AI operations with approvals built in

Create agents, connect tools, and review workflows in one place. Writes need approval. CRM, calendar, email, and payment connections are not connected yet.

Agents

Versioned bundles of role, instructions, knowledge, tools, workflows, channels, and guardrails — not just prompts.

MCP Hub

Planned standard capability layer for CRM, calendar, payments, email, files, and custom APIs. Web search is the only live tool today; the rest are not connected yet.

Action engine

Auth, tenant resolution, tool grants, schema validation, approvals, idempotency, result validation, audit.

Approvals

Confirmation and protected queues with plain-language impact, before/after values, and no casual always-allow.

Requirements ledger

Structured HEARD → INFERRED → CONFIRMED → ACTIONED / SUPERSEDED records with provenance.

Memory & knowledge

Customer, conversation, business, workflow, and agent memory. Memory storage is not connected yet; retention terms for workspace data are available on request.

Workflows

Durable multi-step processes: decisions, tools, waits, branches, human tasks, and retries.

Channels

Web chat is the channel that exists today. Website widget, voice, phone, WhatsApp, and email are not connected yet.

Analytics

Successful actions, conversion outcomes, tool reliability, approval rates, and weekly returning use.

Flagship path: appointment booking

Target flow. External connections are not connected yet.

  1. 1Customer asks for an appointment
  2. 2Agent identifies customer and service
  3. 3Availability tool runs automatically
  4. 4Slot picker UI appears
  5. 5Customer confirms
  6. 6Booking is created via MCP
  7. 7CRM and email update
  8. 8Dashboard and audit update in realtime