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The Command Center

Where your day starts: ranked work, the records behind it, and actions the system takes as it earns your trust.

Updated September 27, 2026 3 min read

A customer asks about a proposal while a teammate is waiting on the same account. Command Center brings the conversation, opportunity and assigned work into one workspace, so you can answer with the full context and keep the next step visible.

Today showing priorities and decisions in the fictional Northline Roofing workspace.
Today in the fictional Northline Roofing workspace. The screen is real; its customer and work records are fictional. Select the image to view it full size.

Follow a piece of work

  1. Start with Today

    Open Today to see sourced decisions, follow-up and business changes. Open an item to learn why it needs attention and which record it came from.

  2. Read the source record

    Use Contacts for the customer history, Conversations for the thread, or Pipeline for the opportunity and its next action.

  3. Move the next step forward

    Use Work to edit, snooze or complete an assigned task. If Ask AI prepares a change, inspect its exact target and content in Approvals before deciding.

  4. Check what happened

    Open Activity and the affected record. A saved task, an approved request, and a message delivered by a provider are different results.

For example, Northline Roofing can open a proposal follow-up from Today, check the customer's latest reply, and set the existing task's due date in Work. The task stays with the customer context, so a teammate can understand the work without reconstructing the story.

Choose the next guide

Intake review groups incoming items by type when you need to clear new work. Ask AI helps with a question across the records your workspace can access. Saved Today views let a person or administrator arrange the daily page, while Work offers personal and shared task views for editing.

Optional Apps and plugins add specialized workflows while keeping their own records and approval rules. For example, a configured subscription workflow lets a customer manage a recurring plan, while Work still shows the team's internal follow-up.

Start with the fictional demo path if you want to practice without connecting an account. For a connected installation, use Setup to verify the sources your workflow needs. The capability reference describes supported work, and the extension guides show how builders can add their own screens and tools.

What to check

  • Check Setup before relying on connected email, calendar, AI or payment data. A listed capability may still need configuration in your workspace.
  • Confirm the affected record and action result after a decision. A prepared draft or approved proposal does not by itself confirm delivery to a customer.
  • Ask AI can propose supported changes, while manual controls use their own confirmation and access rules. The approvals guide explains how eligible actions can earn a proposed increase in autonomy.