Create workspace from wizard tenant-create

Completing /start creates a tenant with brand config, seeds demo data, starts the 3-day trial and lands on the dashboard.

Apply brand color/logo/style brand-apply

Saving brand settings updates CSS variables (--brand*) and the logo everywhere (app shell, site, widget) without reload.

Upload company logo logo-upload

An uploaded image persists as a data URL and renders in the app sidebar, public site nav and browser favicon.

Create record record-create

New record appears in table and pipeline with auto reference, default stage, and updated KPI counts.

Move record across pipeline record-stage

Dragging (or arrow controls) updates status, column totals and dashboard funnel instantly.

Edit/delete record record-edit

Field edits persist; delete removes from all views.

Public site booking → inbox booking-submit

Submitting the website booking form creates a 'new' booking visible in the app inbox with all form fields.

Convert booking booking-convert

Convert creates a record (and customer if new), marks booking converted, links the customer.

Add/edit customer customer-create

Customer persists with tags; profile shows linked records, invoices, messages and loyalty points.

Send message / template message-send

Outbound message appends to the thread with channel + timestamp; unread counts update.

Build invoice invoice-create

Line items auto-total; invoice persists with status; mark-paid updates revenue KPIs.

Print/PDF invoice invoice-print

Print view renders a branded invoice via the browser print dialog.

Adjust stock inventory-adjust

Qty steppers persist; low-stock badge appears when qty ≤ reorder point.

Add/redeem points loyalty-points

Point changes persist on the customer and move tier progress; punch card fills visually.

Add calendar event calendar-add

Event appears on the month grid and upcoming list.

Export CSV report-export

Export downloads a CSV containing current records with headers.

Chatbot answers & books chatbot-reply

Widget answers price/hours intents and completes a slot-filled booking that lands in the inbox.

Voice agent conversation voice-call

Mic captures speech (where supported), agent replies aloud and logs the call to Messages; text fallback always works.

Edit website content site-edit

Hero/services edits save and the public site reflects them on reload of the preview.

Install desktop app pwa-install

Install button triggers the browser PWA prompt (per-tenant name/color via dynamic manifest); hides when already installed.

Deterministic demo seeding demo-seed

demo-* workspaces self-create with stable, realistic data per system.

3-day trial gate trial-gate

Trial countdown shows in shell; after expiry the app locks behind /continue where choosing a plan unlocks (sandbox checkout).

Export/import workspace data-export

JSON export downloads the full workspace; import restores it (data freedom).

Contact / custom CRM request lead-capture

Contact form persists a platform lead and shows confirmation.