Capability directory

332 capabilities.
One company stack.

Everything Kaso can do, listed in full — fourteen kinds of work, six products, the layer they all share, and the specific thing each capability is for.

Every row inside a card is illustrative: notional companies, notional numbers, shown to make the shape of the work concrete.

332capabilities 14kinds of work 6products 1shared foundation

Find customers

Decide who to sell to, find the accounts that match, and keep the reason each one surfaced.

Kaso GTM

Customer profiles

KASO GTM

Define your ideal customer using company attributes and the accounts you already know.

Account discovery

KASO GTM

Find matching companies through your workspace records and configured data sources.

Contact enrichment

KASO GTM

Fill gaps in buyer records using the enrichment sources connected to your workspace.

Buying signals

KASO GTM

Surface relevant account changes and keep the source and timing of each signal visible.

Account scoring

KASO GTM

Prioritize accounts by fit and review the reasoning behind each score.

Saved segments

KASO GTM

Build reusable account groups from the criteria that matter to your sales motion.

Account research

KASO GTM

Bring company details, contacts and recent activity together before reaching out.

Record imports

KASO GTM

Bring existing account and contact lists into the workspace through CSV imports.

Market descriptions

KASO GTM

Describe the market you sell to in your own words and get criteria you can review and edit.

Segment queries

KASO GTM

Ask for a group of accounts or people in plain language and see how the request was read.

Signal authoring

KASO GTM

Propose signal definitions from the fields and activity your workspace records, and review each one before saving.

Peer-group scoring

KASO GTM

Score an account against the segment it belongs to rather than one standard for the whole market.

Market sizing

KASO GTM

See how many companies and buyers your criteria reach before you commit a team to them.

Inbound routing

KASO GTM

Qualify contacts who come to you, attach them to an account, and hand them to an owner.

Reach buyers

Write, review and release outreach — with pacing, deliverability, replies and follow-ups attached to the record.

Kaso GTM

Outreach sequences

KASO GTM

Arrange outreach steps and follow-up tasks into a repeatable sequence.

Personalized drafts

KASO GTM

Draft outreach using the account, the buyer and the context behind the conversation.

Message approvals

KASO GTM

Review, edit and approve generated messages before releasing them to send.

Sending controls

KASO GTM

Set pacing and sending limits for configured mailboxes and sequences.

Reply tracking

KASO GTM

Keep incoming replies connected to their contacts and outreach history.

Follow-up tasks

KASO GTM

Track the next action, owner and due date after a buyer responds.

Sequence reporting

KASO GTM

Review outreach activity and outcomes to understand how a sequence is performing.

Sequence experiments

KASO GTM

Compare message variants with assigned cohorts and recorded outcomes.

Template selection

KASO GTM

Pick the template for each step from your own library, matched to the trigger, the stage and the reader.

Copy provenance

KASO GTM

See which templates were considered for a message, which were ruled out and the reason for each.

Message templates

KASO GTM

Reuse message copy with merge fields checked against what the sender can actually fill.

Domain authentication

KASO GTM

Publish the records your sending domain needs and confirm each one before outreach goes out.

Mailbox warmup

KASO GTM

Raise a new mailbox’s daily volume gradually as it builds a sending history of its own.

Reputation monitoring

KASO GTM

Watch bounce and complaint rates per mailbox and take one out of rotation before it hurts your domain.

Send windows

KASO GTM

Keep outreach inside the working hours, days and time zone each sequence sets.

Suppression lists

KASO GTM

Keep opted-out, bounced and do-not-contact people out of every sequence without anyone remembering to check.

Customer protection

KASO GTM

Hold cold outreach to accounts that are already customers or have an open opportunity.

Pre-send checks

KASO GTM

Catch unresolved placeholders, missing subjects and broken links before a message reaches a prospect.

Hold reasons

KASO GTM

See why a message was held, whether the block clears on its own and when.

Threaded follow-ups

KASO GTM

Send later sequence steps as replies in the same thread as the first message.

Reply classification

KASO GTM

Sort incoming replies into genuine interest, referrals, auto-replies, bounces and opt-out requests.

Bounce handling

KASO GTM

Suppress an address that hard-bounces and wait before retrying one that bounces softly.

Out-of-office handling

KASO GTM

Push a cadence past the date an out-of-office reply says the person is back.

Shared inbox

KASO GTM

Work replies as a team with assignment, snoozing and read state across every channel.

Automatic exits

KASO GTM

Take a contact out of a sequence the moment they reply, opt out or bounce.

Autonomy levels

KASO GTM

Choose how much outreach the system may release on its own and how much waits for a person.

Reply drafts

KASO GTM

Get a suggested reply to an inbound message, written from the thread and the account history.

Contact rules

KASO GTM

Decide who may be contacted, how often, and which conversation takes priority over a new one.

Send rehearsal

KASO GTM

Run a sequence end to end and read every message it would send without anything leaving the workspace.

Sell & meet

Prepare for the conversation, get help during it, and turn what was said into the next step.

Kaso Meetings + GTM

Pre-call briefs

KASO MEETINGS

Prepare for a conversation with relevant meeting history and attendee context.

Live answers

KASO MEETINGS

Get in-the-moment guidance grounded in the conversation and your reference material.

Transcription

KASO MEETINGS

Turn meeting audio into a searchable transcript through configured transcription services.

Meeting notes

KASO MEETINGS

Create editable summaries that capture the decisions and next steps from a call.

Follow-up drafts

KASO MEETINGS

Turn a completed conversation into a draft follow-up you can review and send.

Past-meeting search

KASO MEETINGS

Ask questions across past meetings and open the conversations cited in the answer.

Call scorecards

KASO MEETINGS

Review strengths and missed opportunities against your team’s coaching criteria.

Pipeline & forecasts

KASO MEETINGS

Track opportunities, review forecasts, and use GTM deal history and next steps to assess pipeline health.

Conversation facts

KASO MEETINGS

Pull next steps, objections, competitors and stakeholders out of a conversation and onto the account record.

Quoted evidence

KASO MEETINGS

Open the sentence behind each extracted claim, and see which claims the conversation does not support.

Action items

KASO MEETINGS

Turn what a meeting committed to into owned tasks with due dates.

Attendee matching

KASO MEETINGS

Match meeting attendees to existing contacts and flag the people not yet in your records.

Deal matching

KASO MEETINGS

Work out which account and opportunity a conversation belongs to from the people actually on it.

Stakeholder map

KASO MEETINGS

See who is on the deal, who is on this call, and who has gone quiet.

Deal memory

KASO MEETINGS

Carry what was raised, settled or left open across every conversation on the same opportunity.

Live objection cues

KASO MEETINGS

Recognize an objection the record already anticipated and show a prepared line while it is being raised.

In-call actions

KASO MEETINGS

Press one button for the objection, the missing decision maker, the commercials or the next step.

Reference lookup

KASO MEETINGS

Search the reference documents attached to your workspace while a conversation is still running.

Screen context

KASO MEETINGS

Let an answer take account of what is on your screen at the moment you ask.

Note provenance

KASO MEETINGS

See whether a note came from the record, a measured rule or a model’s reading.

Note templates

KASO MEETINGS

Shape summaries and follow-ups around the sections your team wants from each kind of conversation.

Shared note links

KASO MEETINGS

Publish a read-only link to a meeting summary, keep the transcript private, and withdraw the link later.

Meeting reminders

KASO MEETINGS

Get a prompt before a scheduled call with the joining link and a single press to start.

Booking links

KASO MEETINGS

Share a link that shows your availability and books the meeting without the visitor creating an account.

Commitment tracking

KASO MEETINGS

See every commitment made across a deal’s calls and which of them never became a task.

Deal changes

KASO MEETINGS

See what shifted across a deal’s conversations, from a new competitor to an objection raised twice.

Reviewed battlecards

KASO MEETINGS

Draft competitor cards from what buyers actually said and release them to the team after review.

Deal risk reviews

KASO MEETINGS

Flag opportunities likely to slip, with the reason behind each flag and one move for the owner.

Pipeline history

KASO MEETINGS

Freeze pipeline state each day so you can compare where deals stood against where they stand now.

Daily briefing

KASO MEETINGS

Open the day with a short ordered list, each item naming one account and one action.

Deal line items

KASO MEETINGS

Build a deal’s value from products, quantities and discounts rather than one typed-in figure.

Deal rooms

KASO MEETINGS

Share one space with a buying group and see which materials each person opened.

Renewal tracking

KASO MEETINGS

Watch accounts approaching renewal and review the signals behind each account’s health.

Capture conversations

Get the conversation in cleanly — both sides, the right language, and a record of anything that failed to record.

Kaso Meetings

Call capture

KASO MEETINGS

Capture your side and the far side of a call from your own devices, whichever meeting tool you use.

Speaker separation

KASO MEETINGS

Keep your side of the conversation and the other side apart in the transcript and the summary.

On-device transcription

KASO MEETINGS

Transcribe on the machine running the app so meeting audio does not have to leave it.

Meeting languages

KASO MEETINGS

Choose the language spoken in the room and the language your notes come back in.

Capture health

KASO MEETINGS

See when a channel goes silent or a share started without audio, while the call is still running.

Dropped-line alerts

KASO MEETINGS

Know when a stretch of audio failed to transcribe instead of losing the line quietly.

Audio check

KASO MEETINGS

Test your microphone level and preview a transcript before a call rather than during one.

Capture permissions

KASO MEETINGS

Grant microphone and screen access explicitly, and see which permissions are still missing.

Phone recording

KASO MEETINGS

Record an in-person meeting or a voice memo on your phone and find the notes on your desktop.

Train teams

Rehearse the calls that matter against a rubric your team wrote, with evidence for every note.

Kaso Training

AI buyer roleplay

KASO TRAINING

Practice conversations with a simulated buyer shaped around your sales context.

Discovery practice

KASO TRAINING

Rehearse the questions that uncover a buyer’s needs, constraints and priorities.

Pitch rehearsal

KASO TRAINING

Practice explaining your product in a way that connects to the buyer’s problem.

Objection handling

KASO TRAINING

Work through concerns about budget, fit, timing and competing options.

Negotiation practice

KASO TRAINING

Rehearse difficult trade-offs and next-step conversations before a real deal.

Skill rubrics

KASO TRAINING

Define the behaviors your team wants to practice and the criteria for feedback.

Session feedback

KASO TRAINING

Review specific moments from a practice session with evidence for each observation.

Practice plans

KASO TRAINING

Choose the next scenarios to rehearse based on the skills your team wants to improve.

Account rehearsals

KASO TRAINING

Rehearse against a buyer built from one of your own accounts and its recent history.

Realistic buyer

KASO TRAINING

Practice against a buyer who knows only what a real buyer would, never your own notes.

Spoken practice

KASO TRAINING

Speak your side of a practice conversation and have your words picked up as you talk.

Mid-sentence warnings

KASO TRAINING

See a warning about a price, a competitor name or a long monologue while you are still speaking.

Private practice

KASO TRAINING

Rehearse without the conversation being kept, so a practice session is not a record anyone reads later.

Talk-time metrics

KASO TRAINING

See your share of the talking, your question rate and the longest unbroken stretch on a call.

Call benchmarks

KASO TRAINING

Measure a call against the conversations your own team has already won rather than a generic standard.

Outcome separation

KASO TRAINING

See which call behaviors separate your won deals from your lost ones, and which do not.

Coaching focus

KASO TRAINING

Give each rep one thing to work on next, with the call and the passage behind it.

Rep comparison

KASO TRAINING

Compare how each rep runs calls and pick the moments worth reviewing together.

Coaching trends

KASO TRAINING

See how scores move month to month across the team and which misses come up most often.

Certification tracks

KASO TRAINING

Set the scenarios a new rep passes before taking live customer conversations.

Call library

KASO TRAINING

Collect real conversations into a library your team learns from, with the moments that matter marked.

Grow visibility

Watch how AI answer engines describe your market, and act on the gaps they leave.

Kaso AEO

Prompt monitoring

KASO AEO

Track the questions that matter to your brand across configured AI answer engines.

Brand mentions

KASO AEO

See when your company appears in AI answers and how prominently it is mentioned.

Citation sources

KASO AEO

Identify the pages and domains AI answers cite when discussing your market.

Competitor visibility

KASO AEO

Compare your presence with competing brands across tracked prompts and topics.

Brand sentiment

KASO AEO

Examine the language used about your company alongside the answers it comes from.

Content opportunities

KASO AEO

Find prompt gaps and citation opportunities that can guide your next piece of content.

Content creation

KASO AEO

Develop briefs and drafts around audience questions and your brand context.

Marketing agents

KASO AEO

Connect supported research, data and writing steps into reusable marketing workflows.

Prompt planning

KASO AEO

Write and organise the prompt set that gets measured, with each prompt’s coverage beside it.

Prompt demand

KASO AEO

See how often a phrase is asked, how that is moving, and who gets cited for it.

Topic tracking

KASO AEO

Group prompts into the topics you sell against and read every visibility measure per topic.

Answer records

KASO AEO

Open the full answer behind any number and read exactly what was said and cited.

Query fan-outs

KASO AEO

See the follow-up searches an engine runs behind a tracked prompt and who wins each one.

Engine breakdown

KASO AEO

Read every measure per answer engine, so a drop in one is not read as a drop everywhere.

Region comparison

KASO AEO

Compare how answers describe your brand across the regions you sell into.

Persona comparison

KASO AEO

See where you are strong for one buyer type and absent for another on the same topic.

Name matching

KASO AEO

Map the spellings answers use onto the right company so no mention is counted for nobody.

Fact checking

KASO AEO

Check the claims answers make about your company against the truths you have written down.

Cited passages

KASO AEO

Find the exact sentence an engine lifted from your page, or learn it is no longer there.

Crawler preview

KASO AEO

Compare what a crawler reads on your page with what a browser shows a person.

Crawler activity

KASO AEO

See which AI crawlers fetch your pages, how often, and whether a person asked for it.

Assistant referrals

KASO AEO

Count visitors arriving from an assistant, with the share nobody can classify shown beside them.

Page scoring

KASO AEO

Score a page against how answer engines read it and get specific changes to make.

Outreach targets

KASO AEO

Rank the sites engines read when they recommend somebody else instead of you.

Product shelves

KASO AEO

See which products engines put forward for a shopping question and where yours sits.

Visibility alerts

KASO AEO

Set rules on the measures that matter and hear about a move once, not every morning.

Brand claims

KASO AEO

Keep the approved claims and the phrases to avoid that generated content is held to.

Content workflow

KASO AEO

Move an opportunity from open to claimed, briefed and shipped with an owner at each step.

Website publishing

KASO AEO

Push an approved change to your site through a connected content system after a person reviews the diff.

Visibility questions

KASO AEO

Ask questions about your own measurements and open the rows behind every answer you get.

Campaign planning

KASO AEO

Plan a campaign with its audience, message, channel and owner held in one place.

Research markets

Model an audience, put a question to it, and keep the assumptions next to the answer.

Kaso Research

Simulated audiences

KASO RESEARCH

Build research scenarios around the audiences and assumptions you want to explore.

Positioning tests

KASO RESEARCH

Explore how modelled audiences could respond to different ways of framing your offer.

Message testing

KASO RESEARCH

Compare proposed messages and examine the objections each could raise.

Pricing scenarios

KASO RESEARCH

Explore possible reactions to pricing and packaging under stated assumptions.

Product concepts

KASO RESEARCH

Test questions about a proposed product before committing to its direction.

Segment comparisons

KASO RESEARCH

Compare how different simulated buyer groups respond to the same proposal.

Scenario comparisons

KASO RESEARCH

Change market assumptions and inspect how the simulated responses differ.

Research summaries

KASO RESEARCH

Bring findings, assumptions and open questions into a brief for the team to review.

Competitor mentions

KASO RESEARCH

See which competitors buyers name on your calls, at which stage, and how often.

Competitive win rates

KASO RESEARCH

Compare your win rate on deals where a competitor was named against deals where none was.

Objection themes

KASO RESEARCH

Group the concerns buyers raise into themes and see how each one tracks against closed deals.

Interview synthesis

KASO RESEARCH

Turn customer interviews and open answers into themes, each carrying the quotes it came from.

Win-loss analysis

KASO RESEARCH

Understand why deals closed the way they did, using conversations, notes and recorded outcomes.

Run operations

Give agents defined roles, explicit dependencies, automations that explain themselves, and a human at the point of approval.

Kaso Operations

Agent teams

KASO OPERATIONS

Give specialist agents defined responsibilities within a shared company workflow.

Task delegation

KASO OPERATIONS

Break a goal into assignments with clear owners, dependencies and expected outputs.

Reusable workflows

KASO OPERATIONS

Turn recurring processes into instructions an agent team can work through.

Employee onboarding

KASO OPERATIONS

Prepare role-specific checklists, reference material and onboarding documents.

Vendor coordination

KASO OPERATIONS

Organize vendor details, requirements and follow-up tasks for your team to review.

Invoice preparation

KASO OPERATIONS

Assemble invoice drafts and supporting information for human review.

Recurring reports

KASO OPERATIONS

Compile company updates from connected sources into a repeatable reporting workflow.

Document workflows

KASO OPERATIONS

Organize files and prepare documents using your company’s templates and instructions.

Automation triggers

KASO OPERATIONS

Start an automation from a signal, a stage move, a field change, a score threshold or a reply.

Automation conditions

KASO OPERATIONS

Narrow an automation to the records you mean, using the same filters that build your segments.

Automation preview

KASO OPERATIONS

See which records an automation would act on, and what it would do, before switching it on.

Automation library

KASO OPERATIONS

Start from prepared automations for funding rounds, departing champions, stalled deals and pricing-page visits.

Scheduled sweeps

KASO OPERATIONS

Run an automation on a fixed interval across every record that still matches its conditions.

Loop protection

KASO OPERATIONS

Stop one automation setting off another without end, with limits on depth, repeats and total actions.

Repeat suppression

KASO OPERATIONS

Keep a recurring automation from raising the same task or alert again inside a window you set.

Automation history

KASO OPERATIONS

Read why an automation fired or skipped, clause by clause, against the record it looked at.

Automation versions

KASO OPERATIONS

Keep each version of an automation and see which one produced a run in the past.

Automatic enrollment

KASO OPERATIONS

Put the right person at an account into outbound when an automation fires, held for approval.

Triggered enrichment

KASO OPERATIONS

Refresh a company and its people when something changes, and skip records enriched recently.

Field updates

KASO OPERATIONS

Let an automation update a chosen field on a record or add it to a list you pick.

Owner alerts

KASO OPERATIONS

Tell a record’s owner in the product the moment an automation finds something that needs them.

Agent steps

KASO OPERATIONS

Have an automation rescore an account, reassess a deal’s risk or summarize an interaction.

Work inbox

KASO OPERATIONS

Collect everything that needs attention into one feed you can read, act on and archive.

Bulk sheet runs

KASO OPERATIONS

Run the same workflow down every row of a sheet and watch each cell fill in.

Queue visibility

KASO OPERATIONS

See what background work is queued, running or stalled, and retry anything that gave up.

Failure alerts

KASO OPERATIONS

Tell workspace owners when a piece of background work gives up, and what it was doing.

Agent instructions

KASO OPERATIONS

Write the standing instructions an agent follows and reuse them across the workflows that need them.

Process documentation

KASO OPERATIONS

Turn how your team actually works into written procedures that people and agents both follow.

Build software

Take a brief through plan, implementation, review and release without losing the requirement.

Kaso Operations

Implementation plans

KASO OPERATIONS

Translate a product brief into technical tasks, dependencies and review points.

Websites & apps

KASO OPERATIONS

Carry website and application requirements through implementation to a reviewable result.

Internal tools

KASO OPERATIONS

Build interfaces that help your team work with company processes and data.

Bug investigation

KASO OPERATIONS

Trace a reported issue through the relevant code and prepare a proposed fix.

Code review

KASO OPERATIONS

Examine proposed changes against the requirements and identify questions for the developer.

Tests & checks

KASO OPERATIONS

Prepare checks for expected behavior and review their results with the code change.

Technical documentation

KASO OPERATIONS

Keep implementation notes and setup instructions connected to the software they describe.

Release preparation

KASO OPERATIONS

Assemble the change summary, verification results and release steps for approval.

Design to interface

KASO OPERATIONS

Turn a design or a screenshot into a working interface your team can review.

Change previews

KASO OPERATIONS

Review a change running as a live preview before you decide to release it.

Data migrations

KASO OPERATIONS

Plan a schema or data change, see what it affects, then apply it behind a review.

Measure & report

Turn the work into figures somebody can defend — each one carrying its period, its filters and the rows underneath it.

Across every product

Report builder

PLATFORM

Build a report from the fields, filters and charts you choose, and share it with the team.

Scheduled reports

PLATFORM

Build a report that re-reads the measurements every time it renders, with each figure’s period stated.

Dashboard subscriptions

PLATFORM

Deliver a saved dashboard to the people who subscribe to it, at the hour each one names.

Digest emails

PLATFORM

Receive a summary of the deals, approvals and signals you own, at the hour you choose.

Analytics questions

PLATFORM

Ask a question about your numbers and get an answer built from the reports your workspace computes.

Checked figures

PLATFORM

Hold back any sentence whose figures do not appear in the table the answer was built from.

Answer sources

PLATFORM

See the report, date range and filters behind an answer, and how many rows it rests on.

Sample sizes

PLATFORM

Every percentage arrives with the count behind it, so a thin figure reads as a thin figure.

Data freshness

PLATFORM

See how current each measure is and which days were never collected at all.

Campaign readouts

PLATFORM

Name a goal with a scope and a window, then read what changed against what came before.

Member reporting

PLATFORM

Review activity per member over recent months and take the same table away as a file.

Measurement exports

PLATFORM

Take answers, citations, prompts and keywords out as a file whenever you need them elsewhere.

Revenue reporting

PLATFORM

Track pipeline, conversion and revenue by team with the underlying records one click away.

Forecast submissions

PLATFORM

Submit a forecast by rep and team, roll it up, and see what changed since the last call.

Goals and quotas

PLATFORM

Set targets by person, team and period, and track attainment as work lands.

Board reporting

PLATFORM

Assemble the recurring numbers and commentary an investor update needs, drawn from your own data.

Revenue attribution

PLATFORM

Trace closed revenue back to the outreach, meetings and content that touched the account.

Cohort retention

PLATFORM

Group customers by when they arrived and follow what happened to each group over time.

Work anywhere

Carry the work onto the desktop, the phone and the train — and stay honest about what has not synced yet.

Across every product

Desktop overlay

PLATFORM

Keep a small assistant window above your call without handing over the rest of the screen.

Screen-share discretion

PLATFORM

Keep the assistant window out of screen shares, recordings and the dock while you present.

Keyboard control

PLATFORM

Show, ask, clear and move the assistant from the keyboard without leaving the conversation.

Display placement

PLATFORM

Put the assistant on the display you choose and return it there when that display comes back.

Offline actions

PLATFORM

Complete tasks, add notes and move deals with no connection, and send them when you reconnect.

Offline reading

PLATFORM

Keep a recent view of your pipeline, tasks and inbox readable when you have no connection.

Sync status

PLATFORM

See what is still waiting to be sent and how old the data on screen is.

Offline conflicts

PLATFORM

Review a change that landed while you were away and decide whether yours still applies.

Mobile workspace

PLATFORM

Pick up accounts, tasks and pipeline from your phone between meetings.

Push notifications

PLATFORM

Hear about a reply, an approval or a deal risk on the device you carry.

Connect & integrate

Read and write everything through a documented interface, and keep the systems you already run in step.

Platform

Public API

PLATFORM

Read and write your accounts, contacts, deals and activity through a documented interface.

API reference

PLATFORM

Generate a client from a published description of every endpoint, field, status and error.

Versioned contract

PLATFORM

Build against response fields that are pinned, so an integration does not break underneath it.

Predictable errors

PLATFORM

Every failure returns a code from a fixed set, so your client branches on the code rather than the wording.

Retirement notices

PLATFORM

An endpoint being withdrawn announces the date in its own responses long before it stops answering.

Incremental sync

PLATFORM

Pull only the records that changed since your last run, page by page, without gaps or repeats.

Repeatable writes

PLATFORM

Send your own reference with a write so a retry lands on the same record instead of a second one.

Request limits

PLATFORM

Each key carries its own request allowance, and every response reports how much of it is left.

Scoped API keys

PLATFORM

Issue keys that reach only the records and actions you grant, with an expiry you set.

Key rotation

PLATFORM

Replace a key’s secret in one step, carrying its name, scopes and expiry across.

Key impact review

PLATFORM

See what a key has been doing before you narrow its scopes or revoke it.

Outbound webhooks

PLATFORM

Have changes to your records posted to your own endpoint as they happen.

Event subscriptions

PLATFORM

Choose which changes each endpoint receives, or subscribe it to everything including events added later.

Signed payloads

PLATFORM

Verify a delivery came from us using a timestamped signature and a secret only you hold.

Delivery retries

PLATFORM

A delivery that fails is retried on a widening schedule, and an endpoint that keeps failing is switched off.

Delivery log

PLATFORM

Review the recent deliveries to each endpoint alongside the response your own server returned.

Event replay

PLATFORM

Send a past event again with its original id, so a receiver can recognize the duplicate.

Endpoint testing

PLATFORM

Send a sample event to a new endpoint before anything real depends on it.

Connection directory

PLATFORM

See what each available connection reads, writes and stops doing when you disconnect it.

Authorized connections

PLATFORM

Connect a tool through its own sign-in rather than storing a password in the workspace.

Mailbox capture

PLATFORM

Record sent and received mail against the right contacts from the mailboxes you connect.

Calendar sync

PLATFORM

Keep upcoming and past meetings in the workspace from the calendars you connect.

History backfill

PLATFORM

Pull a chosen range of past email into the workspace so a new connection starts with context.

CRM synchronization

PLATFORM

Keep records aligned with a connected CRM in both directions and surface the conflicts between them.

Recruiting write-back

PLATFORM

Attach interview notes to the candidate record in the recruiting system your team connects.

Chat recaps

PLATFORM

Post a meeting recap and its action items into the team channel you connect.

Alert delivery

PLATFORM

Send a fired alert to the chat channel, inbox or endpoint your team already watches.

Site analytics

PLATFORM

Bring sessions and conversions in from your connected analytics so visibility sits beside traffic.

Search performance

PLATFORM

Pull your search queries, clicks and impressions in beside what answer engines cite.

Site crawling

PLATFORM

Crawl your own site under its robots rules to read the pages the way an engine would.

Connection health

PLATFORM

See whether each connected system is working, and what stopped when one is not.

Assistant connections

PLATFORM

Give the assistants your team already uses scoped read and write access to your workspace.

Custom tools

PLATFORM

Give agents access to your own internal services as tools they can call inside a workflow.

Data & records

Shape the records your business runs on, keep them clean, and know where every value came from.

Platform

Custom fields

PLATFORM

Add your own fields to accounts, contacts and deals, from text and dates to currency and formulas.

Generated fields

PLATFORM

Fill a field from each record’s own context and refresh it on the schedule you choose.

Custom objects

PLATFORM

Model the records your business runs on with their own fields, list views and links to existing records.

Company hierarchies

PLATFORM

Link parents, subsidiaries and partners so an account shows the wider group it belongs to.

Employment history

PLATFORM

Keep a contact’s past and present employers so a job change is visible rather than overwritten.

Saved views

PLATFORM

Name a filter, its columns and its sort, then keep it private or share it with the team.

Bulk edits

PLATFORM

Update, reassign, tag or delete many records at once, with the exact count confirmed before anything changes.

Bulk enrichment

PLATFORM

Run enrichment or scoring across a filtered selection, with the cost shown before it starts.

Reversible changes

PLATFORM

Take back a bulk change, leaving untouched any record somebody else has edited since it ran.

Duplicate detection

PLATFORM

Surface likely duplicate companies and people with the matching evidence shown side by side.

Record merging

PLATFORM

Merge two records into one, choose which value wins on each field, and restore both if it was wrong.

Data quality checks

PLATFORM

Flag incomplete and contradictory records, with the reason each one is worth someone’s attention.

Suggested fixes

PLATFORM

Apply the corrections that have only one possible answer and hold the rest for a person to decide.

Field provenance

PLATFORM

See which source supplied a value on a record, when it arrived and what it replaced.

Column mapping

PLATFORM

Match the columns in your file to record fields, starting from a mapping suggested for you.

Import review

PLATFORM

See what an import will create and change before it runs, and take the whole batch back afterwards.

Sample data

PLATFORM

Explore a populated workspace on day one and remove every sample record once your own data lands.

Record exports

PLATFORM

Export a filtered list of records as a file, or queue a large one and collect it later.

Assignment rules

PLATFORM

Route new records to owners by territory, round robin or current workload, in the order you set.

Territories

PLATFORM

Define territories by geography, industry or size and see how many accounts fall inside each one.

Ownership changes

PLATFORM

Tell the person gaining a record and the person losing it whenever ownership moves.

Record timeline

PLATFORM

Read activity, notes, comments, tasks and stage changes for one record in a single ordered list.

Record comments

PLATFORM

Comment on a record, mention a colleague, and have them notified where they already work.

Logged activity

PLATFORM

Record a call or meeting that happened elsewhere so counts and reports include it.

Record attachments

PLATFORM

Keep files on the record they belong to, readable only inside your workspace.

CRM migration

PLATFORM

Bring records, history and field structure across from the system your team uses today.

Guided setup

PLATFORM

Work through connecting systems, importing records and defining your customer until the first results land.

Field history

PLATFORM

See every change to a record’s fields, who made it, and restore a value you did not want.

Trust & access

Who may sign in, who may read what, what is kept and for how long — and the evidence that it all held.

Platform

Single sign-on

PLATFORM

Sign your team in through the identity provider your company already uses.

Enforced sign-in

PLATFORM

Require single sign-on for chosen email domains, so password sign-in closes for everyone on them.

Directory sync

PLATFORM

Add and deactivate members automatically from the directory your company already runs.

Team roles

PLATFORM

Give each person a seat that matches their work, from read-only through to workspace owner.

Field-level visibility

PLATFORM

Withhold deal economics and internal commentary from seats that should not read them, on every surface.

Active sessions

PLATFORM

Review where each account is signed in and end any session that should not continue.

Sign-in anomalies

PLATFORM

Flag sessions that change address or device, or move further than a person could, and choose the response.

Sign-in protection

PLATFORM

Slow repeated failed sign-in attempts on an account before they become a way in.

Workspace isolation

PLATFORM

Keep each workspace’s records reachable only from inside that workspace, enforced in the database itself.

Provider credentials

PLATFORM

Use your own provider keys for configured sources, stored encrypted and shown only as a short hint.

Audit trail

PLATFORM

See who changed which record, what moved, and where the request came from.

Audit export

PLATFORM

Hand a reviewer the trail for any date range in a file they can check themselves.

Trail access records

PLATFORM

Record every read and export of the audit trail, so access to the evidence is evidence too.

Retention windows

PLATFORM

Choose how long transcripts, message bodies, provider payloads and other classes of record are kept.

Recording consent

PLATFORM

Hold a call assistant until the consent the participants’ locations require has been recorded.

Regional rules

PLATFORM

See the consent requirement for each region and which of them a person has reviewed.

Audio handling

PLATFORM

Choose whether a call keeps its audio, a transcript only, or nothing at all.

Subject access requests

PLATFORM

Assemble everything the workspace holds about one person into a file you can hand back.

Erasure requests

PLATFORM

Erase a person from the workspace and see what the erasure could not reach.

Personal data inventory

PLATFORM

Review which records hold personal data, of what kind, and where it leaves the workspace.

Workspace export

PLATFORM

Take the workspace’s records out in one structured file, with a manifest of what it contains.

Workspace deletion

PLATFORM

Delete a workspace and its data outright, behind a confirmation only the owner can give.

Account deletion

PLATFORM

Delete an account with its conversations and hand any workspace it owned to another member.

Plan limits

PLATFORM

Keep workspace activity inside the limits your plan carries and see how much of each is used.

Multiple workspaces

PLATFORM

Run separate workspaces for each brand, region or client and move between the ones you manage.

Sensitive data handling

PLATFORM

Keep flagged fields out of prompts and shared context while the rest of the work continues.

Company knowledge, memory and guardrails that follow every task.

The shared foundation

Not a fifteenth area — the layer under the other fourteen. The same context, connections, permissions and record, wherever the work happens.

Under every area

Company knowledge

FOUNDATION

Bring company documents, playbooks and decisions into a common source of context.

Customer context

FOUNDATION

Connect customer records and conversation history to the workflows that need them.

Connected handoffs

FOUNDATION

Carry relevant inputs and outputs from one product’s workflow into the next.

Tool connections

FOUNDATION

Give workflows access to the business systems and repositories where work happens.

Scoped access

FOUNDATION

Define which people and agents can use the context and tools a workflow requires.

Human approvals

FOUNDATION

Set review points for proposed changes and actions that need a person’s decision.

Activity history

FOUNDATION

See what was assigned, what changed and which outputs a workflow produced.

Usage visibility

FOUNDATION

Understand the activity and usage associated with the products and workflows you choose.

Workspace search

FOUNDATION

Search accounts, contacts, meetings, documents and messages from one box and open what you find.

Sales positioning

FOUNDATION

Write down what you sell and who you sell to, and have drafts and rehearsals use it.

Ask your workspace

FOUNDATION

Ask about accounts, pipeline, signals or sequences and get an answer read from your live records.

Background work

FOUNDATION

Long-running work continues after you close the page and picks up where it stopped.

Safe retries

FOUNDATION

Work that fails is tried again on a widening delay without repeating anything it already sent.

Duplicate protection

FOUNDATION

A double click, a retried delivery and a manual re-run collapse into a single piece of work.

Run history

FOUNDATION

Open any AI run and see what it was asked, which tools it used and what it returned.

Lookup budgets

FOUNDATION

Give each question a fixed allowance of paid lookups so one turn cannot run up credits.

Lookup audit trail

FOUNDATION

Record every paid lookup an agent makes against the run and the person who asked for it.

Untrusted content

FOUNDATION

Mark text written outside your workspace as data, and flag anything in it that reads as an instruction.

Live updates

FOUNDATION

Open screens reflect changes as colleagues make them, without anyone reloading the page.

Record presence

FOUNDATION

See who else has a record open before you write to it or reach out.

Source citations

FOUNDATION

Open the records, documents and conversations an answer was built from.

Memory curation

FOUNDATION

Review what your workspace has learned, correct what is wrong, and remove what should not persist.

Agent supervision

FOUNDATION

Watch work as it happens, redirect it, or stop a run at any point.

Change proposals

FOUNDATION

Review proposed record changes field by field before any of them are applied.

Work replay

FOUNDATION

Rerun completed work from the same inputs and compare what comes back the second time.

Output quality

FOUNDATION

Score agent output against criteria you define and watch quality as instructions change.

Spend limits

FOUNDATION

Set a ceiling on what a workflow may spend, which the workflow cannot raise on its own.

Model settings

FOUNDATION

Choose the model tier a workflow uses and change it without rewriting the workflow.

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