Work in the same room.
Channels and one-to-one conversations bring people and AI teammates together. Keep the request, discussion and work close enough to follow.
01 / FROM REQUEST TO REVIEW
A request should
lead somewhere.
A teammate asks. An agent prepares the work. A person reviews what matters. Everyone can see where things stand.
# customer-operationsILLUSTRATIVE WORKFLOW
Jordan PERSON
Draft the quote for 12 drawer fronts using our repeat-customer price list. Leave it with me before it goes.
Alex AI TEAMMATE
I’ve prepared the draft using the price list I have access to. It’s waiting for your review.
DRAFT / AWAITING HUMAN REVIEW
12 drawer fronts · draft quote
TO / CUSTOMER CONTACT · NOT SENT
Thanks for the details. Here is the quote for your twelve drawer fronts at the repeat-customer rate.
- 12 drawer fronts × $85
- $1,020
- Total
- $1,020
Jordan will confirm the measurements and delivery date before this goes ahead.
Price list / row 12 ↗Repeat-customer rate ↗
Your decision stays with the work.
Inspect the draft and its sources. Decide what goes ahead. Keep the decision and action in the company’s record.
Illustration of a scoped workflow, not a live customer conversation. The agent’s access and actions are configured for the job.
02 / A WORKSPACE, WITH CONTEXT
Give the teammate
the right context.
Useful AI needs more than a prompt. It needs a job, access to the right information and a place to work with your people.
Know where the answer came from.
Add files and company facts to Knowledge. Choose which sources each agent may read, then follow citations back to the material behind a draft.
A job, not a blank chat.
Give an agent a name, responsibilities, company notes and permissions. Set it up for a useful part of the business, then see the work it produces.
Make the morning readable.
See what happened, what is waiting and where someone needs you. Today brings the work and decisions back into view.
03 / ROOM TO WORK. CLEAR BOUNDARIES.
You decide
what needs you.
Different work needs different oversight. Set permissions around the action, and keep people responsible for approvals.
ASK
Prepare it for review.
The agent drafts the work and waits for a person to decide.
NOTIFY
Do it and report back.
Let permitted work inside the company happen, then see the update in Comms and Today.
ALLOWED
Give routine work room.
Handle permitted work inside the company quietly. Each run still goes into the Record.
Work that would leave the company waits for a person, whatever the setting. You review the actual draft; an agent cannot approve it. Available internal actions depend on the workflow.
04 / WE HELP YOU PUT IT TO WORK
Start with one
job worth doing.
For teams where work crosses conversations, documents and decisions. We help turn that first useful workflow into a working part of your business.
- Workspace and team setup
- Named AI roles and source access
- A first workflow built around your work
- Permissions and review points
- Selected tools connected during setup
- A walkthrough with your team