Operational command center
KPIs, tasks, notifications, revenue, document activity, and AI insights in one daily workspace.
AI Operations OS is a workspace for SMB teams to manage customers, tasks, documents, automations, analytics, and AI-assisted operations from one place.
Built around the workflows small and mid-sized teams repeat every day: customer updates, documents, approvals, follow-ups, tasks, and reporting.
KPIs, tasks, notifications, revenue, document activity, and AI insights in one daily workspace.
Manage customers, companies, leads, contacts, notes, documents, and follow-up tasks.
Ask about invoices, contracts, offers, tasks, customers, and documents with permission-scoped context.
Classify uploads, extract fields, create summaries, tag files, and connect them to customers.
Create approval tasks, follow-ups, review work, and manager actions from customer and document events.
Revenue, customer, task, document, employee, automation, and AI usage reporting.
The MVP includes a working demo automation engine, trial limits, backend APIs, Demo AI, and upgrade-ready billing states.
Document Center accepts the file and classifies it as an invoice.
Vendor, amount, due date, customer, classification, summary, and confidence are generated.
Create a task, notify the manager, save the document to customer history, and log the run.
The current MVP uses Demo AI and free trial limits, so you can show the product without paying for API calls.
100 AI messages, 25 documents, 10 automations, 3 users, 100 MB demo storage.
Open trialReal OpenAI API, team seats, customer data, document workflows, and billing controls.
Preview appAdvanced automations, higher AI usage, audit logs, branding, analytics, and support.
Preview app