Features
Workspaces with visible readiness
BizDash distinguishes records and interfaces that exist from provider connections and customer journeys that have passed production verification.
Website Workspace
Manage page records, navigation, media, forms, publishing settings, and domain readiness.
- Page and navigation records
- Responsive preview workspace
- SEO fields and sitemap support
- Blog content records
- Domain readiness status
- Publishing approval boundary
- Forms and media workspace
- Production verification gate
Communications Workspace
Organize message records and expose provider connection state before outbound delivery is enabled.
- Message and thread records
- Compose and review workspace
- Reusable templates
- Draft assistance
- Provider status disclosure
- Organization-scoped access
- Delivery evidence required
- No fake sent state
Invoices & Payment Records
Prepare invoices and track payment readiness without claiming a transaction completed when a provider is unavailable.
- Invoice lifecycle records
- Line items and totals
- Organization-scoped contacts
- Public invoice token route
- Provider readiness status
- Recoverable intent records
- Webhook verification boundary
- No synthetic payment success
Scheduling & Booking
Manage services, availability, appointments, and connection state in an organization-scoped workspace.
- Public booking route
- Availability records
- Reminder configuration status
- Team availability management
- Walk-in queue
- Service catalog & pricing
- Calendar connection status
- No-show tracking
CRM & Client Management
Manage organization-scoped contacts, notes, tags, and workflow records.
- Unified contact database
- Full interaction history
- Custom fields & tags
- Pipeline management
- Follow-up workflow records
- Import and export workspace
- Client portal
- Segmentation & filters
Governed Assistance
Draft and review suggested work while consequential actions remain behind capability checks and approvals.
- Organization context
- Draft-first interactions
- Capability checks
- Approval boundaries
- Audit history
- Failure disclosed to the user
- No autonomous purchasing
- No invented results
And More
Built-in platform features
Your Brand Everywhere
Branding records and domain-readiness status live with the organization.
Tenant Controls
Organization isolation, role checks, and audit history are verified as product behavior.
Operational Reporting
Reports expose their source and show unavailable data explicitly.
Governed Automations
Review and approve automation changes before external effects are enabled.
Documents & E-Sign
Document and signature records remain separate from delivery claims until the public flow is verified.
Messages & Notifications
Message and notification records show channel and delivery status.
Global Search
Search routes are organization-scoped and report unavailable indexes plainly.
Mobile Ready
Responsive and installable-web behavior is verified separately from native-app claims.
Ready to record the workflows you need?
Create an account to review coverage. No setup-time or integration promise is made until the corresponding journey has current evidence.