Annex 1
Product Services Description – Go
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Purpose and scope
This page defines the V7 Go Platform and features that make up the Services under the Agreement. Each entry states what the feature is, not how well it performs.
Generally available (GA): included in the Services for every V7 customer on a plan that includes the applicable feature.
Beta / limited release: offered to named customers, is subject to change, and is not covered by the SLA. Each such item is marked below.
Not listed: not part of the Services, even if it shows up in the product behind a flag.
The specific features available to Customer, the quantity, and any usage limits, are set forth in the applicable Order Form.
Platform overview
V7 Go is a cloud-hosted software platform that uses AI models to read documents and data, carry out multi-step business processes, and return structured, cited results. Customers access V7 Go through a web application, a chat interface, and/or an API/MCP connectors.
The Services fall into four (4) layers:
Layer | What it covers | Products |
|---|---|---|
Automation | Running repeatable work | Workflows, Properties, Playbooks, Go Agent, Skills, Triggers |
Knowledge | Storing and retrieving customer content | Files, Hubs, Data Stores, Context Graphs |
Interfaces | How people and systems use Go | Chat, Apps, API, MCP, Integrations |
Enterprise | Administration and control | Organizations, Workspaces, Users and roles, SSO, Usage reports, Data residency, Retention |
Automation: Workflows
Product | Definition | Status |
|---|---|---|
Workflow | A configurable table that runs the same AI-driven process on every item added to it. Each row is an Entity, each column is a Property, and each cell is a Field. Previously called an “Agent”. | Generally Available |
Entity | One item processed by a Workflow, such as a document, a company or a claim. An Entity has one Field for each Property in its Workflow. | Generally Available |
Property | A column in a Workflow that defines one piece of information to capture. A Property is either an input the user supplies, or an output that an AI tool computes from other Properties. | Generally Available |
Field | The value of one Property for one Entity: a single cell of a Workflow. A Field can be entered by a user or computed, and links to the sources it was computed from. | Generally Available |
AI tool | The model or method a computed Property uses, such as an LLM prompt, OCR, web search or code. Customers choose from the models V7 makes available; V7 may change the list. | Generally Available |
View | A saved layout of a Workflow’s Entities and Properties, with its own filters and sort order. | Generally Available |
Folder | A container that groups Workflows and sets shared access. | Generally Available |
Template | A reusable Workflow structure that can be copied to start a new Workflow. | Generally Available |
Review | A step where a person checks, corrects or approves a Field before it is used. | Generally Available |
Export | Download of Workflow data, for example as CSV or Excel. | Generally Available |
Property types. Text, Number, Date/time, URL, File (document, data file, slideshow), Single select, Multi select, User select, JSON, Reference (a link to another Workflow), Collection (a list of sub-items, each with its own Properties).
Automation: Skills and Triggers
Product | Definition | Status |
|---|---|---|
Skill | A reusable set of instructions or a tool that the Go Agent can load to do a specific kind of task. | Generally Available |
Trigger | A rule that starts a Workflow or Playbook automatically: on a schedule, on an incoming email, or on an event in a connected system. | Generally Available (schedule, email); others vary by connector |
Knowledge: Hubs, Data Stores and Context Graphs
Product | Definition | Status |
|---|---|---|
Hub | A managed collection of Files, organised in folders, indexed for search and retrieval. The Library is a Hub. | Generally Available |
File | A document or data file uploaded to, or synced into, Go. Go extracts text (including by OCR) so AI tools can read and cite it. | Generally Available |
Data Store | A structured table of records that Workflows, Playbooks and Apps can read from and write to. | Generally Available |
Context Graph | A knowledge layer, one per workspace, that extracts facts, entities and their relationships from a customer’s content, so Chat, Workflows, Playbooks and MCP can query one shared body of context. | Limited release |
Interfaces: Chat, Apps, API, MCP and Integrations
Product | Definition | Status |
|---|---|---|
Chat | A conversational interface where a user asks questions about their files and data, and asks the Go Agent to act, with citations to sources. | Generally Available |
Go Agent | The AI that carries out Chat requests and Playbooks, using the tools and data the user is allowed to access. It is separate from Workflows, which were previously called Agents. | Generally Available |
App | A custom interface built on top of Workflows, Data Stores or a Context Graph for a specific team or use case, with its own roles. | Limited release |
API | A programmatic interface that lets customer systems create and run Workflows, add data and read results, using API keys or service accounts. | Generally Available |
MCP server (inbound) | A Model Context Protocol endpoint that lets third-party AI assistants, such as Claude and ChatGPT, use Go on a user’s behalf (for example search data, run a Playbook, read its output) under that user’s permissions. | GA; the tools offered are a subset of the API |
MCP tools (outbound) | Lets the Go Agent call external MCP servers that the customer connects, as tools inside Chat, Workflows and Playbooks. | Generally Available |
Native integrations | Built-in connectors, maintained by V7, to the third-party systems listed in the table below. | Generally Available |
Third-party connector layer | Additional connectors provided through a third-party integration service. | Being replaced by native integrations and MCP |
Shareable link | A link that gives a named audience access to a specific Go resource, which its creator can revoke. | Generally Available |
Native integrations available today
Integration | What it does |
|---|---|
Affinity | Reads lists, companies and people; starts a Trigger when list entries change. |
Google Drive | Downloads files; starts a Trigger when new files arrive in a drive. |
Microsoft Outlook | Starts a Trigger when new email arrives in an inbox. |
Microsoft Teams | Reads and sends channel messages and direct messages. |
PitchBook | Searches PitchBook and reads company profiles. |
SharePoint Online | Downloads files; starts a Trigger when files change in a drive or folder. |
Where Customer connects third-party systems to their V7 Go Platform instance, such use is governed by the terms and conditions agreed upon between Customer and the licensor of the applicable third-party system; V7 provides the connection, not the third-party service.
Enterprise: Organizations, Workspaces, Authorized Users and user types
Organization denotes the Customer’s top-level account. It holds one (1) or more Workspaces, each a separate environment with its own content, members, and settings. Access flows down from Workspace to Folder to Workflow. Folders and Workflows may be set to private, enabling only their own respective members to access/see them.
A User is a named person with login credentials. A User Group is a set of Users given access together. A Service Account is a non-human identity used for API access.
Each User holds a role in each Workspace. The role establishes what the User is permitted to do and against which seat type they count. One person counts as one seat across the Organization, at the highest seat type they hold in any Workspace.
Role | What the user can do | Seat type |
|---|---|---|
Owner | Full control of a resource. Given automatically to the user who creates it; admins cannot assign it. | Builder |
Admin | Create and delete all resources, and manage access for everyone. | Builder |
Editor | Create all resources and invite other users. | Builder |
Contributor | Add Entities and update Fields, but not create or change Workflows. | Reviewer |
Reviewer | Review Workflow outputs and use Chat, but not create or configure Workflows. | Reviewer |
Reader | View resources only. Cannot change data, or create or view Chats. | Reader |
Admins can also set roles on a single Folder, Workflow, Hub, or Data Store, within the limit of the user’s Workspace role.
Product | Definition | Status |
|---|---|---|
Single sign-on (SSO) | Login through the customer’s identity provider, with a default role for new users. | Generally Available |
Usage reports | Reports of AI usage and token consumption by Workspace, Workflow and Playbook. | Generally Available |
Data, hosting and security
Product | Definition | Status |
|---|---|---|
Hosting regions | Go is hosted in the US or the EU. Each Organization is assigned to a region, and its content is stored there. | Generally Available (EU, US) |
Data residency | A Workspace setting (EU only or US only) that limits AI model calls to provider endpoints verified to process data inside that region. If a model has no verified endpoint in the region, Go refuses the call rather than send it elsewhere. Covered providers: OpenAI (direct and Azure), Anthropic (AWS Bedrock and Google Vertex for EU), and Google (Vertex). Web search (Brave, Perplexity) runs outside the region only if an admin turns that exception on. | Generally Available |
Data retention policies | Rules, set per Workspace or Workflow, that delete content automatically after a set period. | Generally Available |
Access audit log | A record of role grants, changes and removals. | Generally Available |