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ViewSX · AI operating layer

AI turns company conversations into accountable work.

ViewSX connects calls, email, Spaces, calendars and business data to the clients, projects and people they affect.

When a client sets a launch date, a teammate reports a blocker or a partner accepts a deliverable, ViewSX links that evidence to the right project, owner and deadline. The operating context updates as work happens—without someone rebuilding it by hand after every call.

From this shared context, AI can create or update projects, propose tasks and meetings, track delivery, and surface risks across HR, security, learning and client profitability. It advises your team or acts within the rules your company sets, while keeping the source behind every recommendation visible.

  1. Work happens across calls, email, Spaces, calendars and business apps.
  2. ViewSX connects decisions, commitments, owners and risks.
  3. AI recommends—or performs—the next controlled action.
Understand how AI works See the client-project flow

One company · every team · one operating context

Click any activity

Connected operating context

Evidence becomes accountable work.

Updating live

Client requested an August 12 launch date.

Entity
Client rollout
Signal
Aug 12
Owner
Maya
Impact
Scope

Evidence: call transcript · connected to CRM account and current rollout.

Work updateRetail rollout created
Evidence metricConfirm scope · Maya
RecommendationValidate the promise

Company activity Gantt · projects, people, security, learning and economics

Scroll horizontally · click an event

Built in a live operation

We built ViewSX to operate our own distributed company.

ViewSX grew inside daily work, where communication, delivery, people operations, and evidence have to stay connected—not inside a product demo.

Operating companies
2
Daily employees
400
Countries and regions
10

Operating pipeline · Process

From company signal to controlled outcome.

This is how ViewSX works before any module name enters the story.

  1. Observe permitted company signals.Only sources your organization authorizes enter the operating context.
  2. Connect facts, owners, dates, and dependencies.AI links evidence into the client, project, people, and decision context where it belongs.
  3. Recommend the next decision with evidence.The recommendation explains its source, confidence, and operating reason.
  4. Act within configured authority or request approval.Advisor waits for approval. Operator performs only the actions policy permits.
  5. Record the outcome and escalate exceptions.Actions, approvals, and unresolved risk return to the shared context with audit history.

AI Advisor Understand · Recommend · Draft · Wait for approval

AI Operator Execute permitted work · Monitor · Escalate exceptions

Flagship use case Launch target

Your client project starts before anyone creates a project.

ViewSX detects a new project in permitted client communication, connects the evidence, and drafts the CRM project, taskboard, owners, dependencies, and dates. As work changes, it keeps a living Communication Gantt and explains the next risk.

Explore the client-project operator
New operating contextEvidence connected
MAIL · CALL · CALENDAR Juniper Vale demo onboarding project

Scope, two deliverables, three owners, and an external dependency detected.

  1. 01Evidence grouped
  2. 02Project proposed
  3. 03Work structured
  4. 04Timeline monitored
Recommended next actionConfirm API owner before the client review · Jul 31

Autonomy · Evidence · Control

You decide what AI may see, suggest and execute.

From recommendations to autonomous operation, authority is explicit—not implied.

01 / Permission

See only granted context.

Channels, records, devices, and employee visibility follow company policy and role boundaries.

02 / Evidence

Show the source and reason.

Recommendations carry provenance, confidence, and the facts that produced them.

03 / Policy

Approve once or every time.

Routine actions can run automatically; consequential writes can require human approval.

04 / Audit

Keep the operating history.

AI and human changes remain reviewable, with exceptions escalated to the right owner.

See how permissions and modes work

Distributed operations Available

Your remote team is already together.

Spaces keeps project rooms present. Tracker connects policy-disclosed time and activity to work. Authorized AI notes retain decisions. Probe provides consent-aware remote support. MDM is planned and is not presented as current Probe functionality.

See the distributed-team flow

Operating now · Project Atlas

  • Product room4 people · decision captured
  • Client delivery3 people · milestone in focus
  • Remote support1 attended Probe session
Synthetic operating view

People operations Available

Hire without running five disconnected tools.

Publish a vacancy, verify applications, assess candidates, schedule a Spaces interview, and send the NDA and offer through Sign. AI-assisted scoring provides rationale and flags. Hiring decisions stay with your team.

See vacancy to signed offer
  1. 01ApplyOTP verified
  2. 02AssessHuman review
  3. 03InterviewSpaces guest
  4. 04SignNDA + offer

Operating stack · Capabilities

The modules give one operating context reach.

The pipeline explains how AI operates. The stack explains where it can listen, remember, move work, and verify results.

01

Hear the company

  • Spaces
  • Messages
  • Mail
  • Business Phone
  • Calendar
02

Remember and connect

  • Notes
  • Files
  • Knowledge Base
  • People
  • Vault
ViewSX AI Operator Shared operating context
03

Move the operation

  • CRM
  • HR
  • Taskboards
  • Projects
  • Sign
04

Verify the outcome

  • Tracker
  • Learning
  • Trust
  • Payroll
  • Service Desk

Module directory

Every module expands what your AI can see and do.

Choose the business outcome first. Add the capability to the same operating context when you need it.

Communicate · AvailableSpacesWork present with the distributed team instead of scheduling another meeting. Communicate · AvailableMessagesKeep decisions and commitments attached to the conversation that created them. Communicate · AvailableMailConnect every client promise to the relationship, project, and next action. Communicate · AvailableCalendarConnect meetings to milestones, dependencies, owners, and deadlines. Communicate · ManagedBusiness PhoneTurn an external call into client context and accountable follow-through. Run clients · AvailableCRMMaintain one live client context across people, communication, work, and history. Run clients · AvailableClient PortalShare progress, deliverables, and required client inputs in one controlled view. Run work · AvailableTaskboardsTurn agreed scope into deliverables, dependencies, owners, and dates. Run work · BetaDashboardsShow owners only the processes that need attention or a decision. Run work · AvailableFiles and SearchFind the source document, decision, or evidence inside its business context. Run people · AvailablePeopleFind the real organizational owner of any process and understand the reporting structure. Run people · AvailableHR and RecruitingMove a candidate from public vacancy to signed offer in one trace. Run people · AvailableTracker and PayrollConnect approved time, activity, project allocation, leave, and pay inputs. Run people · AvailableLearningAssign and verify training when a role or operating risk requires it. Knowledge · AvailableNotes and DocsTurn a meeting or research session into a structured, connected record. Knowledge · AvailableKnowledge BaseAnswer company questions with controlled, source-backed knowledge. Agreements · AvailableSignMove an NDA, contract, offer, or approval to signed completion. Operate securely · AvailableVaultGrant secrets by responsibility and revoke access when responsibility changes. Operate securely · ManagedDesktop WorkspaceGive remote employees a controlled company work environment. Operate securely · AvailableService DeskTurn an employee request into a diagnosed, assigned, and resolved issue. Operate securely · ManagedProbeResolve a device issue through consent-aware remote support and audited AI automation. Operate securely · ManagedViewSX TrustCollect operating evidence continuously and turn gaps into accountable remediation. Intelligence · BetaAI AssistantGive each employee a personal operating brief grounded in company context. Intelligence · ManagedAdvanced AI OperationsRun governed multi-step operating workflows across approved company systems.

Trust is part of the operation

Authority, evidence, and employee visibility stay explicit.

Your company owns its business data. Tenant boundaries, permissions, source provenance, and audit history travel with the work.

Data boundaryCustomer-owned context

ViewSX does not reach beyond channels and systems your organization grants.

AI boundaryPolicy before action

Advisor and Operator authority is configured by process, role, and impact.

People boundaryVisibility and consent

Recording, screenshots, activity, and remote support are disclosed and policy-controlled.

Evidence boundarySource-backed history

Facts, recommendations, approvals, and actions retain provenance and audit context.

Readiness, not certification. ViewSX Trust supports evidence collection, monitoring, remediation guidance, and auditor handoff. Independent auditors and certification bodies issue opinions, reports, and certificates.

Pricing

Start with the operating layer. Add the reach you need.

Open the full calculator

Begin with your company

Build the operating context AI will work inside.

Choose people, modules, and autonomy. Standard configurations can continue to checkout; managed configurations keep the same saved plan for launch qualification.

One focused registration path

Your selections, company details, verification, server-confirmed estimate, and checkout continue on the dedicated registration page.

Configure and register

Questions

Install the operator at the boundary you choose.

Build your OS
Is ViewSX another chatbot?

No. It is an operating layer that connects permitted company context to governed decisions, actions, and follow-through.

Does AI act without approval?

Only where your Operator policy permits it. Advisor mode drafts and recommends; high-impact or ambiguous decisions can always require approval.

Do we have to replace every tool?

No. Start with the operating layer and move business processes into connected modules in the order that fits your company.

Who owns our data?

Your company retains ownership of the business data it puts into ViewSX and controls the contexts AI may access.

Can we start with a managed module?

Yes. Managed products remain configurable and estimable; the saved registration continues into launch planning instead of a dead-end contact form.

Can ViewSX support more than 150 employees?

Yes. The core audience is distributed companies with 30–300 employees, and launch scope is matched to the operating complexity.