This opens your own private workspace, loaded with sample records, so you can look around without a call and without a card. It is the same software whether you are exploring it for your own organisation or thinking about delivering it to clients.
An Action Centre with sample work and drafts prepared for review
Centurion, the assistant that prepares replies, updates records and organises follow up
Voice input, hold the button and ask for a record to be moved or a reminder set
A 21 day prospecting plan with calls, emails and tasks laid out
A pipeline with deals you can move, plus quiet deals flagged for attention
Booking links, invoicing and social post drafting
Build by Interview, describe an automation in plain English and watch it get built
Sample clients, tasks, notes and conversations so nothing looks empty
Your first five minutes
1Open the Action Centre and approve one draft reply
2Press the Say it bar and ask for today's priorities
3Drag a deal into Meeting booked and watch the follow up appear
4Run Build by Interview and create your first automation
The workspace is private to you and loaded with sample records. Messaging channels are not connected until you connect them, and what an agent may do on its own is a setting you control, from preparing a draft for review to acting within limits you set.