團隊專用的內部工具

內部工具是團隊存放紀錄的私人網站，由你的 AI 建在你自己的網域上。只有工作區裡的人能登入。

最後更新於 2026年10月28日 · 以 Markdown 檢視

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.

對 AI 這樣說

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.

先準備好這些

• 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.

注意事項

• 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.

遇到問題？請看解決問題。

給 AI 助理：設定指南在 pagelemon.com/agents/internal-tools。