Your first workflow

The fastest way to understand Command Center is to watch one decision move from a signal to a result. This walkthrough takes about five minutes, needs no account, and every action inside it is fictional: nothing you approve or reject here reaches a real customer.

You need: a browser. Open the Command Center demo, find Northline Roofing & Exteriors, and choose Open this workspace. The launcher also has three guided examples: answer an inquiry, start client work, and prepare an invoice. Choose Try this workflow to open the relevant screen, then follow the steps and check the saved result. Each business card lists more tasks to try. You can choose another fictional business at any time from the launcher.

1. Find what needs you

Open Today. It brings replies, due tasks, proposals, and pending approvals into one ranked queue, each with a reason attached, so you are never guessing why something is asking for your attention. Read that reason and the item's next action before you open it.

The business snapshot opens approvals, follow-up work and your pipeline directly, while Needs you lists the records behind the attention count. Choose a saved view beside the heading, use Customize to arrange its modules, or open More to create, duplicate or delete a view.

2. Inspect a proposed action

Choose Review on an approval. Check who or what it affects, the exact proposed change, and the context behind it, for an email, that means reading the actual recipient and the actual message, not just noting that a draft exists. A proposed action being on your screen does not mean it has already happened; consequential actions wait for your decision. In a connected workspace, a current bounded internal permission can allow a covered internal change to run.

3. Make a decision

Approve an action you agree with. If the content needs work, edit it and review the revised version before you approve, rather than approving first and fixing later. Reject anything you do not want to run.

In this demo, a decision only changes fictional browser state. In a connected workspace, approving a send authorizes a real attempt to contact the named recipient, so read the confirmation carefully before you continue once you are working with your own data.

4. Check the result

Return to Today and see whether the item is still waiting on you. Open the action's result, or check Activity for more context. A rejected proposal is not the same as a sent one, and neither is safe to assume without looking.

Keep going

From here, use Conversations to answer a customer, Pipeline to move a deal, and Intake review to triage new intake. You can return to Today between any of them; nothing about this workflow is linear once you know the pieces.

What to check

• If a real action's outcome is ever unclear, check its status before submitting a second attempt. Receipts and audit explains how to tell a confirmed result from unfinished work.
• Before you connect real data, follow Setup. This demo shows you the workflow; it does not verify a single one of your own provider connections.