OCL-01
Sage
Sales Triage
Keeps the top of funnel moving without waking anyone.
chatproactive
Workspace AI · Colleague Hire an AI colleague.
Hire an AI colleague.
They do the quiet work.
Workspace AI is a hireable AI teammate for your CRM. Your admin creates each colleague, assigns them to the right person, and they get to work — reading email, updating pipeline, drafting replies, watching inventory — all grounded in your company data.
No credit card · 14-day trial on Pro
§ 02 — Your Roster 8 colleagues · ready on day one
Hire a team, not a tool.
Each colleague has a name, a role, a persona, and their own memory. You decide what they know and who they work for. Below is one example roster — yours will look however you want it to.
- Unlimited colleagues, bounded by your plan
- Assign each to a human manager, or let them run on schedule
- Archive, pause, or hand off without losing memory
OCL-02
Nova
Support Specialist
The patient first responder.
chatscheduled
OCL-03
Ox
Operations Manager
Keeps the floor running.
chatproactive
OCL-04
Rook
Bookkeeper
No small talk, just the books.
scheduledautonomous
OCL-05
Ivy
Content Writer
Words on demand.
chat
OCL-06
Echo
Receptionist
Knows who does what.
chathandoff
OCL-07
Moth
Nightly Digest
Turns the lights off on the day.
scheduledautonomous
OCL-08
Blank
Build from scratch
A blank page.
chat
§ 03 — The interview Meet them before you hire
Candidate · OCL-01
Sales Triage
Sage
“Keeps the top of funnel moving without waking anyone.”
Voice Warm
Direct, concise, lightly warm. No fluff. Shorter is stronger.
Ground rules
- Never make up customer data
- Stay focused on our CRM
- Ask before deleting or bulk-editing
Daily kick-off
Each morning, summarize unread inbound and the top 3 open deals by stage age.
Can do · 4
Browse contactsMove deal stagesSend emailsSearch everything
Review the profile. Hire. Hire Sage
§ 04 — How they work
Three steps from idea to colleague.
01
Admin hires
Owner or admin writes the persona, picks the model, sets which capabilities the colleague may use, and chooses which channels they can touch.
02
Assign manager
Attach the colleague to a specific teammate as their manager, or leave it autonomous so it only runs scheduled work.
03
Private threads
Every teammate gets their own private thread with that colleague. Shared company data, private conversation.
§ 05 — Capabilities
Five switches per colleague.
Each colleague is a small bundle of switches. Flip them on only for what that role actually needs — no more, no less.
chat
Live chat
The colleague answers prompts from their assigned team — the always-on capability.
proactive
Proactive
Sends its manager unprompted updates when events warrant (new lead, SLA risk, inventory dip).
scheduled
Scheduled
Runs on cron — daily digests, weekly summaries, end-of-shift rollups.
handoff
Hand-off
Can pass a thread to another colleague in the same company. One coworker brings in another.
autonomous
Autonomous
No human manager required. Admin sets the triggers and the colleague runs without direct supervision.
§ 06 — A day in the studio
The quiet tempo of a working colleague.
07 07:40
Your AI Brief is ready
Coffee in hand. Scan the three things that matter. Approve two drafts while the kettle boils.
10 10:15
Approve on the MTR
Nova moved Acme to Negotiation. Aria drafted a follow-up. Both shipped before you reach Central.
14 14:00
Client site · one tap to log
Snap the business card. Record the meeting. Theo files everything to the deal by the time you're back in the car.
18 18:30
Pipeline review in the elevator
Swipe the board. Push three deals. Tomorrow's brief already writing itself.
§ 07 — Workspace size Change any time
Size the workspace to the team.
Each company gets its own dedicated workspace. More colleagues, more memory, more context — upgrade a tier when you need more muscle. Resize takes about 30 seconds.
You control this from Settings › Workspace. Resize in ~30 seconds — no downtime, conversations persist.
Settings › Workspace › Resize
Current size
Plus
2 GB · 2×
Small team — 2–3 colleagues, comfortable multitasking.
- Colleagues running
- 2–3
- Concurrent chats
- 3–4
- Context window
- 64K
~30s · Conversations persist · Billed pro-rata
Onboarding
Your first colleague could be working in ten minutes.
Provision the workspace, write the persona, assign a manager. That's the hire. They learn the rest on the job.
FavCRM · Signed, FavCRM