Domain assistant

Assistant

Ask a technical question. Answers are grounded in uploaded document text and active client context.

Conversation library

Clients

Scoped notes

Client

Engineering queries

Equation Library

Category

Equation

Sample
Result --

Knowledge base

Documents

Drop engineering documents here Text-like files are indexed locally. Digital PDFs get lightweight text extraction. Scans and images are flagged for OCR.

Site compatibility

Site Map

Select location

Search Or Drop A Pin

Map loading Enter coordinates manually if the web map library is unavailable.
30.2672, -97.7431
Select a location to create a preliminary site profile.

Product catalog

Products For Matching

Add each product as a title plus approved specification text. The configured LLM interprets this catalog during Site Map product recommendations; final selection still requires qualified review.
Product catalog changes are saved to this signed-in workspace.

Prospecting

Lead Generator

Step 1

Generate leads with the agent

Lead discovery uses public web results where available. Review sources and approve outreach before contacting any prospect.
No lead generation job has run yet.
Recent lead generation runs

Live context

Call Capture

Idle

Context window

Client Call Notes

Inference

Model Profile

Not tested

System

Local Data

Clients 0
Documents 0
Equations 0

Invites

Create Invite Link

Permissions

Admin tools ready.

Accounts

Add Account

Permissions