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Everything you need to build apps in your workspace — customer portals, AI agents, and the chat threads that connect them. From getting started to advanced customization.
Stacker has a new look
The builder now centers on AI threads and worker agents — portals, data, and admin in one unified workspace. Here's what changed.
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Getting Started
Learn the basics and build your first portal in minutes
AI Agents
Create agents, start threads, connect channels, and control what they can do
Internal Workspace
Agents, threads, Setup, and customizable layouts — the hub where your team works
Workflows & Advanced
Automations and REST API access
Data Setup
Tables, field types, import, and external data sync
Data Sync
Sync data from Salesforce, Stripe, HubSpot, Airtable, and more connectors
Building Portals
Create beautiful, branded portals for your external users
Users & access
Portal users, Portal Settings → Users, adding people via Data, and profile fields
Security & Access
Permissions, roles, sign-in options, and which records portal users see
Popular Articles
What's New
Worker agents, threads, channels, schedules, and granular tools — what shipped for AI agents in your workspace
Documents & e-signature
Generate documents from your records with form templates, send them for legally binding e-signature and track who has signed — all as records in your app. Signers use an emailed link in your brand or sign inside their portal; agents can prepare requests, send them (when you allow it), and react the moment a document is signed. Mirror DocuSign or Dropbox Sign envelopes into the same list.
Email & SMS through one outbox
Agents, your team and automations send and receive email and texts as Conversations and Messages records in your app, linked to the right contacts. Every address has a send policy (receive-only, person must press Send, or agents may send), drafts wait in an outbox with Send / Edit / Ask AI to revise, and simulated addresses let you test the whole loop without delivering anything.
Worker agents library
Create multiple agents per app from the Agents sidebar — each with its own instructions, model (e.g. Claude Opus), daily cost cap, max iterations per run, and auto-provisioned email address. Settings tabs cover Overview, Config, Channels, Tools, Skills, and Memories.
Threads with tool calls & memory
Start threads from New thread, hover an agent row, or the Overview composer. Agents show tool work inline — read/write records, send email, run skills — and can request extra tool grants mid-conversation. Private memory and a shared knowledge graph persist context across threads.
Slack, WhatsApp & webhooks
Connect Slack (OAuth, channel pick, @mentions or all messages), Telegram bots, WhatsApp, and inbound webhooks (HMAC-signed). Real-time voice via ElevenLabs. Per-record threads attach an agent to a specific row.
Heartbeat schedules & reminders
Describe a schedule in plain language — e.g. "Every weekday at 9am, review open tickets" — and Stacker parses it into cron. Agents wake on heartbeat to work proactively. Task and reminder tools let agents schedule follow-ups and chase stale items without a human prompting first.
Granular tool grants per agent
Toggle tools by category on each agent's Tools tab: read/write records, tasks & reminders, email & Slack, web search & computer use (live browser in thread), agentskills.io files, workspace integrations (Google Sheets, Stripe, etc.), modify schema or portal pages, and call other agents. Spreadsheet, PDF, and Word parsing is always on.