Product · Client-facing

Client-facing from day one. One sealed room per client.

An AI teammate joins the channel you share with a client, answers as your firm, and only ever sees that client's world.

Channels
# client-acme
# client-harlow
# client-verde
# acme-internal
AI teammates
Nora
# client-acmeAcme · 4 membersAcme's room
Daniel · Acme9:02
Can we have the board update by Friday? @Nora
Routed to Acme's room · by rule, not by guess
Nora is typing
NoraAPP9:03
Yes. Draft in this thread Thursday, final by Friday 9am.
✓Reading the Acme board in Asana
👍 1
New in #client-harlow → Harlow's room
Message #client-acme↑
How it works

In front of the client, from the first week.

Three things make that safe.

01

One channel per client

Every client gets a channel and an AI teammate of its own. A front desk sends each message to that client's room, by rule, never by guess.

02

Only that client's tools

Connect a client's own accounts to that client's room. Nothing placed there can be called from anywhere else.

03

Backstage first

Every client starts with an internal channel where your team reviews the drafts. When they are right, you invite the AI teammate into the real channel.

Examples

A Tuesday, in three rooms.

The same AI teammate, three clients, three sealed rooms.

Your firm
# client-acme
Daniel · Acme09:14

Can you send over where the rebrand stands before our board meeting Thursday?

NoraAPP09:15

Yes. Status as of this morning: identity approved, website build past halfway, launch copy with your legal team. A board-ready one-pager is in this thread.

Acme rebrand · status

  • · Identity: approved Sep 12
  • · Website: 14 of 22 pages built
  • · Launch copy: with Acme legal
Daniel · Acme09:18

Perfect, thank you.

Under the hood

What happens underneath.

Three things you can watch, because they are not a model's guess.

A front desk, not a guess.

Every message is sent to one client's room by a fixed rule: which channel, which person. No model decides where it goes.

Channels
# client-acme
# client-harlow
# client-verde
# acme-internal
AI teammates
Nora
# client-acmeAcme · 4 membersAcme's room
Daniel · Acme9:02
Can we have the board update by Friday? @Nora
Routed to Acme's room · by rule, not by guess
Nora is typing
NoraAPP9:03
Yes. Draft in this thread Thursday, final by Friday 9am.
✓Reading the Acme board in Asana
👍 1
New in #client-harlow → Harlow's room
Message #client-acme↑

Rooms with walls.

What an AI teammate learns about one client stays in that client's room. Only lessons about the job travel up to the firm.

Nora · memory3 clients3 sealed rooms
Firm skills · shared by every room
House style
Acme
Daniel prefers one pagestays in this roomRecaps: decisions first
Harlow
Recaps: decisions first
Verde
Recaps: decisions first
Recaps: decisions first
Lessons travel. Client facts stay put.

Only that client's tools.

A client's accounts are connected to that client's room. A key vault adds the credential at the door, so it is never inside.

Nora · Acme's roomreading HubSpotKey vault
Acme's room
Key vault
HubSpot
get deals14 deals
The request leaves the room with no credential in it.
The vault adds Acme's HubSpot key at the door.
✓HubSpot answers: 14 open deals.
Key dropped on the way back. The room never saw it.
The one idea

The desk sends each message to its own room.

In your client's channel, under your brand.

The desk sends each message to its own room.

Three sealed domes, each with a small pink machine inside, fed by chutes from a reception counter where message pills wait.
Integrations

Works inside your everyday tools.

Connect the firm's accounts once, or a client's accounts to that client's room only.

All integrations
FAQ

Questions people ask.

What does the client actually see?

A member of your team, named and pictured like the rest of your firm, in the channel they already use. It carries your name, not ours.

Can an AI teammate mix up two clients?

No. Each client has its own room with its own memory, and a message reaches that room by a fixed rule: which channel, which person. No model decides where a message goes.

Can an AI teammate see my other clients' channels?

Only the channels you invite it into. A room for one client cannot read another's, and your team's own channels are separate, internal rooms.

What if someone DMs the AI teammate?

A DM is answered as the client that person belongs to. Someone the firm has not placed with a client gets a polite refusal, not an answer.

Does it reply to everything in the channel?

You choose, per client: answer only when mentioned, or answer everything. It can also just listen, learning from the channel without posting.

How do we go live safely?

Backstage first. Each client starts with an internal channel where your team reviews drafts. Invite the AI teammate into the client channel once the drafts are right.

Get started

Hire your first AI teammate.

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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