--- url: /dashboard.md --- AI operations workspace # Turn scattered opportunities into a focused pipeline. Ops Hub brings entity management, qualification, pipeline tracking, and personalized outreach into one configurable workspace for sales, recruiting, and research teams. One source of truth Keep contacts, candidates, and sources organized with flexible fields and stages. AI-assisted prioritization Score opportunities, surface useful context, and focus attention where it matters. Visible momentum See pipeline health at a glance and move every workflow toward a clear next step. Loading the interactive workspace. You can also read the [Ops Hub guide](/guide/). --- url: /guide.md --- # Build an operations workspace around the work you actually do Ops Hub gives one consistent workflow for managing people, opportunities, and research sources. Pick a hub, capture the information that matters, qualify each record, move it through a pipeline, and create contextual outreach without switching tools. ## Start with a hub Ops Hub currently includes three ready-to-use configurations: - **Sales Hub** for leads, qualification, deal stages, estimated value, and outreach. - **Recruiting Hub** for candidates, role fit, interview progress, and follow-up. - **Research Hub** for sources, citations, findings, and research status. Use the hub switcher in the workspace header. Each hub changes labels, fields, stages, scoring criteria, and AI context while keeping the same operating model. ## The operating loop ### 1. Capture a record Open [Entities](/leads/index.md) and select **Add**. Add enough context for useful filtering and qualification. Notes, tags, company details, role information, and hub-specific fields all improve later decisions. ### 2. Find and organize work The entity workspace supports broad text search, status and stage filters, card or list layouts, and sorting by quality, recency, value, or name. Your view and sort choices stay in the browser. Use / to jump to search. Export the visible result set to CSV when you need a portable snapshot. ### 3. Qualify what matters Open an entity and run qualification. Ops Hub combines configured criteria with the available record context, then stores the resulting score and explanation with the entity. Treat AI output as decision support. Review the evidence, correct weak inputs, and keep human judgment in the loop for consequential decisions. ### 4. Move the pipeline forward Update stages as the work progresses. The [Dashboard](/dashboard/index.md) summarizes record volume, high-priority items, active pipeline value, messages, and stage distribution. Each metric and stage is interactive, so it can take you directly to the relevant filtered records. ### 5. Create contextual outreach Open [AI Writer](/writer/index.md), choose an active entity and channel, then generate a draft. Review the subject, body, reasoning, and recommendations before copying or sending the content through your preferred system. ## Data and access model The browser workspace can operate with local persisted data and synchronize with the Bun + SQLite API when the backend is available. The profile screen is a local workspace convenience; it is **not** an authentication boundary. For a sensitive or multi-user deployment: - enforce identity and authorization in the backend; - protect API routes independently of the frontend; - separate tenant data at the storage layer; - audit write operations and AI-triggered actions; - keep secrets and provider credentials server-side. ## Run locally ```bash bun install bun run dev ``` The frontend starts on `http://localhost:4321`. Run the API separately when SQLite persistence is needed: ```bash bun run dev:api ``` The default local API starts on `http://localhost:3001`. ## Quality checks ```bash bun run check ``` The check command runs formatting and lint validation, TypeScript, unit tests, and a production Rspress build. ## Deploy directly Ops Hub is configured for Cloudflare Pages and intentionally does not rely on a repository CI workflow: ```bash bun run build bun run deploy:direct ``` The generated site is written to `doc_build/`. *** Ready to work? Open the [Dashboard](/dashboard/index.md) or add a record in [Entities](/leads/index.md). --- url: /index.md --- Configurable AI operations workspace # Move every opportunity from signal to action. Bring sales, recruiting, and research workflows into one calm operating view—then qualify, prioritize, and draft outreach without losing context. [Open workspace↗](/dashboard/)[See how it works](/guide/) - Configurable entities, stages, fields, and scoring criteria - AI-assisted qualification and personalized outreach - SQLite-backed with an offline-friendly browser fallback Sales Hub Operating view Live Active**18** Hot**6** Pipeline**$420K** Pipeline health**13 opportunities in motion** +18% New**7** Qualified**5** Proposal**3** Negotiation**2** AV Recommended next action**Follow up with Acme Ventures** Strong fit · proposal viewed yesterday → One product, three modes ## Shape the workspace around the work. The entity, fields, stages, scoring language, and AI context adapt to the current hub—without splitting the operating model into separate tools. Sales ### Prioritize the right accounts Qualify leads, track deal momentum, and turn account context into relevant outreach. Pipeline value**$420K** Recruiting ### Keep candidates moving Compare fit, organize interview stages, and keep every candidate tied to a clear next step. Active candidates**28** Research ### Turn sources into decisions Capture sources, score relevance, preserve key findings, and organize work by project. Qualified sources**64** A complete working loop ## From raw context to a clear next action. Ops Hub keeps the record, the evaluation, the stage, and the message connected so handoffs do not erase context. 1. 01### Capture the entity Start with the fields that matter for the current workflow, not a fixed CRM schema. 1. 02### Qualify with context Use configurable criteria and AI-assisted analysis to surface fit, risk, and next steps. 1. 03### Move the pipeline See distribution across stages, focus on stalled work, and update momentum in one place. 1. 04### Draft the outreach Generate a useful first draft from the entity record, then review and personalize it. Less CRM ceremony ## Designed for the decision in front of you. Compact dashboards, searchable records, visible stages, and an AI writer keep daily operations focused. Export remains available when you need to move the data elsewhere. - Fast search across names, companies, notes, tags, and custom fields - Quality, recency, and value-based sorting - CSV export with spreadsheet formula protection - Responsive card and list views for dense work AI Writer**Relevant outreach, grounded in the record** Draft Subject**Reducing review time across Acme's finance workflow** Hi Avery, I noticed Acme is expanding its finance operations team while standardizing vendor review. Based on the priorities in our last conversation, there may be a useful fit around… Generated from company, role, signals, and qualification notes Start with the live workspace ## See the whole operating loop in one view. Explore the sample data, switch hubs, filter the pipeline, and draft an outreach message. [Open Ops Hub ↗](/dashboard/) --- url: /leads.md --- Loading your workspace… Syncing the latest local and backend data. --- url: /login.md --- Local workspace profile # Make Ops Hub yours Add a display name for a more personal workspace, or open the demo immediately. A profile, not an authentication boundary This screen stores profile details for the current browser. It does not claim to provide production identity or access control. Display name * Email * Continue to workspace or Open demo workspace [Read the guide first](/guide/) --- url: /writer.md --- Loading your workspace… Syncing the latest local and backend data.