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Work

The agents propose.You decide.

What the agents and SYNC want done lands in Work as a draft, grouped by kind, for you to confirm or dismiss. Confirmed tasks stay tied to the prospect, the company and the deal they came from.

Proposed tasks4 waiting · sample
  • Waiting for you

    Call

    Call the head chef about the terrace season

    from the account’s agentConfirm · Dismiss
  • Waiting for you

    Email to release

    Follow-up to the sous chef, ready to send

    from the contact planConfirm · Dismiss
  • Waiting for you

    Question

    Ask who signs off on staffing spend

    from Friday’s callConfirm · Dismiss
  • Waiting for you

    Meeting

    Prep the demo call with the head chef

    from the account’s agentConfirm · Dismiss

waits for youwaits for you · a draft joins your list only when you confirm it

Where proposals come from

Everything that wantsyour time, in one place.

  • The account’s agent

    Calls to make, questions to ask, emails ready to release, and prep for a booked demo.

  • The contact plan

    Who to reach next in the pressure cooker, and how, as the waves open from users up to the buyer.

  • Calls and meetings

    Action items from a call on a deal, proposed on that deal. From a meeting’s recap or a chat thread, one click turns an item into a draft.

  • Signals and foraging

    High-priority buying signals, checked every 30 minutes, and the next steps from a finished foraging run.

  • SYNC and worker bees

    A task SYNC creates starts as a draft, and so does one a worker bee proposes while it runs a mission.

Your call

A draft untilyou say otherwise.

The agents do the legwork of deciding what should happen next. Whether it happens is yours: nothing an agent proposes joins your task list until you confirm it.

  • Confirm, or dismiss

    Confirm turns a draft into a live task, with undo. Dismiss removes it. Drafts are grouped by kind, such as calls, emails to release, questions, people to pick and meetings.

  • Always in view

    New drafts appear on the Work dashboard as they arrive, and all of them sit under Tasks, filtered to proposed.

Tasks, missions, the dashboard

Work that stayson the account.

  • Tied to the account

    A task from an account carries its prospect, company and deal. A deal lists its tasks, proposed ones included, and contact and company pages mark the ones still waiting.

  • Three ways to see them

    A list, a board and a schedule, over the same tasks.

  • Missions

    SYNC drafts a mission’s tasks from a template, worker bees can be assigned to it, and the mission page shows their runs, deliverables and approvals.

  • The dashboard

    Open, overdue, due today and blocked tasks, active missions, the agenda, the proposed tasks waiting for you, and SYNC one question away.

Questions

Fair questions.

Can an agent create a task without me?

Tasks the agents and SYNC propose arrive as drafts for you to confirm or dismiss. The exception is a Flow you build yourself: it creates live tasks unless you mark its tasks as proposed.

Where do I see what is waiting?

On the Work dashboard, which shows new drafts as they arrive, and under Tasks filtered to proposed, grouped by kind. A deal also lists its proposed tasks next to its live ones.

Does a task know which deal it belongs to?

Yes, when it comes from an account: it carries the prospect, the company and the deal, so a confirmed follow-up stays on the account’s record.

What is a mission?

A larger piece of work that SYNC breaks into tasks from a template. Worker bees can be assigned to it, and its page shows what they ran, what they delivered and what is waiting for your approval.

The agents propose.You decide.

Work comes with the rest of Hyves: every proposal in one place, tied to the account it came from, and nothing an agent proposes joins your list until you confirm it.