AI workspaces
Make complexity move.
For teams running sales, service, and operations: connect the context, route the work, and keep people in control of the decisions that matter.
- connected workspaces
- 4
- operating rhythm
- 1
- with model and privacy controls
- Local-first
Where the system earns its place
Make the next move obvious.
The point is not another AI tab. It is a clearer working picture, better handoffs, and a system your team can improve over time.
Ground the context
Bring client history, sources, meetings, and the live question into one working picture.
Route the work
Give specialist agents the right job, context, tools, and human handoff instead of one giant prompt.
Improve the system
Review the run, practice the weak spot, and turn what works into a reusable operating pattern.
The Intelligent Group platform
Four workspaces. One operating rhythm.
Open any workspace for the full story: feature groups, an interactive demo, the workflow, and the outputs.
- Discover + buildStudioLocal-first sales workspace for agents, skills, clients, assessments, workflows, and internal apps.Explore Studio
- Coordinate + runMSR Platform / SwarmCoordinate specialized agents, shared context, routing, and repeatable runs across the work.Explore MSR Platform / Swarm
- Context + memoryClient 360Keep the client record current across source files, meetings, emails, research, and change summaries.Explore Client 360
- Practice + improveSales CoachPractice full interviews, drill skills, review real calls, and measure progress against a rubric.Explore Sales Coach
Try it
Watch a call get prepared.
A scripted run of Studio with example data. Pick a view, press run, and see how the work moves from setup to action.
Example client A · Renewal call, Thursday 10:00
Prepare my call
Choose the client, ground the work in evidence, and move from prepare to handoff.
- Last touchSecurity review call, 12 days ago
- Open questionHas the backup restore been tested this quarter?
- Evidence on file3 meeting notes, 2 email threads, 1 assessment
- Pulled the last three meeting notes
- Matched open questions to the evidence on file
- Drafted a call brief with four talking points
- Flagged one gap to confirm before the call
Result Call brief ready: 4 talking points, 1 gap flagged for you to confirm.
Example accounts · illustrative data
Operate with context
Keep the client, assessment, and solution work in one shared workspace.
- Example client ARenewal in 30 days · assessment 80% complete
- Example client BProposal sent · waiting on budget owner
- Example client CDiscovery booked · interview notes imported
- Merged the newest email thread into client B
- Updated the assessment status on client A
- Queued the next step for each account owner
Result 3 accounts current. Next step assigned on each.
Workflow: Discovery to handoff
Package the solution
Turn the sales process into connected workflows with one account plan and evidence-led handoffs.
- Step 1Discover: import the conversation
- Step 2Assess: connect time spent to a recommendation
- Step 3Propose and hand off: one account plan
- Imported the discovery conversation
- Connected hours lost to a recommendation
- Built the ROI story for the account plan
- Prepared the handoff with its evidence attached
Result Account plan ready for review, with every claim linked to its source.
Example clients and figures are illustrative. See every Studio feature
A better operating loop
From signal to system.
Start with a real bottleneck. Use the right workspace for the job. Keep the decision, the evidence, and the next action connected.
- Find the frictionStart with the work that is slow, scattered, or hard to repeat.
- Ground the contextBring in the sources, systems, and permissions the work actually needs.
- Route the decisionLet agents handle repeatable steps while people own judgement and exceptions.
- Make it reusableReview what happened, improve the weak spot, and run the pattern again.
Built for accountable work
Power with a clear boundary.
Choose the model, privacy boundary, collaboration surface, and human check that fit the job. The system should make work safer to run, not harder to understand.
Grounded in the work and its sources
Answers point back to the meetings, emails, and files they came from.
Routed through specialist agents
Each agent gets a defined job, defined context, and a defined stopping point.
Reviewed by people where it matters
Human review stays visible at every handoff that carries risk.
Improved into a reusable pattern
What works becomes a workflow your team can run again.
Ready for the next step?
Bring one workflow.
We will map the data, the human checks, and the smallest useful next step, then show you which workspace earns the job.