One workspace. Room for the whole business.

01

AI Control Center

“What are our rules for wholesale orders?”

• Separate conversation histories, with rename and archive.
• Customer search, recent activity, business knowledge and business summaries.
• Voice input with transcription and retry controls.
• Tools can propose supported actions, including pausing an existing automation.

Consequential actions enter the approval queue. You review the proposed action before it runs.

02

Business Brain

“Here is our price list. Bulk orders need a person.”

• PDFs, documents, slides, spreadsheets and text in one knowledge workspace.
• Document processing states, retries, re-reading and removal. Keyed business facts can be updated while retaining earlier records.
• Business memory: add policies and prices, review inferred facts, confirm them or mark them wrong.
• Guided setup helps you describe the business and confirm its profile.
• Public research has its own citations and provenance, distinct from your instructions.

Add documents and owner-approved facts. Review extracted information against its source before relying on it.

03

WhatsApp & customer communication

“A bulk enquiry needs someone from the team.”

• Shared inbox, history, queues and customer assignments.
• Human takeover and private notes with save feedback.
• Incoming voice notes with transcript and protected audio playback.
• WhatsApp Business API setup and message templates; account eligibility and Meta rules apply.

Pause AI on an individual conversation. Voice and language support depend on the configured provider.

04

Ads Manager

“Which campaigns deserve a closer look?”

• Connected account performance, campaign analysis and attribution.
• AI recommendations with supporting findings.
• Campaign preparation for creative, targeting and budgets.
• Daily spend limits, change limits, approval decisions and a pause control.

Review proposed changes and configure approval controls. Account eligibility, plan access and Meta requirements apply.

05

Workflows & automation

“When someone asks for bulk, send the rate card or flag me for a price.”

• Supported event, reply-rule and scheduled scanning triggers.
• Conditions, branches and configurable actions.
• Active and paused states with execution history.
• Follow-up drafts, sending limits and approval gates where the action requires them.

Ask the Control Center to inspect automations or propose pausing one. Build new rules in the workflow interface.

06

CRM & customer intelligence

“Find Anita and bring up her earlier enquiries.”

• Searchable leads with stage, score and sort controls.
• Customer profiles with memory, activity and conversation history.
• Connected commerce context and follow-up suggestions.
• CSV exports. Google Sheets exports require the pending Google connection setup.

The same workspace records are available to the AI Control Center.

07

Analytics & business overview

“What changed in our customer activity?”

• Message and lead reporting with selectable periods.
• Overview and daily brief with items needing attention.
• Business Score with operational dimensions.
• Acquisition sources, funnel insights and Opportunity Radar.

Insights depend on the records and integrations connected to your workspace.