ONPOINT / BUSINESS OPERATING SYSTEM
OnPoint brings communications, knowledge, activity, and performance into one system. Agents and advisors turn that shared intelligence into the next move. Operate, govern, and grow.
29 product areas to explore01 / Signal
A signal arrives from the field.
A photo, a note, a near miss. Captured where the work happens and pinned to the asset it belongs to.
Files, decisions, and owners stay with the work.
COMPANY INTELLIGENCE, IN MOTION
Conversations. Evidence. Lessons. Connected context for advisors that find the signal and agents that move the work.
Bring conversations, field evidence, and working knowledge into the same picture.
“The same seal failed again.”
Pump P-204: service history
Repeat seal failure logged
Seal replacement procedure
COMPASS / ASK, UNDERSTAND, ACT
Ask a question, understand the work in front of you, or prepare the next action, from anywhere in OnPoint. Compass works from the knowledge and tools within your access.
Why is this QA checklist still open?
Equipment identification: attach a clear, readable photo of the serial label before QA sign-off.
The equipment is visible in the sample photo, but the serial label is too small to read.
Ask the owner for a clear serial-label photo before the walkthrough.
The photo shows the equipment, but the serial label is unreadable. Checklist item 04 requires a readable equipment ID. Keep the item open until the replacement photo is reviewed. Ask the owner for a clear serial-label photo before the walkthrough.
Illustrative query and answer using sample records. No live AI call or business action occurs.
FOLLOW THE CONNECTIONS
Follow the signal from the field to the company’s next move.
Pin the asset. Capture the evidence. Keep requirements and daily reports attached to the work. The field and the team share the same picture.
The connection: places, evidence, requirements, and people.
Files, decisions, and owners stay with the work.
Capture the miss. Assign the follow-up. Review the change. Publish the lesson. Library preserves it; Ask brings it into the next decision with sources attached.
The connection: a problem, a reviewed change, and knowledge worth reusing.
Attach the site photos.
Attach the site photos and record an owner for every open requirement before the handoff.
Human review of AI proposals
The conversation, commitment, and commercial record belong together. Connect Contacts, Mail, client documents, and Finance across the life of the relationship.
The connection: conversation, commitment, documents, and history.
Advisors surface what matters, agents run scheduled work, Ask retrieves cited answers, and Workbench brings proposed changes into review. The knowledge works, and people stay in command.
The connection: useful AI work that people can examine and govern.
An output to inspect, with context to support the review.
EVERY CAPABILITY
The memory. The structure. The connection. The intelligence. Each capability carries something the others can put to work.
Versioned knowledge with rich content and a history of what changed.
Turn standards into criteria people and AI can review against evidence.
Keep source material available to support the work and its review.
Give information shared meaning and connect requirements to relevant checklist items.
Bring requirements, files, forms, and discussion into a shared working context.
Carry a proven structure into the next project or repeatable process.
Capture structured information where the work needs it.
Collect responses with branching questions, invitations, and uploads.
An inventory of the organization. Types, status, assignments, locations, and evidence give your resources context for decisions.
Move from messages into calls while keeping the conversation connected.
Read cached knowledge and queue supported field changes for reconnection.
See density, assignments, asset coverage, and sales through different views of the map.
Ask, understand, and prepare actions through one AI presence, within your access.
Run scheduled work with chosen models, run history, and lifecycle controls.
Keep an ongoing advice room and receive scheduled observations and recommendations.
THE FULL PICTURE
29 product areas. One system for people, knowledge, work, and intelligence.
Articles, revisions, rich text, source material
Requirements, files, checklists, media review
Reusable folders, forms, surveys, checklists
Private notes, rich text, links, photo capture
Assignments, starred work, updates, task advice
Intake, priorities, ownership, triage
Projects, subtasks, boards, activity history
Misses, near misses, reviews, follow-through
Branching forms, invitations, uploads, debriefs
Daily reports, work records, manager review
Your organization’s inventory, with types, status, assignments, locations, and supporting files.
Asset pins, map layers, places, field context
Channels, messages, threads, mentions, calls
Schedules, events, connected calendars
Profiles, teams, reporting relationships
Relationship records, communication history
Saved groups for sharing and communication
Prospects, pipelines, activities, ownership
Audiences, campaigns, delivery, engagement
Dealrooms, documents, acceptance, signing
Commercial records, QuickBooks, finance context
Proposed changes, evidence, review, decisions
Contextual analysis, recommendations, follow-up
Schedules, models, run history, lifecycle controls
People, teams, permissions, integration controls
Activity, changes, queries, event trails
Recoverable deletion and restoration
Test runs, results, operational diagnostics
Bug reports, suggestions, investigation, resolution
THE OPERATING MODEL
Connect the conversation to the decision, the decision to the work, and the work to the next lesson.
THE LOOP
Signal becomes decision. Decision becomes action. Action produces evidence. Evidence sharpens the next decision. The loop stays connected.
THE OPERATING MODEL, IN PRACTICE
A client handoff is one example. The same memory, ownership, and access model connects the work across the business.
A clear next step for everyone.
Collect the site photos, confirm the checklist, and prepare the handoff notes.
Illustrative workflow
UNDER THE HOOD
Sources, permissions, and open interfaces connect the system at its foundation.
Track the revision, inspect the evidence, and follow the citation, so the basis of every answer stays within reach.
People, teams, and resource permissions define access. Retrieval and proposed actions follow those boundaries.
Mailboxes and QuickBooks bring external work in. APIs, webhooks, and the CLI let people and other software work with the platform directly.
CONTEXT, WITH BOUNDARIES
Control who can see the work. Keep a history of changes. Give AI the same access boundaries as the person using it.
Explore the permission modelOnPoint connects knowledge, work, relationships, AI, and access in one operating model. Articles inform requirements. Evidence supports review. Answers lead back to sources. Context travels with the work.
Google mailbox connections bring conversations into the relationship history. QuickBooks integration connects accounting workflows. APIs and webhooks give other systems a way in and out. Each connection still depends on its configuration and permissions.
Ask retrieves answers with source references. Advisors surface context for review. Workbench prepares proposed changes. A proposal is not an accepted edit: people review and decide, and the available evidence is scoped by access.
GET STARTED
Connect the context. Scale the lessons. Turn knowledge into the next move.
The latest photos and notes are here for the review.