Reference

Feature inventory

Every surface, grouped the way the product groups it.

About 6 minutes

The whole surface in one place, following the product's own department model.

Hub

Dashboard · Chat · Objectives · Inbox · Tasks · Calendar · Business Health

Your daily drivers. Chat is the interface; the rest are where work and its results live.

Growth

Accounts · Contacts · Leads · Deals · Prospecting · Campaigns · Publishing

A full CRM plus the outbound engine built on it.

Finance

Overview · Bank connections

Available when enabled for your workspace and you hold finance access.

Operations

Team · User Management · Automations · Custom Fields · External Sync

Who does what, and how the CRM is shaped.

Dev

Studio — projects, previews, git and deploys, running on your own host.

Settings

Four groups: Workspace (profile, members, people, notifications, inbox routing, change history) · AI Configuration (providers, routing, skills, memory, automation) · Billing & Integrations (billing, hosting, external execution, integrations) · Data & Compliance (your database, export and import, privacy, compliance).

Beyond the web app

Desktop app (macOS) · Browser extension (Chrome) · Public API — CRM read/write and Studio app execution.

Where things moved

If you remember a surface that is no longer there: Review, My Tasks and the old outbound task list all became the single Tasks queue. Sequences became Campaigns. Action Items and Approvals folded into the Dashboard.

Checked against

  • components/DashboardLayout.tsx
  • pages/
  • endpoints/