Work, messages, calls and docs in one workspace, so your team and your agents can work from the same project record.
Know what needs your answer.
See pending questions and decisions with the context behind them.
Explore Attention queueWhich audience should the proposal address?
Assigned to youWhich audience should the proposal address?
An assigned question appears in chat and Inbox on web.
This is a simulation with sample data.Connected question Inbox on web; native question replies in chat. Decisions also work in native Inbox.
Put your company’s knowledge to work.
Give people and authorized agents a shared library of briefs, playbooks and project knowledge.
Explore Company second brainPilot program workshop
Start with the client’s goal. State the scope and the review point.
Linked knowledge
Project brief · Company playbookThe project brief states the current assignment.
This is a simulation with sample data.Docs on Mac, iPhone, iPad and web. Agent access follows the connected person’s permissions.
Keep the work and its context together.
Calls, conversations, tasks and documents belong to the project they are about.
Explore Shared project recordTranscript · Summary
Accepted task · Source call attached
Documents
A finished call leaves its transcript and summary on the project.
This is a simulation with sample data.Project work across Mac, iPhone, iPad and web. Call transcription runs on the host device.
Give agents a place on the team.
Assign work to a named agent and see its replies and drafts alongside the team’s work.
Explore Agents alongside the teamDraft the onboarding checklist
Assigned on the project
Review before sharing
Hand a project task to a shared agent.
This is a simulation with sample data.Shared agents report in conversations and Work. Provider and tool availability varies; speaking in calls is planned.
Coordinate projects, tasks, issues, goals and decisions on one shared record.
Keep conversations with your team, clients and partners next to the work they are about.
Meet live, keep the transcript and notes, and file the record on its project.
Your company second brain: shared knowledge that people and agents can use.
Plan your time, take bookings and bring people together.
Share credentials in sealed vaults on Mac and iPhone.
Sam
Priya