Here's what changes.
Three ways your agent delivers value from day one.
Ask your agent to set up client tracking and a live table opens in the right panel — no page switching, no setup wizard. Add deals, update stages, and filter by status without leaving the conversation.
Your agent drafts invoice follow-ups and creates approval activities. Tap approve on mobile and the agent sends the reminder — your entire billing workflow fits in your pocket.
Schedule a Monday briefing and your agent pulls data from every active engagement — hours logged, milestones hit, payments received — and delivers a formatted summary before your first coffee.
One workspace, one agent — here's what it does without being asked.
You describe your business in chat. The agent creates a client pipeline table, a weekly planner page, and starter activities — all visible in the live panel as they appear.
Your agent notices a proposal sent 10 days ago with no response. It creates a follow-up activity and drafts a nudge email for your review — right in the chat thread.
The agent compiles progress from your engagement data and produces a formatted update. You review it in the side panel, tweak one line, and send it.
Based on open activities and upcoming deadlines, the agent drafts your Monday-to-Friday plan. You approve it from your phone over coffee.
Join and get your freelancers & consultants workspace set up with an agent in minutes.