Create tasks
Prepare internal tasks that can be reviewed before they are added.
Core Actions
AI-prepared work with human confirmation.
Core Actions is the safety layer that turns intent into reviewable work. Instead of letting AI immediately change systems, Core prepares the action, presents it for approval, and executes only after confirmation.
Intent
Prepare action
Review details
Confirm
Execute safely
Current action foundation
Useful work that already fits the prepare-and-confirm model.
Complete tasks
Confirm completion so task history remains intentional.
Reschedule tasks
Move follow-ups without losing context.
Add internal notes
Capture staff context, decisions, and next steps.
Launch Quick Actions
Start common workflows from the Management Dashboard, Console, or mobile surfaces.
Review prepared actions
Show what will happen before Core creates, updates, sends, or schedules anything.
Designed to expand
The same model can support deeper integrations.
The same review-and-confirm pattern is designed to support reminders, notifications, Salesforce updates, email drafts, calendar actions, webhooks, and multi-step workflows as Core grows.
- Task reminders
- Mobile push notifications
- Salesforce read/update adapters
- User-level email workflows
- Calendar actions
- Action bundles