Start using Command Center

Command Center lets a team work with customer records, conversations, opportunities, tasks and proposed AI actions in one application. Use these guides to complete a task or understand a result.

Try a workflow

Open the fictional demo and follow your first workflow. You will find an item on Today, review an action and check its result. The demo needs no account or provider credentials.

Do your work

Task	Guide
Decide what needs attention	Work the Today queue
Respond to a customer	Reply to a conversation
Qualify a new inquiry	Review leads and chat handoffs
Update a deal and its next step	Use the pipeline board
Bring in existing contacts	Import contacts
Review a proposed change	Approvals
Understand a number	Revenue figures
Investigate a change or failure	Activity and Troubleshooting

These guides describe the current application. The features available to you depend on your workspace, permissions, enabled modules and connections. Use Setup Center to check your installation.

Set up or extend a workspace

• Business owners: choose a workflow and assign responsibility.
• Agencies: prepare a client workspace and hand it over.
• Developers: run the app and make a first change.
• Self-hosters: install with your own database and accounts.

For unfamiliar terms, use Core concepts. For an action that has already run, use Action results to distinguish approval, execution and delivery.