Sample workspace — the story tour runs across Inbox, Pipeline, Calendar, Automations, LedgerAI, and more. Try Run full demo in the header for autopilot, or click Next in the tour. Upgrade for your own data.
CRM · Capture
Forms & capture
Every ingress surface with volume, freshness, and status — same columns you’d audit before launch.
Coach · Every surface — forms, chat, voice, API — lands in the same Inbox and Pipeline with source tags.
Live ingest: SMS follow-up sent to Mike Torres
Surfaces
All typesLive only
| Surface | Type | 7d leads | Last lead | Status |
|---|---|---|---|---|
| Homepage · Request quote | Web form | 34 | Jordan Blake · 6m ago | Live |
| Emergency HVAC banner | Chat widget | 52 | Sarah Williams · 22m ago | Live |
| After-hours voice | Voice widget | 19 | John Davis · 1h ago | Live |
| Partner referral API | API | 8 | Webhook · 3h ago | Live |
| Commercial landing | Web form | 0 | — | Draft |