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Site Structure

This guide provides an overview of the Raikoo platform's organization and navigation structure. Understanding how pages are organized helps you navigate efficiently and find the features you need.

Raikoo uses a hierarchical navigation structure with three main levels:

  • Left Sidebar - Primary navigation for organization and project pages
  • Breadcrumbs - Shows your current location and allows quick navigation up the hierarchy
  • Header - Organization and project switcher for moving between contexts

The platform distinguishes between organization-level pages (shared resources and settings) and project-level pages (workflows, agents, and tools specific to a project).

Organization Level Pages

Organization-level pages manage resources and settings that are shared across all projects within your organization. These pages are accessible from the left sidebar when viewing your organization.

Dashboard

Overview of your organization with quick access to recent activity, projects, and key metrics.

AI Providers

Manage AI provider connections (OpenAI, Azure OpenAI, Anthropic, etc.) that make language models available to your organization.

Model Families

Define logical groupings of models with fallback behavior, allowing workflows to automatically select the best available model from a family.

Agents

Organization-level agent templates that can be used across multiple projects for consistent AI behavior and tool configurations.

Databases

Configure secure connections to external databases (PostgreSQL, MySQL, SQL Server, MongoDB) for agents to query and modify data.

Connections

Manage external API connections and integrations with third-party services accessible to workflows and agents.

Triggers

Define webhook endpoints and event listeners that can automatically trigger workflow executions.

Vector Stores

Configure vector database connections for semantic search, retrieval-augmented generation (RAG), and embeddings storage.

Resources

Manage files, documents, and other data resources that can be referenced by workflows and agents across projects.

Workspaces

Configure persistent workspaces where agents can create and modify files that persist across workflow executions.

Roles

Define permission roles that control what users can view and modify within the organization.

Teams

Organize users into teams for easier permission management and collaboration.

Users

Manage user accounts, invitations, and access to the organization.

Security

Configure organization-wide security settings, access policies, and audit controls.

Settings

General organization settings including name, branding, and default configurations.

Secrets

Securely store API keys, tokens, and other sensitive credentials using Azure Key Vault integration.

OAuth Configurations

Manage OAuth 2.1 provider configurations for authenticating with external services, with automatic token refresh and encryption.

Logs

View audit logs and system events for monitoring activity and troubleshooting issues.

Usage

Monitor token consumption, API usage, and costs across all projects and users in the organization.

Schedules

Configure time-based schedules for automatic workflow execution at specified intervals.

Project Level Pages

Project-level pages focus on workflows, agents, and tools specific to a single project. These pages are accessible when you navigate into a project from the organization dashboard.

Dashboard

Project overview with embedded tabs providing quick access to workflows, operations, agents, and other project entities without leaving the dashboard.

Workflows

Visual and code-based workflow definitions that orchestrate AI agents, operations, and integrations.

Operations

Reusable building blocks for workflows, including AI calls, data transformations, code execution, and integrations.

Agents

Project-specific agent configurations with custom tools, system prompts, and model settings.

Tools

Configure tools available to agents, including database tools, API integrations, MCP tools, and custom functions.

Applications

Define user-facing applications powered by workflows, including chat interfaces and API endpoints.

Context

Manage context resources like prompts, templates, and data that workflows and agents can reference.

API Endpoints

Configure REST API endpoints that expose workflow functionality to external applications.

Settings

Project-specific settings including name, description, default configurations, and permissions.

Project Tools

Project tools are interactive interfaces accessible from the project navigation. Unlike pages, these are full-featured applications for building and executing workflows.

Workflow Builder

Visual drag-and-drop workflow designer for creating and editing workflows without code. Features include:

  • Node-based visual editor with operation blocks
  • Connection management between operations
  • Parameter configuration
  • Real-time validation
  • Version control integration

Execute Workflow

Interactive workflow execution interface for running workflows with custom parameters. Features include:

  • Parameter input forms
  • Real-time execution monitoring
  • Output preview
  • Workspace file browser
  • Execution history

Chat

Interactive AI conversation interface with configured agents. Features include:

  • Agent selection and configuration
  • Multimodal input (text, images, PDFs, audio)
  • Tool activity monitoring
  • Workspace integration
  • Chat history and session management

Breadcrumbs appear at the top of each page showing your current location:

Organization Name > Project Name > Page Name

Click any breadcrumb to navigate up the hierarchy.

Organization/Project Switching

The header contains dropdowns for switching between:

  • Different organizations you have access to
  • Different projects within the current organization

Switching context updates the sidebar navigation and available pages.

The left sidebar organizes pages into logical sections:

Organization Level: - Configuration (Providers, Model Families, Agents) - Data (Databases, Vector Stores, Resources, Workspaces) - Execution (Triggers, Schedules) - Administration (Users, Teams, Roles, Security) - Monitoring (Logs, Usage) - Settings (Organization Settings, Secrets, OAuth Configs)

Project Level: - Overview (Dashboard) - Development (Workflows, Operations, Agents, Tools) - Publishing (Applications, API Endpoints) - Resources (Context) - Settings (Project Settings) - Tools (Workflow Builder, Execute Workflow, Chat)

Quick Access

The dashboard pages at both organization and project levels provide quick access cards and embedded views of frequently used features, reducing navigation clicks for common tasks.

Understanding the Hierarchy

The Raikoo platform follows a three-level hierarchy:

Organization → Project → Entities

  • Organization - The top-level container for your team, billing, and shared resources
  • Project - A logical grouping of workflows, agents, and tools for a specific use case
  • Entities - Individual workflows, agents, operations, etc. within a project

Resources defined at the organization level (providers, databases, agents) are available to all projects, promoting reuse and consistency.

Resources defined at the project level (workflows, operations, project-specific agents) are isolated to that project, allowing experimentation without affecting other projects.

Best Practices

Organization Structure

  • Create organizations for each independent team or business unit
  • Define shared resources at the organization level for reuse across projects
  • Set up providers and databases before creating projects that need them

Project Organization

  • Create projects for distinct use cases or applications
  • Use descriptive names that clearly indicate the project's purpose
  • Leverage organization-level resources rather than duplicating configurations
  • Use breadcrumbs for quick upward navigation
  • Bookmark frequently used pages in your browser
  • Use dashboard quick access cards to avoid navigating through multiple levels
  • Learn keyboard shortcuts for common operations (if available)

Permission Management

  • Define roles at the organization level for consistent access control
  • Assign users to teams for easier bulk permission management
  • Review permissions regularly as projects and team structures evolve

Common Navigation Paths

Creating a New Workflow

  1. Organization Dashboard
  2. Select Project (or create new project)
  3. Project Dashboard
  4. Navigate to Workflows page
  5. Click Create Workflow

Configuring an Agent

  1. Organization Dashboard
  2. Navigate to Agents page (for organization-level template)
  3. Or: Select Project → Agents page (for project-specific agent)
  4. Click Create or Edit Agent
  5. Configure tools, prompts, and model settings

Running a Chat Session

  1. Organization Dashboard
  2. Select Project
  3. Navigate to Chat tool
  4. Select Agent (optional)
  5. Start conversation

Managing Database Access

  1. Organization Dashboard
  2. Navigate to Databases page
  3. Create or edit database connection
  4. Then: Navigate to Agent configuration
  5. Add database tools to the agent

Monitoring Usage

  1. Organization Dashboard
  2. Navigate to Usage page
  3. View token consumption by user, project, or time period
  4. Export reports for billing or optimization

Mobile and Responsive Behavior

The Raikoo interface adapts to different screen sizes:

  • Desktop - Full sidebar navigation with all features visible
  • Tablet - Collapsible sidebar with hamburger menu
  • Mobile - Simplified navigation with priority given to core features

Some advanced features like Workflow Builder work best on larger screens.

Next Steps

Now that you understand the site structure, you can:

  • Explore organization-level settings to configure shared resources
  • Create and organize projects for different use cases
  • Navigate efficiently using breadcrumbs and quick access features
  • Manage permissions using roles and teams

Understanding the platform's structure helps you work more efficiently and leverage Raikoo's full capabilities.