The whole Sell workspace, in the order the work happens

Sell

Leads

Prospects Sell finds, qualifies and converts.

Describe the kind of business you sell to and Sell searches the web for them, opens the pages it finds and judges which ones fit. Each row comes back with a contact, one sentence on why it matched, and a link to the page those claims were read off, so you check it rather than believe it. You tick the rows you want; the rest are discarded.

Meetings

Call your own clients from the browser: analyse, schedule and share the link.

You send a link and your client clicks it. The call runs in the browser with nothing to install on either side, and the media goes directly between the two of you. While you talk you get a live transcript and suggestions only you can see; when you hang up there is a written analysis of what was said, what they pushed back on and what to do next.

Clients

Everyone you sell to. The copilot reads this list when it answers.

One record per client, with their meetings, notes, documents, tasks and invoices attached to it. The copilot reads this list when it answers, which is why asking what happened with an account does not mean opening five tabs first.

Products

What you sell and at what price, quoted live during calls.

Your price list lives in the workspace as data rather than a PDF nobody can find, so the copilot quotes the real number during a call instead of a plausible one. The columns are yours: text, number, currency, percentage, or a formula that computes a margin or a bundle price as you type.

Get paid

Invoices

Bill your clients and track what's owed, as a real PDF.

Bill from the products you actually quoted, and track what is owed. The document comes out as a real PDF with your own branding, drafted from the call rather than from memory, and it goes nowhere until you have read it.

Payments

Collected on your own Stripe account, paid out to your bank.

Payments run on Stripe Connect direct charges. The charge is made on your own connected account and paid out to your own bank, so you are the merchant of record and the relationship with the payer stays yours. There is no balance here that we are holding for you.

Automate

Emails

Drafted from your own workspace facts, sent and tracked.

Follow-ups written from what is actually in your workspace, the call, the client record and your price list, then sent through your own connected mailbox so a client's reply threads normally instead of arriving from an address nobody recognises. Every message stays in the workspace once it has gone.

Automation

Build your own on a canvas, or install one.

Automations fire when a client is created, a meeting is scheduled or ends, a document changes status, or a task completes. The steps run from drafting with AI to creating a task, sending a notification, writing to the knowledge base, calling a webhook or checking a condition. Build one on the canvas, or install one somebody else built.

Autopilot

One round a night: drafts, a briefing, and a cap you set.

Turned on, Autopilot does one round a night. It reads the clients who have gone quiet and the tasks that are overdue, writes the follow-ups, and has them waiting with a briefing when you open the workspace in the morning. It writes; you press send.

Websites

The pages built for you, and the domain they answer on.

A list on the left and the page itself on the right, because somebody judging a page wants to look at it rather than read a description of it. The same frame is where the two words that are wrong get fixed, where a page goes live, and where it takes a domain you already own.

Library

Files

What your business stores, and what the copilot may read of it.

Folders you make, holding what the work produces: proposals, contracts, decks, the spreadsheet somebody needs next quarter. The copilot can read what you allow it to read and can save new files back into the same place, so the document it just wrote is where you would go looking for it.

Knowledge

What the copilot knows about your business. Its memory, and yours.

How you price, what you promise, the answer to the question that comes up on every second call, written by your team. It is memory rather than a wiki nobody opens, because the copilot reads it when it answers you.

Tasks

What you and your team are working on.

The work, including the commitments made on a call. Each task is a page you can link a colleague to, with its own comment thread, so what was promised turns into work with an owner rather than a line in a transcript nobody reopens.

Manage

Team

Who works here, what they may do, and how the selling is going.

Owner, admin, manager and member, and the four mean different things. A manager runs their own sellers from their own seat; an admin runs the workspace. Roles are enforced by the server on every endpoint, so a typed URL is answered by the backend rather than by a hidden menu item. The same screen shows how the selling is going, seller by seller.

Six jobs, and the order is the point

A pass runs them in this order every time. The two that cost nothing go first, so a round that reaches your ceiling has still told you what is waiting rather than having spent the lot on one draft.

It counts the leads waiting

Your standing brief searches on its own schedule. This job reads what that filed and tells you how many are sitting unreviewed, with a link straight to them.

Costs nothing to run

It runs no search of its own. You paid for that search once already.

It triages the inbox

What arrived in your connected mailbox since yesterday, counted and put in the briefing so the morning starts with a number instead of a scroll.

Costs nothing to run

It replies to nothing. Reading a mailbox and writing from it are two permissions.

It reads the tasks going cold

Overdue and high priority tasks get read properly, and its reading is written onto the task thread where the work already is rather than into a report you have to go and find.

Up to five tasks a round

It never ticks one off. That was a decision, and it is written down as one.

It finds work that was never invoiced

A proposal the client accepted, and no invoice against it. That is the shortest gap between a yes and being paid, and it is the one a busy week leaves open. It also flags the proposals that have been out long enough to have gone cold.

Up to five of each a round

It raises nothing itself. It tells you, and the raising is yours.

It asks for money you are already owed

Invoices past their due date, with the chase written and the amount and the date in it. This is the one job that always waits for you, whatever your other settings say, because an invoice paid last week and chased anyway costs more than the chase could recover.

Up to five chases a round

It never sends one on its own. Money jobs ask, and no setting changes that.

It writes to the clients who went quiet

Clients whose record has sat untouched for a few days get a short note. In the morning it is sitting in your Emails list, written but not sent, and the briefing links you to it.

Up to five notes a round

It sends none of them unless you have separately said it may, and set a limit.

Off, ask me, or just do it. Set per job.

Not one switch for the whole thing. Every job on the list has its own setting, so reading your overdue tasks and writing to your clients do not have to be the same decision.

Jobs are ranked by the worst thing they could do rather than the usual thing, and the queue is aimed at the ones that could do the most. A job that only reads your workspace and writes back into it can be undone inside it, so it gets on with the reading. A job that could reach a stranger is the one held behind approval and behind the sending gate. And a job that could commit money is built to ask first whatever else you have set, which is why nothing in Autopilot today touches your money at all.

Off

The job is skipped where it stands. Nothing is read, nothing is written, and no credit is spent on it. This is where a job sits if you never open the tab.

Ask me

The approval queue, and it is the job that writes to your clients that uses it: the round files what it would have sent, why, and roughly what it would cost, then stops. Approving is one tap, and what runs on approval is the same checked path the copilot uses when you ask it yourself. There is deliberately no second way to act.

Just do it

It goes ahead inside the ceilings you set. For the job that can reach a person outside your workspace this still is not enough on its own: the sending gate is a separate lock, and it is asked again before every single message.

What does it do when I am not there?

By default, the daily lead search if you set a brief, and nothing else. Turn the overnight round on and it drafts your follow-ups, reads the tasks that are overdue and leaves a briefing for the morning. It only sends email if you switch sending on and set a daily limit, and every run is its own line in your credits breakdown, under a cap you choose.