Workspace
Your workspace
Type naturally — AI understands your query (e.g. "FICO consultant Portugal, available now")
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🔍
Saved Searches
Save complex search filters, get notified when new advisors match, and re-run searches with one click. Ships alongside the search v2 release.
Coming next sprint👁
Profile Views
See exactly which advisor profiles you've viewed, when, and which were viewed by your teammates. The audit log is being captured today; this view ships next sprint.
Coming next sprintSelect a conversation
Pick a thread on the left to read and reply.
Pick a thread on the left to read and reply.
Team activity
No team activity yet. A live feed of what teammates are doing — profile views, saves, contact requests — will appear here once team activity feeds are wired up.
Shared shortlists
| Shortlist | Owner | Candidates | Last active | Collaborators |
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No shared shortlists yet. Shortlists that you or a teammate flag as "shared" will appear here. Each shows the owner, candidate count, last activity, and who else is collaborating.
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Saved searches (team library)
No saved searches yet. When you or a teammate saves a filter set as "team library", it appears here for anyone on your team to re-run with one click.
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Current plan
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Payment method
No card on file.
You'll add a payment method before your first invoice.
Auto-renewal
Will activate with paid billing.
Auto-renewal activates with your first paid billing cycle.
Plan management
Change your plan or update billing details. During the pilot and through January 2027, changes go through your dedicated account manager so we can keep records clean. Self-serve controls arrive alongside paid billing. Seat changes are managed in the Teamwork section.
Invoice history
| Date | Description | Amount | Status | |
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Your invoices will appear here.
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