Your AI team,
ready for real work.
See who is online, what needs your attention, and open a large Focus Workspace with any specialist. For big decisions, ask the Advisory Board.
Top 3 tasks
Daily brief
Connect CRM keys
Workspace and organization keys live on the Admin page (left menu).
Needs your attention
Team activity
My Desk
Tap the phone for inbox, the laptop for client portal, the desk phone for chat, the sticky for approvals, or the DONE basket for finished work.
Done
Completed tasks, projects, and requested deliverables.
Approvals
CRM posts, emails, spending, and live changes wait here.
Needs your attention
Waiting for you
Inbox
Open threads from your client workspace. Replies that go live still need Approvals.
Client portal
A simple snapshot of how your office work is moving — no CRM sidebar.
Agent Mail
Read every agent mailbox here — current team and any new agent you add later. Send still goes through Approvals.
Chat
One-on-one with any teammate — recent talks first, with full history when you open a thread.
Approval Inbox
CRM posts, emails, spending, and live changes wait here until you approve. One inbox — not scattered buttons.
Needs your attention
Waiting for you
What Mia / Zenda / Shelly did recently
Dashboard
Files, memory, recap, and planning tools live here — so Home stays calm for real work.
Memory Wiki
Browse and edit MEMORY.md / USER.md for every teammate — pairs with Honcho. Safe pages only.
Agents
Memory page
Admin dashboard
Thunder GPU cost, CRM connection keys, client cloud hours, and human invites — office admin tools (not shown to clients).
Workspace & Organization keys
Paste the CRM Agent keys here so the AI Office can talk to that workspace. Keys are saved on the server. Raw secrets are never shown again — only a short fingerprint.
Yesterday's GPU estimate
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Client
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Hours by client
What just happened
Recent desk mail, drafts, and system events across the office.
Open promises
Work agents accepted but have not finished — the continuity binder.
Invited people
Helpers and partners you invited. Full login locks come later.
Register client ID
Kanban board
Assign work as cards (not only chat). Scaffolded now — syncs from the team board later.
Who is doing what
This uses the real team board. If someone is idle, they are idle. Approvals still open in Approval Inbox.
Audit
One list of office notes and activity. Secrets are hidden. This is not a second Approval Inbox.
Work history
What an employee already did. This is not lasting memory, and it does not save notes for later.
AI usage
A model bill shows up only when token numbers are really stored. GPU time stays a separate estimate.
System health
Each card comes from a real check. If we do not know, it says Unknown.
Logs
Office notes and pathway steps only. Server files and secrets stay off this screen.
Repeats
Pick a teammate and something they should do again, like checking the morning news. It asks you first. When you say yes, the office clock saves it. A text, email, or phone call still waits for a separate yes before it goes out.
Content draft scoring
Score drafts for Zenda / JoJo without duplicating CRM social posting.
Files
Team files and uploads — your file cabinet. Integrations (Drive, CRM) connect here later.
Shared files
Resources
These tools live on the CRM so you stay signed in. AI Office does not keep a second copy.
Record a quick video
Screen + camera recording for training and walkthroughs. You are on camera — no Jordan, no face engine. Share a link with teammates.
Open recorderProspecting videos
Jordan videos for prospects live on the CRM (Sales → Tools). Opens in a new tab so you stay signed in.
Open Sales → ToolsPDF notes
Highlight a spot, type a note, fill boxes, or sign with your hand. Opens Design Hub in a new tab.
Open PDF notesCompany Profile
The email card and the company story for this company. Opens the CRM in a new tab so you stay signed in.
Open Company ProfileFile Cabinet
Folders of photos and files for this company only. Opens the CRM in a new tab.
Open File CabinetResearch Workspace
Project folders for sources, citations, and insights. This is not a second Notebook app and not CRM truth. Ask Mark to start a research project.
Pinned
Messages and approvals you pinned to revisit — click 📌 on any message in search or chat.
Recap
Short summaries of what you missed in Chat and Roundtables — our version of Slack AI recaps.
Office floor
Watch the team work in real time — typing, reading, browsing, terminal, or raising a hand when they need you. Command Center stays the main work surface.