The Command Center

Command Center connects the things that otherwise get separated: a customer's message, the deal it belongs to, what you promised, and the next action. Start your day with the work that needs attention and open the supporting records from there.

Start with a complete workflow

Try your first workflow in the fictional demo. You will review a proposed action and check its result without connecting any accounts.

Where to do your work

You want to…	Open	What you find
Decide what needs attention	Today	Ranked work with a reason and next action
Triage new intake	Inbox	Items that still need a decision or owner
Answer a customer	Conversations	The thread and reply composer
Move a deal forward	Pipeline	Stages, deal context, and next actions
Find a person or company	Contacts	Shared records and their linked history
Review an AI proposal	Approvals	The proposed effect before it runs
Check what happened	Activity	Recorded changes and their origin
Ask about your business	Ask AI	Answers grounded in the tools available to your workspace

How AI fits

The assistant reads available context and can prepare a proposal. You review the proposed action through the same workspace controls. A manual action, such as sending a reply you wrote, follows that screen's own confirmation flow. Approvals explains the distinction.

After an action runs, check its result. Prepared, approved, sent, and delivered are different states; a draft is not a sent message.

What is available in your workspace

Modules and provider connections determine which features you can use. A capability listed in the reference is not proof that your workspace has connected and verified its provider. Check Setup Center before relying on a live workflow.

For installation, see Self-hosting. For customization and external assistants, see Build on it.