Core objects
Wizard
A configured assistant that combines instructions, capabilities, display settings, and one
placement.
Capability
A reusable package of instructions and context. Skill capabilities can also expose approved
actions.
Action
A governed product operation exposed through a Skill capability. Current types are Session
API actions and client-side callbacks.
Knowledge
The reviewable workspace corpus available to experiences through an explicit retrieval scope.
Guide
A reviewed Guidance sequence containing message, perform, indicate, and ask steps.
Placement
Where and when a wizard appears: bubble, inline, sidebar, or fullscreen, optionally targeted
by page.
Resource Center
Page-aware support with curated content, Search, Ask, and its reserved Resource Center Agent.
Workspace-owned objects
Each workspace also has:- a Resource Center configuration and its reserved Resource Center Agent;
- a separately governed reserved Guidance configuration;
- one or more brand configurations, with an optional default;
- Test and Production versions of publishable configuration;
- team, identity, SDK, and MCP settings.
Naming: wizard and agent
The Dubot application uses Wizard for the assistants that end users see. Technical interfaces retain agent in routes, identifiers, artifacts, and API field names. In these docs, wizard means the product experience; agent is used only where the technical name matters.A guide is not a rigid browser recording, and a capability is not a standalone end-user
surface. Guidance is separately governed, and reviewed guides can launch from the Resource
Center. Those distinctions keep reusable context, reviewed behavior, and presentation
independently governable.