Your customer workspace

Read-only demo with fictional records. No messages are sent and changes are not saved.

Client operations foundation

Your customer overview.

From first hello to five-star follow-up, every customer journey is moving in one place.

Open pipeline

$13,640

5 active opportunities

Booked customers

Qualified leads moving to delivery

Message delivery

Not connected

Connect a provider to enable sending

Review rating

4.3

1 approved testimonials

Live opportunities

The next action that keeps each sale progressing.

View pipeline

Customer	Stage	Service	Value
Sofia Green Website assistant	qualified	Deep clean package	$780
Aarav Patel Referral	booked	Office care plan	$2,400
Olivia Chen Website assistant	new	Move-out service	$460
Ethan Brooks Google	contacted	Quarterly maintenance	$3,200
Lena Ortiz LinkedIn	proposal	Workspace refresh	$6,800

Workflow configuration

Delivery integrations are not connected.

4 active

Website assistant

Answers approved questions, qualifies intent, and creates a lead.

142 sample runs · 31% sample conversion

Lead follow-up

Sends a four-touch sequence and routes replies into the shared inbox.

96 sample runs · 44% sample conversion

Client kickoff

Creates the client portal, checklist, and first project update.

27 sample runs · 78% sample conversion

Review recovery

Requests feedback, routes concerns privately, and publishes approved praise.

61 sample runs · 54% sample conversion

Manage automations

Client delivery

Projects that need attention before the customer asks.

Lumen Dental88%

Approve final handoff4 deliverables

Riverside Offices72%

Approve onboarding plan2 deliverables

Harborview Residence46%

Review room checklist1 deliverables

Customer journey

One connected path from visitor to advocate.

Capture

Follow up

Deliver

Delight

Open customer experience