Owner-controlled business workspace

My First AI Employee™

Run your business day from one focused workspace: ask your AI Business Employee, manage leads and tasks, review approvals, prepare quotation drafts and organise business files.

You stay in control. Your employee can prepare, organise and suggest; owner approval remains required before important business records change or anything is sent outside the workspace.

Create Account

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Minimal Business Setup

Conversational onboarding

Short, friendly setup steps — not a technical configuration form.

Name Employee

Choose what you want to call Your AI Business Employee.

Responsibilities

These manual areas do not grant permission to send, approve or execute external actions.

Boundaries

It does the work. You make the decisions.

Your AI Business Employee prepares and organises; owner approval remains required for consequential actions.

Meet Your AI Employee

Your AI Business Employee is ready to be introduced using the name and style you confirmed.

Ask safely

Ask Employee

Ask your role-aware AI Business Employee for help using confirmed facts, safe memory and this conversation.

Response behaviour

Your employee may: Answer, Draft, Suggest proposal, Explain limitation, or Ask for clarification.

Confirmed facts authoritativeOwner approval protectedNo direct writesNo external sending

Teach My Employee

Tell your AI Business Employee one business fact. Suggested facts need your confirmation before they become business truth.

What My Employee Knows

Current confirmed facts are the only facts your employee may rely on.

Needs confirmation

Suggested business fact

Suggestions stay separate until you confirm, edit or reject them.

Confirmed

Confirmed business truth

Confirmed facts are current only while not superseded or archived.

Home

Open leadsFollow-ups dueOpen tasks

Counts come from tenant-owned records only.

Leads

Review manually created business opportunities, status and follow-up links.

Lead list
NEW · NEEDS_REVIEW · QUALIFIED · WAITING_CUSTOMER · WON · LOST · ARCHIVED

Add Lead

Manual Add Lead creates a lead first. Customer linking is deliberate.

Lead Detail

View lead status, events and linked follow-up tasks.

Customer

Tasks & follow-ups

Follow-ups are tasks with task_type FOLLOW_UP. Derived overdue state is calculated from due time and active status.

Follow-up actions

Owner confirmation

Approval Centre

Review AI-prepared internal proposals before anything consequential changes. OWNER approval required; AI cannot approve its own work.

PendingApprovedRejectedExpiredCompleted
FACT_CHANGE
Confirmed business facts remain authoritative.
LEAD_CREATE · LEAD_UPDATE
Lead actions execute only the server-stored payload hash after approval.
TASK_CREATE · TASK_UPDATE
Task and follow-up proposals remain internal.
CUSTOMER_UPDATE
Customer record changes require validated owner approval.

Useful observations

Things I noticed

Observations are suggestions from your business records. They are not confirmed business facts.

Forgotten follow-up
A lead has an overdue follow-up and may need attention.
Owner stays in control
Act creates an internal follow-up task; it does not confirm business facts.

Business files

Business files

Upload useful business files for internal context. Supported file types: TXT, MD, CSV and XLSX up to 2MB.

Safe storage
Files are organised inside your business workspace with storage usage tracking.
Spreadsheet calculations
CSV/XLSX totals are calculated safely and unsafe formula cells are rejected before any explanation.
Import preview
Owner confirmation is required before supported lead records are imported.
Truth boundary
Uploaded content is helpful context, not confirmed business truth.

Optional owner access

Telegram owner-only access

Link Telegram only as an optional owner convenience after the web experience. It uses a one-time code and numeric Telegram user ID only.

Owner-only
Staff Telegram accounts are not part of this pilot.
Same rules
Messages use the same Ask Employee and Approval Centre rules, tenant isolation, quotas and external-action restrictions.
Revocable
The owner can revoke Telegram access at any time.

Quotation drafts

Draft quotation

Prepare a quotation draft from confirmed business facts and a selected lead or customer.

Review draft
Uses confirmed business facts only.
Draft approved — not sent
Approval keeps the quotation as an internal draft.
Owner control
You decide what happens next outside the workspace.

Activity

Review what your AI Business Employee and system did.

Review customer-safe record changes without unnecessary contact details or private notes.

Employee name changed
Your AI Business Employee profile was updated.
Business price confirmed
A business price was confirmed as current truth.
Business fact superseded
A previous business fact was replaced by a newly confirmed fact.