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Beskline User Guide & Guidelines

Learn how to build AI agents, connect WhatsApp & website widgets, manage catalogue items, and top up credits.

Quick Topics:

Beskline — User Guide & Guidelines

Welcome to Beskline — the business-oriented AI chat workspace where every conversation starts with a purpose.

This guide provides a step-by-step walkthrough for setting up your account, creating custom AI agents, managing product catalogues, embedding chat widgets on websites, connecting WhatsApp channels, configuring Gmail API, creating hosted Agentic Sites, setting up Model Context Protocol (MCP) tool adapters, using the PAP Hub, managing AI credits, and leveraging advanced workspace features.

1. Getting Started & Account Setup

Sign In & Onboarding

  1. Navigate to the Beskline application in your web browser.
  2. Click Sign In to log in using your registered credentials.
  3. If logging in for the first time, you will be prompted to claim your unique handle (e.g.
    code
    @yourname
    or
    code
    @company
    ).
  4. Upon completing onboarding, you will receive 1,000 starter credits and land on the main Dashboard.

2. Creating AI Agents via Intake Briefs

In Beskline, every AI agent is built from an Intake Brief — a structured framework that shapes how the AI understands its identity and goals.

Step-by-Step Agent Creation

  1. On the Dashboard sidebar, click New Agent.
  2. Fill out the Intake Brief fields:
    • Agent Name / Title: Give your agent a recognizable name (e.g., Customer Care Specialist, Sales Assistant).
    • Role: Define who the agent is (e.g., "Senior Tech Support Representative for Acme Corp").
    • Objective: State what the agent should accomplish (e.g., "Resolve customer issues and guide users to relevant products").
    • Context: Provide essential background knowledge, guidelines, or attach document files (
      code
      .txt
      ,
      code
      .pdf
      ,
      code
      .md
      ,
      code
      .json
      ,
      code
      .csv
      ).
    • Tone: Set the agent's personality (e.g., Professional, Warm, Concise, Direct).
    • Constraints: Set explicit limits (e.g., "Never give financial advice; do not make promises on discounts").
    • Escalation Guidelines: Define when to hand over conversations to a human team member.
  3. Attach Documents (Optional): Upload text, Markdown, or data files directly into the brief context. Their contents will be compiled into the agent's system prompt.
  4. Design Custom LangGraph Workflows (Optional): Expand field
    code
    09 Custom LangGraph Workflow
    in the Intake Brief to visually configure multi-agent routing graphs, supervisor decision nodes, catalog search tools, and human escalation interrupts.
  5. Click Create Agent. Your compiled system prompt is generated automatically!

3. Choosing AI Models & Managing Agent Settings

Beskline supports top-tier AI models via OpenRouter.

Selecting & Switching Models

  1. Open an agent's brief view by clicking the top header menu or View Brief icon (
    code
    MoreVertical
    ).
  2. Select your desired AI Model from the Model Selector dropdown:
    • Google Gemini 2.5 Flash (Fast & cost-effective, ideal for general chat)
    • Anthropic Claude 3.5 Sonnet (High accuracy, excellent for complex reasoning)
    • OpenAI GPT-4o / GPT-4o-mini (Versatile, multimodal support)
    • DeepSeek Chat V3 / DeepSeek R1 (Advanced logic & reasoning)
    • Meta Llama 3.3 70B (Open-weights performance)
  3. Visibility Settings:
    • Public: Appears in the public directory and can be discovered/adopted by other users.
    • Private: Restricted to a designated username handle.
    • Unlisted: Accessible only via direct URL.
  4. Click Save Brief Changes.

4. Using the Workspace Chat & File Attachments

Chatting with Your Agent

  • Type your message into the bottom compose bar and press
    code
    Enter
    or click Send.
  • Responses stream in real-time with formatted markdown support (code blocks with copy buttons, tables, lists, and links).

Attaching Images & Documents

  • Click the Paperclip Icon in the chat compose bar.
  • Attach images (
    code
    .png
    ,
    code
    .jpg
    ,
    code
    .webp
    ) or documents (
    code
    .pdf
    ,
    code
    .txt
    ,
    code
    .csv
    ,
    code
    .md
    ).
  • If you attach media files to a text-only model, Beskline will notify you and offer a one-click option to switch to a multimodal vision model (such as Gemini 2.5 Flash or GPT-4o).

5. Human Escalation & De-escalation

When a conversation requires human intervention (e.g., complex complaints or VIP client requests), Beskline allows seamless switching between AI and Human mode.

Escalating to a Human Agent

  1. In the chat header, click Escalate to Human.
  2. Provide a brief reason for escalation (optional).
  3. The conversation model changes to
    code
    human
    .
  4. The AI stops responding, and a push notification is sent to the workspace owner.
  5. You can reply directly in the chat bar as a human agent.

De-escalating Back to AI

  1. When finished, click Return to AI Agent in the chat header.
  2. Select the AI model to resume the conversation.
  3. The AI agent takes over subsequent replies automatically.

6. Managing Services & Product Catalogue

Active catalogue items are automatically injected into your AI agents' context, allowing them to answer product inquiries and quote accurate prices.

Adding Catalogue Items

  1. Click the Catalog & Portfolio tab on the left sidebar.
  2. Click Add Item.
  3. Fill in the item details:
    • Name: e.g. "Premium Consulting Session"
    • Type: Select Product or Service
    • Price: Numeric value (e.g.
      code
      150
      )
    • Category & SKU: Optional categorizers
    • Description: Detailed description of what is included.
  4. Set status to Active and click Save.
  5. All active catalog items are now instantly available as reference material across all your AI agents!

7. Embedding Chat Widgets on Your Website

You can place your Beskline AI agents on external websites as embeddable chat widgets.

Setting Up the Chat Widget

  1. Click the Widget tab on the left sidebar.
  2. Customize your widget branding:
    • Widget Title: e.g., "Customer Support"
    • Welcome Message: Initial greeting for website visitors.
    • Primary Color: Choose your brand color scheme.
  3. Select default agent and primary language.
  4. Copy the generated JavaScript snippet:
html
<script
  src="https://your-beskline-domain.com/widget.js"
  data-client-id="YOUR_USER_ID"
  data-agent="AGENT_ID"
  data-language="en">
</script>
  1. Paste the snippet into the
    code
    <head>
    or
    code
    <body>
    of your website HTML.
  2. Use the Live Widget Preview panel on the Widget tab to test changes in real time!

8. Integrating WhatsApp (Whapi, WaAPI, Twilio, 360dialog)

Allow customers to chat with your AI agents directly over WhatsApp.

Connecting a WhatsApp Provider

  1. Click the WhatsApp tab on the left sidebar.
  2. Choose your API Provider:
    • Whapi.cloud: Enter your Channel ID and API Token.
    • WaAPI.app: Enter your Instance ID and API Token.
    • Twilio: Configure Account SID, Auth Token, and WhatsApp sender phone number.
    • 360dialog: Configure Meta Cloud API credentials and D360-API-KEY.
  3. Set your Display Phone Number and select the default Assigned Agent.
  4. Register the Webhook URL shown on screen in your provider dashboard:
    code
    https://your-beskline-domain.com/api/whatsapp/webhook
  5. Click Save Connection.
  6. Customers texting your WhatsApp number will now receive instant AI agent responses!

9. Managing AI Credits & Top-Ups (Tchokopay)

Beskline uses a transparent credit system (1 Credit = $0.001 USD equivalent) based on token usage.

Checking Credit Balance

  • Your remaining credit balance is displayed at the top of the sidebar.
  • Detailed token consumption is logged per message completion.

Topping Up Credits with Tchokopay

  1. Click Top Up Credits in the sidebar or Settings modal.
  2. Select a top-up package:
    • 1,500 Credits: 1,000 FCFA
    • 5,000 Credits: 3,000 FCFA
    • 10,000 Credits: 6,000 FCFA
    • 26,250 Credits: 15,000 FCFA
  3. Click Pay with Tchokopay Mobile Money.
  4. Complete the Mobile Money payment on the checkout page.
  5. Your credits will be updated automatically upon payment verification!

10. Discovering & Adopting Public Agents

Exploring Public Agents

  1. Click Finder / Public Agents in the sidebar.
  2. Search by agent title, role, or creator username.
  3. Click on an agent to view its public profile and welcome introduction.

Adopting / Cloning an Agent

  1. Click Adopt Agent on any public agent profile.
  2. A duplicate of the agent complete with its system prompt is added to your private workspace.
  3. You can customize the adopted agent's brief and model freely without affecting the original creator's agent.

11. Personal Agent Protocol (PAP) Hub

Beskline natively supports the Personal Agent Protocol (PAP v1.0) for standard inter-agent capability discovery, Agent Cards (

code
.well-known/pap.json
), direct completions, and asynchronous task delegation.

Key Capabilities:

  • Agent Registry & Agent Cards: View
    code
    .well-known/pap.json
    manifests declaring role, model, and capabilities for any public agent.
  • PAP API Keys: Generate secret tokens (
    code
    pap_live_...
    ) to grant external platforms or remote agents secure access to your agents.
  • Task Delegation Sandbox: Dispatch async tasks with JSON parameters directly to local or remote PAP agents.
  • Webhooks & Events: Receive real-time HMAC-signed POST notifications when tasks complete or fail.

12. Answer Engine Optimization (AEO) & GEO Toolkit

Beskline includes a full AEO & GEO Hub designed to optimize your online presence for direct citations in Perplexity, ChatGPT, Claude, and AI search engines.

Using the AEO & GEO Hub

  1. Click the AEO Hub or GEO Hub tab in the sidebar.
  2. Traditional Site Generator:
    • Select a schema type: FAQPage, Product, Service, Organization, or llms.txt.
    • Fill in your business details.
    • Click Generate AEO Markup to output ready-to-use HTML
      code
      <script type="application/ld+json">
      tags or
      code
      llms.txt
      files.
    • Copy and paste the snippet into your site's
      code
      <head>
      or publish
      code
      /llms.txt
      on your domain root.
  3. AEO Site Auditor:
    • Enter any target site URL (e.g.
      code
      https://yourcompany.com
      ).
    • Click Run Audit.
    • Review your AEO Readiness Score (0-100),
      code
      /llms.txt
      status, JSON-LD schema detection, AI bot crawler access (
      code
      robots.txt
      ), and content readability recommendations.
  4. Agentic Sites Native AEO:
    • All Beskline Agentic Sites (
      code
      /site/[slug]
      ) natively serve
      code
      /site/[slug]/llms.txt
      and
      code
      /site/[slug]/llms-full.txt
      endpoints and automatically include Schema.org JSON-LD tags.

13. Model Context Protocol (MCP) & AI Agent Security (v2)

Beskline protects your connected external MCP tool servers and WebMCP agentic sites using MCP Security Architecture v2, guaranteeing deterministic protection against prompt injection, rug pulls, and unauthorized data exfiltration.

Beskline Native MCP Server

Beskline includes a built-in Native MCP Server (

code
/api/mcp/server
) that exposes 22 native platform feature tools:

  • Catalog & Portfolio: Query, add, edit, or delete catalog items (
    code
    beskline_get_catalog
    ,
    code
    beskline_add_catalog_item
    , etc.).
  • AI Agents: List, inspect, create, or update workspace AI agents (
    code
    beskline_list_agents
    ,
    code
    beskline_create_agent
    , etc.).
  • Chat Conversations: Fetch thread histories, send messages, or escalate chats to human support (
    code
    beskline_list_chats
    ,
    code
    beskline_send_message
    ,
    code
    beskline_escalate_chat
    ).
  • Profile & Balances: Query user details and credit balance (
    code
    beskline_get_profile
    ).
  • Workspace Team: List team members and send invitations (
    code
    beskline_list_team
    ,
    code
    beskline_invite_team_member
    ).
  • Gmail API: Search inbox messages and send emails via connected Gmail credentials (
    code
    beskline_gmail_search
    ,
    code
    beskline_gmail_send
    ).
  • Agentic Sites: List and publish hosted WebMCP agentic portals (
    code
    beskline_list_sites
    ,
    code
    beskline_create_site
    ).
  • PAP Protocol: Manage PAP API keys and delegate async agent tasks (
    code
    beskline_list_pap_keys
    ,
    code
    beskline_create_pap_task
    ).
  • WhatsApp: Query connection and session statuses (
    code
    beskline_get_whatsapp_status
    ).

To connect Beskline's Native MCP Server to your workspace AI agents or external clients (such as Claude Desktop, Cursor, ChatGPT, or remote agent frameworks):

  1. Navigate to the MCP Adapters tab on the sidebar.
  2. In the Beskline Native MCP Server card, view your Endpoint URL (
    code
    https://your-domain.com/api/mcp/server
    ).
  3. Under Access Token (Bearer Authentication), click Generate Access Token (or Generate New Token) to obtain a secret Bearer token (
    code
    pap_live_...
    ).
  4. Click Copy Token or Copy Header (
    code
    Bearer pap_live_...
    ).
  5. Configure your external AI agent or client with the MCP Endpoint URL and set header
    code
    Authorization: Bearer <your_access_token>
    .
  6. To auto-register the native server within Beskline's workspace, click Auto-Register Native Tools — this automatically generates and binds your Bearer access token so server-to-server tool executions pass authentication seamlessly.

Security Highlights

  1. Tool Definition Pinning (A4): Every connected MCP adapter generates a cryptographic SHA-256 hash when tools are discovered. If an external server attempts to alter its tool descriptions or input schemas post-approval (a "rug pull"), Beskline automatically disables the server and alerts you.
  2. Raw Parameter Human Approvals (A2): State-changing actions (such as financial transactions or data deletion) halt execution until confirmed by you in an out-of-band modal. The approval screen renders strictly from raw parameter values (not model summaries) to prevent agent forgery.
  3. SSRF & Network Egress Protection (A3): Tool calls attempting to target internal network addresses (such as
    code
    127.0.0.1
    or cloud metadata services) are deterministically blocked.
  4. Audience-Bound Authorization (A1): Access tokens use OAuth resource indicators (RFC 8707) so tokens cannot be intercepted or replayed across different tool servers.

14. Gmail API Mailbox Integration

Allow AI agents to read, compose, search, and manage emails securely using official Google OAuth credentials.

Setting Up Gmail Integration:

  1. Open the Gmail API tab in the sidebar.
  2. Enter your Google Client ID, Client Secret, and OAuth Refresh Token.
  3. Enable authorized agent actions (e.g. read, draft, send, mark as read).
  4. Connected capabilities will be automatically made available to authorized AI agents!

15. Hosted Agentic Sites & WebMCP Runtime

Turn your connected MCP server tools into client-facing, standalone hosted web apps at

code
/site/[slug]
.

Building an Agentic Site:

  1. Navigate to the Agentic Sites tab on the sidebar.
  2. Click Create New Site and configure your site slug, branding, and description.
  3. Attach tool actions from your connected MCP servers.
  4. Visitors can invoke tools through the interactive human UI or AI agents can discover and call them via WebMCP manifests (
    code
    /site/[slug]/.well-known/webmcp.json
    ).

16. Language & Theme Customization

Changing Language

  • Beskline supports 10 Languages: English, Spanish, French, German, Arabic (RTL support), Chinese, Japanese, Portuguese, Russian, and Hindi.
  • Switch your preferred language at any time using the global Language Selector in the header.
  • AI agents will automatically respond in your selected language!

Switching Themes

  • Toggle between Light (Case-File Dossier), Dark Mode, and System Default in the header or Settings menu.

17. Installing the PWA App

Beskline is fully optimized as a Progressive Web App (PWA) for desktop and mobile devices.

Installation Instructions

  • Desktop (Chrome / Edge / Brave): Click the Install App button in the top navigation bar or address bar.
  • Mobile (iOS Safari): Tap the Share icon in Safari and select Add to Home Screen.
  • Mobile (Android Chrome): Tap the menu dots and select Install App or Add to Home Screen.