Your AI Apps
What each app in your App suite does, who can open it, and how you work with the agent that runs it.
Your Organization comes with a set of apps, and each one is run by one of your AI teammates. You'll find them under App suite in the menu on the left.
In this guide: how the apps work, then Marketing, Sales, Business Development, Support, Finance, and OptaBiz.
How the apps work
- Click an app under
App suiteto see its summary page. - Press its Launch button, such as
Launch marketing app, to open the full app in a new window. - The app's sections run across the top. A chat with the agent who runs the app stays open beside them, so you can ask it questions or give it work.
Every Organization gets the same apps. Opening an app's full window needs the admin or owner role. Members see the summary page and are taken to Operator instead. Finance only shows in the menu for admins and owners.
Good to know: what your apps produce is saved to your team's memory, so the rest of your team can build on it. See Team, memory, and knowledge.
Marketing
Your Marketeer plans your marketing and drafts the content. The summary page shows your active campaign, what's scheduled this week, your content pipeline, and what your Marketeer suggests next.
In the app you'll find Command Center, Calendar, Content, Campaign, Mindshare, X Radar, Design, Mascot Studio, Reports, and Brand.
Your Marketeer leaves each draft for you to check. Press Approve to accept it, or Send it back to ask for changes. You can also add something to the calendar yourself with Schedule this item.
Sales
Sales is where your deals live. The summary page shows your pipeline's value, open deals, the organizations and contacts you're working with, and how many deals sit at each stage.
In the app you'll find Pipeline, Forecast, Pipeline mass, Insights, Contacts, and Companies. Deals move through four stages: Qualified, Proposal, Negotiation, and Closing.
Your Sales agent works the deal board and you sign off. To check on things, use Ask about your pipeline or the chat beside the app.
Business Development
Business Development opens as BD Studio, run by your BD lead. Use it to find partners and reach out to them.
In the app you'll find Command Center, Contacts, Discover, Fit Scoring, Outreach, Deck Builder, Investors, Ecosystem, Reports, Call Notes, and AI Import.
Support
The agent that greets your Buyers answers them on its own. Anything it can't close lands on your support desk. The summary page shows open and resolved conversations, what's waiting for you, Buyer feedback, and how fast first replies go out.
In the app you'll find Conversations, Knowledge, Source Sync, Procedures, Performance, Feedback, and Settings.
On the desk, your support agent drafts a reply for you. Each draft shows how confident the agent is and the sources it used. Then you choose:
Approve & sendto send it as it isEditto change it firstTake overto answer yourself
Nothing goes to a Buyer until you approve it. When a question shows a gap in what your team knows, Approve → teach brain adds the answer to your team's memory.
Finance
Finance shows your runway and your money. In the app you'll find Overview, Statement, Earnings, Costs, and Reconciliation.
Finance is for reading, not changing. Ask the finance agent anything about your numbers in the chat beside the app. Only admins and owners see Finance.
OptaBiz
OptaBiz is your growth app. It looks at your website, your search ranking, and your competitors, then suggests what to improve.
In the app you'll find Command, Analytics, Audit, SEO, Competitors, Content, Growth, Repository, Recommendations, Reports, and Settings.
Good places to start are Run audit, Generate your SEO plan, Add a competitor, and Generate your first report. Each recommendation moves from proposed to your roadmap, then to applied and done. You can also dismiss one.
Good to know: audit scores are estimates. They aren't measured from a live crawl of your website.