WorkspaceBoard unifies your support, sales, fulfillment, automation, and planning into a single command center, with AI teammates that answer customers, deliver products, run follow-up, and move work forward around the clock. One platform, your whole company, working as one.
Most companies stitch together a help desk, a CRM, an automation tool, a file host, a project board, and a dozen forms. WorkspaceBoard replaces the whole stack with one intelligent workspace, and adds an AI workforce that actually does the work.
A living help desk where an AI concierge answers customers from your own knowledge base, drafts replies for approval, or handles them end-to-end, and escalates the moment a human is needed.
Every call, email, form, and message becomes one tracked ticket with a reference number, assigned to a person or an AI, prioritized, dated, and driven to resolution. Nothing slips.
Named recipes fire on an order or a form: issue the code or product, send the receipt, deliver securely, and run a multi-day follow-up sequence, automatically, and fully tracked.
A complete, connected toolset, each part talking to the others, all of it observable from a single screen.
Answers instantly from your knowledge base, learns your voice, and never leaves a customer waiting.
See how it works →Create from any channel, assign to people or AI, set deadlines and follow-ups, and track a checklist inside every ticket.
See how it works →One click turns an order into issued codes, a receipt, secure delivery, and a scheduled email sequence.
See how it works →Products stored privately and delivered via signed links that expire, the file is never exposed.
See how it works →Load code pools once, single keys, multi-part codes with PINs, coupons, and hand out the next available automatically.
See how it works →Branded contact, sales, inquiry, and survey forms that feed the desk pre-sorted and route to the right owner.
See how it works →Plan, prioritize, and launch work to autonomous AI teammates that execute overnight and report back.
See how it works →People and AI agents share one mailbox and one board, so work and knowledge move without a meeting.
See how it works →Your policies, answers, and documents become the brain the AI answers from, accurate, current, and yours.
See how it works →Strategy, goals, and operating cadence that plug straight into the workspace, plan and execute in one system.
See how it works →Every person you deal with, and every email, call, purchase, signature and ticket that ever passed between you, on one timeline. Pipelines, tasks, segments and campaigns included.
See how it works →Send a document, they sign on a phone, and you get a signed PDF and a certificate anybody can check. It writes itself onto the customer’s record.
See how it works →Departmental channels, a staff directory, and floors and rooms with a front desk, so your people work together instead of trading meeting links.
See how it works →Most companies buy these separately from six or seven vendors and then pay somebody to make them talk to each other. Here they are the same system, so they already do. Everything named on this page is built and running today; anything that is not, says so in its own words.
Most companies buy a chat widget from one vendor, a help desk from another, a forms tool from a third, and a knowledge base from a fourth, and then nothing knows what anything else did. This is one product. The assistant answers out of your own knowledge, and the moment it cannot, the same conversation becomes a ticket with the history already attached.
One place for every person your business deals with, and the whole relationship on one screen: every email, text, call, meeting, note, purchase, signed document, help desk ticket, campaign, tag and stage change, newest first.
Send a document, they sign it on their phone with a finger, and the signed PDF and a public certificate come out the other end. No account for the person signing, no app, no password.
Where your team actually works: channels that know what department they are in, a directory you can reach anybody from, and floors and rooms you can walk into instead of sending a meeting link.
A cookie and privacy notice that behaves the way a visitor expects: a card in the corner rather than a bar across what they came to read, real choices in plain words, and a record of what each person actually agreed to.
One button that lets a visitor change your website to suit how they read: bigger text, stronger contrast, links picked out, a font built for dyslexia, and motion turned off. Their choice is remembered on their next visit.
A digital planner that is not a separate document nobody opens again. Your goals, your operating rhythm and your year sit next to the work itself, so a plan turns into tasks, and what actually happened comes back the other way.
They all read and write the same records. A document signed in eSignBook appears on that person’s timeline in the CRM without anybody exporting anything, and the person who handled it is the same person your team can reach in TeamWorkboard. That is the whole point of them being one system rather than three.
A form, an email, a call, an order, every touch becomes one tracked ticket with a reference number.
The AI sorts it by product and intent, answers or drafts a reply, and assigns the right owner, human or AI.
On payment, a template issues the product, sends the receipt, delivers securely, and starts the follow-up sequence.
Deadlines, follow-ups, and every action live on the ticket, nothing is lost, and everyone can see the state.
Most planning tools are where good intentions go to be forgotten, a document nobody opens again. WorkspaceBoard's Business Planner lives inside the workspace, so your strategy, quarterly goals, and operating rhythm connect directly to the tickets, tasks, and automations that carry them out.
Strategy on the left, execution on the right, the same system.
Your customers, your data, and your products are handled with enterprise-grade care from the first byte.
Digital products are stored privately and encrypted at rest, never in a public folder, never guessable.
Every download is a signed link that expires, tamper with it or wait too long and it simply stops working.
Each teammate sees only what they should, with a resilient fail-safe entry that keeps you in control.
Your AI teammates never sleep. Customers are answered, orders are fulfilled, and follow-ups go out on schedule, whether your team is at their desks or the sun is on the other side of the world.
WorkspaceBoard is delivered as a custom-fit solution for each company we work with, configured to your products, your voice, and your workflow, then deployed to run globally from day one. You get the leverage of a full operations team and an automation department, in one platform.
WorkspaceBoard is a custom, enterprise solution, built around your business, not a template. Request a private walkthrough and we'll show you exactly how it would run for you.
Look for the black button that says Reset reading settings, just above the round reading button near the bottom of the screen, and tap it once. Everything goes back to normal. If you still cannot see it, close the page and open it again, or open this page with ?reader=reset on the end of the address.
An assistant, not a salesperson. It will not quote a price it does not have.