PRODUCT GUIDE

Review the reason to reach out

Review source-backed reasons an opportunity may deserve attention.

Product guide · Based on the September 18, 2026 product documentation. Connected proof is reported for specific operations; this guide is not a new live certification. Private work and provider authorization take place in Agent.

What this is for

Review source-backed reasons an opportunity may deserve attention.

Displays buyer-signal records, original source links and opportunity advancement controls.

Before you start

Prerequisites

workspace access

Operating modes and access

Documented modes: ASSIST and AGENT. Modes do not grant access or execution authority.

Relevant roles: OWNER, ADMIN, OPERATOR, REVIEWER, VIEWER. A listed role does not imply that every action on the screen is permitted.

Check mode and role boundaries

What is checked

workspace scope

Read the control guide

Evidence and limits

Documented in product source. The described behavior is recorded in product source. No separate connected certification for the whole capability is implied.

Documented provider scope

public source adapters

Important limits

Source adapter coverage is not a universal web or CRM claim.

Apply it to your service

Start with the service you deliver. Industry examples are hypotheses to review, not proof of demand or results.

Commercial facility services IT & managed services Logistics & fulfillment Insurance & employee benefits Software implementation

Choose the next step

Explore the public sample, or open Agent to review the relevant setup and permissions for an existing Workspace.

Explore the Blueprint Open Agent

YOUR NEXT MOVE

Start with a clearer
next move.

Explore a Blueprint before deciding how much work to delegate.