Back office overview

The doors handle customers. The back office handles the desk work: the chasing, the reconciling, the reporting — the things the owner does at 10pm. You describe the job in plain English; the AI plans it, executes it step by step across the business's data and its connected accounts, pauses for approval before anything changes, and hands you a report.

Jobs it does well

• "Who never heard back? Go through the board, find deals with no reply in 7 days, and draft the chase texts."
• "Reconcile Stripe against the board — flag paid invoices whose cards aren't in Won."
• "Monday report — last week's calls, chats, leads, and bookings by door, in one email."
• "Clean the contacts — merge duplicates and flag records with no phone and no email."
• "Pull every 1-star review mention from the help desk and summarize the themes."

How a run works

1. 1
   Ask

   Type the job into the Back office (each business has its own). The AI knows the business — its services, its boards, its connected accounts.
2. 2
   It works the steps

   Reads run freely: querying the CRM, reading tickets, calling read-side integration actions. Every step is visible in the run timeline.
3. 3
   It pauses on writes

   Anything that would change something — send a message, edit a record, move money — parks the run and shows you the exact action. See Runs & approvals.
4. 4
   It reports

   The run ends with a written report: what it found, what it did, what it skipped and why.

Make it recurring

Any job can become a schedule — the Monday report, the nightly duplicate sweep, the weekly quote chase. Scheduled runs follow the same approval rules as manual ones.