Feature List - OpenRails How-To

Feature Inventory

The table below lists every major feature in OpenRails along with its current status and a link to the corresponding how-to guide.

Feature	Status	Category	Guide
Login & Authentication	Stable	Getting Started	Logging In
Project Management	Stable	Getting Started	Creating a Project
Dashboard & Navigation	Stable	Getting Started	Navigating the Dashboard
LLM Key Management	Stable	Getting Started	Configuring LLM Keys
Multi-LLM Chat	Stable	Chat	Starting a Conversation
RAG Context Injection	Stable	Chat	Using RAG Context
Audio Transcription	Stable	Chat	Audio Transcription
Embeddable Chat Widget	Stable	Chat	Widget Embedding
Document Upload & Ingestion	Stable	Documents	Uploading Documents
Ingestion Pipeline	Stable	Documents	Document Ingestion Pipeline
Data Lakes	Stable	Documents	Managing Data Lakes
RAG Collections (Vector / Graph RAG)	Stable	Documents	Configuring RAG Collections
Agent Creation & Management	Stable	Agents	Creating an Agent
Agent Tools	Stable	Agents	Configuring Agent Tools
Agent Execution & HITL	Stable	Agents	Running an Agent
Agent Templates	Stable	Agents	Agent Templates
Symphonies & Playbooks	Stable	Agents	Symphonies & Playbooks
MCP Server Connections	Stable	Integrations	Connecting MCP Servers
Connectors (Basecamp, Azure DevOps)	Stable	Integrations	Configuring Connectors
Web Crawler	Stable	Integrations	Web Crawler Setup
Scheduling & Automations	Stable	Integrations	Scheduling Automations
Evaluation Test Cases	Stable	Evaluation	Creating Test Cases
Evaluation Runs	Stable	Evaluation	Running Evaluations
Evaluation Results	Stable	Evaluation	Reviewing Results
Data Labeling	Stable	Governance	Data Labeling
De-identification (PII)	Stable	Governance	De-identification
Governance Pipeline	Stable	Governance	Governance Pipeline

Guides by Category

Getting Started

Logging In — Login flow, authentication, and user roles
Creating a Project — Step-by-step project creation and settings
Navigating the Dashboard — Dashboard layout, sidebar, and sections
Configuring LLM Keys — Adding API keys, configuring local models, enterprise-grade encryption

Chat

Starting a Conversation — Create a bot, select a model, and start chatting
Using RAG Context — Link data lakes, enable RAG, understand citations
Audio Transcription — Voice input with speech-to-text (local and remote)
Widget Embedding — Embed chat widget with JWT auth and customization

Documents

Uploading Documents — File upload, supported formats, batch limits
Document Ingestion Pipeline — Parse, chunk, embed, and index workflow
Managing Data Lakes — Create/edit data lakes, permissions, scheduling
Configuring RAG Collections — Vector collections and Graph RAG setup

Agents

Creating an Agent — Agent creation, type selection, tool and document assignment
Configuring Agent Tools — Tool catalog, binding schemas, credentials
Running an Agent — Execution, monitoring, HITL approvals, budget limits
Agent Templates — Template creation, versioning, step definitions
Symphonies & Playbooks — Multi-agent orchestration and sequential workflows

Integrations

Connecting MCP Servers — MCP connection setup, tool discovery, health checks
Configuring Connectors — Basecamp, Azure DevOps, credential setup
Web Crawler Setup — Crawler configuration, depth/concurrency, auto-embed
Scheduling Automations — Cron expressions, evaluation and playbook scheduling

Evaluation

Creating Test Cases — Test case authoring, expected outputs, scoring
Running Evaluations — Manual and scheduled runs, execution flow
Reviewing Results — Run history, pass/fail, result comparison

Governance

Data Labeling — Labeling workflows, dataset management, classification
De-identification — PII rules, masking configuration, pipeline setup
Governance Pipeline — End-to-end governance, security levels, audit trails

How-To Guides

Feature Inventory

Guides by Category

Getting Started

Chat

Documents

Agents

Integrations

Evaluation

Governance