Apps & extensions

Sois starts lean and grows with you. The core is always there — contacts, inbox, calendar, documents. Everything else is an app your administrator switches on from Settings → Apps, adding its own records, screens and agent tools.

Each app below has its own short guide: what it is, the main things you can do, how your agent drives it, and how it fits with the rest of your workspace. Pick one to get started.

Switch on what you need, when you need it

CRM & customers

Everything to do with the people and organisations you work with — and the deals, tickets and paperwork between you.

ContactsOne clean record per person and company, with your agent keeping them tidy and linked. DealsA kanban sales pipeline your agent can move, chase and report on. Customer ServiceSupport tickets with live messaging between your team and the client portal. SignaturesSend documents for tamper-evident e-signature with positioned fields and signing order. Group AccountsHold many contacts and users under one umbrella organisation.

Communication

Reach customers and your team across email, voice, chat and in-app alerts — with your agent drafting and routing on your behalf.

InboxUnified email across Microsoft, Google and Zoho, threaded per contact, with agent-drafted replies. DialerAn AI voice dialer that makes calls — follow up on deals and check in with customers. WhatsAppTalk to your Sois agent over WhatsApp, with senders mapped to user accounts. SlackConnect Slack over OAuth so your agent can act from your workspace channels. NotificationsA real-time alert centre for urgent prompts and team-wide announcements.

Productivity & work

The day-to-day surface: plan work, keep a calendar, write and store documents, collect submissions and read the numbers.

Project BoardsTrello-style kanban boards for humans and agents — projects, columns and assignments. Todo ListsQuick checklists with priorities and due dates for everyday work. CalendarsInternal and external (Google, Outlook) calendars your agent can schedule into. DocumentsWrite rich documents, organise them in folders, export to PDF and email them out. FilesUpload and share files with automatic text extraction, indexing and preview. Form BuilderDesign forms, collect and lock submissions, and export tidy A4 PDFs. TemplatesReusable document and message templates your agent can fill and send. ReportsA global reports surface that gathers the reports every installed app declares.

AI & automation

Put your agent to work in the background — scheduled tasks, event-driven workflows, autonomous teams and live web access.

Agent TasksHand your agent background tasks and multi-step workflows to run on its own. ListenersEvent-driven automation: when this happens, do that — built as a visual flowchart. Agent TeamsAutonomous AI teams that self-organise and split a goal into coordinated work. Agent Web BrowserLet your agent search the web and pull content from any URL in real time. MCP GatewayConnect your agent to remote services over MCP and call their tools from Sois.

Sales & marketing

Win and keep attention: campaigns, content, a blog and full public websites, generated with your agent.

MarketingCampaigns, content, email sequences and audiences — generated and run with your agent. BlogPublish a fast static blog with drafts, comments and built-in SEO. WebsiteBuild and publish public websites with AI-assisted design — many sites, one workspace.

Finance & accounting

Invoice, bill and reconcile — and keep the books in sync with the accounting platform you already use.

AccountingInvoicing and billing with multi-currency, regional tax and receipt OCR. QuickBooksSync invoices, bills, payments and contacts out to QuickBooks Online. XeroSync invoices, credit notes, payments and purchases out to Xero. SageSync invoices, credit notes and contacts out to Sage Business Cloud.

Operations & inventory

Run the physical side: warehouse layouts, shipping labels, industry operations modules and live field tracking.

WarehouseMap floors into aisles, rows and columns and track where stock is stored. E-commerce LabelsBuy white-label parcel shipping labels from UPS, FedEx and DHL. OperationsA container for industry-specific operations modules you install as sub-apps. People TrackerSee team member locations on an interactive map for any chosen day.

People & HR

Organise the people inside your business — the HR suite, your team directory, departments and login accounts.

HRA full HR suite: hiring pipelines, employee directory, leave and onboarding. UsersManage the client users who log in to your platform — invite, suspend, archive. TeamView and manage your internal team members from the explorer. DepartmentsOrganise your team into departments for structure and routing.

Meetings & video

Spin up a video meeting link from any calendar event, on the platform your guests use.

ZoomAdd a Zoom meeting link to any calendar event in a click. Google MeetAdd a Google Meet link to any calendar event in a click. Microsoft TeamsAdd a Microsoft Teams meeting link to any calendar event in a click.

Travel

Plan trips and search live flights, hotels, transfers and activities — book, save and track it all in one place.

Travel PlannerA kanban workflow for organising business and personal travel end to end. FlightsSearch and compare live flights, save offers and track bookings. HotelsSearch and compare hotels, save offers and manage stays. TransfersSearch and compare ground transfers and track bookings. DestinationsDiscover points of interest and activities for a destination. TripsPredict a trip’s purpose and get smart destination recommendations. Flights & StaysSearch and book flights and hotels together in one flow. ExpediaSearch and book hotels, cars, flights and activities via Expedia.

Security

Keep secrets safe and let your agent use them without ever exposing them.

Credential VaultsAn encrypted vault for passwords, API keys and secrets your agent can use safely.

Looking to build your own app? See Building extensions and Build with your agent — anyone can add a private app to their workspace, or publish one to the marketplace.