Customization Studio
Control CRM fields, pipelines, agent behavior, outreach templates, website pages, and report formats.
All customization is operator-owned
AI can suggest fields/prompts/templates, but production changes should go through admin review.
Custom fields & pipelines
Vendor/client fields, pipeline stages, route categories, score thresholds, and tags.
Vendor statusLead stagesRoute categoriesRisk tags
Agent prompts & policies
System prompts, source requirements, confidence rules, and approval policies per workflow.
Research promptVerification rulesPricing parserApproval policy
Outreach templates
WhatsApp, Gmail, Facebook, Instagram, and website reply templates with variables.
Vendor introClient qualificationRate requestFollow-up
Website builder
Public pages, vendor signup forms, client inquiry forms, contact forms, and AI chat widget.
Landing pagesVendor formClient formAI widget
Evidence/report templates
Research report format, source citation rules, risk labels, and export layouts.
Vendor reportClient reportRisk reportRate sheet summary