Windsor.ai
Query marketing data across sources, and adjust campaigns on some ad platforms.
This is an Express tool. Zero Human has already set up the server address, the permissions and the sign-in, so you connect it by pressing Connect and signing in with your own account. What Express is.
What a member can do
- Query marketing, sales, analytics, CRM and e-commerce data from the sources connected in Windsor.ai.
- Ask questions in plain language about campaign performance, spend and conversions across those sources.
- Take a limited set of actions on some ad platforms, such as pausing a campaign or changing a budget.
Each task names the Windsor.ai tools it may call. windsor-ai on a task means every tool the Windsor.ai server offers; a name such as windsor-ai.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.
Who connects it
A Windsor.ai connection acts as the Windsor.ai account that signed in when it was connected. It can do what that account can do, and no more.
Anyone who may change tools in your enterprise can connect Windsor.ai for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.
A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.
What waits for you
In a run, nothing on Windsor.ai waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.
In a chat, a Windsor.ai tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.
Setup
Before you connect
The Windsor.ai account needs at least one data source connected before there is anything to read.
Connect it
Windsor.ai is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.
- In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
- Under Express, find Windsor.ai and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
- Windsor.ai's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
- You are back on Tools, and Windsor.ai shows as connected.
- Name the tools on the task,
windsor-aifor all of them or each by name. - Check it. Run a task that reads something from Windsor.ai. The run page shows the call and what came back.
You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your Windsor.ai account.
A first task to try
With Windsor.ai connected, give a member a task that uses it. For example:
Every Monday, report last week's spend, clicks and conversions by channel, compared with the week before.
Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the Windsor.ai tools it may use and its instructions. Nothing is created until you approve it.