Tasks and Follow-Ups
Create, complete, and reschedule internal tasks so important work does not disappear after a conversation.
Core Console
Your AI-assisted workspace for tasks, notes, records, follow-ups, and prepared actions.
Core Console gives your team a focused place to manage day-to-day work using the Guides, knowledge, and action workflows configured in Core. Staff can review activity, create tasks, add notes, trigger Quick Actions, and confirm AI-prepared work before anything changes.
Tasks
Internal notes
Records + activity
Quick Actions
Prepared confirmations
Built for daily work
The operational layer where staff use Core.
Internal Notes
Capture context, decisions, and follow-up details directly in the workspace where staff are working.
Records and Activity
Use Console as the operational layer for people, organizations, requests, cases, or other business records.
Quick Actions
Launch common workflows from a focused interface instead of hunting through multiple systems.
Prepared Actions
Let Core prepare work for review, then confirm before anything is created, updated, sent, or scheduled.
Voice-Assisted Work
Use voice as an input path for tasks, notes, and future Console actions while preserving review and confirmation.
Two surfaces, two jobs
Console is not the Management Dashboard.
Core separates administration from daily operations. The Management Dashboard configures Core; the Console is where staff operate the work.
Management Dashboard
Configure the platform.
- Create and manage Guides
- Upload and assign knowledge
- Review Knowledge Gaps
- Configure embeds and layouts
- Test and improve answers
Core Console
Operate the work.
- Manage tasks and notes
- Review records and activity
- Trigger Quick Actions
- Confirm prepared actions
- Use voice-assisted workflows
Prepared Actions
AI can prepare the work. Your team stays in control.
Core Console is built around Prepared Actions. Instead of letting AI immediately change data or trigger workflows, Core prepares the action, shows what will happen, and waits for confirmation.
- Create a task
- Add an internal note
- Reschedule a follow-up
- Complete a task
- Prepare a future CRM update
- Draft a future email
- Schedule a future reminder
Console + Mobile
A workspace that extends to mobile.
Core Mobile is being built as a companion to Core Console. The goal is for staff to access the same tasks, notes, actions, confirmations, and voice workflows from a mobile-first interface connected to the same Core backend.
Console tasks
Mobile task workspace
Same prepared actions
Shared confirmation model
Future-ready integrations
Start with internal productivity and grow toward connected operations.
Core Console starts with internal productivity actions such as tasks, notes, Quick Actions, and prepared confirmations. The same action model is designed to support future integrations with Salesforce, email, calendars, webhooks, and other business systems.