Sample workspace — the story tour runs across Inbox, Pipeline, Calendar, Automations, LedgerAI, and more. Try Run full demo in the header for autopilot, or click Next in the tour. Upgrade for your own data.
Help & Support
Ticket queue with priorities — mirrors in-app support routing.
Coach · Support tickets sit next to CRM context so CS sees invoices, jobs, and transcripts.
Highest priority ties to money movement — INV / Stripe issues bubble above generic how-to questions.
Queue
SLA · demo| Ticket | Subject | Requester | Priority | Status | Updated |
|---|---|---|---|---|---|
| SUP-8821 | LedgerAI deposit link not SMS’ing | Ashley Homes LLC | High | Open | 12m ago |
| SUP-8814 | Twilio caller ID verification | You | Medium | Waiting | 1h ago |
| SUP-8802 | Calendar sync duplicate events | Sales Rep | Low | Resolved | Yesterday |