Agent

AI assistant for art inventory and gallery CRM

An operator that reads your workspace, runs confirmed actions, and leaves an audit trail on every turn.

Try for free See pricing

Included on Core, Advanced, and Max. Suggestions on the dashboard and a follow-ups queue.

Turn gallery data into the next action

Create invoices, mark payments, send campaigns, build rooms, and link works to exhibitions with confirm-and-undo.

Payments

Run overdue invoice review, room engagement follow-up, or consignment settlement drafts from suggestions or the queue.

CRM guide

Expiring holds, open offers, room engagement, and overdue invoices in one list with a matching playbook per row.

Sales pipeline

Plans against current inventory, contacts, and open deals, not generic art-market copy.

Inventory

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.

Pre-built workflows cover the loops galleries run every week: chase an open offer, 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 hold, invoice, room, or contract and the steps pre-fill.
Playbooks can open the right page or run confirmed tool steps in sequence.

The agent reads the same data as CRM, viewing rooms, and invoicing.

Is the AI workspace agent included on every plan?: Yes on Core, Advanced, and Max. Suggestions appear on the dashboard; confirmed actions run through the same APIs as manual clicks.
Can the agent send invoices or mark payments without asking?: High-impact steps require your confirmation before they commit. Each turn keeps tool calls and outcomes for audit.
What are playbooks?: Pre-built loops such as overdue invoice review, room engagement follow-up, and consignment settlement prep. Start from a follow-ups row or dashboard suggestion.
Does it replace the CRM or pipeline?: No. It reads the same CRM and pipeline records and proposes the next action; you stay in control.
Where do I open the agent?: Use the workspace assistant rail or start from a follow-ups queue row matched to a playbook.

Bring real works and contacts into the workspace, then run one loop from shortlist to invoice.

Try for free View pricing