Herramientas internas para tu equipo

Una herramienta interna es un sitio privado donde tu equipo guarda sus registros, creado por tu IA en tu propio dominio. Solo las personas de tu espacio de trabajo inician sesión.

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En esta página

It is made of three things:

  • Team lists: the records your team keeps, such as deals, candidates or projects, in Lists.
  • Team sign-in: people in your workspace sign in with the login they use for Page Lemon, through Sign-in.
  • Rules: each list says who sees and changes what, so one person sees only their own rows and a field such as salary stays with managers.

Dile esto a tu IA

Cópialo en el chat de tu IA

Crea nuestro embudo de ventas en PageLemon.com como herramienta interna: empresas, negocios y tareas

Cópialo en el chat de tu IA

Importa este CSV de Airtable a nuestra lista de negocios

Your AI shows the lists, pages and rules in one message first. Nothing is saved until you say yes.

Five tools to look at first

Each one is a working sample with made-up data. Open it, click around, then ask your AI for the same thing with your details.

  • Quota: a sales pipeline. Demo requests from your website become deals, and your team moves them across a board.
  • Staffroom: an employee portal. A directory, time off that managers approve, and documents each person sees only for themselves.
  • Shortlist: hiring. Applications become candidates, and interviewers see only their own feedback.
  • Masthead: a marketing hub. A board and calendar for posts and newsletters, and ideas sent in from outside the team.
  • Workbench: projects and client work. Tasks, time against each project, and budgets only managers see.

A loyalty card for your customers is not an internal tool: see Loyalty and its sample.

Qué tener a mano

  • A workspace on a paid plan. See pricing. To set one up, see Workspaces.
  • The people who will use the tool, already in your workspace.
  • Your current records as a CSV file, if you're moving from a spreadsheet or another tool.

Conviene saber

  • An internal tool can't also be an app for customers or have a site password: the workspace sign-in replaces both. It stays in its workspace.
  • Nothing from an internal tool appears on your public website, in feeds or in search. A form on one of your public sites can add records to it.
  • To test it, ask your AI to try the tool on a staging copy as someone in each group.
  • When someone leaves your workspace, their access ends at once.

¿Algo no funciona? Mira Resolver un problema.

Para asistentes de IA: la guía de configuración está en pagelemon.com/agents/internal-tools.

¿Algo poco claro o desactualizado? Cuéntanoslo y corregiremos la página.