Features

    Lumo (AI)

    Your AI sales assistant with full access to your workspace data. Lumo prepares the work and drafts outreach; you approve what goes out.

    8 capabilities · Feed, chat, and Codex (plan-gated); Viewer role has no AI access

    The Feed

    Start each day with a live stream of sign-off cards, advice, and monitor signals. Lumo helps you prioritize; you review recommendations and send every message.

    Today priorities

    Prioritize advancing late-stage deals and reactivating stalled opportunities across the pipeline this week. Sarah Chen has an open $45k deal in Negotiation, so send a short contract-alignment email today.

    SC
    Sarah Chen
    List: Inbound Leads
    Lead · Nordic Systems
    S
    Write email
    5d

    Send a short follow-up aligning on contract terms and next steps.

    Feed

    Live stream of sign-off cards, advice, and monitor signals, newest first. Lumo queues what needs your attention; you approve every action.

    Sign-off queue

    Pending outreach drafts and CRM actions waiting for your review before anything sends.

    Worth knowing

    Background advice and context Lumo surfaces, no action required, but useful for prioritizing your day.

    Lumo Chat

    Dashboard module and global chat with CRM-aware replies. Write tools apply only after you confirm.

    Propose times

    Lumo drafts a scheduling message in your voice and attaches your booking link on email or LinkedIn for you to approve and send.

    Content library

    Keep your blog posts, guides, and case studies in one place; Lumo references them when drafting outreach so the links it suggests are always real.

    Personalities

    Workspace AI tone and behavior (Settings → Lumo)

    Codex playbooks

    Playbooks defined under Lists that power Feed recommendations and automations

    Your funnel, and an AI that preps your day

    Try the full workspace free for 14 days. No credit card required.