# Roe AI Documentation ## Docs - [Introduction](https://docs.roe-ai.com/agents/agentic-workflows/introduction.md): Autonomous AI agents that reason, research, and make decisions - [AML Investigation](https://docs.roe-ai.com/agents/engines/aml-investigation.md): Investigates transaction data for potential money laundering patterns using policy-driven analysis - [Data Analysis](https://docs.roe-ai.com/agents/engines/data-analysis.md): Performs AI-powered multimodal data analysis with web research and context source integration. - [Document Segmentation](https://docs.roe-ai.com/agents/engines/document-segmentation.md): Parses page filter criteria and outputs a list of page ranges from PDF documents. - [Fraud Investigation](https://docs.roe-ai.com/agents/engines/fraud-investigation.md): Investigates fraud alerts by analyzing transaction data, alert signals, and external intelligence to determine if an alert is genuine fraud or a false positive - [Google Maps Insights](https://docs.roe-ai.com/agents/engines/google-maps.md): Extracts location information, nearby places, and geographic data from Google Maps. - [Interactive Web Insights](https://docs.roe-ai.com/agents/engines/interactive-web.md): Performs interactive web browsing and extracts information from dynamic web pages. - [Introduction](https://docs.roe-ai.com/agents/engines/introduction.md): Extraction and processing engines for structured data transformation - [Marketplace Storefront Analysis](https://docs.roe-ai.com/agents/engines/marketplace-storefront.md): Analyzes marketplace storefronts for policy compliance and risk assessment. - [Merchant Risk Analysis](https://docs.roe-ai.com/agents/engines/merchant-risk.md): Analyzes merchant risk profiles for underwriting and compliance purposes. - [Merchant Underwriting](https://docs.roe-ai.com/agents/engines/merchant-underwriting.md): Evaluates merchant risk and legitimacy for onboarding decisions using SOP-driven analysis - [Multimodal Insights](https://docs.roe-ai.com/agents/engines/multimodal-extraction.md): Extracts insights and structured information from text and images using AI vision models. - [Document Insights](https://docs.roe-ai.com/agents/engines/pdf-extraction.md): Extracts insights and structured information from PDF documents using AI. - [Product Policy](https://docs.roe-ai.com/agents/engines/product-policy.md): Analyzes product listings against policy rules for compliance violations. - [Research Agent](https://docs.roe-ai.com/agents/engines/research.md): Performs AI-powered web research to gather and synthesize information on any topic. - [Social Media Crawler](https://docs.roe-ai.com/agents/engines/social-media-crawler.md): Scrapes profile information and content from social media platforms. - [Web Insights](https://docs.roe-ai.com/agents/engines/url-extraction.md): Extracts insights and structured information from URLs - [URL Finder](https://docs.roe-ai.com/agents/engines/url-finder.md): Searches for relevant URLs using text search, reverse image lookup, or both. - [Input Definitions](https://docs.roe-ai.com/agents/input-definition.md): Define the inputs that your Agent will accept - [Introduction](https://docs.roe-ai.com/agents/introduction.md): Start building powerful data processing Agents in under 5 minutes - [JSON Output Schema](https://docs.roe-ai.com/agents/output-schema-json.md): Define the structure of the JSON output - [Prompt Engineering Guide](https://docs.roe-ai.com/agents/prompt-engineering.md): How to create prompts effectively for your Agents - [Quickstart](https://docs.roe-ai.com/agents/quickstart.md): Build your first Roe Agent in under 5 minutes - [Create Agent](https://docs.roe-ai.com/api-reference/agents/create-agent.md): Create a new base agent. - [Create Agent Version](https://docs.roe-ai.com/api-reference/agents/create-agent-version.md): Create a new version of an existing agent. - [Delete an Agent](https://docs.roe-ai.com/api-reference/agents/delete-agent.md): Delete a specific base agent. - [Duplicate an Agent](https://docs.roe-ai.com/api-reference/agents/duplicate-agent.md): Create a new agent with the same attributes as the current version of the specified agent. - [Agent Job Result](https://docs.roe-ai.com/api-reference/agents/job-result.md): Get agent job result data. - [Agent Job Status](https://docs.roe-ai.com/api-reference/agents/job-status.md): Get agent job status. - [List Agent's Jobs](https://docs.roe-ai.com/api-reference/agents/list-agent-jobs.md): Retrieve a list of jobs for a specific agent or create a new job - [List Agent Versions](https://docs.roe-ai.com/api-reference/agents/list-agent-versions.md): Retrieve a list of versions for a specific agent. - [List Agents](https://docs.roe-ai.com/api-reference/agents/list-agents.md): Retrieve a list of agents or create a new agent. - [Retrieve an Agent](https://docs.roe-ai.com/api-reference/agents/retrieve-agent.md): Retrieve details of a specific base agent. - [Retrieve Current Agent Version](https://docs.roe-ai.com/api-reference/agents/retrieve-agent-current-version.md): Retrieve details of the current version of a specific agent. - [Retrieve an Agent Version](https://docs.roe-ai.com/api-reference/agents/retrieve-agent-version.md): Retrieve details of a specific agent version. - [Run Agent](https://docs.roe-ai.com/api-reference/agents/run.md): Execute an agent with provided inputs and return results immediately. - [Run Agent Async](https://docs.roe-ai.com/api-reference/agents/run-async.md): Run agent asynchronously. Returns agent job id which can be used to check status and get results. - [Update an Agent's Settings](https://docs.roe-ai.com/api-reference/agents/update-agent-settings.md): Update a base agent's settings. - [Run Query](https://docs.roe-ai.com/api-reference/database/query.md): Execute a query synchronously and return results. - [Run Query Async](https://docs.roe-ai.com/api-reference/database/query-async.md): Execute a query asynchronously and return query object. - [Query Result](https://docs.roe-ai.com/api-reference/database/query-result.md): Get the results of a query. - [Query Status](https://docs.roe-ai.com/api-reference/database/query-status.md): Get the status of a query. - [Examples](https://docs.roe-ai.com/api-reference/examples.md): API Examples - [Examples](https://docs.roe-ai.com/api-reference/go-sdk-examples.md): Code examples for the Go SDK - [Overview](https://docs.roe-ai.com/api-reference/go-sdk-introduction.md): Official Go SDK for Roe AI - [Introduction](https://docs.roe-ai.com/api-reference/introduction.md): Manage your unstructured data with Roe API - [Create Policy](https://docs.roe-ai.com/api-reference/policies/create-policy.md): List all policies and create a new policy - [Create Policy Version](https://docs.roe-ai.com/api-reference/policies/create-policy-version.md): Create a new policy version or list all versions of a specific policy - [Delete Policy](https://docs.roe-ai.com/api-reference/policies/delete-policy.md): Retrieve, update, or delete a single policy by ID - [List Policies](https://docs.roe-ai.com/api-reference/policies/list-policies.md): List all policies and create a new policy - [List Policy Versions](https://docs.roe-ai.com/api-reference/policies/list-policy-versions.md): Create a new policy version or list all versions of a specific policy - [Retrieve Policy](https://docs.roe-ai.com/api-reference/policies/retrieve-policy.md): Retrieve, update, or delete a single policy by ID - [Retrieve Policy Version](https://docs.roe-ai.com/api-reference/policies/retrieve-policy-version.md): Get a policy version by ID. Supports two lookup methods: 1. Direct PolicyVersion ID lookup 2. Policy ID lookup using the policy's current_version_id - [Set Current Version](https://docs.roe-ai.com/api-reference/policies/set-current-version.md): Set the current version of a policy - [Update Policy](https://docs.roe-ai.com/api-reference/policies/update-policy.md): Retrieve, update, or delete a single policy by ID - [Examples](https://docs.roe-ai.com/api-reference/python-sdk-examples.md): Code examples for the Python SDK - [Overview](https://docs.roe-ai.com/api-reference/python-sdk-introduction.md): Official Python SDK for Roe AI - [Create a Dataset](https://docs.roe-ai.com/api-reference/roe-dataset/create.md): Create a new dataset. - [Delete a Dataset](https://docs.roe-ai.com/api-reference/roe-dataset/delete-dataset.md): Permanently delete a dataset. All associated files are soft-deleted and can be restored later. - [Delete a File](https://docs.roe-ai.com/api-reference/roe-dataset/delete-file.md): Mixin for organization access validation. - [Download File](https://docs.roe-ai.com/api-reference/roe-dataset/file-download.md): Download a file by its file string identifier. - [Upload File](https://docs.roe-ai.com/api-reference/roe-dataset/file-upload.md): Mixin for organization access validation. - [List Datasets](https://docs.roe-ai.com/api-reference/roe-dataset/list.md): Retrieve a list of datasets or create a new dataset. - [SDK Overview](https://docs.roe-ai.com/api-reference/sdk-integration.md): Manage your unstructured data with Python, TypeScript, or Go - [Examples](https://docs.roe-ai.com/api-reference/typescript-sdk-examples.md): Code examples for the TypeScript SDK - [Overview](https://docs.roe-ai.com/api-reference/typescript-sdk-introduction.md): Official TypeScript SDK for Roe AI - [Create Webhook](https://docs.roe-ai.com/api-reference/webhooks/create-webhook.md): Mixin for organization access validation. - [Delete Webhook](https://docs.roe-ai.com/api-reference/webhooks/delete-webhook.md): Mixin for organization access validation. - [Link Agents to Webhook](https://docs.roe-ai.com/api-reference/webhooks/link-agents.md): List agents linked to a webhook, or link new agents. - [List Webhook Agents](https://docs.roe-ai.com/api-reference/webhooks/list-webhook-agents.md): List agents linked to a webhook, or link new agents. - [List Webhooks](https://docs.roe-ai.com/api-reference/webhooks/list-webhooks.md): Mixin for organization access validation. - [Retrieve Webhook](https://docs.roe-ai.com/api-reference/webhooks/retrieve-webhook.md): Mixin for organization access validation. - [Unlink Agent from Webhook](https://docs.roe-ai.com/api-reference/webhooks/unlink-agent.md): Remove an agent link from a webhook. - [Update Webhook](https://docs.roe-ai.com/api-reference/webhooks/update-webhook.md): Mixin for organization access validation. - [Custom API Connector](https://docs.roe-ai.com/data-resources/connectors/custom-api.md): Connect any REST API to Roe AI with configurable authentication and endpoints - [Introduction](https://docs.roe-ai.com/data-resources/connectors/introduction.md): Connect to external data sources - [AWS S3 Connector](https://docs.roe-ai.com/data-resources/connectors/s3.md): Connect AWS S3 to Roe AI - [SharePoint Connector](https://docs.roe-ai.com/data-resources/connectors/sharepoint.md): Connect Microsoft SharePoint to Roe AI for document access - [Snowflake Connector](https://docs.roe-ai.com/data-resources/connectors/snowflake.md): Connect Snowflake data warehouse to Roe AI - [Zendesk Connector](https://docs.roe-ai.com/data-resources/connectors/zendesk.md): Connect Zendesk to Roe AI for customer support data - [Context Sources](https://docs.roe-ai.com/data-resources/context-sources.md): Configure data sources for agentic workflows - [Introduction](https://docs.roe-ai.com/data-resources/introduction.md): Connect to any data source or manage your data directly on Roe AI - [Introduction](https://docs.roe-ai.com/data-resources/roe-datasets/introduction.md): Manage your files on Roe AI - [Introduction](https://docs.roe-ai.com/database/examples/introduction.md): SQL workspace usage examples. - [Introduction](https://docs.roe-ai.com/database/functions/introduction.md): A set of functions dedicated to working with unstructured data - [job_result | resolve](https://docs.roe-ai.com/database/functions/job-result.md): Get the result of an Agent Job. - [job_status](https://docs.roe-ai.com/database/functions/job-status.md): Get the status of an Agent Job. - [keep_pages](https://docs.roe-ai.com/database/functions/keep-pages.md): Select which pages to keep and process in a PDF file. - [run_agent](https://docs.roe-ai.com/database/functions/run-agent.md): Run an Agent to process unstructured data. - [run_agent_sync](https://docs.roe-ai.com/database/functions/run-agent-sync.md): Run an Agent to process unstructured data synchronously. - [Introduction](https://docs.roe-ai.com/database/introduction.md): Index, search, and analyze unstructured data with SQL, no matter the scale. - [Quickstart](https://docs.roe-ai.com/database/quickstart.md): Work with your unstructured data at scale in under 5 minutes - [OIDC Single Sign-On (SSO) Integration](https://docs.roe-ai.com/enterprise/sso.md): Guide to configuring OIDC SSO for your organization. - [ADFS OIDC SSO Integration Guide](https://docs.roe-ai.com/enterprise/sso-adfs.md) - [Microsoft Entra ID (Azure AD) OIDC SSO Integration](https://docs.roe-ai.com/enterprise/sso-entraid.md) - [Okta OIDC SSO Integration Guide](https://docs.roe-ai.com/enterprise/sso-okta.md) - [SAML Single Sign-On (SSO) Integration](https://docs.roe-ai.com/enterprise/sso-saml.md): Guide to configuring SAML SSO for your organization. - [Microsoft Entra ID (Azure AD) SAML SSO Integration](https://docs.roe-ai.com/enterprise/sso-saml-entraid.md) - [Introduction](https://docs.roe-ai.com/introduction.md): Welcome to Roe AI's Documentation - [Policies](https://docs.roe-ai.com/policies/introduction.md): Define structured rulesets and guidelines for your agents - [Quickstart](https://docs.roe-ai.com/quickstart.md): Start analyzing your unstructured data in under 5 minutes - [v0.2.34](https://docs.roe-ai.com/release-notes/0-2-34.md): We've been overhauling Roe AI’s Agent and Worksheet experience to be as frictionless and intuitive as possible for you. We hope you love it! - [v0.2.35](https://docs.roe-ai.com/release-notes/0-2-35.md): We've been making iterative improvements to our last major change. Albeit small, we hope they make your experience better! - [v0.2.36](https://docs.roe-ai.com/release-notes/0-2-36.md): We've implemented more quality of life changes for the agents and the workspace. Enjoy! - [v0.2.37](https://docs.roe-ai.com/release-notes/0-2-37.md): Some more changes with better user feedback and improved engine reliability. Enjoy! - [v1.0.0](https://docs.roe-ai.com/release-notes/1-0-0.md): We’ve released v1.0.0, packed with powerful enhancements to streamline your workflow and boost productivity. - [v1.0.1](https://docs.roe-ai.com/release-notes/1-0-1.md): We’ve made big changes to our subscriptions model in v1.0.1 to allow for more flexibility and better align with our customers. - [v1.0.18](https://docs.roe-ai.com/release-notes/1-0-18.md): We've improved worksheet performance, enhanced the UI, strengthened crawler worker security, added partial failure support, optimized backend scaling, and fixed various bugs. Enjoy! - [v1.0.3](https://docs.roe-ai.com/release-notes/1-0-3.md): Along with introducing SSO for v1.0.3, we’ve made improvements to subscriptions, job scalability, and web engine reliability. Enjoy! - [v1.0.4](https://docs.roe-ai.com/release-notes/1-0-4.md): Agent versioning is supported! We also pushed a improvements and hot fixes to our latest features. Enjoy! - [v1.0.5](https://docs.roe-ai.com/release-notes/1-0-5.md): A new Page Selection Engine for your agent workflows! We also built a UI selector for agent input variables triggered by ‘@’ in engine configurations for an assisted experience. Enjoy! - [Functional References](https://docs.roe-ai.com/snowflake/api.md) - [Introduction](https://docs.roe-ai.com/snowflake/introduction.md): A five minutes glance of ROE AI's power in action - [Introduction](https://docs.roe-ai.com/sql-reference/introduction.md): Manage your unstructured data in ROE AI with SQL - [Introduction](https://docs.roe-ai.com/use-cases/finance.md) - [Webhooks](https://docs.roe-ai.com/webhooks/introduction.md): Receive real-time notifications when agent jobs complete ## OpenAPI Specs - [openapi](https://docs.roe-ai.com/api-reference/openapi.yml) ## Optional - [Community](https://join.slack.com/t/roeaiusers/shared_invite/zt-2m0oa9kj4-wltD91LCeJJR~cN1y1R7JQ) - [Blog](https://roeai.substack.com/)