> For the complete documentation index, see [llms.txt](https://www.kauneonga.com/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.kauneonga.com/docs/platform-basics/interactive-blocks.md).

# Operational workflows

See how admins, agents, supervisors, and clients use Liberty in practice.

## Operational workflows

Liberty supports different workflows for each role in an answering service operation.

Use this page to understand where setup happens, where live work happens, where oversight happens, and where clients self-serve.

### Admin workflows

Admins build and maintain the operational foundation.

Common admin workflows include:

* managing users and permissions
* setting up accounts and resources
* maintaining scripts, sheets, and FAQs
* configuring messaging, voice, and omnichannel behavior
* reviewing reports, logs, and platform settings

Start with [Admin Portal](/docs/portals-and-app/admin-portal.md).

### Agent workflows

Agents use Liberty to handle live work with consistency.

Common agent workflows include:

* answering calls
* capturing and delivering messages
* following dispatch steps
* handling SMS replies and chat interactions
* completing assigned To Dos

Start with [Agent Portal](/docs/portals-and-app/agent-portal.md).

### Supervisor workflows

Supervisors use Liberty to monitor service quality, support agents, and manage performance.

Common supervisor workflows include:

* monitoring live activity
* reviewing agent sessions and presence
* tracking analytics and reports
* managing workforce schedules and performance

Start with [Supervisor Portal](/docs/portals-and-app/supervisor-portal.md).

### User workflows

Users use Liberty for visibility and self-service.

Common client workflows include:

* reviewing messages
* checking account information
* managing user access
* maintaining Oncall contacts and schedules

Start with [User Portal](/docs/portals-and-app/user-portal.md).


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://www.kauneonga.com/docs/platform-basics/interactive-blocks.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.