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Customers & Projects
Projects
Project workspaces with AI specs, members and meetings.
What it is for
Projects hold your bigger initiatives. The wizard turns a questionnaire into an AI specification, members can be your agents, galleries showcase the work, AI webpages present it, and AI meeting rounds generate minutes you can print.
Key features
- Project list with status and category filters
- Wizard: questionnaire → AI specification → enrich points
- Members drawn from your agents
- Gallery with primary image
- AI-generated project webpages
- AI meeting rounds with print view
How to use it
- 1Create a project and run the wizard
- 2Add your agents as project members
- 3Upload gallery images and generate a webpage
- 4Run AI meetings and print the minutes