Platform Tellagent Cortex InForm Thrive Bases
Platform Overview 2026

One Platform.Infinite Intelligence.

Octura is a modular AI SaaS platform where powerful, purpose-built apps converge through a unified integration layer — giving teams everything from intelligent CRM and content generation to agentic workflows and public knowledge sharing.

Explore the Platform View Apps

6

Integrated Apps

100+

Data Connectors

RAG

Powered Intelligence

Platform Foundation

Built as a Modular Monolith.
Designed for Scale.

Octura's core platform provides the foundational infrastructure that every app inherits — security, identity, billing, and AI token management — so teams can subscribe to exactly what they need and grow from there.

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User, Team & Role Management

Centralized identity management with flexible team structures, granular role assignments, and the ability to invite collaborators into your organization — similar to how Slack manages workspace access.

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Security & Permissions

Enterprise-grade access controls that cascade through every app. Fine-grained permissions ensure the right people have the right access across the entire platform at every level of the hierarchy.

AI Token Management

Platform-wide token allocation and tracking. Subscribers manage their AI usage across all apps from a single dashboard, with configurable limits and real-time consumption analytics.

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Billing & Subscriptions

Modular subscription model where users start with the platform and add apps à la carte. Unified billing, usage-based pricing transparency, and admin controls for account-wide management.

Purpose-Built Apps.
Seamlessly Connected.

Each Octura app is independently built to excel at its domain, while the integration layer enables data and intelligence to flow between them.

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Tellagent

AI Agent & Workflow Management

Tellagent is the intelligence engine of Octura. Build AI agents, design agentic workflows, and deploy chatbots — all powered by your own data through RAG pipelines. A critical differentiator for compliance-driven industries like finance and insurance, where unbiased, source-verified responses are essential.

Data Sources & RAG Pipelines

Centralized document stores supporting PDF, TXT, CSV, DOC and more. Load from 100+ sources including websites, databases, APIs, Notion, Confluence, and Airtable. Automatic splitting, chunking, embedding, and vector database upserting for optimal retrieval. Reusable knowledge bases shared across agents and chatflows.

Chatbots

Create unlimited chatbots, each connected to dedicated data sources as their source of truth. Ideal for customer service, internal employee training, website Q&A, research assistance, and any domain requiring accurate, context-aware responses grounded in verified information.

AI Assistants

Multi-turn conversational assistants for productivity (email writing, document summarization, code debugging), learning (complex topic explanation, tutoring), research (information synthesis), and daily help (decision-making, idea generation). Iterate collaboratively — refine, explore, and improve ideas naturally.

Agentic AI Workflows

Automate complex, multi-step processes: stock monitoring with conditional alerts, competitor intelligence pipelines, inbox management by rules, lead generation flows, weekly calendar planning against goals, and iterative research agents that search, summarize, and synthesize autonomously.

Automation Engine

Traditional event-driven automation with system triggers, date/time scheduling, and logic-based action chains including decision trees, conditional branching, and complex if/then workflows — all executing without human intervention.

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Cortex

AI-Powered Content Generation

Cortex merges the structured knowledge management of Confluence with the advanced reasoning and creative capabilities of frontier AI. A unified workspace where teams organize, generate, and refine content — from quick pages to full-length books — all enhanced by RAG-connected data sources.

Project-Based Organization

Create one or many projects, each with a hierarchy of folders and pages for structured content storage, collaboration, and version management across teams.

AI Content Generation with RAG

Generate high-quality content directly within pages using AI enhanced by retrieval-augmented generation from Tellagent data sources — ensuring accuracy, context-awareness, and grounding in your organization's knowledge.

Advanced Research & Long-Form

Handle sophisticated content creation including in-depth research, whitepapers, technical documentation, and full book writing with iterative generation, revision, and refinement cycles.

Multimedia & Design

Generate images, videos, and website designs seamlessly within the platform. A complete creative production environment alongside your written content.

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InForm

AI-Powered Form Builder

InForm transforms form creation with AI-powered generation from natural language prompts. Build complex, multi-page forms with advanced logic, conversational design, enterprise compliance, and real-time analytics — all within an engaging, modern respondent experience.

AI Form Generation

Instantly create complete forms from simple natural language descriptions. Build multi-page, multi-step forms with smooth navigation and intelligent page logic — no manual configuration required.

Advanced Logic & Branching

Conditional logic jumps, hidden fields, and personalized respondent paths that adapt in real-time. Support for multiple choice, ratings, file uploads, payments, and rich question types.

Conversational Design

Modern, one-question-at-a-time experience with custom branding, themes, layouts, images, videos, and welcome/thank-you screens — designed to maximize engagement and completion rates.

Enterprise Compliance & Analytics

HIPAA and SOC 2 compliant with encryption, consent management, and enterprise-grade security. Real-time response tracking, reporting, sentiment analysis, data export, and seamless integrations via native connectors and Zapier.

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Thrive

AI-Powered CRM

Thrive is an intelligent, all-in-one CRM with AI embedded across every surface — from contact and deal management to task tracking, support tickets, and communications. Built for teams seeking a unified platform to manage relationships, sales, service, and growth.

Contact & Company Management

Centralized profiles with full interaction history, custom fields, and flexible organization of leads, customers, and business entities. Visual deal pipelines with Kanban boards for tracking, scoring, and forecasting.

Task & Ticket Management

Create, assign, and prioritize tasks with reminders integrated into sales and support workflows. Omni-channel help desk for logging, routing, and resolving support tickets with SLA tracking.

Communications Center

Unified inbox for phone calls, SMS, live chat, and email with full tracking and logging. Seamless meeting booking with calendar sync and AI-assisted preparation.

Automation & Analytics

AI-driven workflows for lead nurturing, follow-ups, ticket routing, and multi-channel outreach. Custom dashboards with insights, forecasting, and performance tracking across all CRM activities.

Affiliate Program Management

Built-in tools to manage partners, track referrals, calculate commissions, and monitor affiliate performance — all within the same CRM ecosystem.

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Bases

Social Knowledge & Public Discovery

Bases is the public-facing layer of Octura — a social media and discovery platform where subscribers publish content from any Octura app to the world. Think YouTube channels meets Spotify follows, but for AI-powered knowledge bases and chatbots grounded in verified data sources.

Public Discovery at Bases.Octura.ai

Free accounts to browse trending topics, discover what people are saying about popular bases, and search across the entire ecosystem of subscriber-published content and knowledge.

Follow & Subscribe

Follow subscriber bases just like YouTube channels or Spotify artists. Engage with their content, comment on chatbot interactions, and stay updated on new publications from creators and organizations you trust.

Interactive Chatbots & Source Verification

Paid accounts can interact with chatbots connected to subscriber data sources. View the underlying source information that powers each chatbot response — enabling users to validate accuracy and trust the information they receive.

Publisher Controls

Every Octura subscriber gets a Bases app where they can selectively choose which data and content from their other Octura apps to make public — maintaining full control over what the world sees.

Unified by Design

Every App Talks to Every App.

Octura's integration layer means your Tellagent data sources power Cortex content generation, InForm responses feed Thrive CRM records, and Bases publishes it all — seamlessly.

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