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Zapling
Zapling acts. You approve.
Zapling turns live workspace context into narrated briefs, searchable answers, missions, and approval-ready next steps. Every mutation stays behind preview, explicit approval, permissions, and an audit trail.
Default posture
Propose
Zapling reads and plans first; a human approves every workspace-changing action.
Boundary
Workspace
AI capabilities stay inside authenticated team workspaces, never the client portal.
Control
Governed
Tool actions are workspace-scoped, permission-checked, credit-metered, and audited.
Narrated Command Center
Open any dashboard page to a concise Zapling narrative built from delivery, signature, and cash-flow signals.
- A shared teal brief keeps the AI signal unmistakable.
- Deterministic workspace signals remain available when narration cannot run.
Give Zapling a mission
Describe an operational goal, review the plan, then watch approved steps move through live mission progress.
- Free-text goals are moderated and workspace-scoped.
- Write steps reuse the same preview and approval-token flow.
Approvals inbox
Review recommended actions in one governed queue instead of letting automation mutate records silently.
- Preview the exact tool parameters before execution.
- Every outcome is written to the AI tool audit trail.
Find anything semantically
The command palette adds workspace-scoped Zapling results beside normal navigation and actions.
- Embedding-only retrieval keeps search fast and inexpensive.
- Ask Zapling when a search result needs a deeper answer.
Resume the work
Saved chat sessions restore their full history and show a one-line Zapling summary before you reopen them.
- Session history stays scoped to the active workspace.
- Loading and thinking states use the same pulse and shimmer language.
Zapling Glance
Hover or expand a client, quote, or invoice row for a status narrative, risk level, and suggested next action.
- Aggressive per-record caching prevents hover fan-out.
- Retrieved record text is treated as untrusted prompt data.
Where it helps
An AI layer that reads like part of the operating system.
The same teal signal, grounded narration, and approval controls show up wherever Zapling reads, reasons, or proposes action.
Magic Paste
Turn unstructured notes into editable client, quote, invoice, project, and task form fields.
Next-best-action chips
Bring precomputed approval-ready actions directly onto quote and invoice detail pages.
Next step
Governed action is the differentiator.
Zapling can read broadly across the internal workspace, but it cannot bypass membership, feature flags, rate limits, credit budgets, approval tokens, or audit logs—and it never appears in the client portal.