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Intelligence

Intelligence

Ask with bounded context, inspect what ran, and read funnel numbers from the same records.

Updated September 6, 2026 1 min read

Intelligence is the assistant, its traces, knowledge retrieval, and source-to-revenue analytics.

AI Workspace

/admin/ai is where you ask, inspect runs, and review capabilities. How to use that screen is in AI Workspace. Context is bounded and sourced. Invented citations degrade to a partial answer. Writes and outbound actions enter the approval queue and use the same services as the UI.

The AI tool reference lists every registered tool from the registry. That list is not copied into prose.

Analytics

/admin/analytics is the funnel: source, owner, campaign, stage, communication, forecast, and data-quality signals. Counts come from the same records the rest of the workspace uses.

Opportunity Radar

Review opportunities with Radar to keep supplied sources, reviewed business estimates, relationship context, and drafts together. Exact approvals preserve the history of changes. Model spending starts off; automatic discovery and outreach sending remain unfinished.