Converze / portal
Your work in view. Your guide beside it.
Explore the saved customer-workspace concept, with Semmy beside the report. This is a design preview with fictional data, not a connected private customer portal.
Guided brief and local example results. No connected service or automatic execution.
Keep the plan and questions together.
Explore how the saved customer-workspace concept places a proposed plan, documents and team contact in one view. Use that fictional example to describe what your customers should be able to understand, review or ask during a project.
The local demonstration sends no messages, connects no accounts and spends no budget.