Zapling
Zapling turns live workspace context into narrated briefs, searchable answers, missions, and approval-ready next steps. Every mutation stays behind preview, explicit approval, permissions, and an audit trail.
Default posture
Propose
Zapling reads and plans first; a human approves every workspace-changing action.
Boundary
Workspace
AI capabilities stay inside authenticated team workspaces, never the client portal.
Control
Governed
Tool actions are workspace-scoped, permission-checked, credit-metered, and audited.
Open any dashboard page to a concise Zapling narrative built from delivery, signature, and cash-flow signals.
Describe an operational goal, review the plan, then watch approved steps move through live mission progress.
Review recommended actions in one governed queue instead of letting automation mutate records silently.
The command palette adds workspace-scoped Zapling results beside normal navigation and actions.
Saved chat sessions restore their full history and show a one-line Zapling summary before you reopen them.
Hover or expand a client, quote, or invoice row for a status narrative, risk level, and suggested next action.
Where it helps
Review the supporting context and approve proposed changes before execution.
Turn unstructured notes into editable client, quote, invoice, project, and task form fields.
Bring precomputed approval-ready actions directly onto quote and invoice detail pages.
Next step
Zapling can read broadly across the internal workspace, but it cannot bypass membership, feature flags, rate limits, credit budgets, approval tokens, or audit logs—and it never appears in the client portal.