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IN THE FIELD GUIDE

Optioai

optioai.net

OptioAI is a desktop application platform that allows users to create AI agents, knowledge bases, automations, and dashboards locally on their own computer. It supports integration with multiple AI models and messaging channels, enabling automation and interaction without relying on cloud servers.

THE PRODUCT, BEYOND THE PITCH

Automatically researched · Not editorially reviewed · Sources checked Oct 10, 2026

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A good fit for

Not confirmed yet.

Know the limitations

Not confirmed yet.

What you can do

  • Analyze contracts quickly by querying clauses, comparing versions, and receiving answers with cited sources.
  • Generate proposals and reports by having an agent draft initial versions using internal models and data.
  • Interact with your files by turning all your operation's documentation into a knowledge base that answers instantly.
  • Track clients and tasks using structured collections that agents keep updated during work.
  • Automate repetitive tasks such as weekly reports, email triage, and database queries with scheduled workflows.

Features

  • Create AI agents with custom personalities, instructions, and tools that can be published on WhatsApp, Discord, and Telegram.
  • Upload PDFs, contracts, and documents to create knowledge bases that agents can query with exact source citation.
  • Visual workflow builder to create automations by dragging blocks such as prompts, agents, WhatsApp, email, and databases, with scheduling capabilities.
  • Knowledge graph that transforms documents into a visual map of concepts and connections for navigation.
  • Structured data collections like spreadsheets that agents can consult and update, such as clients, tasks, and orders.

Integrations

Not confirmed yet.

Platforms & data export

  • Desktop application for Windows 10 or 11 (64-bit), with macOS and Linux versions coming soon.

THE COST FOR YOUR TEAM

Go beyond the starting price.

Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.

Known monthly subtotal

$0.00/month

1 of 1 tools could not be priced with these inputs, so this is not the full cost.

Plan costs based on your requirements
Tool / planMonthlyPer yearWhat this assumes
Optioai logoOptioaiNo pricing recorded yet. Check the official site, or ask the owner to add it.

A practical workflow

  1. Install the app and connect your preferred AI provider key or point to a local model like Ollama, with no server or technical setup needed.
  2. Create an agent, upload documents, and design a workflow through the interface in minutes.
  3. Use the platform daily, schedule automations, and monitor results and costs on the dashboard.

Based on the sources below. Editorial review does not imply hands-on product testing.

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Sources & research

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