Connect is one product: it finds prospects, holds conversations on email, phone and WhatsApp, remembers every relationship and follows through — inside the rules you set. What changes between these pages is the work it is pointed at, the rules a business like yours tends to set, and the way success is measured.
Whichever page you start from, this is the foundation underneath it.
One record per relationship
Email, phone and WhatsApp resolve to a single company and person, with the full history on one timeline — including the parts that went wrong.
Approved knowledge only
Connect answers from the product and policy knowledge you load and approve. A question outside it escalates instead of being improvised.
Autonomy you choose
Draft only, review and act, or autonomous within rules — set per workspace and changeable the moment something feels wrong.
An approval gate with a name on it
Anything consequential stops in Needs You with the context attached, so a person decides and the decision is recorded.
An audit trail for every action
What was sent, under which rule, with what evidence. Not a log of intentions — a record of what left the building.
Your accounts, your control
Mailboxes and numbers are connected with your consent through the provider's own authorisation, and disconnected whenever you want.
The documentation describes each of these as it is actually built, screen by screen.
QUESTIONS
Before you pick a page.
My business is not one of these seven. Is Connect wrong for us?
Probably not. These are the shapes of work we can describe in detail and honestly. If your business sells, quotes, follows up and supports customers over email, phone or WhatsApp, the pilot starts from your work rather than from an industry page.
Is the product different on each page?
No. There is one Connect. Each page describes the same product configured around a different set of obligations — which channels matter, which decisions are gated, and which numbers you would judge it on.
How much of what is described here actually exists?
All of it. These pages describe shipped behaviour. Where something depends on a provider — a phone number, a WhatsApp number, SMS sending, call recording — it is named as provider-dependent and confirmed during setup rather than promised here.
START HERE
One mailbox, four weeks, your own numbers.
A pilot runs Connect against real work under your rules, starting in draft-only so nothing leaves without you reading it first.