HEA Collaboration
Make your HEA part of the team.
Share your HEA with colleagues, assign roles, and let conversations feed your CRM — so the right people can edit, publish, monitor, or follow up.
One HEA, many hands.
HEAs are built by one person, but used by many. Sharing lets the right people contribute — without sharing credentials or losing control.
Why it matters
From solo creator to collaborative team
Most AI agents are locked to a single account. HEA Sharing breaks that pattern — the owner invites by email, assigns roles, and every collaborator sees only the tools they need.
- No credential sharing — each person signs in with their own account.
- Role-based access — editor, publisher, monitoring, or CRM.
- Owner keeps full control and can revoke access instantly.
- Shared HEAs appear in every collaborator's dashboard.
Four roles, one shared HEA.
Each collaborator gets exactly the access they need — nothing more, nothing less.
Shape the personality
Edit profile, personality, knowledge resources, skills, and promotions. Refine the HEA's voice without touching deployment.
Go live with confidence
Publish changes, manage widget installs, and control what visitors see — only when the HEA is ready.
Watch and learn
Review conversations, track insights, and understand what visitors ask — without editing anything.
Follow up on every lead
Access the per-HEA CRM pipeline, manage connections, and track activity — fed by conversations and optionally synced from Google Mail.
From invite to pipeline.
A simple flow that gets your team working around your HEA in minutes.
Invite
The owner sends an email invite with one or more roles.
Accept
The collaborator signs in and the shared HEA appears in their dashboard.
Contribute
Each person works within their role — editing, publishing, monitoring, or following up.
Pipeline
Conversations feed the per-HEA CRM automatically. The team follows up from one shared view.
A CRM that fills itself.
Every HEA now has its own CRM pipeline — not a shared global database, but isolated per-HEA data that belongs to the agent and its team.
Built-in CRM
From conversation to pipeline
Contacts are captured during chat. They flow into a Kanban board with pipeline stages, a contact list, and an activity timeline. CRM team members can also sync emails from Google Mail.
- Per-HEA isolation — each agent has its own pipeline.
- Kanban board with lead stages from new to closed.
- Contact list with email, source, temperature, and notes.
- Activity timeline showing every touchpoint.
- Optional Google Mail sync for CRM team members.
Start building your team around your HEA.
Invite your first collaborator, assign their role, and let conversations drive your pipeline.