What SalexHub is
One organization for the whole business: customers, sales, operations, your team's work and HR on the same records, with the Agent working on them.
SalexHub keeps the records of a whole business in one organization, and every part of the product works on the same records. A deal, the quote made from it, the invoice that follows, the stock the order moves and the tasks around it are linked records, not copies kept in separate tools.
The organization#
The sidebar opens with the tools you use everywhere: Overview, Minis, the Agent, Analytics, Lists, Messages and Workflows. Below them the product is grouped into shelves, one per part of the business. In a new organization they hold:
| Shelf | In a new organization |
|---|---|
| Customers | Contacts, Companies |
| Sales | Deals, Products, Quotes, Invoices, Partners, Services, Resources, Appointments |
| Marketing | Campaigns, Forms and Web analytics, locked until the Marketing hub is on; Embeds; Site agent |
| Operations | Purchase orders, Sales orders, Goods receipts, Deliveries, Stock adjustments, Stock |
| Finance | Payments, Journal entries, Opening balances, Credit notes, Year-end closes, Supplier bills |
| Work | Projects, Tasks, Goals, Decisions, Whiteboards |
| HR | Employees, Departments, Leave requests, Leave balances |
A shelf with nothing on it is not drawn. Settings and Support sit at the foot of the sidebar.
The Marketing hub (campaigns, forms and web analytics) is off in a new organization. It is switched on under Products in Settings > Organization > Billing, on a paid plan or during the 14-day trial.
The platform under every module#
Four things work the same way in every part of the product:
- Objects and properties. Every kind of record, built in or your own, has properties, lists, views, import and export. See Objects & data.
- Workflows. A trigger on any record, then steps: update a property, create a record, notify someone, wait, or ask an AI step. See Workflows.
- Reports. Counts, sums and averages over any object, on dashboards. See Reports & dashboards.
- Control. Roles, field access, approval rules and an audit log. See Control & audit.
The Agent#
The Agent works in the organization as the person using it, through the same tools as the interface. By default it asks before every change and every send, and Autonomy and approvals explains what it may do on its own and what always waits for a person.
The Agent runs on AI credits your organization paid for, or on its own AI provider key. Until it has one or the other, AI in the organization is off.
You can work in two ways: in the app, where the Agent helps from a side panel, or in the chat at chat.salexhub.com, where the Agent takes the whole screen and does the work in a conversation. See Work from the chat.
How these pages are written#
Each page names, at its foot, the version of the product's code it was checked against, and every page has a version for AI assistants: add .md to its address, or use Copy page at the top.