Teams chat:

  1. Create an Azure Bot resource. Choose Multi-tenant and reuse the App ID from step 1 (or create a new one).
  2. Set the bot's messaging endpoint to the URL shown in Adomo under Settings > Communication > Channels > Teams (Graph) > Bot mode (copy the URL displayed there; it's specific to your workspace).
  3. In the bot's Channels blade, add the Microsoft Teams channel.
  4. Author a Teams app manifest for the bot. The easiest path is Teams Developer Portal, which lets you edit the manifest visually; otherwise see the manifest schema docs. Export the .zip package.
  5. Upload the manifest to Teams Admin Center > Manage apps > Upload new app. Users in your tenant then install the app (or an admin pre-installs it). Proactive 1:1 DMs only deliver after install.
  6. In Adomo, enable Bot mode and paste the Bot App ID.

Contact methods for Teams (Graph)

Any of:

  • [email protected] - resolved by email or UPN (delivers a 1:1 DM)
  • user:<aad-object-id> - direct Azure AD user ID (1:1 DM)
  • group:<chat-id> - existing Teams group chat
  • team:<teamId>/channel:<channelId> - post in a team channel

Google Chat

Adomo posts to Google Chat through a Google Cloud service account. It can post into Chat spaces, and (optionally) send 1:1 DMs by email address. Users can also message the Adomo Chat app directly to chat with Adomo from inside Google Chat.

Google Chat step 1: Create the Google Cloud pieces

  1. In Google Cloud Console, create (or pick) a project and enable the Google Chat API.
  2. Create a service account under IAM & Admin > Service Accounts and download a JSON key for it.
  3. On the Chat API's Configuration page, set up the Chat app: give it a name (for example "Adomo"), an avatar, and a description, and make it available to your domain. Then add the app to the spaces it should post in (or let users add it).

Google Chat step 2: (Optional) Enable DMs by email

To let Adomo DM users by their work email, grant the service account domain-wide delegation:

  1. In Google Admin console under Security > Access and data control > API controls > Domain-wide delegation, add the service account's client ID with these scopes:
    • https://www.googleapis.com/auth/chat.spaces
    • https://www.googleapis.com/auth/chat.spaces.create
    • https://www.googleapis.com/auth/chat.messages
    • https://www.googleapis.com/auth/chat.messages.create
  2. In Adomo, fill in Delegated User Email with a Workspace user the service account may impersonate when sending.

Without delegation, Adomo can still post to any space the Chat app has been added to; it just can't open 1:1 DMs.

Google Chat step 3: Save the credentials in Adomo

In Settings > Communication > Channels > Google Chat, fill in:

  • Service Account Key (JSON) - paste the full contents of the JSON key file. (Required.)
  • Default Space ID - optional, for example spaces/AAAAxyz. Used when a notification doesn't specify a space; can be overridden per recipient.
  • Delegated User Email - optional, see step 2.
  • Enable Chat App (in-chat Approve/Reject buttons) - optional. When on, approval cards use interactive buttons that resolve right in the chat instead of opening a browser. Requires setting the Chat app's endpoint URL in Google Cloud Console to the URL shown on the Adomo setup page.
  • Google Cloud Project Number - optional, used to verify that button clicks really come from Google. Find it on the Google Cloud Console dashboard. Recommended whenever the Chat App is enabled.

Click Test Connection, then Save.

Contact methods for Google Chat accept either of:

  • spaces/AAAAxyz - post in a specific Chat space
  • [email protected] - DM the user (requires domain-wide delegation)

How Test Connection works for Google Chat. Adomo validates the service account key, obtains an access token from Google, and checks that it can reach the configured space (or list spaces if none is configured). No message is sent.


WhatsApp (Meta WhatsApp Business Cloud API)

Adomo uses Meta's WhatsApp Business Cloud API. You'll need a Meta developer account, a WhatsApp Business Account (WABA), and a verified phone number. WhatsApp requires pre-approved message templates for any message sent outside a 24-hour active conversation - this is Meta's rule, not Adomo's.

  1. Create a Meta app at developers.facebook.com/apps. Choose Business as the app type.
  2. Add the WhatsApp product. Meta gives you a test phone number you can use immediately. For production, add and verify your own number.
  3. Copy the Phone number ID (numeric).
  4. In Meta Business Manager, create a System User and generate a permanent access token with the whatsapp_business_messaging and whatsapp_business_management permissions.
  5. In Adomo under Settings > Communication > Channels > WhatsApp, paste the Phone number ID and the access token.
  6. Click Test Connection, then Save.

Adomo sends interactive approval messages, which Meta only delivers within a 24-hour active conversation with the recipient. Template-based delivery outside that window is not currently supported - contact your account team if you need it.

Contact methods for WhatsApp are E.164 phone numbers (+14155551234).

How Test Connection works for WhatsApp. Adomo fetches phone-number metadata from Meta's Graph API. No WhatsApp message is sent.


Admin FAQ

Can I enable more than one channel at once?

Yes. Enable any combination. Each user then picks their own preference order under Settings > Notifications.

Can I test channels without bothering real users?

Yes. Test Connection on each channel verifies credentials with the provider without sending a real message. The one exception is the Teams webhook contact method: it has no silent test option on Microsoft's side, so the Test button in the External Authorities contact-method editor posts a small "connection test" card to the channel only.

Where do I see delivery history?

Each approval's timeline in the Adomo app shows which channels were attempted, in what order, and what the response was. Admins can also view cross-workspace delivery activity under Settings > Communication > Activity.

What happens if a user hasn't set any contact methods?

The approval still records, and the user sees it in-app when they next sign in. No outbound message is sent. Remind users to set their contact methods under Settings > Notifications after you enable channels.

What happens if a channel fails for a given user?

Adomo tries the next channel in that user's preference order. If nobody responds within the step's configured time window, the step's timeout action runs. Depending on how the process author configured the step, the request can auto-approve, auto-reject, or fail the run. Before the window expires, steps can also send reminders and escalate to additional approvers through the escalation chain configured on the step. The timeout is logged either way.

Test Connection failed - what do I check?

Re-check the credentials you pasted, then the usual provider-side causes: for SMTP, the port and SSL setting; for Teams (Graph), that admin consent was granted on every permission; for Google Chat, that the service account key is valid and the Chat API is enabled; for WhatsApp, that the access token hasn't expired. Fix the cause and re-run Test Connection.

Delivery to one user failed - where do I look?

Check Settings > Communication > Activity for the provider's error. Most often the user's contact method doesn't match their identity in the provider (their Slack account uses a different email, or their Teams address isn't their sign-in UPN), or a Google Chat DM was attempted without domain-wide delegation. Adomo falls through to the user's next preferred channel either way.

How do I rotate a credential?

Open the channel's tab in Settings > Communication > Channels, paste the new credential, click Test Connection, then Save. Previous credentials are overwritten. On Adomo cloud workspaces, Email, SMS, Slack, and WhatsApp credentials are managed by the platform - there is nothing to rotate yourself.

Where do approvers actually change their own preferences?

They do it themselves under Settings > Notifications (see the Notifications (for Users) article). Admins don't manage per-user contact methods.

Meeting Agent (Zoom)

Who is this for? This article has two parts. For Users covers how to use the meeting agent in your Zoom calls. For Admins covers how to set Adomo up in Zoom and control what the agent is allowed to do.

The Adomo meeting agent joins your Zoom meetings as a quiet participant, listens for a wake word, and responds when spoken to. It can pull a report, look up a customer, draft a follow-up, or kick off a process on the spot, on behalf of whoever asked.

The agent acts as a real teammate: it only does what the person asking is authorized to do, every action is logged, and anything that would need sign-off under your DOAG policy is declined in the meeting rather than run without approval.


For Users

What you can ask the agent to do

Anything Adomo can do for you outside the meeting, phrased in plain English. For example:

  • "Adomo, what was last quarter's pipeline coverage for the West region?"
  • "Adomo, pull up the renewal process for Acme and tell me where it stands."
  • "Adomo, draft a follow-up email to the customer summarizing what we just agreed."
  • "Adomo, kick off the vendor onboarding SOP for the company we just discussed."

The agent replies in the meeting as text shown in the Adomo in-meeting panel. Actions that would require sign-off under your DOAG policy are not executed in the meeting - the agent declines and explains that the action needs approval, and the denial is logged on the session. Run the action from the Adomo app afterward to go through the normal approval flow.

When the agent is (and isn't) listening

The agent only acts when it hears a wake word your admin has configured (by default "Adomo", "Hey Adomo", or "Hi Adomo" - matching is fuzzy, with a sensitivity threshold your admin can tune). Until then, nothing is processed by the LLM. Speech is transcribed live by Zoom's own real-time media service, and the agent receives only the lines it needs to respond to.

You'll see a visible indicator in the Adomo in-meeting panel whenever the agent is listening for a wake word, and a second indicator when it's actively processing a request. Session records (wake-word hits, agent responses, tool calls, and denials) are kept on the meeting session and visible to admins under Meetings > Sessions.

Link your Zoom account (one-time)

So the agent can act "as you" during meetings, you link your Adomo account to your Zoom identity once:

  1. In Adomo, open Integrations > Zoom.
  2. Click Link Zoom Account.
  3. Sign in to Zoom and approve the permissions.
  4. You'll be returned to Adomo with a Linked status showing which Zoom account you linked.

You can check your status (Linked / Expired / Error) and unlink at any time from the same page.

If you don't link your Zoom account, the agent still listens in meetings you're in, but will treat you as an external participant: it will answer general questions but won't use tools or take actions on your behalf.

Unlink your Zoom account (revoke access)

You can revoke the meeting agent's access to your Zoom identity at any time:

  1. In Adomo, open Integrations > Zoom and click Unlink. This deletes the stored Zoom token immediately and stops the agent from acting on your behalf; your status returns to unlinked.
  2. To also remove Adomo's access on Zoom's side, sign in at marketplace.zoom.us, open Manage > Added Apps, find the Adomo app, and click Remove. We recommend doing both.

After you unlink, the agent treats you as an external participant in meetings: it will answer general questions but won't use tools or take actions on your behalf until you link again.

Join a meeting with the agent

If your workspace has installed the Adomo Zoom app, the agent is already available in your meetings. It joins automatically when real-time media starts for a meeting covered by the Adomo Zoom app - there is no separate invite step. You can pause it at any time with the Pause button in the Adomo panel.

During the meeting you can open the Adomo panel in Zoom to see:

  • Whether the agent is connected
  • Actions the agent is running or has completed, with their results
  • The agent's responses
  • A chat box for messaging the agent directly

What the agent will not do

  • Take actions beyond your own permissions. If you can't do it in the Adomo app, the agent can't do it for you in the meeting either.
  • Act on behalf of someone who hasn't linked their Zoom account. External participants get general answers only, no tool use.
  • Bypass approvals. Anything that requires a human sign-off outside the meeting is not executed in the meeting: the agent declines, and you run the action from the Adomo app afterward.
  • Auto-escalate. If a request needs admin or builder permissions you don't have, the agent tells you that in plain language rather than trying anyway.

User FAQ

Can I mute the meeting agent?

Yes. The agent only acts on wake-word hits, so simply not using the wake word is the easiest "mute". You can also disable the Adomo app for a specific meeting from the Zoom apps panel.

What if two people say the wake word at once?

Requests are handled one at a time in the order they were spoken; a second request is queued and answered after the first finishes. The session log shows which participant each response was for.

Can I review what the agent did?

Session review is an admin feature. Ask a workspace admin to open Meetings > Sessions, where every wake-word hit, agent response, tool call, and denial for your meeting is logged.


For Admins

Setting up the meeting agent has four pieces:

  1. Create a Zoom Marketplace app and connect it to Adomo.
  2. Configure what the meeting agent is allowed to do.
  3. Have users link their Zoom identities.
  4. (Optional) Review meeting sessions in the admin panel.

1. Create a Zoom Marketplace app

Before you start, you need:

  • A Zoom account with Real-time Media Streams (RTMS) available and enabled in your Zoom account settings.
  • A Zoom user with Marketplace developer rights.
  • Workspace admin rights in Adomo.
  • Go to marketplace.zoom.us and sign in with a Zoom account that can create apps for your organization.
  • Click Develop > Build App and choose the General App type.
  • Set the app's Redirect URL to the OAuth Callback URI shown on the Zoom integration's Configure form in Adomo (open Integrations > Workspace, find Zoom, and choose Configure). Set the Webhook Endpoint URL to the webhook URL shown in Meetings > Agent Config after you set the Zoom App Name (see step 2 below). Copy both exactly - they're specific to your workspace.
  • Under Scopes, add the scopes needed for the meeting agent:
    • user:read:user and user:read:email - identify the user who installs the app
    • The RTMS scopes Zoom requires for real-time media access
    • Any additional scopes for tools you plan to expose (for example, cloud recording read if you want the agent to reference past meetings)
  • Under Event Subscriptions, subscribe to the RTMS meeting events: meeting.rtms_started, meeting.rtms_stopped, and meeting.rtms_interrupted.
  • In the Zoom app's App Credentials section, copy:
    • Client ID
    • Client Secret
    • Secret Token (Adomo calls this the Webhook Secret Token)
  • In Adomo, paste each value into the matching field on the Zoom integration's Configure form, then save. Adomo verifies the configuration and reports success or a specific error.
  • Publish or distribute the app according to your org's Zoom policy. Most customers use an internal ("intra-account") app so only people in your Zoom account see it.

If credentials later expire or get revoked, the connection will show as Expired or Error on the Zoom integration page with a link to re-authenticate.

If sessions show the agent never receiving audio, confirm RTMS is enabled for your Zoom account and the RTMS event subscriptions were added in step 5.

2. Configure the meeting agent

Open Meetings > Agent Config and set:

  • Zoom App Name - a URL slug that must match your Zoom Marketplace app. Adomo shows the resulting webhook URL to paste into Zoom.
  • Status - the Enabled / Disabled toggle for the workspace. You must save the configuration before you can enable it. Disabled means no new agent sessions start, even if the Zoom app is installed.
  • Model - the LLM model name the agent uses (free text, for example claude-sonnet-4-6).
  • System prompt - the base instructions for the agent (tone, guardrails, what to decline). A sensible default is prefilled.
  • Wake words - one or more trigger phrases (by default "Adomo", "Hey Adomo", and "Hi Adomo"), plus a similarity threshold controlling how close a spoken match must be.
  • Tool Access - which workspace tools the agent may invoke during meetings. Participants' own permissions and your DOAG policy still apply. If a tool isn't checked here, the agent cannot call it during a meeting, even if a user has access to it in the app.

If you haven't configured the meeting agent, users can't start sessions. There is no implicit default set - this is intentional, so nothing runs in live meetings without admin consent.

Enabling or disabling the agent takes effect on the next meeting start. Meetings already in progress continue until they end.

3. User identity linking

For the agent to act on behalf of a specific participant, that participant must have linked their Adomo account to their Zoom identity.

  • Users do this themselves from Integrations > Zoom: click Link Zoom Account, sign in to Zoom, and approve the permissions.
  • Each user manages their own link from that page, where they can see their status (Linked / Expired / Error) and unlink at any time. There is currently no admin roster of link status.
  • If a user's link shows Expired, have them re-link from the same page; the old token is replaced. Until then, the agent treats them as an unlinked external participant.

What happens to participants who aren't linked. The agent treats them as unauthenticated external participants: they can ask general questions and get LLM-only answers, but the agent will not call tools or take actions on their behalf. This is the conservative default and cannot be loosened.

4. Review meeting sessions

Meetings > Sessions shows every meeting the agent has joined, with:

  • Zoom meeting UUID, status, start and end times, and duration
  • Counts of transcript lines, wake-word hits, tool invocations, and policy denials, plus a timeline of each wake-word hit (participant and matched word), agent response, tool invocation, denial, and error
  • Errors or reconnection events (for example, if the RTMS stream dropped mid-meeting)

Use this panel to audit the agent's behavior and debug failed sessions.

Revoke the Zoom integration

To remove Adomo's access to Zoom for the whole workspace:

  1. Stop new sessions. In Meetings > Agent Config, switch Status to Disabled. No new agent sessions will start; meetings already in progress finish normally.
  2. Clear the connection in Adomo. Open Integrations > Workspace > Zoom > Configure and remove the stored credentials (Client ID, Client Secret, and Webhook Secret Token), then save. Adomo stops making Zoom API calls and the connection shows as not configured.
  3. Uninstall the app on Zoom's side. Sign in at marketplace.zoom.us with a Zoom admin or the developer account that owns the app, open Manage > Added Apps, and Remove the Adomo app. This deauthorizes Adomo and revokes the OAuth tokens Zoom issued. If you no longer need the app at all, delete or deactivate the Marketplace app itself as well.

Individual users can revoke their own link without affecting the rest of the workspace by unlinking from Integrations > Zoom (see Unlink your Zoom account under For Users).

What happens to data. Unlinking or clearing the configuration removes the stored Zoom tokens right away. Session records already captured (wake-word hits, agent responses, tool calls, and denials) remain under Meetings > Sessions for your workspace's audit-log window; contact your account team to delete them sooner or about specific retention requirements.

Security model (what the agent can and can't do)

  • Per-user scoping. When the agent invokes a tool during a meeting, it uses the requesting participant's identity and credentials, not a shared service account. If the participant can't do something in the Adomo app, they can't do it via the agent either.
  • No privilege escalation. If a request requires admin or builder permissions the participant doesn't have, the agent declines in plain language and logs the denial in the audit trail.
  • No ambient authority for external participants. Anyone without a linked Adomo identity gets LLM-only answers.
  • Approvals are not bypassed. Actions that would require sign-off under your DOAG policy are not executed in the meeting - the agent declines, explains that the action needs approval, and the denial is logged on the session. The participant can run the action from the Adomo app afterward to go through the normal approval flow.
  • Everything is logged. Every wake-word hit (who triggered it and which word matched), every response the agent gave, every tool call, and every denial is recorded on the meeting session and available in the admin panel.

Admin FAQ

Can I limit the agent to certain meetings?

Yes. The Adomo Zoom app is installed per user / per meeting in the standard Zoom Marketplace way. Combine that with the Tool Access list to control both where the agent runs and what it can do when it does.

Can I disable the meeting agent for the whole workspace temporarily?

Yes. Switch the Status toggle to Disabled in Meetings > Agent Config. Active meetings continue until they end; no new meetings will use the agent.

How do I rotate Zoom app credentials?

Update them in the Zoom Marketplace, then paste the new values into the Zoom integration's Configure form (Integrations > Workspace > Zoom > Configure) and save. The old values are overwritten.

How do I revoke Adomo's access to Zoom?

See Revoke the Zoom integration above. In short: set Status to Disabled in Meetings > Agent Config, clear the credentials on the Zoom Configure form, and uninstall the Adomo app from marketplace.zoom.us. Individual users can unlink their own Zoom account from Integrations > Zoom.

What about data retention?

Session records (wake-word hits, agent responses, tool calls, and denials) are kept on the meeting session and visible to admins under Meetings > Sessions. Contact your account team about retention requirements.

Does the agent join meetings without anyone inviting it?

It joins automatically when real-time media starts for a meeting covered by your Adomo Zoom app. If the app isn't installed on a given meeting, the agent doesn't join.

Can I restrict which tools the agent uses for which users?

Tool access is enforced by each user's existing Adomo permissions. To limit what a specific user's agent can do, adjust that user's role and tool access the same way you would for the rest of the Adomo app.

Processes (Workflows)

Who is this for? Anyone who builds or runs automations in Adomo. A process (you may also hear "workflow") is a standard operating procedure that Adomo executes step by step on your behalf.

The Processes section of the sidebar is where your automations live: everything your team has built, each one's run history, its schedule, and its current status.

Create a process

There are four ways to create one. All of them produce a draft that you review and approve before anything goes live.

  • Describe it in chat. The most common path. Tell Adomo how the work gets done today ("when a new deal closes, create the onboarding checklist, notify the CS team, and schedule a kickoff call") and it drafts the process for you.
  • Start from a template. Browse the template catalog for common SOPs and adapt one.
  • Generate from a knowledge document. If your SOP already exists as a document in Knowledge, Adomo can turn it into a runnable process directly.
  • Import. Bring in a process definition exported from another workspace (you can export one from its process page).

Review and approve the draft

Every draft shows you, before you approve it:

  • The steps, in order, with what each one does
  • Which integrations and tools it will use
  • Where it pauses for a human decision
  • Any schedule or trigger it will run on

You can refine the draft by telling Adomo what to change in chat, or by editing it directly in the draft panel. When it looks right, click Approve & Activate (in chat) or Approve process (in the draft panel). Approval creates an immutable version: every run records exactly which version it executed, so you can always answer "what did this process do at the time?"

Nothing runs without an approved version. AI drafts; humans approve.

What a process can do

Steps in a process can:

  • Act in your connected systems - read and write records in your CRM, ERP, accounting, files, calendar, and anything else your admin has connected (see Integrations).
  • Reason with AI - summarize, draft, classify, extract, compare, with web search when needed.
  • Branch and wait - if/else conditions, multi-way switches, and timed waits ("pause until Friday 9am").
  • Pause for people - decision steps that route an approval to the right person, and request steps that collect input from someone (see Approvals and Decisions).
  • Notify - send one-way messages through Email, SMS, Slack, Microsoft Teams, Google Chat, WhatsApp, mobile push, or in-app. Decision and request steps (the steps that wait on a person) can send automatic reminders if no one responds.
  • Compose - call other processes as sub-steps, or wait for another process to finish.
  • Generate media - create images and short videos with AI, and build slide decks (PPTX or PDF) from your content.

Steps that reason with AI or generate media consume your workspace's monthly credit allowance. Admins can see usage under Settings > Billing - see the Billing article.

Ways to run a process

  • Manually - click Run now on the process page, or ask in chat.
  • On a schedule - recurring, timezone-aware schedules (daily, weekly, monthly, or custom). The schedule shows in plain English on the process page.
  • From an external system - each process can expose a secure webhook URL so your other systems can trigger it.

Test runs

Before relying on a process, run it in test mode. Each step has a Live/Mock toggle: mocked steps return fixture data (a default mock output, or custom JSON you provide) instead of executing, so nothing is sent to your external systems for those steps. Steps default to Mock; any step you switch to Live executes for real. Keep steps that write to external systems mocked to validate logic safely.

Watch a run

Every run, live or historical, shows a step-by-step timeline:

  • Each step's status, timing, inputs, and outputs
  • Any decisions requested, who responded, and what they chose
  • Clear error detail when a step fails

If you ever wonder "what did the AI do here?", the run timeline is the answer. Nothing runs silently.

Sharing and permissions

Processes are shared like documents. Each one can be shared with individual people, groups, or the whole workspace at three levels:

  • View - see the process and its runs
  • Contribute - run it
  • Manage - edit, share, pause, or archive it

FAQ

How do I pause or retire a process?

On the process page, use Pause schedule (available on scheduled processes; the schedule stops and you can resume any time, though webhook triggers and manual runs still work while paused) or Archive process (retired; it can no longer be run, history retained).

What happens if an integration it uses breaks?

The failing step is marked with a clear error in the run timeline and the run is marked failed; it does not fail silently. Adomo also checks that required integrations are connected before a draft can be approved, so most connection problems are caught up front. If a connection breaks later, fix it under Integrations and run the process again.

I started a run by mistake. How do I stop it?

Open the run and click Cancel in its header. Pausing or archiving the process stops future runs, but it does not stop a run that is already in flight.

Why does my run look stuck?

Open the run's timeline - the waiting step shows what it needs. The usual reasons: it is waiting on a human decision (check the Approvals page, or nudge the assigned approver), or a timed wait step has not elapsed yet. If a step failed instead, the timeline shows the error.

Can I change a process that's already live?

Yes. Edit it (in chat or the draft panel), which creates a new draft; approving the draft creates the next version. Runs already in flight finish on the version they started with.

Who pays attention to all these runs?

You don't have to watch them. Anything that needs a human routes a notification through each person's preferred channels (see Notifications (for Users)), and the Home page summarizes what's running, what's waiting on you, and what recently finished.

Approvals and Decisions

Who is this for? Everyone who approves work in Adomo, plus a short section for admins on authority policies, delegation, and external approvers.

Adomo's core promise is that AI proposes and humans decide. When a process reaches a step that needs a person, it creates a decision request, routes it to the right approver, and waits. This article covers how to respond, what your options are, and how routing and escalation work.


For Users

Where approvals reach you

  • Your channels. Adomo messages you through the channels in your preference order (Email, SMS, Slack, Microsoft Teams, Google Chat, WhatsApp, mobile push), with a button or secure link to respond. See Notifications (for Users) to set these up.
  • The Approvals page. Everything waiting on you, in one list, with a second tab showing what you've already responded to.
  • The mobile app. Approvals are a first-class screen; respond from your phone in a couple of taps.

Your response options

Every decision shows you the context: what's being asked, the relevant data, and any attached documents. Depending on how the process was built, you'll see some or all of:

  • Approve - the run continues.
  • Reject - the run stops (or takes the rejection path the process defines).
  • Request revision - send feedback in your own words. Adomo reruns the relevant steps with your feedback applied and brings the result back to you. Processes can cap how many revision rounds are allowed; once the cap is reached, the revise option is disabled and you choose one of the remaining actions instead.
  • Edit - correct the data directly before approving (for example, fix a number or reword a draft email). Your edit is recorded alongside the approval.

Some processes define custom options beyond these (for example, Escalate). Whatever you choose, the decision is attributed to you by name, timestamped, and permanently logged.

Reminders and what happens if you don't respond

Adomo sends each request on the first of your preferred channels it can reach you on. Processes can define reminder schedules ("remind daily after two days") and a timeout: when the window passes with no response, the request escalates to the next approver in the chain, and the timeout is logged. You never silently block a process by being busy.

I approved something by mistake. Can I undo it?

No - a recorded decision can't be reversed, and the run continues from your approval. What you can do: open the run's timeline to see what has executed so far, pause the process to stop further runs, and tell the process owner or your workspace admin right away. If data was changed in a connected system and you need help unwinding it, contact [email protected].

Out of office or on vacation? Delegate your approvals

Ask your workspace admin to set up a delegation: your approval authority is temporarily granted to a colleague for a defined period, in full or only for specific kinds of decisions. Everything your delegate approves is logged as approved-by-delegation, so the trail stays clean.


For Admins

Authority policies

Under Settings > DOAG policy, you can define policies that gate specific action types behind authority levels and thresholds, for example:

  • An analyst can approve variances up to $10,000; anything larger escalates to a manager, then a VP, then an executive.
  • Contract approvals over a defined duration always require legal.

When a run hits a gated action, Adomo evaluates the policy at that moment: if the requesting person (or the AI agent) has sufficient authority, the action proceeds; if not, it automatically escalates to the next level in the chain. Policies can define an agent ceiling: a maximum authority level for AI agents. When set, any action requiring authority above that ceiling automatically escalates to a human in the chain. Every authority decision is logged with the policy and the evaluation that produced it.

To create or update a policy, open Settings > DOAG policy > Import and drop in your policy document. Adomo drafts the roles, action types, thresholds, rules, and escalation paths from it; review the draft, then click Activate Policy to replace the active policy in that category.

Policies are versioned. A run executes under the policy version active when it ran, so historical runs stay auditable even after you change the rules.

Delegations

Set up time-bounded delegations under Settings > DOAG policy > Delegations: click Create Delegation and pick the delegate user, the scope (all of their authority or only specific roles or action types), and the start and end dates. Delegations expire automatically, can be revoked early, and every use is logged.

External approvers

Some decisions belong to people who don't sign in to Adomo (outside counsel, auditors, a customer contact). Register them under Settings > DOAG policy > External Authorities with a name and a contact method. The channel for that contact method (for example Email or SMS) must already be enabled under Settings > Communication > Channels. They receive each request through that channel with a secure link and respond from there; their decisions are logged like anyone else's. For SMS contact methods, you must attest the person's consent on record first (see Channels Setup (for Admins) and SMS Messaging and Opt-In).

Admin FAQ

Can one decision require multiple approvers?

Yes. Decision steps support sequential chains (one after another) and parallel groups, depending on how the process is built.

Where do I see the full decision history?

Every run's timeline shows each decision: who was asked, on which channels, when they responded, what they chose, and any edits or revision feedback.

What if the assigned approver has left the company?

Update the process's assignees, or rely on the timeout escalation to move the request up the chain. Deactivating a user does not delete their past decisions; the audit trail is permanent.

Knowledge

Who is this for? Everyone. Knowledge is your workspace's shared library of documents, SOPs, and reference material that Adomo reads when it answers questions and runs processes.

The Knowledge section of the sidebar holds the documents your workspace has given Adomo: policies, SOPs, product docs, price lists, meeting notes, anything your team wants the AI to know. The more relevant knowledge your workspace has, the better Adomo's answers and drafts get.

How to add documents

To add a document, open a collection on the Knowledge page and click Upload. You can upload one or more files at a time; each is extracted and indexed so Adomo can use it. Upload a new version the same way when a document changes.

Files you attach in chat are available to that conversation (and to file search there), but they are not added to workspace Knowledge. To make a document part of Knowledge, upload it to a collection.

Collections

Group related documents into collections (for example, "Finance SOPs", "Sales Playbooks") so they're easy to find and share as a set.

How knowledge gets used

  • In chat. When you ask a question, Adomo draws on the knowledge you have access to and answers with that context.
  • In processes. Process steps can reference knowledge, and you can generate a whole process directly from an SOP document (see Processes (Workflows)).
  • In decisions. Relevant documents can be attached to approval requests so reviewers have the context in front of them.

Search

The Knowledge page has a global search across every document you can access, and the recently updated list shows what's changed lately.

Sharing and access

Knowledge follows the same sharing model as processes. Each collection can be shared with individual people, groups, or the whole workspace at three levels:

  • View - read the content
  • Contribute - add and update documents
  • Manage - edit settings, change sharing, delete

Access control carries through to the AI: chat and processes only use knowledge the requesting person is allowed to see. A document restricted to managers will never inform an answer given to someone outside that group.

FAQ

Should I put sensitive documents in Knowledge?

Knowledge respects access control, so restricted content stays restricted. That said, follow your company's data handling policy, and scope sensitive collections to the smallest group that needs them.

How current is the knowledge?

Documents are used as uploaded. When a policy or SOP changes, upload the new version so answers stay accurate.

Adomo answered from an outdated document. What do I do?

Update or remove the stale document in Knowledge. If you can't (no manage access), flag it to the collection's owner or your admin.

Mobile App

Who is this for? Everyone. The Adomo mobile app puts approvals, chat, and notifications on your phone, for iOS and Android.

Most of what reaches you from Adomo is something you can act on in seconds: an approval, a question, a status update. The mobile app is built around exactly that.

What you can do in the app

  • Approvals. See everything waiting on you, open the full context, and approve, reject, or send feedback in a couple of taps.
  • Chat. The same Adomo chat as the web app: ask questions, kick off processes, check on runs.
  • Notifications. Your notification inbox, in sync with the web app.

Sign in

Sign in with the same account you use on the web:

  • Email and password
  • Sign in with Google
  • Sign in with Microsoft

Sign in with Apple and sign in with GitHub are not available. The mobile app supports email and password, Google, and Microsoft only.

If your company uses single sign-on through Google or Microsoft, use the matching button.

Push notifications

Once you've signed in on your phone, Adomo can deliver push notifications to it automatically; no address to enter. Add Mobile Push to your preference order under Settings > Notifications (in either app) to control where it sits relative to your other channels. See Notifications (for Users) for how preference order works.

Biometric unlock

You can optionally lock the app behind Face ID (iOS) or fingerprint (Android). When enabled, the app re-locks after a short period of inactivity and asks for biometrics before showing your data again. Turn it on in the app's settings.

FAQ

Do I need the app to approve from my phone?

No. Approval messages on Email, SMS, Slack, Teams, Google Chat, and WhatsApp all include a link or buttons that work in your phone's browser. The app is the nicest experience, not a requirement.

I'm not receiving push notifications. What should I check?

  1. Check your phone's notification settings allow Adomo.
  2. Confirm you're signed in to the app (push registration happens at sign-in).
  3. Check Settings > Notifications includes Mobile Push in your preference order.

Where do I get the app?

The app is available for iOS and Android, distributed via an install link rather than through the public app stores - you won't find it by searching there. Ask your workspace admin for the install link for your platform, or email [email protected] and we'll send it to you.

SMS Messaging and Opt-In

Who is this for? End recipients of Adomo SMS messages, and the mobile carriers who require a publicly reachable description of how consumers consent to receive messages from our numbers. This article is the canonical URL Adomo submits for SMS registration (10DLC, toll-free, short code).

Adomo sends SMS messages on behalf of our customers (workspace admins) to reach their own team members and approved contacts with operational, transactional, and notification content. Adomo itself does not send marketing SMS, and does not use any third party's phone number without that third party's explicit opt-in.

Who we are

What messages we send

Adomo SMS messages are strictly operational. They fall into these categories:

  • Approval requests. A short summary of an item awaiting the recipient's decision, plus a secure link to review and respond.
  • Status updates. Confirmation that an approval was recorded, that a process completed, or that a scheduled job ran.
  • Direct user-to-user notifications. When another authorized member of the recipient's workspace directs Adomo to notify the recipient about a specific piece of work.

We do not send marketing messages, promotional offers, or third-party advertising via SMS.

How consumers opt in

Adomo SMS is never sent to a phone number until the owner of that number has given explicit, affirmative consent to receive SMS through the Adomo app. There are two equivalent consent flows, both of which record the consent with a timestamp so that proof of opt-in is retained for the lifetime of the relationship:

  1. Self-service consent in the Adomo app. The recipient signs in to Adomo, opens Settings > Notifications, and enters their own mobile phone number as a contact method. Inline with that phone number, Adomo displays a consent checkbox labeled with the workspace's SMS disclosure text and a View consent terms link to the workspace's published consent terms. The default disclosure text is: > I consent to receive transactional SMS from this platform at > the number above. Reply STOP to opt out. Msg & data rates > may apply. (Workspace admins may customize this text. A View consent terms link to the workspace's published consent terms is always shown next to the checkbox.) The recipient must explicitly tick the checkbox to consent. Adomo records the consent boolean and timestamp on the contact method. Until the box is ticked, Adomo will not dispatch any SMS to the number; outbound notifications fall through to the next channel in the recipient's preferences.
  2. Admin attestation for external authorities. When a workspace admin provisions an SMS contact method for an external authority (for example, an outside approver who does not sign in to Adomo directly), the admin sees the same disclosure text and the same checkbox in the admin External Authorities tab and attests, on the record, that the external authority has consented out-of-band (typically via a signed agreement, a written authorization, or an equivalent record the workspace keeps on file). As with user self-consent, Adomo blocks SMS dispatch to the number until the attestation is recorded.

Adomo does not purchase, rent, or otherwise acquire phone numbers from third-party lists, and does not send SMS to any number whose record does not carry a recorded consent.

Message frequency

Message frequency varies with the recipient's workspace activity. Typical recipients receive approximately 1 to 10 messages per week. Busier workspaces or higher-volume approvers may receive more. A typical workspace sends no marketing SMS.

Message and data rates

Message and data rates may apply. Adomo does not charge the recipient for messages; however, standard messaging rates from the recipient's mobile carrier apply.

How to get help

Reply HELP to any Adomo SMS message to receive support contact information. The auto-reply directs questions to [email protected], the support address of our operating entity, CXO AGI, LLC, monitored by the same support team. You can also email [email protected] or call +1 (866) 995-4498.

How to opt out

At any time, the recipient may stop receiving Adomo SMS messages by any of these methods:

  • Reply STOP to any Adomo SMS. The following keywords are all recognized and handled automatically: STOP, STOPALL, UNSUBSCRIBE, CANCEL, END, QUIT. The number is added to our suppression list immediately, one confirmation message is sent, and no further SMS will be dispatched to the number.
  • Reply HELP to any Adomo SMS to receive support contact information (the reply directs questions to [email protected]). HELP and INFO are both recognized.
  • Untick consent or remove the number in the app. Sign in, open Settings > Notifications, and either untick the SMS consent checkbox or remove the mobile phone number from the contact methods list. SMS dispatch stops immediately.
  • Contact support. Email [email protected] or call +1 (866) 995-4498. We will remove the number from all outbound SMS within one business day.

Opting out of SMS does not cancel the recipient's Adomo account or remove them from their workspace. The recipient may continue to receive approval requests and notifications through other channels (email, Slack, Microsoft Teams, Google Chat, WhatsApp, in-app, mobile push) if they have configured them.

After opting out, the recipient may opt back in at any time by re-ticking the consent checkbox in Settings > Notifications, or by replying START (or UNSTOP or YES) to an Adomo number.

Data handling

  • Phone numbers are stored encrypted and are used only for the purposes described above.
  • Adomo does not share, sell, rent, or trade phone numbers with third parties. Phone numbers may be shared with our downstream SMS delivery providers (for example, Twilio) strictly to deliver the messages the recipient has opted in to receive.
  • When a number is removed (by opt-out or by deleting it from Settings > Notifications), Adomo retains it only as required for regulatory record-keeping (typically proof of consent and opt-out history) and otherwise deletes it from active systems per our data retention policy.

Full details are in our Privacy Policy.

Sample messages

A typical Adomo approval SMS to a workspace member looks like this:

[Adomo] Approval needed: Q2 Marketing Spend Increase. Requested by Jane Smith. Log in to respond.

A typical Adomo approval SMS to an external approver looks like this:

[Adomo] Approval needed: Increase Q2 marketing spend ($42,000 threshold). Requested by Jane Smith. Approve: https://app.adomo.ai/a/ab12cd34 | Reject: https://app.adomo.ai/r/ab12cd34 | Reply STOP to opt out, HELP for help

For carriers and compliance reviewers

If you are a mobile carrier, aggregator, or compliance reviewer evaluating Adomo for messaging registration, please reach out to [email protected] for additional documentation, consent-flow screenshots, and sample traffic.

Your Google Workspace Data and How to Delete It

Who is this for? Anyone who connects a Google Workspace account (Gmail, Drive, Calendar, Docs, and the rest) to Adomo, and admins who need a plain-language summary of how Adomo handles that data. This is the canonical Help Center page describing Adomo's use of Google user data and how to delete it. The full legal text is in our Privacy Policy.

When you connect Google Workspace, Adomo only acts on your behalf to run the features and workflows you ask it to. This article explains what we access, what we keep, and how to turn it off and delete it.

What Adomo accesses, and why

Adomo requests Google access only to power features you can see in the product — for example reading and drafting email, finding and editing the documents you point it at, scheduling calendar events, or posting to a Chat space. Google's consent screen lets you grant or decline each permission individually; any feature that needs a permission you declined simply stays unavailable until you grant it.

By default, Adomo's access to Drive, Docs, Sheets, and Slides is per-file: it can only open files you create with Adomo or pick for it through the Google file picker. It cannot browse or search the rest of your Drive. (Self-hosted customers can choose a broader Drive mode; your admin will tell you if that applies to you.)

How we use it (Limited Use)

Adomo's use of information received from Google APIs follows the Google API Services User Data Policy, including its Limited Use requirements:

  • We use Google Workspace data only to provide the features you use in Adomo.
  • We do not sell it, use it for advertising, or assess credit-worthiness with it.
  • We do not transfer it to others except to provide those features with your consent, for security, or to comply with the law.
  • We do not let people read your Google Workspace data except with your consent, for security, to comply with the law, or in aggregated and anonymized form.

We do not use your Google Workspace data to train generalized AI or machine-learning models. When a workflow uses AI, your data is sent to the AI provider only to carry out that specific task, and our AI providers are contractually prohibited from training general models on it.

What we keep, and for how long

  • Connection token — kept (encrypted) while your Google Workspace account is connected, so scheduled and recurring workflows can run on your behalf. Removed when you disconnect.
  • Account identifier (your Google email and name) — kept while connected; deleted within 30 days of disconnecting.
  • Workflow history — records of which features ran, kept for your workspace's audit-log window.
  • Live workflow content — the actual email/file/calendar content a workflow touches is processed in the moment and not kept, unless you explicitly save it (for example, into your knowledge base).

Disconnect and revoke access

  1. In Adomo, go to Settings → Integrations → Google Workspace and click Disconnect. This stops all Google API calls and removes the stored connection token.
  2. To also remove Adomo's access on Google's side, visit myaccount.google.com/permissions, find Adomo, and click Remove access. We recommend doing both.

Request deletion of your data

Disconnecting removes the connection token immediately. To also delete any Google Workspace content that a workflow saved (for example in your knowledge base) or that remains in workflow history, email [email protected] (or open a ticket from the Help Center). We action verified deletion requests within 30 days, except where we must retain limited records for security, fraud prevention, or legal compliance.

If your whole workspace is closing, your admin can request deletion of the entire workspace's data the same way.

Submit a ticket: Contact Us