Manage people, companies and their connections in a single view, with a focus on one person or company whenever you need it. Type a sentence, and a new entry or an addition to an existing one is created from it automatically. New members join through a secure invite link, with no account request.
The Agentic Part
An agent reads a typed sentence and creates a new record from it or matches it to an existing one, with nobody filling out a form. In the same chat panel, it also answers questions about the network. What it proposes, an authorised person reviews and applies, which protects data quality even as more people join.
Main Features
- Five views, circular to self-arranging, plus focus filter and saved layout
- Creating, editing and linking records, including photos
- Handling incomplete or approximate dates
- Sign-in with roles, plus a propose-then-approve flow
- Tamper-proof invite links with server-side permissions
- AI model management with a per-user credit balance
- Agent for questions and new entries
- Ready-made deployment template, two operating modes
- Chat panel over the network
- Duplicate check before a new record is saved
- Creating, changing and linking records in the background
- AI model list maintained by admins, with hidden access keys
- Usage limit per person for the agent
- The view itself, with its different layouts
- Selected person and filters persist across view changes
- Resizable panels with a saved split
- Path search between two people or companies
- Selecting whole groups at once
- Photos per person or company, uploaded and shown
- Propose-then-approve flow for changes
- Separate roles, with read-only access for visitors
- Tamper-proof invite links, permission fixed at creation
- Recording of incomplete or approximate details
- Credit allowance per account for every AI request
- Credit check happens right at the point of cost
- Secure, unguessable invite links, with instant access revocation
Use Cases
- A new contact used to be typed into a separate form by hand. Now a sentence is enough, and the agent creates the matching record or matches it to an existing one.
- A contributor proposes a change to an existing entry. Only an authorised person reviews and applies it, the entry itself stays unchanged until then.
- A new colleague should join the network without requesting their own account. They join through a tamper-proof invite link.
- A guest account uses the agent for a few questions. The credit for that is its own and never counts against the account owner's bill.
What we build for you
- Schema and naming for people, companies and relationships
- Which views your team sees
- Colours and look of the application
- Wording on invitations and the role model
- What the agent knows, and which AI model it uses
- Hosting and database
- Your own types of people and relationships
- Your set of fields
- Rule for duplicate versus new record
- Which views suit your structure
- Your own labelling
- The colours and look
- Your own roles
- Who is allowed to approve what
- How long an invite stays valid
- The size of the credit allowance per account
- Who may invite new members and over which channel
