What works
The deal card is here too, but the product is the work around it: intake, queue, draft reply, approval and a record of the decision the application cannot change or erase. Companies, contacts, leads, deals, proposals and requests live in the platform itself.
More detail
- Website intake: each request lands in a project with a number and consent to be contacted; switched on at implementation (declare the domain, enable the widget). No captcha: a domain check, a one-time session and rate limits protect the form.
- Sales CRM: contacts, leads and deals by stage; proposals with versions and prices approved by the owner; e-mails a person confirms and sends from their own mailbox; reminders, CSV and XLSX import, exports, analytics. Salespeople see only their own records; the AI assistant only drafts.
- Requests: a queue with priority and assignment, closure with a named outcome, time to first reply computed by the database; messages are append-only.
- Scores: model and human scores are separate fields; only a person fills in the human one, and no combined customer score is shown.
Limits
AI employees write nothing to customers themselves: a customer gets a staff member’s reply or, in the website chat when it is on, a verbatim confirmed answer; with no exact answer, the chat offers to pass the question to a specialist.
More detail
- Your existing CRM (Bitrix24, amoCRM, HubSpot): a generic REST contract whose driver is tested only against a local receiver; your side needs a thin receiver.
- Calendar and accounting: declared, with no drivers.
- Instagram: connected at implementation; intake and drafts are written and work once a Meta app is set up for your account.
- WhatsApp: the next channel; there is a business account, and connecting it to the product is the next development step — it is not a working channel yet.
- Ad platforms: a simulated contract that answers “no configuration”; nothing changes in an ad account.
Basis: the registry of modules and industry templates; product documentation; the AI employee registry. This page describes what exists in this build, not what is planned.