What Is IteraOS?

IteraOS is your business and life OS—a full-stack platform where your data, workflows, and AI agents all live in the same place.

Instead of stitching together a CRM, email client, calendar, accounting tool, document storage, project manager, social media scheduler, landing page builder, and a separate AI assistant, IteraOS gives you:

• A unified system of record for contacts, companies, deals, emails, events, transactions, documents, media, and tasks.
• A multi-agent intelligence layer (OpenAI, Anthropic, Gemini) with retrieval-augmented generation (RAG) over your own emails, documents, projects, transactions, and prior AI conversations.
• A tooling layer with ~950 documented API endpoints across ~165 categories, covering CRM, budgets, projects, social, automations, voice memos, landing pages, and more.

The result: agents that can see your world, reason about it, and prepare actions—inside a platform you own and can fork as your business grows.

Why IteraOS Is an Agentic Platform (And Why That Matters)

Most “AI assistants” are glorified chat boxes sitting on top of someone else’s SaaS. They can talk about your work, but they cannot reliably run your workflows.

An agentic platform is different. It combines:

• Goal-directed reasoning – the system understands objectives and can break them into steps.
• Tool use – agents call real APIs and workflows (updating CRM records, generating boards, processing documents, reconciling ledgers), not just text.
• Memory and context – agents retrieve from your actual emails, documents, projects, transactions, and chat history.
• Reflection and correction – the system can detect low confidence, enforce policies, stop itself, and surface queues for human approval.

IteraOS is built around that pattern. The intelligence layer is model-agnostic and agents operate directly against the platform’s own database and APIs. Automations are supervised, health checks are built in, and the system is engineered to detect, constrain, and correct errors before they become business actions.

Own the Branch: Self-Hosted, Forkable, Extensible

IteraOS is designed to be owned, not rented.

• You can self-host the entire platform.
• You can fork the codebase and treat it as a branch you control.
• You can wrap your own logic and proprietary agents around the OS using the exposed API surface.
• You can evolve the platform as your workflows and business models change—without waiting on vendor roadmaps.

HydraDB, the platform’s knowledge graph and RAG layer, gives IteraOS a form of self-awareness: it indexes routes, tables, capabilities, RAG sources, and agent tools so the system can answer questions about its own structure and expose those capabilities to your custom agents.

This page—/lp/iteraos-documentation—acts as the human-facing counterpart: a structured overview that mirrors the platform’s internal graph and helps you understand how each piece fits together.

CRM: Your AI-Native System of Record

IteraOS ships with a full CRM:

• Contacts and companies.
• Deals and pipelines.
• Email and SMS campaigns.
• Templates, tags, and automation rules.

Agentic features:

• AI-assisted campaign drafting and personalization using real contact and company history.
• Automatic linking of emails, tasks, invoices, and project cards to the right entities.
• Agents that can answer questions like “What’s happening with this customer?” by pulling CRM activity, email threads, meetings, invoices, and related projects into a unified view.
• Intent classification for inbound messages that can propose CRM updates or task creation, under policy and approval control.

Email: Supervised Automation in Your Inbox

Email is still where most business decisions happen. IteraOS turns your inbox into a governed automation and agentic workflow surface, not just a mailbox.

Core capabilities:

• Gmail / IMAP sync with full thread ingestion.
• Semantic search over your email using RAG.
• AI-drafted replies, tone adjustment, and scheduled sending.

Agentic features:

A supervised email ingestion pipeline that:

• Ingests new messages into an automation event log.
• Classifies intent (lead, billing, support, etc.).
• Applies allowlists, confidence thresholds, and rate limits.
• Creates pending proposals for actions (update CRM, create task, change status).
• Requires explicit human approval before any mutation.

This is where IteraOS’ autonomous correction shows clearly: agents can stop themselves when confidence is low or policy blocks action, and route items into an approval queue instead of silently changing your data.

Calendar: Time as a First-Class Data Source

IteraOS integrates your calendar so your time becomes part of the operating graph.

Core capabilities:

• Google Calendar sync and event ingestion.
• Detection of conflicts and overloaded days.
• Awareness of recurring patterns and commitments.

Agentic features:

• Agents can propose scheduling decisions: where to place tasks, how to spread a week’s workload, and how to align meetings with active projects and campaigns.
• Future workflows can include time‑budgeting agents that help you design realistic daily plans based on your capacity and commitments.

Finances & Budgets: Autonomous Reconciliation and Insight

IteraOS brings financial data directly into the OS. You can connect accounts, ingest transactions, define budgets, and reconcile statements—all inside the same platform that powers your CRM and projects.

Core capabilities:

• Account and transaction ingestion.
• Budget definitions and categories.
• Statement OCR and parsing (PDF, scanned documents).
• Ledger and reconciliation tools.

Agentic features:

• Duplicate detection and merge for ledger entries.
• Bulk correction for date anomalies and inconsistent transaction metadata.
• Statement mismatch detection between bank statements and internal ledgers.
• Spending pattern analysis with AI-assisted explanations.
• Health checks monitor ingestion pipelines (e.g., OCR and SQL consistency) so the system can detect and surface issues, making financial data a reliable foundation for agents that advise on spending, cashflow, and planning.

Documents & Media: Your Knowledge Base for Agents

IteraOS includes document and media libraries designed to be AI-readable:

Core capabilities:

• Upload documents, PDFs, images, and videos.
• Run OCR and parsing on text-heavy files.
• Organize assets into galleries and collections.
• Process media via internal pipelines (e.g., ffmpeg).

Agentic features:

• Vector embedding indexing over personal and group document libraries, enabling RAG over your own SOPs, contracts, notes, and research.
• Automatic chunking for large documents so agents can handle long-form content reliably.
• RAG over imported external AI histories (e.g., prior ChatGPT or Claude conversations) so your earlier work in other tools can be reused.

When you ask IteraOS for a strategy, analysis, or draft, agents can pull from your actual corpus—documents, prior chats, project data—rather than generic training data.

Social Media: Publishing Aligned With Your Operations

IteraOS includes a social media composer and scheduler so content lives inside the same OS as your CRM, campaigns, and projects.

Core capabilities:

• Draft, schedule, and manage posts across platforms.
• Deduplicate content to avoid accidental reposts.
• Use AI to generate and refine captions, threads, and hooks.

Agentic features:

• Agents can align social publishing with active campaigns, launches, and project timelines.
• Future enhancements can tie performance data to budget and CRM outcomes for fully agentic optimization.

Projects & Tasks: Boards, Cards, and Intelligent Workflow

IteraOS treats projects and tasks as first-class citizens.

Core capabilities:

• Kanban-style boards with lanes and cards.
• Checklists, comments, and attachments.
• Time tracking and daily planning.

Agentic features:

• Project board generation from natural language: describe a project and let the system scaffold the lanes and cards.
• Natural-language querying over boards: ask questions like “What’s blocking this launch?” and let agents search cards and statuses.
• Slack integration for linked boards so agents and humans can coordinate across channels.

AI Writing Assistant: The Coordination Brain

The AI Writing Assistant is the coordination brain of IteraOS. It’s how you interact with the intelligence layer across the whole OS.

Core capabilities:

• Multi-model orchestration across OpenAI, Anthropic, and Gemini.
• RAG over emails, platform data, documents, and imported external AI histories.
• Multi-agent comparison so you can see different model outputs side by side and capture feedback.

Agentic features:

• Agents that design plans, documents, campaigns, and analyses based on live data from your CRM, finances, projects, and knowledge base.
• Cross-model verification and reflection, reducing errors through comparison and iterative refinement.
• Project-linked research workflows where conversations attach directly to project boards and shared document libraries.

Landing Pages & Funnels: End-to-End Inside One OS

IteraOS includes a dynamic landing page engine you can use for marketing, documentation, or internal tools—like this page.

Core capabilities:

• Render public landing pages (e.g., /lp/iteraos-documentation, /lp/home).
• Attach forms and lead capture directly to CRM and campaigns.
• Track basic analytics and connect outcomes to budgets and transactions.

Agentic features:

• Agents that can draft copy, outline page sections, and align landing pages with specific campaigns and CRM segments.
• An integrated data model that lets you reason about the full funnel: source → lead → campaign → work → invoice → financial outcome.

Automations: Governed Agents, Not Uncontrolled Scripts

Automations in IteraOS are built for governed agentic behavior, not just “if this, then that.”

Core capabilities:

• n8n workflows for connecting to external services.
• Scheduled jobs for recurring tasks and batch operations.
• Internal automation routes for email, CRM, projects, finances, and more.

Agentic features:

Supervised automation pipelines that:

• Ingest events (emails, transactions, updates).
• Classify intent and context.
• Apply policies and confidence thresholds.
• Create proposals instead of direct mutations.
• Require human approval for sensitive actions.

This is the modern pattern: agents that can act, but under explicit rules, with logs, and with you in the loop.

Admin, Integrations, and Developer Surface

Under the hood, IteraOS provides:

• Admin tools for inspecting routes, health, and data.
• Credentials and connectors for major external services (Auth0, Google, Twilio, SendGrid, OpenAI, Anthropic, Gemini, and more).
• HydraDB, a knowledge graph and RAG layer that indexes the platform’s own capabilities, docs, tables, and agent tools.

This is where forkability becomes real: you can explore the existing API surface, add your own models and tools, and treat IteraOS as the base layer for a bespoke OS tailored to your company.