Deployment active
OS Command
Executive summary
An operational AI layer deployed across the company.
01Diagnosis02Architecture03Deployment04Automation05Optimization
Deployment status
Diagnosis100%
Architecture82%
Integrations64%
Optimization38%
Active layers
Inbox LayerWhatsApp + Gmail + forms
ActiveKnowledge LayerDrive + Notion + CRM
VerifiedWorkflow LayerSales + support + operations
Designed Operational diagnosis
We identify noise, friction and priority processes.
Noise map
Scattered messages WhatsApp, Gmail and forms arrive without a shared priority model. High
Fragmented knowledge Contracts, processes and context live across Drive, Notion and CRM. High
Manual follow-up Sales and operations update tasks and reports manually. Medium
Limited leadership visibility Blockers appear late and without a clear source. Medium
Recommended plan
Process 01Classify conversations and create operating cases.
PriorityProcess 02Connect private knowledge with CRM and Drive.
PendingProcess 03Automate follow-up and leadership briefing.
Pending Onezix OS architecture
We design an AI layer across existing systems.
Channels
WhatsApp, email, forms and support enter through one shared communication layer.
Onezix Inbox
Scattered messages become actionable cases.
Incoming conversation
Operating case
SourceWhatsApp + GmailUnified
OwnerUnassignedReview
Next stepWaiting for analysisAI
Operational priority 42% Pending classification
Onezix Knowledge
Internal knowledge becomes searchable with sources.
Connected sources
2026 contracts148 documents indexed with permissions.
DriveCustomer CRM2,340 records synchronised by account.
HubSpotInternal processesPlaybooks, SLAs and escalation criteria.
NotionQuery the OS
CRM #1248Drive / LegalSupport playbook
Onezix Workflows
We automate the priority process end to end.
Onezix Agents
Internal agents execute specific tasks with supervision.
Designed agents
Support AgentSummarizes conversations, detects urgency and prepares responses.
ReviewSales AgentQualifies leads, suggests the next step and updates CRM.
ActiveOps AgentTurns blockers into traceable internal tasks.
ActiveAdmin AgentPrepares reports, documentation and reminders.
ScheduledGenerated task
The Sales Agent is ready to create a follow-up task with summary, source and priority criteria.
Pending human review Continuous optimization
We measure, audit and improve the system over time.
Cycle metrics
Reviewed AI actions418Week
Improved processes5Roadmap
Detected blockers3Decision
Executive briefing
This week, prioritize sales, pending contracts and support follow-up. Sources are verified.
09:12Inbox created operating caseSource OK
09:18Knowledge queried 2026 contractsLegal
09:24Workflow prepared follow-upReview