Client Operations
From scattered messages to a clear next step.
Local pilot · public system demonstration · live collectors and some outputs are planned
CLIENT OPERATIONS / INTERACTIVE MAP
A place for all the loose ends.
Select an input. Follow it through the review.
Everything comes in.
Make sense of it.
Collect & prepare
Import · deduplicate · keep the evidence
Understand & connect
Find requests, context, and conflicts
Review & approve
Your judgment before the task becomes a commitment
Keep the context.
Private originals and source links.
A wiki for knowledge. A database for tasks.
Decisions keep their history.
Know what comes next.
Tasks & priorities
Owners, due dates, and blockers
Follow-up drafts
A reply to review, not an automatic send
Connected knowledge
Facts linked to their sources
People & projects
The right context for the request
Time & capacity
What fits, what waits, what needs a decision
Reusable methods
Keep what worked for the next project
Import a conversation export. Keep each message and its evidence. Review proposed tasks before approving them.
Example · invented for this demo“Can we add next month’s workshop to the site?” → source message → proposed website task → your approval.
The problem
Requests arrive in chats, notes, and project updates. It is easy to lose the source or treat an old request as a new commitment.
What we built
A private local review desk that brings conversation exports, selected notes, and project evidence together. Each proposed task keeps its source. Spoken feedback can trigger an agent revision; a person still approves the work.
The benefit
Review proposed work in one place, check what it came from, and decide what belongs on the task list.
Keep the evidence
Imported messages and selected project notes keep their original references. Repeated imports do not create new copies of the same message.
Review it your way
Type or speak feedback. The local app transcribes your review, saves it, and asks an agent to propose a revision or a question. Approval remains a separate decision.
See the whole design
The interactive map shows how more inputs could connect. Email, calendar, live CRM, and automatic task execution are not active integrations in this pilot.