Integrations · Projects & tasks
Tasks created from the channel, statuses moved as work ships, the client's list kept honest without anyone updating it by hand.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
Fictional clients. Real shape of the work.
No integration project. A minute, and the AI teammate is working.
Pick the tool from the list, or ask the AI teammate to connect it.
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
The AI teammate gets to work and reports back. Change or remove the connection any time.
The ones the connected account shares, and a client's space connected to that client's room is visible only there.
Yes. A request in the client channel becomes a task, for your team to confirm.
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We take on a few firms at a time and set each AI teammate up with the firm that owns it.
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