
Describe the process.
Supported text instructions become a visual workflow — review the trigger, steps and timing before anything runs.
Explore Automation →Create a persona, define its responsibilities and bring it into a project — a role, useful context and work you can review.
Describe the job in your own words and answer a short interview — a few questions that matter, sensible defaults for the rest. The charter arrives ready for review.

Who she may write to first and on which channels, her working hours, a daily credit budget, and the things she never does — set per teammate, changed any time.

A new hire starts with proposals only: every change arrives as a card you approve, and nothing happens without your click — until you activate her yourself.

Assign tasks with real project context; activity lands in the same feeds and audit trail as everyone else’s work.

Paused, she acts on nothing until you resume her. Changes can be reverted from her feed, and even dismissal keeps her history.

Personas are one way AI shows up here. The rest of the workspace answers to the same plain words.

Supported text instructions become a visual workflow — review the trigger, steps and timing before anything runs.
Explore Automation →
Natural-language questions become dashboard and report previews — you choose which changes to save.
Explore Analytics →For plans and billing see the pricing questions; everything else is in the main FAQ.
Start with Personas and Projects for the teammate shown here, and add CRM context, Automation or Analytics around the work you want AI to help with.