Capability reference

Explore capabilities and check their availability in your workspace.

Updated September 5, 2026 1 min read

Use this catalog to find an area of functionality. Your workspace's modules, provider connections, and policies determine which parts are available to you.

This is a product reference, not a live readiness report. Check Setup Center and Integrations for the state of your own installation. Availability and approval policy can differ by workspace.

Entries marked Review workflow describe capabilities involving proposed actions. See Approvals for the difference between an AI proposal, a manual action, and an approved operation.

Capture

It sees what happens.

Meeting transcripts, read automatically: Point it at a folder. Every new transcript gets read, sorted, and turned into a proposed set of records within the hour. You never open the file.
Anything you paste: A wall of text from your phone. Scribbled notes from a call you took in the car. A forwarded email chain. Same pipeline, same result.
Email, both directions: Sent and received, threaded to the right person and attached to the right deal. It knows which reply answers which pitch.
Your calendar: Meetings become records. Attendees get matched to their files. Who you met and what came of it, without you writing anything down.
Years of history, loaded before you start: It reads the archive first. You log in on day one to a system that already knows your last two years of email and meetings.
AI-assisted contact import: Bring in a CSV or pasted list, let the system normalize and resolve identity, then review the proposed records before anything is written.

Organize

It files it correctly.

People: Everyone you deal with, the full history, what you last said, and what you still owe them.
Companies: Who works where, which deals belong to whom, and how the accounts connect to each other.
Deals and pipeline: Stages, values, and what has actually moved. Not what you remember moving.
Projects, tasks, subtasks: Work broken down to the level you can act on, each piece linked back to the person or deal it came from.
Notes that stay findable: As many as you want per person, pinned when they matter, searchable by full text a year later.
Custom fields on anything: Track what your business actually tracks. Matter status, job type, case number, permit stage. Your words, not a generic default.
A relationship graph: Connect people, companies, deals, and documents through canonical records. Radar adds cited, human-reviewed relationship assertions and current contact paths; an introduction offer does not establish consent to send.
One timeline per person: Email, meetings, calls, notes, and every AI action in a single ordered feed, each line labelled with who did it.
Duplicate detection that asks first: It spots two records that look like one person and proposes the merge. It will not merge them on its own, because sometimes they really are two people.
Opportunity Radar: evidence, reviewed priorities, and draftsReview workflow: Keep supplied sources, reviewed opportunity estimates, CRM context, and saved drafts in one workspace. Review exact changes before saving and retain the evidence history. Optional source briefing has explicit model budgets; automatic discovery and publication remain unfinished. Configured outreach requires exact human approval, fresh contact checks and delivery receipts.

Act

It does the work and waits.

Collections with verified balances and reviewed remindersReview workflow: Group verified invoices by account and currency, record promises or disputes, and approve an exact reminder when sending is configured. Fresh payment and contact checks stop stale sends; receipts distinguish confirmed dispatch from an uncertain result that needs reconciliation.
Email drafted off your own sent mailReview workflow: It reads the thread and how you have written to that person before, then produces the reply you would have written at your desk.
Follow-ups scheduled from what was saidReview workflow: You promised Thursday on the call. Thursday is now on the calendar, with the reason attached, before you have hung up.
Big tasks broken into small onesReview workflow: It proposes the subtasks and the order. You keep the ones that are real and bin the rest.
Pipeline moved on evidenceReview workflow: A reply says yes, so it proposes the stage change and shows you the exact sentence it read. You are approving a fact, not a hunch.
Multi-step outreachReview workflow: Sequences that stop the second somebody replies, and refuse to run over a contact who asked to be left alone.
Bulk changes with an undo: Retag two hundred records at once. One click puts it all back.
Rules that fire on their own: When a deal hits a stage, the things that always happen next just happen.
Smart approvalsReview workflow: Outbound actions route through one queue. Approve, edit, or reject, and every decision teaches it. Categories you trust graduate to running on their own.

Learn

It gets better at your business.

Your edits are the training: Every word you change is recorded against the draft it came from. The next one starts closer to what you would have written.
Rejections count too: Tell it why you killed the draft and it stops making that particular mistake with that kind of person.
It tracks whether the work worked: Did they reply. Did the deal move. Did it bounce. It grades its own output against what happened next, not against how busy it was.
Autonomy you raise on purpose: Every kind of action carries its own trust level. You raise it when the approval rate has earned it and drop it back the moment you want to.
A brief every morning: What happened, what is owed, and what it intends to do about it today.
A briefing before every call: Fifteen minutes out, your phone buzzes with the history, the open questions, and what you promised them last time.
It tells you who is going cold: Relationships that are slipping, ranked by what they are worth, while there is still time to save them.
Open questions, held until useful: The thing you meant to ask in March, surfaced the next time you are actually in a room with them.

Connect

You reach it from anywhere.

The web app: A dashboard, a daily view, and one inbox holding everything that is waiting on you.
Chat with your own data: Ask what you agreed with a client in March. Get the answer with the source it came from, not a plausible guess.
Your own assistant, connected over MCP: Claude Desktop, Claude Code, ChatGPT, Cursor, and Antigravity connect over the Model Context Protocol and reach the same registered tools the workspace uses. Reads return bounded queries with their sources; anything that would change a record or send a message becomes a staged proposal in the same approval queue.
A mobile-ready workspace: Use the same Today queue, inbox, pipeline, records, and setup controls from a responsive browser surface with no separate mobile app to maintain.
An API: Anything else you run can read from it and write back to it.
Decision-ready analytics: See source, owner, campaign, stage, communication, forecast, attribution, and data-quality signals together, with the metric semantics documented.

Govern

Autonomy you dial up, fully audited.

Turn capabilities on and off per workspace: Proposals, campaigns, bookings, recovery, and the rest are modules a workspace enables or disables. Turning one off removes its navigation, closes its routes, and marks its AI tools unavailable to the assistant and to any connected external one.
Every action logged: Who did it, when, and whether it was a person or the AI. Nothing in the system happens invisibly.
A switch on every AI feature: Turn any single part of it off in one click. Everything else keeps running.
Shared infrastructure, isolated tenant data: One maintained application and database serves the system, while tenant context, membership checks, composite ownership, and row-level policies keep each business's records isolated.
Role-based access: The bookkeeper sees the invoices. The bookkeeper does not see the pipeline.
It audits its own data: Nightly checks for duplicates, broken links, stale records, and numbers that stopped making sense.
You own all of it: The accounts, the data, the export. Leaving is a download, not a negotiation.