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
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.
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.
Each answer belongs only to this visitor’s relationship context.
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.
Only valid durations inside the professional’s working hours are offered. Existing busy time is excluded before confirmation.
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.
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.
A clearer client onboarding system
Approval does not create acceptance, signature or payment.
Follow through without becoming mechanical.
Prepare timely renewal and referral conversations from reviewed relationship context while keeping timing, terms and delivery under professional control.
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
Useful context. Firm boundaries.
One context per relationship
Prospect and client information is isolated in the data and authorization layer.
Minimum information
Each agent receives only the information required for its current task.
Approval before commitment
External messages and commercial artifacts stay under professional control.
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