Connect by JBRH Open Connect

Connect by JBRH

Connect by JBRH is a Digital Business Employee: one system that reads a business's email, answers its phone, handles WhatsApp and SMS, researches prospects, keeps a single relationship record per person, and follows through on what it promised — inside rules and approvals the business sets.

Status
Available What this means
Audience
both
Last verified
Product version
6.3.2

The shape of the product#

Connect is not a collection of separate tools with a shared login. One engine reads every channel, one relationship record holds every person, and one queue holds every decision that needs a human. That is the difference between a suite and an employee: a suite gives you five inboxes, an employee gives you one account of what is going on.

PartWhat it isWhere to read more
ChannelsEmail, phone, WhatsApp, SMS and a browser softphone.Channels
RecordsPeople, companies, conversations, calls, deals, cases, follow-ups and files.The records Connect keeps
KnowledgeSource material a workspace supplies, that answers must be grounded in.Knowledge
MemoryWhat Connect has learned, at four tiers from the workspace down to one person.Memory
AutonomyThe per-channel rule for what may happen without asking.What Connect may do
Needs YouThe queue of decisions, approvals and operational problems for a person.Needs You
AssistantThe in-app assistant that answers questions and proposes actions.Connect Assistant

What a working day looks like#

Mail arrives and is triaged. Calls are answered. Replies are drafted and either sent or held, depending on what the workspace has permitted for that channel. Promises made on a call become dated follow-ups. Anything Connect cannot decide — a price it has no evidence for, an approval it has been told to ask for, a mailbox that has stopped working — becomes an item in Needs You, ranked so the most consequential is first.

A person's job is the queue, not the inbox. On a workspace where autonomy is set to ask before sending, the queue is where every outbound message is approved. On one set to autonomous, the queue holds only the decisions that were genuinely reserved.

Two audiences, one implementation#

Connect serves the company that built it and every customer workspace from the same code. There is no operator-only feature and no customer-only feature. What differs is commercial: a customer's use is bounded by their plan's allowances, and the operator has no plan and no allowances.

Two things are correctly outside every workspace, because they are the business of running the platform rather than of using Connect: verifying customer payments, and enquiries addressed to JBRH through the public website. Everything else is available to both.

What this documentation promises#

Every page states a status and the date it was last checked against the running system. Four words are used and they mean exactly what they say: Available is running in production; Foundation means the data model and service exist while the usable capability is deliberately narrower; Not yet means designed and not built; Reference means background about a technology, with Connect's own use of it stated separately.

No page here describes a feature as available because it is nearly finished. Where a limit exists it is written down, including the unflattering ones — see Current limits.

Everything in this section#

13 pages, each with its own status and the date it was last checked against the running system.

PageWhat it covers
AccessibilityWhat has actually been measured in Connect's interface — focus rings read from a focused element, contrast ratios, form-field names — and what is known to be imperfect.
Capability statusThe capability register behind this manual: ninety capabilities, each labelled AVAILABLE, IN DEVELOPMENT or PLANNED, with its evidence and a machine-readable copy.
ChannelsThe five ways Connect reaches people — email, phone, WhatsApp, SMS and a browser softphone — with the status, the provider and the honest limit of each.
Current limitsEvery current limit in Connect, by channel and capability: what is not available, what depends on a provider, and what is deliberately reserved for a person.
How Connect worksOne pass through Connect in plain language: how a message becomes a canonical record, a grounded decision, a permitted action and an audit entry.
How this manual talks about the futureThe four words this manual uses about a capability, what each one promises, what none of them promise, and the vocabulary the build refuses to print.
One product, two audiencesJBRH runs its own business on Connect and sells the same product. One feature set, one implementation, two routers — and a difference that is purely commercial.
Privacy inside the productWhat Connect does with a workspace's material in practice: where it sits, what reaches a model, what a person can remove, and what is deliberately kept.
The data you give ConnectEvery category of material a workspace supplies to Connect, the reason each one is needed, and exactly what changes if you decide to withhold it.
The records Connect keepsEverything Connect writes down: the workspace root, the thirteen record sheets, the two shapes of mail, and how a person, a company and a conversation relate.
Versions and what changedThree kinds of version live here: the product's own, the date on every page, and the specification versions the machine surfaces are written to.
What a person always decidesThe decisions Connect never takes: price and terms, money and law, suppression, the rules themselves — each with the reason it is reserved for a human.
What Connect decides on its ownThe decisions Connect makes without asking — priority, classification, wording, timing, research depth — and the gates that sit around every one of them.

Questions#

Is Connect a CRM?

It keeps CRM records — people, companies, opportunities, a timeline — but its purpose is doing the work rather than storing a note that somebody did it. The comparison page sets out what overlaps and what does not.

Does Connect replace my email client?

No. Your mailbox stays where it is, at Google, Microsoft or your own IMAP server. Connect reads it, writes into it, and marks it up; you can keep using the same client alongside.

Can I stop it?

Yes, immediately, and per channel. The runtime switch stops new work without changing any of your settings.