Private operations workspace

One inquiry. Every next step.

Review source details, prepare proposals from a confirmed catalog, record delivery and customer decisions, and open the linked onboarding work.

Connect your workspace

Records persist in Cafecito. Input and delivery evidence are entered by your team. Mailbox ingestion, automatic sending, model reasoning and customer signatures are not connected.

Create an opportunity

Use your own AI assistant, with a human check

Download an inquiry packet, use it in your chat tool, then paste its JSON suggestions here. Only share material you are authorized to use there. No API calls or messages are sent by this step.

Missing facts remain questions. Cortado checks source quotes and calculates prices; proposal approval is a separate step.

Source material keeps its original language. Record exports preserve original evidence and technical identifiers.

Evidence for the next action

The decision buttons record your verification of the customer response. They do not create a signature, invoice, payment or booking.

What this proves—and what needs connecting

The same workflow engine checks missing facts, catalog prices, exact approvals, proposal versions and stop conditions. The private workspace saves the opportunity and creates an actual linked onboarding case after recorded acceptance.

A customer installation still needs authorized intake, model selection and evaluation, message delivery, and verification of the customer’s systems. These examples do not demonstrate autonomous live sales or customer revenue.

See more business examples →