Demo workspace · Account records are not connected; nothing is submitted.
Agent review
Services
Find a workspace tool, prepare a service brief or review a planned capability.
Agent catalogue · 43 entries. Tools open existing workspaces; service briefs are working drafts. Planned capabilities are labelled below.
Client tools
6 results
Workspace toolFreeView toolClient presentations in your brand
Combine selected projects, prices and payment plans into a presentation ready to share with your client.
Workspace toolFreeView toolClient links that tell you when they open
Each link reports the visit, so you call while the client is reading.
Workspace toolFreeView toolClient-facing project view
Review the project, plans and payment details together in a focused presentation.
Workspace toolFreeView toolWhatsApp, messages and the calls queue
Every conversation on the client's record, with the next call lined up.
Planned capabilityPremiumView planned scopeAI project assistant
Planned assistance with finding projects and drafting notes for a client presentation.
Workspace toolPremiumView toolClient calling tools
Prepare client call queues, scripts and follow-up notes. Connected calling is a planned addition.