Company boards, clients, people, logged time and operational finance provide the shared context for work. Chat and document workflows add to these connections.
"},{"heading":"Planned AI capabilities","html":"Planned AI capabilities include turning briefs into plans, using workspace knowledge, identifying blocked work, suggesting time entries and analyzing business performance.
"},{"heading":"AI Board","html":"An expanded AI Board is in development. It is intended to link risks, warnings, important information and positive changes to the records behind them and suggest a response. Its analysis is limited to information the user can access.
"},{"heading":"Advisors and Time Intelligence","html":"The current advisory model draws on three roles: Revenue Strategist, Finance & Risk Controller, and People & Operations Director. Private Time Intelligence is still in development.
"},{"heading":"Controlled automation","html":"The automation roadmap starts with observation, suggestions and drafts, then moves toward actions within granted permissions. The planned controls protect manual edits and require approval and a recorded history for high-risk actions. These are roadmap requirements; they do not mean every capability is available today.
"},{"heading":"CRM / Core platform","html":"CRM core keeps contacts, organizations, sales opportunities and manual follow-ups together, subject to plan and role access. It is separate from the client-management capabilities available today.
"}]}}