Ferramentas internas para o seu time
Uma ferramenta interna é um site privado onde sua equipe guarda os registros, criado pela sua IA no seu próprio domínio. Só as pessoas do seu workspace entram.
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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.
Diga isto à sua IA
Copie para o chat da sua IA
Construa nosso funil de vendas no PageLemon.com como uma ferramenta interna: empresas, negócios e tarefasCopie para o chat da sua IA
Importe este CSV do Airtable para a nossa lista de negóciosYour 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.
O que ter à mão
- 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.
Bom 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 não está funcionando? Veja Resolver um problema.
Para assistentes de IA: o guia de configuração está em pagelemon.com/agents/internal-tools.