You tell it. You don't configure it.
No settings menu, no picking field types, no consultant: the same explanation you'd give a new hire. Whatever's missing, it asks.
The system you explain, instead of configuring.
No spreadsheets on the side, no software built for someone else's business, no waiting months for a custom build. Tell it how your company works — and the dashboard takes on the screens, the schedule, the pipelines, and the service that business needs.
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Technology and partners
Business Partner
NVIDIA Inception
Microsoft for Startups
01 · The system
Your business doesn't fit a mold.
Every off-the-shelf system makes you work its way — and whatever doesn't fit ends up in a spreadsheet on the side. Here it's the other way around: you say what your business needs to track and how, and the screen comes into being, with a list, a record form, a pipeline, and a link your client can fill in.
I need to log quotes: client, amount, expiration date, status, and the line items for each one.
Ben
Done. I created the Quotes screen with six fields, the list view, a pipeline by status, and the public link. The total already adds up the line items on its own.
Quotes6 fields
Clientlinked to record
Expiresdate
Statuschoice
Ownerteam member
Subtotalcalculated
Totalsum of items
Open
Highest value
Export
＋ field
| Client | Status | Value |
|---|---|---|
| Marina Alves | Sent | $2,480 |
| Clínica Nova | Negotiating | $7,190 |
| Pedro Nunes | Sent | $940 |
| Laura Dias | Approved | $3,600 |
Draft3
Marina Alves$2,480
Pedro Nunes$940
Sent2
Clínica Nova$7,190
Negotiating1
Laura Dias$3,600
Closed8
Studio Maré$12,400
Link for your client to fill in/f/orcamento
Link to one quote, for one person/d/9f2c…
Chat on your website/c/atendimento
Your business page/s/sua-marca
Whatever the client fills in lands exactly where it belongs — no one copying from WhatsApp into a spreadsheet, and from the spreadsheet into the system.
And the screen comes to life.
It's not a form tucked away somewhere — it's your business's own record, with the fields it actually has. Subtotal and total calculate themselves, so no one does the math wrong at six in the evening.
The list you open every day.
Search, filter, sort, export to Excel, and edit right in the row — no need to open anything else. Whatever a teammate changes shows up on your screen instantly, no refresh needed.
And the pipeline the whole team gets.
The same data, viewed as columns: sent, negotiating, closed. Dragging the card changes the actual record — it's not a side board someone has to remember to update.
The client fills it in. You don't type a thing.
Every screen gets a link with your brand on it, and you choose exactly which fields show, field by field. Whatever comes in is born in the right place, linked to the right person.
02 · No mistakes
Double-booked. Never again.
Every business has rules the team knows by heart — and breaks anyway, because they depend on someone remembering at just the right moment. Here you state the rule once, and it stops depending on memory: whatever isn't allowed gets turned down, no matter where it comes from.
Ana Beatriz · cleaning
New appointment · same dentist
That slot's taken. I have 3:30 PM or 4 PM free that day.
Free
Free
Tonight's capacityFull150 / 150
That's 150 confirmed — that's the venue's limit.
And filling up triggers a notification
Wait-listed — notify whoever triedFull — close registration and open the next date
Stock · gel nail polish7
7 left. Can't sell 10 — want to reserve those 7?
Spots in Tuesday's class16 / 20
Do you have anything Thursday morning?
Service
Dr. Paulo has 9 AM and 10:30 AM open on Thursday. Which one should I book?
The same rule that turns people away is the one your service line reads to say what's open. That's why it never promises a slot that doesn't exist.
Two people, same slot: it won't go through.
Each professional's schedule, the room, the chair, the table. And the refusal comes back as a sentence, already offering the next open time — never a red error message in the face of whoever was booking.
Full is full.
"Room for 150" stops being a verbal agreement and becomes a hard cap. When the last spot goes, that's a trigger: close registration, alert the team, or open the next date — on its own.
Never sell what you don't have.
Stock in and stock out add up, and inventory never goes negative. Same goes for class spots, one coupon per client, and monthly quotas — it's the same rule wearing a different name.
And your service line knows all of this.
There's no place where the rule applies and another where it doesn't. Whoever answers the client reads the same schedule and the same numbers you do — which is why it never promises what you don't have.
03 · Service
The client messaged at 10 PM. Whoever answers first wins the sale.
An unanswered message is a sale headed to your competitor — and nobody can sit glued to WhatsApp all day. WhatsApp, Instagram, email, and your website chat all land in one inbox, and service stays on, whenever your client has the time.
It answers with what's true.
The time it offers is whatever's actually open on your schedule; the price is the one on your price list. And when it doesn't know, it says so — instead of making something up to sound helpful.
And it books it, right there.
Booking over WhatsApp is booking in your system. No export, no integration, no one copying it over later: it's the same record, just seen from the other side.
When it doesn't know, it calls you in.
It stops and asks, question spelled out. You answer from inside the dashboard, it goes back to the conversation — and, if you want, it already knows on its own next time.
You decide what it handles on its own.
From what it answers on its own to what waits for your OK. You can whisper instructions mid-conversation, and any draft it writes only goes out when a person hits send.
04 · On its own
The follow-up nobody does.
A quote sent and never chased. A client who went quiet and nobody noticed. Check-ins, renewals, birthdays. It's not that nobody cares — it's that the day runs out. This is the part that stops depending on someone remembering.
When
A new quote comes in
...or a card moves to a new column in the pipeline...or a message arrives from a client...or the schedule fills up, or stock runs out...or an appointment time arrives, or someone clicks a button
If
Above $5,000 and still no reply
When
Card moved to "Closed"
Then
Send the client a messageCreate a task for someoneFill in a field, tag it, assign it
Hand the conversation to a personTalk to another system, post to InstagramFollow up again in two days
When
Client hasn't replied in 30 minutes
Then
Send the follow-up message and notify the person in charge
✓triggered · 1 conversation
✓message delivered
✓owner notified
▶ Generate contract
▶ Follow up now
＋ button
Too much work for a simple rule
Re-engage the 42 quotes that have been stuck for more than 15 days
goes through the list and decides one by onewrites into each client's conversationand reports back on each one
Everything that ran gets logged: what triggered it, what it did, what it answered, and what it cost.
When this happens…
A record created or changed, a card that moved columns, a message that came in, the schedule filling up, an appointment time arriving, a button clicked on your screen.
…do that.
Send a message, create a task, fill in a field, tag it, hand it to someone, follow up, post it. And "for every row" turns "remind tomorrow's thirty patients" into one single rule, instead of thirty separate reminders.
Even when nothing happens.
"The client went 30 minutes without replying" is a trigger too — and it won't fire twice for the same silence. Waiting two days becomes a line on the schedule, one anyone can see and cancel.
And whatever's too much work for a single rule.
"Re-engage the 42 quotes that have been stuck for more than 15 days" becomes a task for the agent: it goes through the list, decides case by case, and then reports back — with every step visible to anyone who wants to check.
And everything else
Everything else that comes out of your head.
None of this is an add-on you buy later. It's the same dashboard, built on the same records — and every item here is something someone does by hand today, or doesn't do at all.
Your website, no agency
Written and published from inside the dashboard, already wired up with chat, forms, and your catalog. No agency quote, no three-week wait to change a single sentence.
The client fills it in themselves
A link with your brand on it, for every record type. The invite knows who it was sent to, so whatever comes back is already linked to the right person — nobody has to copy anything over.
How many turned into sales?
Ask, and the number gets its own page, saved for later. You don't build a report or hire a BI consultant: you just ask.
What the company knows doesn't walk out the door with whoever leaves
The business profile, what's already been agreed, and whatever's been learned about each client stay with the company. And nothing enters that record without someone approving it.
When a list isn't enough
A dental chart, a floor plan of tables, a shipping dashboard. The screen is designed around your own data, and it takes up the whole page.
Start already set up
Ready-made sets of screens, pipelines, and automations, built for your industry. Applying one adds to what you have without erasing it, and fine-tuning afterward is the normal path.
Who sees what
Screen by screen, action by action: the intern doesn't open contracts, finance doesn't touch medical records. The invite takes each person straight to their own spot, and when someone leaves, their access actually ends.
A bill you can actually explain
Every conversation and every tool has a price in credits, and the invoice breaks them down one by one. No more end-of-month surprise nobody can trace.
Audio, photos, and voice
The client sends a voice note, it listens. Sends a photo of a document, it reads it. And it replies out loud too, if you'd rather — with the voice you choose.
When the answer isn't already on hand
It searches the web and comes back saying where it got everything. Whatever it couldn't confirm stays an open question — it never gets passed off as fact.
Bring what you already have
Spreadsheet import, row by row, with the same rules in force: whatever doesn't pass gets rejected with a reason, right in front of you, and the rest goes in.
More than one location
Franchises and branches in separate workspaces, each with its own data and the structure copied from headquarters — and one single bill for all of it.
Guarantees
What doesn't depend on good intentions.
Your data is yours, and only yours
What belongs to one company never reaches another. It's not a setting someone could accidentally uncheck — it's how the database itself is built.
You can see exactly what the AI did
Every conversation keeps what was looked up, what was answered, and what it cost. When something goes sideways, you can open it and see exactly where.
It doesn't learn on its own
Whatever the agent learns about your business becomes a suggestion, not a fact. A person approves it, and every rejection is logged with a reason.
Changed something and don't like it? Roll it back.
Screens, sample data, and settings go in together and roll back together — with honest limits on whatever already went out the door and landed as a message on someone's phone.
Who it's for
A business, not an industry.
What counts as an "appointment" at a clinic or an "order" at a shop is whatever you described — never a word hard-coded into the software. These are just the most well-worn paths.
🩺Clinics and medical practicesSchedules by provider, no-shows that drop once you confirm, and follow-ups nobody forgets.
⚖️Law firmsQualified lead intake, deadlines under control, and clients kept in the loop without tying up the office.
💇Salons and spasFitting in walk-ins, loyalty, and winning back clients who went quiet — over WhatsApp, with nobody typing a word.
🏠Real estate agenciesPortal leads answered instantly, viewings booked, and follow-up that keeps going on its own.
🏋️GymsSign-ups, drop-off, and winning back members who stopped showing up.
🔧Repair shops and servicesQuotes, client approval, scheduled maintenance, and warranties about to expire.
🎓Schools and coursesEnrollment and re-enrollment, classes with a hard cap on spots, and communication with families.
🐾Veterinary clinicsVaccines, follow-ups, and post-op care — pet owners reminded right on time.
✳️Yours, even if it's not on this listThat's the normal case, not the exception: the structure is born from what you tell it, whatever your business does.
Tell it how your business works. Watch it become a system.
Every new account comes with the website chat already live: within minutes you can talk to your own service the same way a client would.