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Customer workspace

See what CoreStaff prepares before workspace access opens.

This workspace page shows how CoreStaff organizes onboarding, assigned AI employees, account access, and support during managed rollout. Workspace access opens by invitation after setup is prepared.

Start Your AI Employee Setup Read workspace basics Contact CoreStaff

Access is opened by invitation during managed setup, with customer-facing actions still routed through CoreStaff review.

Workspace at a glance

The shell explains what customers receive after onboarding.

The top row shows the onboarding, employee, access, and support visibility customers receive once a workspace is prepared for them.

OnboardingBusiness goals and workflow notes are captured during setup.
EmployeesAssigned roles are configured around the workflow you approve.
AccessWorkspace access opens by invitation after setup checkpoints are complete.
SupportPricing, access, and account questions stay routed through CoreStaff.

Workspace home

C

CoreStaff AI Guided Workspace

Invitation-based access · guided setup · reviewed actions only

No live portal, login session, or production customer data is implied here.

Quick actions

Review plans Guided pricing Open support Human help Workspace basics Read first Security and privacy Keep secrets out

Activation path

Intake1
Capture the workflow, team needs, and business context.
Configuration2
Match roles, guardrails, and support routes to the workflow.
Access3
Open workspace access by invitation once setup is prepared.
Support4
Keep account, pricing, and change requests routed through CoreStaff.

Invitation-based workspace

Assigned AI employees

Five role cards, one clear console.

These cards show how the workspace organizes each assigned AI employee without implying autonomous runtime or live system mutation.

Assigned

Ruby

Business operator and front-door framing.

  • Role: flagship business operator and front-office AI employee
  • Focus: intake, routing, and first-response support
  • Boundary: no live mutation
Assigned

Maya

Front-desk intake and triage.

  • Role: front-desk routing and intake organization
  • Focus: request routing and prep notes
  • Boundary: review-first only
Assigned

Miles

Lead follow-up and handoff organization.

  • Role: lead follow-up and handoff organization
  • Focus: lead context and next-step notes
  • Boundary: no live outreach
Assigned

Nora

Support triage and customer success.

  • Role: support triage and onboarding follow-up
  • Focus: onboarding and escalation notes
  • Boundary: draft-first replies only
Requested

Custom AI Employee

Workflow-specific build scoped during managed setup.

  • Role: workflow-specific build planning
  • Focus: custom workflow mapping
  • Boundary: owner-approved only

Setup and requests

Onboarding steps and workspace handoff stay visible.

This section explains how CoreStaff moves from workflow review to role setup and invitation-based workspace access.

Setup progress

Managed onboarding

1. Intake reviewedBusiness goals, workflow notes, and team needs are captured.
2. Scope preparedRole fit, guardrails, and support routes are defined.
3. Access plannedInvitation-based workspace access is prepared around the approved workflow.
4. Workspace handoffCustomers receive guided access, documentation, and support routes.

What the customer receives

Handoff summary

Roles1
Assigned AI employees mapped to the approved workflow.
Guides2
Setup, pricing, and support guidance for the customer team.
Access3
Invitation-based workspace and account access once setup is ready.
Support4
Human-routed account, pricing, and support follow-up.

Usage and account controls

Account, pricing, support, and privacy entries stay visible.

Each card below shows the intended customer path for account access, pricing guidance, support, and privacy without claiming live portal controls.

Workspace home

Home overview

Static summary of the active workspace, employees, tasks, and account status.

View summary
Usage summary

Current usage

Guided visibility for onboarding progress, activity expectations, and setup milestones during managed setup.

See plans
Token usage / credits

Plan and capacity guidance

Shows the plan and capacity guidance customers review with CoreStaff during setup.

Read billing basics
Pricing path

Review plans

Static entry for pricing guidance and setup scope; no checkout is live here.

Review plans
Plan / package

Plan status

Shows the current plan package view and what it includes.

Review plans
Billing summary

Billing overview

Account summary only. No live billing or payment state is implied.

Billing basics
Invoices / receipts

Receipt history

Guided entry for invoice and receipt questions handled through CoreStaff.

Ask support
Cancel account

Cancellation entry

Static entry for future cancellation workflow and account closure review.

Review boundaries
Security

Security controls

Guided entry for passwords, access questions, and security settings handled during setup.

Security guide
Company profile

Business settings

Guided entry for company details, role notes, and business profile updates.

Contact CoreStaff
Support

Help channel

Human-reviewed support path for setup, behavior, and account questions.

Open support
Privacy

Data / privacy controls

Guided entry for data-handling and privacy questions.

Privacy policy

Static shell boundary

Guided access opens during onboarding.

This workspace page shows how CoreStaff prepares customer visibility, support routes, and assigned roles before access opens. Public self-serve account tooling is not the current delivery model.

Next step

Route more buyers through the setup-intake path.

The workspace now gives the product a credible console shape, while the public CTA still routes first-time buyers back to Start Your AI Employee Setup.

Start Your AI Employee Setup Contact support