GeniSpace Advanced Features Guide

This guide covers the advanced features of the GeniSpace platform, helping experienced users take full advantage of all the platform's powerful capabilities.

Data Analytics

Dashboards and Reports

GeniSpace provides powerful data analytics tools to help you track project progress and team performance:

1. Navigate to the Analytics section
2. Select a preset dashboard or create a custom report
3. Apply filters (e.g., project, team member, date range)
4. View key metrics and charts
5. Export reports (PDF, Excel, or CSV format)

Performance Metrics Analysis

Understand key performance indicators for your team and projects:

• Completion Rate - View the percentage of tasks completed on time
• Cycle Time - Analyze the average time from task creation to completion
• Bottleneck Identification - Discover bottlenecks in your workflows
• Workload Balancing - Analyze how work is distributed among team members
• Trend Analysis - Track performance trends over time

Intelligent Tool Architecture: Rapid Enterprise Service Integration

GeniSpace employs a revolutionary intelligent tool architecture that enables enterprises to quickly transform existing services into reusable intelligent components, delivering dual value through workflow automation and AI agent invocation.

🚀 Core Architecture Advantages

1. Unified Tool Abstraction Layer

• Configure Once, Use Everywhere: Wrap existing enterprise API services into standardized tools
• Dual Capability: Usable for both workflow orchestration and as MCP tools for AI agent invocation
• Seamless Integration: Supports REST APIs, database operations, file processing, and more

2. Intelligent Execution Engines

GeniSpace provides two execution engines to meet different scenario requirements:

Built-in Execution Engine (Builtin)

• Suitable for internal enterprise services, custom tools, and API calls
• Executed through the Worker service for reliability guarantees
• Supports complex data processing, transformation, and business logic

External MCP Execution Engine (External MCP)

• Connects to professional external MCP servers
• Leverages third-party AI tool ecosystems
• Seamlessly integrates external intelligent services

📊 Enterprise-Grade Tool Ecosystem

Rapidly Import Existing Services

Step 1: Service Identification

// Example: Transform an enterprise CRM API into a tool
const crmOperator = {
  identifier: "enterprise-crm",
  name: "Enterprise CRM System",
  category: "Customer Management",
  methods: [
    {
      identifier: "get-customer",
      name: "Get Customer Information",
      inputSchema: {
        type: "object",
        properties: {
          customerId: { type: "string", description: "Customer ID" }
        }
      }
    },
    {
      identifier: "create-lead",
      name: "Create Sales Lead",
      inputSchema: {
        type: "object",
        properties: {
          name: { type: "string" },
          email: { type: "string" },
          phone: { type: "string" }
        }
      }
    }
  ]
};

Step 2: Configure Execution Logic

// Tool implementation in the Worker
class EnterpriseCRMOperator {
  async execute(inputs, context) {
    const { method, customerId, name, email } = inputs;
    
    switch(method) {
      case 'get-customer':
        return await this.callCRMAPI('GET', `/customers/${customerId}`);
      case 'create-lead':
        return await this.callCRMAPI('POST', '/leads', { name, email });
    }
  }
  
  async callCRMAPI(method, endpoint, data) {
    // Call the enterprise CRM API
    const response = await axios({
      method,
      url: `${process.env.CRM_BASE_URL}${endpoint}`,
      data,
      headers: {
        'Authorization': `Bearer ${process.env.CRM_API_TOKEN}`
      }
    });
    return response.data;
  }
}

🔄 Dual Value Proposition

1. Workflow Automation

New Customer Registration
↓
[CRM Tool] Create customer profile
↓
[Email Tool] Send welcome email
↓  
[Task Tool] Create follow-up task
↓
[Notification Tool] Notify sales team

2. AI Agent Tools

// AI Agent can call directly
"Please look up the details for customer ID C12345"

// The system automatically calls the enterprise-crm_get-customer tool
{
  "tool": "enterprise-crm_get-customer",
  "params": {
    "customerId": "C12345"
  }
}

🛠️ Tool Development Guide

1. Data Processing Tools

// Financial data analysis tool
const financeAnalyzer = {
  identifier: "finance-analyzer",
  methods: [{
    identifier: "monthly-report",
    configuration: {
      transformation: `
        // Calculate monthly financial metrics
        const revenue = inputs.transactions
          .filter(t => t.type === 'income')
          .reduce((sum, t) => sum + t.amount, 0);
        
        const expenses = inputs.transactions
          .filter(t => t.type === 'expense')  
          .reduce((sum, t) => sum + t.amount, 0);
        
        return {
          revenue,
          expenses,
          profit: revenue - expenses,
          profitMargin: ((revenue - expenses) / revenue * 100).toFixed(2) + '%'
        };
      `
    }
  }]
};

2. Integration Tools

// WeChat Work notification tool
const wechatNotifier = {
  identifier: "wechat-work",
  methods: [{
    identifier: "send-message",
    configuration: {
      corpId: process.env.WECHAT_CORP_ID,
      corpSecret: process.env.WECHAT_CORP_SECRET,
      agentId: process.env.WECHAT_AGENT_ID
    }
  }]
};

3. Business Process Tools

// Purchase approval tool
const purchaseApproval = {
  identifier: "purchase-approval",
  methods: [{
    identifier: "submit-request",
    configuration: {
      approvalRules: {
        "< 1000": ["direct_manager"],
        "< 10000": ["direct_manager", "finance_manager"], 
        ">= 10000": ["direct_manager", "finance_manager", "ceo"]
      }
    }
  }]
};

Advanced Automation

Conditional Workflows

Build intelligent conditional workflows based on tools:

1. Navigate to Automation > Create Workflow
2. Set trigger conditions
3. Add tool nodes and conditional branches
4. Configure tool execution logic for different conditions
5. Save and test the workflow

Multi-Step Intelligent Workflows

Build complex workflows that incorporate multiple tools:

Trigger: New order created
↓
[Inventory Tool] Check inventory status
↓
[Pricing Tool] Calculate final price
↓
[Payment Tool] Process payment
↓
[Logistics Tool] Arrange shipment
↓
[Notification Tool] Send confirmation

AI-Enhanced Tool Orchestration

Integrate AI agents into workflows:

Customer inquiry email
↓
[AI Tool] Analyze email intent and sentiment
↓
[Routing Tool] Route based on AI analysis results
↓
[Business Tool] Execute corresponding business logic
↓
[AI Tool] Generate personalized reply
↓
[Email Tool] Send reply

Resource Management

Team Capacity Planning

Plan team resources and workload:

1. Navigate to Resources > Capacity Planning
2. View team members' available time and assigned work
3. Adjust task assignments via drag-and-drop
4. Identify overloaded or idle team members
5. Optimize resource allocation to improve efficiency

Advanced Gantt Charts

Use advanced Gantt charts to manage complex projects:

1. Navigate to the project's Gantt Chart view
2. Set task dependencies (predecessor tasks must be completed first)
3. Set milestones and key dates
4. Adjust task durations and resource allocations
5. Monitor the project's critical path

MCP Agent Tool Integration

🤖 AI Agent Tool Ecosystem

GeniSpace's tool architecture fully supports the MCP (Model Context Protocol) standard, enabling enterprise tools to seamlessly transform into tools available to AI agents.

Automatic Tool Discovery

// The system automatically converts tools into MCP tools
GET /api/mcp/tools

Response:
{
  "success": true,
  "data": [
    {
      "name": "enterprise-crm_get-customer",
      "displayName": "Get Customer Information", 
      "description": "Retrieve detailed information for a specific customer from the enterprise CRM system",
      "category": "Customer Management",
      "inputSchema": {
        "type": "object",
        "properties": {
          "customerId": {
            "type": "string",
            "description": "Unique customer identifier"
          }
        },
        "required": ["customerId"]
      },
      "executionEngine": "builtin"
    }
  ]
}

Intelligent Tool Invocation

// AI Agent natural language interaction
User: "Please look up the contact details and purchase history for customer Zhang San"

// The system automatically identifies and invokes the relevant tools
Agent: "Let me look up Zhang San's information for you"

// 1. Call the customer search tool
POST /api/mcp/tools/execute
{
  "toolName": "enterprise-crm_search-customer",
  "params": {
    "name": "Zhang San"
  }
}

// 2. Get detailed information based on search results
POST /api/mcp/tools/execute
{
  "toolName": "enterprise-crm_get-customer",
  "params": {
    "customerId": "C12345"
  }
}

// 3. Get purchase history
POST /api/mcp/tools/execute
{
  "toolName": "enterprise-order_get-history", 
  "params": {
    "customerId": "C12345"
  }
}

🔧 Tool Configuration Best Practices

1. Enterprise Service Tool Configuration

ERP System Integration Tool

{
  "identifier": "enterprise-erp",
  "name": "Enterprise ERP System",
  "category": "Enterprise Management",
  "executionType": "api",
  "configuration": {
    "baseURL": "https://erp.company.com/api/v1",
    "authentication": {
      "type": "oauth2",
      "clientId": "${ERP_CLIENT_ID}",
      "clientSecret": "${ERP_CLIENT_SECRET}"
    },
    "timeout": 30000
  },
  "methods": [
    {
      "identifier": "get-inventory",
      "name": "Query Inventory",
      "description": "Query inventory quantity and status for a specified product",
      "inputSchema": {
        "type": "object", 
        "properties": {
          "productCode": {
            "type": "string",
            "description": "Product code"
          },
          "warehouseId": {
            "type": "string", 
            "description": "Warehouse ID (optional)"
          }
        },
        "required": ["productCode"]
      },
      "configuration": {
        "endpoint": "/inventory/query",
        "method": "GET"
      }
    }
  ]
}

Data Analytics Tool

{
  "identifier": "sales-analytics",
  "name": "Sales Data Analytics",
  "category": "Data Analytics", 
  "methods": [
    {
      "identifier": "monthly-sales-report",
      "name": "Monthly Sales Report",
      "configuration": {
        "transformation": `
          // Powerful data processing capabilities
          const { startDate, endDate, region } = inputs;
          
          // 1. Data aggregation
          const salesData = await this.querySalesData(startDate, endDate, region);
          
          // 2. Trend analysis
          const trends = this.calculateTrends(salesData);
          
          // 3. Generate insights
          const insights = this.generateInsights(trends);
          
          return {
            summary: {
              totalRevenue: salesData.reduce((sum, sale) => sum + sale.amount, 0),
              totalOrders: salesData.length,
              averageOrderValue: salesData.reduce((sum, sale) => sum + sale.amount, 0) / salesData.length
            },
            trends,
            insights,
            recommendations: this.getRecommendations(insights)
          };
        `
      }
    }
  ]
}

2. External Service Integration

Third-Party AI Service Tool

{
  "identifier": "openai-gpt",
  "name": "OpenAI GPT Service",
  "category": "AI Services",
  "executionType": "mcp",
  "configuration": {
    "mcpServerUrl": "https://api.openai.com/v1/mcp",
    "mcpAuth": {
      "Authorization": "Bearer ${OPENAI_API_KEY}"
    }
  },
  "methods": [
    {
      "identifier": "text-completion",
      "name": "Text Generation",
      "configuration": {
        "mcpToolName": "gpt_text_completion"
      }
    }
  ]
}

📈 Tool Performance Monitoring

Real-Time Monitoring Metrics

1. Execution Performance

   • Average response time
   • Success rate statistics
   • Error type distribution
   • Concurrent processing capacity

2. Business Metrics

   • Tool invocation frequency
   • User usage preferences
   • Cost-benefit analysis
   • Business value contribution

3. System Health

   • Worker service status
   • External service availability
   • Resource utilization
   • Performance bottleneck identification

Intelligent Operations

// Automatic fault recovery
const healthCheck = {
  "identifier": "auto-recovery",
  "methods": [{
    "identifier": "service-monitor",
    "configuration": {
      "transformation": `
        // Monitor external service health status
        const services = ['crm', 'erp', 'email', 'sms'];
        const healthStatus = {};
        
        for (const service of services) {
          try {
            await this.checkServiceHealth(service);
            healthStatus[service] = 'healthy';
          } catch (error) {
            healthStatus[service] = 'unhealthy';
            // Automatically switch to backup service
            await this.switchToBackupService(service);
          }
        }
        
        return { healthStatus, timestamp: new Date().toISOString() };
      `
    }
  }]
};

Security & Permissions

Tool Security Management

GeniSpace provides enterprise-grade tool security management mechanisms:

1. Access Control

• Tool-Level Permissions: Control which users can use specific tools
• Method-Level Permissions: Fine-grained control over access to different methods within a tool
• Data Permissions: Restrict accessible data ranges based on user roles

2. Security Auditing

• Call Logs: Record detailed information for all tool invocations
• Parameter Auditing: Monitor usage of sensitive parameters
• Anomaly Detection: Identify abnormal invocation patterns and potential security threats

3. Data Protection

• Parameter Encryption: Sensitive parameters are automatically encrypted for storage and transmission
• Output Masking: Automatically identify and mask sensitive information in outputs
• Compliance Checks: Ensure data processing complies with GDPR, SOX, and other regulations

Role & Permission Management

Set up fine-grained permission controls:

1. Navigate to Settings > Roles & Permissions
2. Create custom roles (e.g., Project Manager, Viewer, Editor)
3. Assign specific permissions (e.g., create tasks, manage teams, view reports)
4. Assign roles to team members

Multi-Factor Authentication

Enable multi-factor authentication to enhance account security:

1. Navigate to Personal Settings > Security
2. Enable multi-factor authentication
3. Choose a verification method (authenticator app, SMS, or email)
4. Follow the steps to complete setup

Audit Logs

View detailed system activity records:

1. Navigate to Settings > Audit Logs
2. View detailed records of all user activities
3. Filter logs by user, operation type, or date
4. Export logs for compliance review

Customization & Branding

Workspace Customization

Customize your workspace to fit your needs:

1. Navigate to Settings > Workspace
2. Upload your company logo and set custom theme colors
3. Customize fields and forms (add custom fields)
4. Create templates (task templates, project templates, etc.)

Custom Workflow Templates

Create company-specific workflow templates:

1. Navigate to Templates > Workflow Templates
2. Create a new template or save an existing workflow as a template
3. Customize trigger conditions and actions
4. Share with team members

Advanced Collaboration Features

Team Spaces

Create dedicated team collaboration spaces:

1. Navigate to Team Spaces
2. Create a new team space and invite members
3. Set up dedicated projects, documents, and discussion areas
4. Configure team-specific workflows and automations

Document Collaboration

Collaborate with team members on document editing:

1. Navigate to the project's Documents section
2. Create or upload documents
3. Invite team members to collaborate on editing
4. View version history and change logs
5. Link documents to specific tasks

🌟 Enterprise Use Cases

1. Intelligent Customer Service

Traditional Model vs. Intelligent Tool Model

Traditional model:

Customer inquiry → Human agent → Manual system query → Reply to customer

Intelligent tool model:

Customer inquiry → AI Agent → Automatic tool invocation → Intelligent reply
             ↓
    [Customer Info Tool] [Order Query Tool] [Inventory Check Tool]
             ↓
    Personalized solution + Proactive service suggestions

2. Intelligent Supply Chain Management

Market Forecast Tool → Demand Analysis → Auto-Replenishment Tool
     ↓              ↓              ↓
Weather/Holiday    Sales Trend      Inventory Optimization
Data Tool         Analysis Tool      Tool

3. Intelligent Financial Analysis

[Data Collection Tool] → [Financial Analysis Tool] → [Risk Assessment Tool] → [Decision Advisory Tool]
       ↓                ↓                ↓                ↓
  Multi-source data    Auto report      Compliance        Investment
  integration          generation       checks            recommendations

4. Intelligent Human Resources

Recruitment process automation:
[Resume Screening Tool] → [Interview Scheduling Tool] → [Background Check Tool] → [Onboarding Process Tool]

Employee development:
[Performance Analysis Tool] → [Training Recommendation Tool] → [Career Planning Tool]

🚀 Core Architecture Value

1. Build Once, Reap Multiple Benefits

Tool Creation → Dual Application

• ✅ Workflow Automation: Improve operational efficiency
• ✅ AI Agent Tools: Enhance decision-making capabilities
• ✅ API Service Reuse: Reduce development costs
• ✅ Knowledge Accumulation: Transform enterprise wisdom into assets

2. Ecosystem Synergy

Existing Enterprise Services → Standardized Tools → Intelligent Workflows
      ↓              ↓              ↓
   Rapid integration  Unified management  Scalable deployment
      ↓              ↓              ↓
   Lower barriers    Higher efficiency   Enhanced innovation

3. Continuous Evolution

• Tool Marketplace: Share outstanding tools to accelerate innovation
• AI Enhancement: Continuous learning and optimization with intelligent recommendations
• Ecosystem Expansion: Connect more external services and AI capabilities
• Standardization: Follow open standards like MCP to ensure compatibility

📊 ROI Assessment

Before and After Comparison

Metric	Traditional Model	Intelligent Tool Model	Improvement
Workflow Development Time	Weeks to months	Hours to days	90%↑
AI Tool Integration Cost	Expensive custom development	Zero-code configuration	95%↓
System Integration Complexity	Point-to-point integration	Unified tool interface	80%↓
Operations Management Efficiency	Distributed management	Unified monitoring	70%↑
Business Response Speed	Manual processing	Automated processing	500%↑

Success Stories

A Manufacturing Enterprise

• Integrated 15 systems including ERP, CRM, and WMS
• Built over 200 business tools
• Achieved 80% automation of daily business operations
• AI agents handled 60% of customer inquiries

A Financial Institution

• Consolidated core systems including risk control, trading, and customer service
• Developed over 150 specialized tools
• Improved risk identification accuracy to 99.5%
• Increased customer service efficiency by 300%

Next Steps

Congratulations — you now understand GeniSpace's revolutionary intelligent tool architecture! This architecture will help you:

🎯 Get Started Now

• Assess Existing Services: Identify enterprise services that can be transformed into tools
• Create an Integration Plan: Prioritize and implement in phases
• Pilot Project: Choose a business scenario to start a pilot

📚 Deep Dive

• See Custom Operators to learn how to create custom tools
• Browse MCP Tools to learn about AI agent integration
• Refer to Operator Best Practices for industry experience

🤝 Get Support

• Join our GitHub developer community to connect with experts
• Contact the Enterprise Service Team for customized support

Start your intelligent tool journey and let AI truly create value for your enterprise! 🚀