The overviews your agents work in
A view is a fixed overview in your workspace, like your leads, your deals or your images. Agents read them, add to them and keep them up to date while you chat.
Lists your agents keep up to date
Agents add to them while you chat. You see straight away what changed.
Apps
Apps an agent built for you in the chat
ViewBenchmarks
Peer comparisons on revenue, margin and balance sheet
ViewCompanies
Clients, prospects, partners and suppliers in one list
ViewContacts
The people at your clients and partners, with role and contact details
ViewDeals
Sales opportunities in your pipeline, by stage
ViewEmails
Incoming mail, sorted and with draft replies
ViewLeads
Found leads, enriched with contact details and scored against your audience
ViewProjects
Running projects, with their tasks and deadline
ViewStock
Current stock per material stream
ViewTasks
What still needs doing, per lead, deal or project
ViewWeighing tickets
Digital weighing tickets, prefilled and checked
ViewVisuals your agents make
Everything an agent generates, kept in your brand style.
Documents your agents write
Drafts you refine further in the conversation.
Which views fit your work?
In a 15 minute strategy call we look at which agents and views fit your process.