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Customers & Projects

Projects

Project workspaces with AI specs, members and meetings.

Route: /projects Login required

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

  1. 1Create a project and run the wizard
  2. 2Add your agents as project members
  3. 3Upload gallery images and generate a webpage
  4. 4Run AI meetings and print the minutes