The dashboard for an AI-augmented company.
One Live Office for the whole company. An executive dashboard with 17 live sections and dozens of real-time charts — Revenue, CRM, Paid Ads, Web Intelligence, Banking and P&L, built in. And a configurable AI workforce across the departments you choose.
Live product Everything the org runs on — in one place.
See every agent and human at a glance — with presence that's real, not random.
Every person and agent on one calm surface, grouped by department, behind a command-deck hero of live company stats. Status is single-sourced and derived, never a fake green dot: it falls through phone → huddle → calendar → idle/away → manual override, so a teammate with no heartbeat reads offline and an agent still spinning up reads provisioning. Click an agent to talk to it; click a human to schedule with them; flip to an org-chart view when you want the hierarchy instead of the floor.
- Derived presence: online · in-call · on-call · in-meeting · away · vacation · out-of-office · offline · provisioning
- Department-grouped tiles + a command-deck hero of live stats
- Search, a Filters/Refine popover and an org-chart toggle
- Talk to any agent, schedule with any human
Live product Walk a 3D office that builds itself from your roster.
A real-time 3D office lays out a floor plan from your actual team — it counts agents per department and places department zones, cubicles, conference rooms, a reception lobby and perimeter offices automatically, so a custom department you add just appears on the floor. Move with WASD, drag to look, scroll to walk, click a chair to sit. Then walk up to any agent and hold to talk — push-to-talk, in the room. A Quick-Navigation grid jumps you between departments, and Team Assembly gathers all agents, a single department, or just the ones you pick onto the floor.
- Floor plan auto-built from your live department list — nothing skipped
- WASD to move, drag to look, scroll to walk, click a chair to sit
- Push-to-talk: walk up to an agent and speak to it
- Quick-Navigation grid + Team Assembly (all / by dept / selected)
Live product 17 live sections — each its own mini-dashboard.
Company Overview, Revenue, CRM, Paid Ads, Web Intelligence, Social, Email, Automations, Team & Operations, Banking, P&L, Invoices, Cash Flow, Expenses, Activity and Milestones — and each one isn't a single number, it's a full deck of KPI cards over its own grid of real-time charts. Click any KPI to open a drill-down panel that explains itself, and pick a date range to reframe the whole view. Milestones tracks company OKRs with progress bars and on-track status; Activity streams a live, company-wide feed.
- Every finance/marketing section = a KPI deck + four real-time charts
- Click any metric for a drill-down with trend, anomaly, forecast and recommendation
- Date ranges: 7d / 30d / 90d / 12m / YTD / All
- OKR milestones with progress + a live company activity feed
Live product The numbers that run the business — live, not in a spreadsheet.
Banking, P&L, invoices, cash flow and expenses — the financial views your team rebuilds in spreadsheets every month become live, permissioned sections in HQ, updated as money moves.
- Banking, P&L and cash-flow views
- Invoices and expenses in one place
- Permissioned — finance sees finance
Live product Business wallet, virtual cards, and built-in accounting — all in one platform.
Plantel Pay replaces the patchwork of expense tools with a single, integrated layer. A prepaid wallet covers all platform spend. Virtual cards let you issue cards to any team member or AI agent instantly, with per-card limits and controls. Built-in Plantel Accounting replaces QuickBooks and Xero with a real-time general ledger, chart of accounts, P&L, balance sheet, cash flow, and receipt matching — inside the same HQ your team uses every day.
- Prepaid wallet — fund once, spend across the whole platform
- Virtual cards for humans and AI agents with per-card limits
- Built-in accounting: GL, chart of accounts, P&L, balance sheet, cash flow, receipt matching
Live product A no-code CRM you shape to your business — with a draft, preview and rollback.
Custom objects and fields — including formula, lookup and rollup fields — with list, board and calendar views, validation rules, permission sets and field-level security. A visual automation builder replaces the Zapier in your stack: multi-step flows with triggers, branches, delays and bounded loops, acting across records, email, SMS, Drive, Sheets, tasks, calendar and agent hand-off. Work on a draft, preview the whole CRM, publish atomically — then roll back in one click if you need to.
- Custom objects + formula / lookup / rollup fields
- Visual automation builder (Zapier-class)
- Hundreds+ industry templates · dev-preview → publish → one-click rollback
Live product Dashboards that show each role only what they're cleared to see.
Inside the dashboard are swappable KPI boards you pick by role and department — Performance, Revenue, CRM & Pipeline, Paid Advertising, Web Analytics, Social and more. Each board is access-controlled, so the Revenue board only opens for finance and the executive line, and a board selector plus date-range buttons reframe the whole view. Build your own board and it appends right alongside the built-ins.
- Role- and department-gated boards — finance sees finance
- Board selector + date ranges (7d / 30d / 90d / 12m / YTD / All)
- Dozens of metric tiles and charts per board
- Build-your-own board, appended to the set
Live product Your numbers explain themselves.
Click any KPI and a drill-down panel slides in with the metric in full, its source, and AI insight cards typed as Trend, Anomaly, Recommendation, Forecast, Alert and Positive — each carrying a confidence bar. It's paired with metric history against comparison periods and a threshold-and-alert system, so a cost spike or a forecast miss surfaces itself instead of waiting for someone to notice.
- One click on any metric → a drill-down that explains it
- Insight cards: Trend · Anomaly · Recommendation · Forecast · Alert · Positive — with confidence
- Metric history vs comparison periods
- Thresholds and alerts when a number moves the wrong way
Live product Real-time web analytics and visitor intel, on a live 3D globe.
A dedicated dashboard tab turns your own first-party beacon into live traffic, source and conversion analytics — plus visitor intelligence — rendered on an interactive 3D globe. It's your web data, on infrastructure you own, sitting next to the rest of the business instead of in a separate tab you forget to open.
- Real-time traffic, source + conversion analytics
- Visitor intelligence on a live 3D globe
- First-party beacon — your data, your infrastructure
Live product Spotlight for your whole company — one box, ⌘K.
Press ⌘K anywhere and search across everything at once: people, your agent roster, channels (including private), messages, email, Drive files, Brain memory, tasks, calls and dashboard metrics — plus a Navigate domain that jumps you straight to any view. Every result opens the right surface, and a domain whose data isn't loaded simply returns nothing rather than erroring. Customisable quick-links sit at the top for the places you go most.
- Federated across people, agents, channels, messages, email, files, Brain, tasks, calls and metrics
- A Navigate domain that jumps to any view
- ⌘K from anywhere · results open the right surface
- Customisable quick-links for your most-used destinations
Live product Eleven tools in one row — not twelve browser tabs.
HQ's Tools sub-bar puts the software your company runs on a single switcher. One click moves you between any of these — no new tab, no second login, no re-explaining who you are. The '+' opens a create menu that spins up the next thing from the same place.
- Phone A carrier-grade softphone — agents and humans place and take real calls, every one logged.
- Huddle Video + voice with virtual backgrounds, noise cancellation and live captions.
- Chat Company channels and DMs — public, private and per-team, with people and agents side by side.
- Email Your own mail server, per-tenant domains and mailboxes, with read tracking and AI triage.
- Calendar Scheduling, booking pages and meeting links that flow straight into Huddle.
- Links Shared bookmarks and quick-launch tiles for the tools your company lives in.
- Drive Cloud storage and a 13-editor suite — docs, sheets, slides, forms, polls — with a 3D file viewer.
- Access A per-user credential vault — passwords and cards, AES-encrypted, shared by grant.
- CRM A build-anything CRM with custom objects, a visual automation builder and AI sellers.
- Tasks Tasks, deadlines and reminders in one hub, with a real scheduler and notifications.
- Notes Fast company and personal notes that stay attached to the work they belong to.
Every section is a full dashboard, not a single number.
The finance and growth views your team rebuilds in spreadsheets every month live here — each one a KPI deck over its own grid of real-time charts, permissioned so the right people see the right numbers.
- Banking & Cash Total and available balance, monthly burn, runway and pending — with cash-balance, income-vs-outflow, transaction-volume and cash-by-account charts.
- Profit & Loss Revenue, COGS, gross profit, opex, EBITDA and net income — with revenue-vs-expense, gross-margin %, opex-breakdown and net-income-trend charts.
- Invoices · AR/AP Outstanding and overdue receivables, days outstanding, payables and bills due — with AR-aging, AP-aging, invoice-volume and top-client charts.
- Cash Flow Operating, investing, financing and net flow, beginning and ending balance — with four supporting cash-flow charts.
- Expenses Total spend split across software, payroll, marketing and ops with budget remaining — category breakdown, top vendors, budget-vs-actual and a monthly trend.
- Revenue MRR, ARR, new MRR, churn, average revenue and payment success — with MRR-growth, new-vs-churned, revenue-by-tier and transaction-volume charts.
- Paid Ads Spend, ROAS, CPA, conversions and channel mix — connect your ad accounts and watch performance roll up next to revenue.
- Team & Ops Workload, output and throughput across departments — the operational pulse of humans and agents together.
Each finance section pairs its KPI deck with four real-time charts. Sample figures shown in-product are illustrative — your dashboard renders your own data.
Departments, your way — not a fixed roster.
HQ organizes your AI workforce into the departments you choose. Add the ones you need, name them how you like, and put a human manager at every level to approve decisions above a risk threshold.
- Executive Board
- Marketing
- Sales & Revenue
- Product & Design
- Engineering & Technology
- Customer Success
- Finance
- Legal
- People & Culture
- Data & Intelligence
- Partnerships & Alliances
- Security & Compliance
- Operations
- Corporate Communications
- Funding & Grants
- Audit
Examples — you configure which exist for your org. There's no fixed agent count; the workforce is sized to your team.
The details that make it feel like one app, not twelve.
Under all of it sits the plumbing you'd expect from an operating system — so switching tools is instant, nothing ever gets stuck, and a new teammate is productive on day one.
- Single-surface window manager A view router guarantees exactly one full-screen surface is ever visible. Open a tool and the last one tucks away; close it and you land back where you were — so the app never leaves a ghost overlay or a black screen between tools.
- ⌘K global search One box, federated across people, agents, channels, messages, email, files, Brain, tasks, calls and metrics — plus Navigate to jump straight to any view.
- Top utility cluster Search, the Help Center, a notifications bell with an unread badge, and a user badge with Settings, Business Card, dark/light toggle, Company Admin and Sign Out — always one reach away.
- Guided setup A Get-Set-Up checklist with a live progress ring in the user menu walks a new teammate through their first day, and stays re-openable from the Help Center.
- Help Center, built in Searchable articles and an Ask-Plantel-AI answer box live inside the shell, role-aware so people see help for what they can actually do.
- Permissioned by role Dashboards, finance views and KPI boards are gated by role and department — finance sees finance, and each person opens only what they're cleared for.
Move from dozens of tools to one.
Plantel HQ bundles everything below into a single workspace, on one bill, sharing one audit log and one Brain.
- ✓Live Office
- ✓Exec Dashboard
- ✓Finance & Banking
- ✓Build-anything CRM
- ✓Cloud Drive + 3D Brain — 13-editor suite
- ✓Plantel Mail — real on-domain inboxes
- ✓Huddle video + Plantel Voice
- ✓Contract signing
- ✓Carrier-grade telephony
- ✓Credential vault
- ✓Audit log
- ✓A configurable AI workforce
- ✓Plantel Pay — business wallet, virtual cards & built-in accounting
Run your company from one screen.
Humans and an AI workforce, on the same desk — with everything they need already inside.