Private client portal
Package workspaces for each client
Authorized client users can use the application to:
- Access only the workflow packages assigned to their company.
- Review LeadPilot, InboxPilot, OpsPilot, SupportPilot, InsightsPilot, and custom capabilities.
- Provide process triggers, systems, approval rules, and operating exceptions.
- Submit package configuration and monitor delivery status in one private portal.
