Agent
AI workspace agent
An operator that reads your workspace, runs confirmed actions, and leaves an audit trail on every turn.
Included on Core, Advanced, and Max. Suggestions on the dashboard and a follow-ups queue.
Turn gallery data into the next action
Tool actions
Create invoices, mark payments, send campaigns, build rooms, and link works to exhibitions with confirm-and-undo.
PaymentsPlaybooks
Run overdue invoice review, room engagement follow-up, or consignment settlement drafts from suggestions or the queue.
CRM guideFollow-ups queue
Proposals, expiring holds, room engagement, and overdue invoices in one list with a matching playbook per row.
Sales pipelineLive context
Plans against current inventory, contacts, and open deals, not generic art-market copy.
InventoryOperator loop, not open chat
Each turn can plan, call workspace tools, read results, and continue before answering. High-impact steps need your approval.
- Invoice, payment, contract, segment, campaign, exhibition, and room actions map to real API operations.
- High-impact mutations require explicit confirmation before they commit.
- Tool calls and outcomes stay on the turn for audit and replay.
- Output passes workspace policy checks before it reaches the team.
Playbooks where you already work
Pre-built workflows cover the loops galleries run every week: chase a proposal, review room engagement, or prep settlement paperwork.
- Dashboard suggestions for overdue invoices, stale inquiries, and inventory health.
- Follow-ups rows carry the playbook that matches the underlying record.
- Start from a proposal, room, or contract and the steps pre-fill.
- Playbooks can open the right page or run confirmed tool steps in sequence.
Same records as the rest of the app
The agent reads the same data as Gallery CRM, viewing rooms, and invoicing.
- Mint and email a collector portal link from a confirmed action.
- Build a segment from a query, then draft or send a campaign.
- Mark an invoice paid and edition copies commit on the same path as checkout.
- Included on Core with no separate AI add-on.
FAQ
- Is ai workspace agent included on every plan?
- AI workspace agent runs on the same workspace as inventory, CRM, rooms, and invoicing. See pricing for plan details.
- Can we migrate from spreadsheets?
- Yes. Start with works, artists, contacts, and current statuses. Add documents, locations, and price history once the main records are in.
- Does it work for small teams?
- Yes. A two-person gallery and a larger team share the same records. Permissions and capacity grow with the workspace.
- How does this connect to the public website?
- Website Studio publishes pages from the inventory, exhibitions, and posts you already maintain.
- What should I try first?
- Load real works and contacts, then run one playbook run, invoice draft, or room follow-up workflow from start to finish.
Try ai workspace agent on free Core
Bring real works and contacts into the workspace, then run one loop from shortlist to invoice.