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Product tour · Illustrative workspace

See the workspace behind your AI client team.

Walk through how Unhuddle helps an independent professional welcome prospects, qualify opportunities, coordinate meetings and serve clients—with you in control of every commitment.

  • Private client contexts
  • Human-approved actions
  • Clear audit trail
Sample workspace · Northstar Advisory
Good morning, Maya3 approvals
New conversations12Qualified5Meetings booked4
01ReceptionistActive02QualificationActive03SchedulingActive
!Needs your approvalMeeting summary for Atlas StudioReview
01 · Control

Hire the agents. Set the boundaries.

Your control centre shows what each agent can do, the context it may use and the actions that still need your approval.

Agent control centreIllustrative screen
RClient ReceptionistAnswers from approved practice informationActive
QQualification AgentCaptures fit, consent and next stepsActive
SScheduling AgentOffers safe slots within working hoursActive
MMeeting IntelligenceTurns transcripts into reviewed minutes draftsReady
PProposal AgentStructures scope and commercial draftsReady
CClient Success AgentPrepares renewal and referral follow-upsReady
02 · Acquire

Turn your expertise into a useful first conversation.

Publish a professional receptionist that answers approved questions, collects consent and guides each visitor toward a sensible next step.

Public receptionistLive capability
MAAsha, from Maya's officeUsually replies instantly
Hello. I can help you understand Maya's work, see whether there is a fit, or find a useful meeting time.
What can Maya help with?Is this a good fit?Book a conversation
Ask a question… ↑
QualificationPrivate context
Conversation progress
What would a useful outcome look like?

Each answer belongs only to this visitor’s relationship context.

03 · Convert

Move from interest to a well-run decision.

Keep relationship context, working hours, meetings and approvals together so opportunities move forward without losing professional judgement.

Relationship CRMLive capability
Lead 4Prospect 3Qualified 2Account 6
ASAtlas StudioQualified · Next: review scopeToday
OVOrbit VenturesProspect · Next: discovery callThu
FLField & LoomLead · Awaiting consentFri
Unhuddle CalendarGoogle Calendar aware
October 2026Asia/Kolkata
MTWTF567891213141516
10:3011:1514:00

Only valid durations inside the professional’s working hours are offered. Existing busy time is excluded before confirmation.

Approval inboxConsequential actions wait here
MinutesAtlas Studio discovery callDraft ready for reviewReview
ProposalOrbit Ventures advisory sprintScope and fee need approvalReview
RenewalField & Loom quarterly reviewNext term preparedReview
04 · Serve

Keep every client handoff crisp and reviewable.

Transform meeting material into useful drafts, prepare proposals and share selected reviewed items through a private client workspace.

Meeting intelligenceManual transcript input
Minutes draftNeeds approval

Atlas Studio · Discovery call

Decisions

  • Prioritise the onboarding journey first.
  • Use the next workshop to confirm measures.

Actions

  • Maya to share the proposed sprint structure.
  • Client to confirm the operating team.
Edit draftApprove minutes
Proposal preparationReview before delivery
Advisory sprint

A clearer client onboarding system

Duration6 weeksFormatHybridFeeProfessional sets it
Scope

Approval does not create acceptance, signature or payment.

Authenticated client workspaceOnly explicitly shared items
Atlas Studio workspaceEverything agreed, in one place.
✓Reviewed meeting minutesShared 28 Sep↗ProposalShared 30 Sep□Contract packetPrepared for export
05 · Grow

Follow through without becoming mechanical.

Prepare timely renewal and referral conversations from reviewed relationship context while keeping timing, terms and delivery under professional control.

Client successLive capability
84Relationship healthBased on your recorded interactions
Quarterly reviewIn 12 daysRenewal draftPrepare after reviewReferral requestConsent-safe, optional
Subscription readinessPreparation only

Commercial controls stay off until activated.

Pricing, checkout, payment collection and entitlements are deliberately excluded from this preview until provider, tax and legal decisions are complete.

  • ✓ Tenant-scoped subscription state
  • ✓ Replay-safe provider event ledger
  • — Checkout and payments not active
Designed for professional trust

Useful context. Firm boundaries.

01

One context per relationship

Prospect and client information is isolated in the data and authorization layer.

02

Minimum information

Each agent receives only the information required for its current task.

03

Approval before commitment

External messages and commercial artifacts stay under professional control.

Your practice, with a more capable operating system

Build an AI team that works your way.

Start with your professional setup. Review every suggestion, preview your public receptionist and publish only when you are satisfied.

Create your professional workspace