Mai
Tell it. She does it with you.
Mai works inside Monody, with the business's own context and each person's own permissions. She reaches the product through the same acts the pages use.
The rule
Mai can do what you can do.
In the pages you can open, on the people you can see. She asks before she changes anything unless your admin set the chat to Can act, and she never sends, deletes or touches money without you.
She answers from the business's records, within what the person can see.
Which of these twelve have a tour this week. What is going on with Maya. Any question Insights can answer.
She makes it; a person reads it and decides.
A reply on a conversation, a campaign, an email, a segment.
Under Ask before it acts she shows a card and waits for a yes. Under Can act she does it, says so and offers Undo.
Log the call, add a note or a tag, assign a deal, move a stage, complete the task.
Always a person's yes, whatever the setting.
A text or an email to someone outside the business, anything public, a delete.
Not in her hands at all.
Money of any kind, access and permissions, secrets and connections, emptying the trash.
By area
What she does, and what is coming.
Where an area says Coming, she cannot do it yet and the site does not say she can.
Create a lead, assign it, add a note or a tag, convert it, move it to another stage, claim it, log a call, set a callback, add a task.
Propose a tour for a deal, as a card for a person to confirm.
Draft a reply, within a minute of a new enquiry on its thread. Pass a conversation to a person.
Draft a segment from a description.
Edit a member's details, on the member's record.
Book and cancel a class, add a holiday.
Draft a campaign. Sending stays a person's yes.
Summarize the three built-in reports and answer questions about them.
Draft and edit the templates.
Draft an automation from a description. Turning it on stays a person's yes.
Draft a form. Publishing stays a person's yes.
Set up a pipeline and map an import.
Set up the business's own settings, within a person's permissions.
Book, move and record the outcome of a tour.
Charges, refunds, payouts and plans are never Mai's.
Mai is on in our own workspace and in every demo today. Her kept chats and background tasks live under Mai in the product. The roadmap says when she reaches every workspace.