Dashboard
A morning-coffee view of everything moving through the team right now.
Compose
A fresh outbound email — not a reply to anything already in the queue.
Leads
Every lead's journey from first hello to closed deal, in one pipeline.
Vendors
The team's trusted directory — suppliers, partners and specialists.
| Company | Category | Area | Rating | Status |
|---|---|---|---|---|
| Ashgrove Logistics Group | Logistics | Regional | ★★★★★ | Active |
| Crestline Supply Co. | Supplies | Downtown | ★★★★☆ | Active |
| Golden Hour Media | Creative | Downtown | ★★★★★ | Active |
| Harvest Table Co. | Facilities | Downtown | ★★★★☆ | Inactive |
Documents
Every file tied to an account — pulled from Google Drive and generated by the AI — in one searchable hub.
| File | Lead | Type | Source | Date |
|---|---|---|---|---|
| 📄 Taylor Brooks — Welcome Kit.pdf | Taylor Brooks | Welcome Kit | Generated | Aug 13 |
| 🖼️ Brand assets — style guide.png | Casey Nolan | Style Guide | Drive only | Aug 10 |
| 📊 Vendor spreadsheet — shortlist.xlsx | Morgan Ellis | Vendor Spreadsheet | Drive + Generated | Aug 9 |
Knowledge Base
The brand-voice, FAQ and template library the AI draws on for every reply.
Document Templates
Which documents get auto-attached to a reply, and when.
Planning Stages
The ~30-step detection pipeline that tracks where every lead is in their journey — and who on the team should sound like they're writing.
Team Activity
A full audit trail of every approve, edit, reject and regenerate — who, and why.
Settings
Inboxes, team access and configuration — all in one scrollable control panel.