Production Staging
What do you need to check? Ask about a client, check an account, or follow up on work.
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Moving Seats Check, review and confirm staging seat moves.
Moving Seats Live production: review the seat and destination before confirming.
Client Branding Production branding and feature versions.
Production only
Release Notes Release notes from the production portal, newest first.
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Search Release Notes Platform All Platforms Windows macOS Expand All
Client Requests Capture feedback. Approve priorities. Track delivery.
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Add Request
Board List
Drag a card between stages, or use its Move menu.
Capture Feedback
Add a Client Request × Paste a Teams message or your call notes. We’ll suggest the details; you review before saving.
Call Notes / Teams Message Request notes Suggestions use your notes and the client directory. Unclear details stay optional.
Request Details
Client Request ×
Edit Request Details Feature Title PriorityLow Medium High Urgent Client Requested By Request Date Expected Delivery Internal OwnerUnassigned Feature Area
Original Notes Decision / Update Note Optional
Client Evidence
Activity
Enterprise Clients Plans, people and renewals.
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Renewals Upcoming renewals and overdue plans.
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Enterprise Pro Team plans Self-serve
Needs action Archive
Vendor Assessment Upload or paste a questionnaire, confirm the questions, then draft answers from approved sources.
Upload a document Online portal (no document)
Assessment name (optional)
Questionnaire files Word, PDF, Excel, CSV, TXT or JSON · up to 8 files, 15 MB each, 40 MB in total
Instructions (optional)
Upload and detect questions
Online portal assessment (no document) Paste the questions from the client’s portal. Answers get a Copy button so you can paste them back.
Assessment name (optional)
Text copied from the portal Buttons, counters, Yes / No options, page numbers and the portal’s header and footer are left out · up to 1.5 MB
Instructions (optional)
Read pasted questions
Support Inbox Jira Service Management · view-only
Queues
Search tickets / Filters
Filters Done Quick filters My tickets Unassigned
Owner All owners
Status All statuses Resolved Last 30 days Last 90 days Last year All time Sort by Longest waiting Priority Newest first By owner Group by No grouping Group by owner Group by client Clear all Export CSV
Ticket Client Attention Owner Next Customer waiting
System status Is everything the workspace depends on working? Anything that needs attention is listed first.
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Required services
Optional / unused integrations Not required: “Not in use” is expected.
Email Delivery Delivery status, incidents and trends. View-only.
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Stripe Payments, collections and subscriptions. View-only.
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Connecting to HubSpot…
Checking deal movements Renewal stage changes, and renewals due or past due.
All notifications →
Renewals New deals Invoices Notifications
Loading renewals… Clear filters
Loading new deals… Clear filters
PAYMENT TRACKING Invoices & payments Track outstanding invoices and each client’s yearly payments.
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IN-APP NOTIFICATIONS Movement notifications Assess each movement and leave a note for the team.
Checking stage-change activity…
Source view The full HubSpot pulse page, view-only
Client Health Health scores, owners and next steps.
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Find a client CadenceMonthly Quarterly HealthAll health tiers Critical At Risk Needs Attention Healthy Unknown Follow-up ownerAll owners Clear filters
My profile Change your password and keep your sign-in secure.
Your password Three or four unrelated words are strong and easy to type.
Current password
Confirm new password
Update password Show passwords
Changing your password signs you out everywhere, including Microsoft Teams sessions started from this workspace. Sessions expire after 7 days without activity or 30 days after sign-in.
Workspace users Manage accounts, permissions and access history.
Add someone Create account
Share these details privately Copy
The invitation does not expire. They must choose their own password at first sign-in. It is shown once — copy it now.
Email and billing keys Keys are stored encrypted and never shown again after saving.
Send Grid Delivery diagnostics and confirmed contact-list additions. Not connected
No key saved yet.
SendGrid API key Which permissions? SendGrid → Settings → API Keys → Restricted Access, Read Access for Stats, Suppressions and Email Activity. For contact lists, also enable Marketing → Marketing → Full Access (marketing.read). Marketing Campaigns is the legacy permission; Mail Send is not needed for list enrollment.
Save key Test connection Remove
Stripe Read-only. Lets the assistant answer invoice, payment, subscription and renewal questions. Not connected
No key saved yet.
Stripe restricted key Which key? Stripe → Developers → API keys → Create restricted key. Read for Customers, Invoices, Subscriptions, Charges, Payment Intents, Refunds, Disputes, Credit notes, Products and Prices; None for everything else. Secret keys (sk_…) are refused. The website tries one write with the key (a customer update that cannot succeed) and only uses the key if Stripe refuses it; it checks nothing else about the key’s write permissions, and itself only ever sends read (GET) requests.
Save key Test connection Remove
All Logs See what needs attention and help users get back to work.
Usage & cost What AI costs this month, who uses it most, and how it has changed.
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← Usage & cost
Usage month
Also see Team activity Prompt history Reply feedback
Cost by person Click a column to sort. Test and system accounts are listed apart.
Monthly history Up to 12 observed months, newest first.
Usage history begins when tracking is enabled. Estimated model costs do not include hosting, storage or third-party services.
Prompt history Search user questions and assistant replies from the last three days. Microsoft Teams activity is tracked separately in the monthly overview.
Conversations are deleted automatically after three days, so this activity log covers the last three days. It is a record of use, not a place to read anyone’s private mail.