FEATURES

Every part of the business, in one workspace.

Clients, conversations, bookings, money and ownership, each with tools of its own, and one AI assistant that works across them.

In every feature

One AI assistant
Ask questions across the workspace and your connected sources. It reads through read-only tools, so it can’t change your data.
Roles and page access
Decide, member by member, which pages each person can open.
Two-step login
Require an email code or an authenticator app for everyone in the workspace.
Activity log
Logins, role and access changes and security settings, with who and when.
Connected sources
Google Analytics, Google Ads, Apollo, Attio and your own REST APIs, each read through a read-only connection.

Every feature is in the free seat.

Start on your own, and add seats when the team joins.

FAQ

Features, answered

Which features are in the free seat?

All of them. The free seat has every feature and every connector, with 100 AI credits a month.

Paid seats add people and AI credits, not features. The pricing page sets out how seats and credits work, and what a team of any size pays.

Do the features work together?

Yes. They live in one workspace, so the same clients, people and records are there wherever you work with them.

A client you add to the pipeline is the client you book, message and invoice, and the AI assistant can answer questions that cut across them.

Can the AI change my data?

No. The assistant reads your connected sources through read-only tools, so it can’t change or corrupt your database.

Each connected source gets its own read-only tools, scoped to the workspace you are working in, so the assistant only ever sees that workspace’s data.

Which tools can I connect?

Google Analytics, Google Ads, Apollo, Attio and your own REST APIs.

Sources are added from Data sources in the app. Connecting one takes a few minutes, and every connection is read-only.

Who decides who sees what?

The workspace owner and admins. They set each member’s role and which pages each person can open.

Every login, role change and access change is recorded in the activity log, and a workspace can require two-step login for everyone.