01
AI employee roles
Reception, sales, support, scheduling, marketing, finance, HR and operations roles with clear tools and permissions.
Connect Workforce Live
Give every task a clear owner and a visible outcome.
A shared business workspace for AI employees, human employees, customers, calls, tasks, approvals and reporting.
Workforce Live
See who is working, what is waiting and what needs a decision.
The live dashboard brings AI work and human work into the same view, with shared customers and task history.
02
Human workforce
Availability, workload, assigned tasks and AI collaboration links for each employee.
03
Shared workflow
Tasks move through new, in progress, waiting, approval, scheduled and completed stages.
Twenty connected modules
Build the parts you need without rebuilding the platform.
Each module shares the same customers, employees, permissions and activity history.
Workforce and tasksAI employees, human employees, assignments, workloads and approvals.
CRM and communicationsCustomers, leads, calls, email, SMS, chat and shared context.
Automation and knowledgeWorkflow orchestration, training, prompts and approved business information.
Reports and strategyRevenue, service, productivity, forecasts, goals and executive briefings.
Security and administrationPermissions, audit history, compliance and organization settings.
Enterprise managementLocations, franchises, agencies, templates and cross-business reporting.
Marketplace and partnersAI roles, workflow templates, extensions and developer publishing.
Digital twinA live visual view of customers, work, employees, alerts and decisions.
One connected journey
A customer request can move across the team without losing context.
Reception records the need. Sales follows up. Scheduling confirms a time. Finance prepares the invoice. Support sees the same customer history.
- One customer timeline
- Assignment based on skills and workload
- Approval for high impact actions
- Reporting across AI and human contribution
