--- title: "SalexHub: the Agent does the work, people decide" description: "Sales, invoices, purchasing, stock and HR on one platform, where people and the Agent work on the same records. By default, the Agent asks before it acts." url: "https://salexhub.com" --- # The Agent does the work. People decide. Sales, invoices, purchasing, stock and HR on one platform. People and the Agent work on the same records, under your rules. You ask the Agent which invoices are overdue. It finds three, drafts a reminder for each, and sends nothing until you approve. [Start free](https://app.salexhub.com/register) · [Open the chat](https://chat.salexhub.com/) ## The problem **Your business lives in ten tools.** Here, it lives in one. Deals, invoices, purchasing, stock and HR on the same records. The Agent works on them with your permissions and, by default, asks for your approval before it changes or sends anything. ## The built-in Agent **It works inside your rules.** The Agent works through the same tools and permissions your team has, and never more. How much it does on its own is a setting you control. The rules: - Same tools, same permissions as the person it works for - A step and AI-credit budget on every run - Anything sensitive stops at an approval card - Every action logged on the record it touched Seven acts under the Agent's four autonomy modes. Reads always run on their own; adding a record to a list runs from Auto inside; sending to a customer from Auto with replies; changing the data model only in Full auto. Changing a record's values and sharing a record always come as a card, and changing someone's role is for people only. What the Agent does: - **Pipeline triage:** finds what's stuck. Surfaces quiet deals and proposes a concrete next step for each. You approve before anything moves. - **Drafts on the record:** ready for you to send. Follow-ups, replies and reminders, saved as drafts on the record they belong to. By default, nothing is sent until you approve it. - **Data chores:** the boring work, on request. “Load this CSV into contacts.” Imports, bulk updates, restores from the recycle bin. All through the same gates. - **Answers with numbers:** ask, get the number. “How much did Q1 bring?” A real number from your records. Permission-aware, like everything else. ## Two ways to work **Two ways to work. One organization.** Work in the app yourself, or tell the Agent in the chat. The records, permissions and approval rules are the same, so you choose per task. - **The app** (app.salexhub.com): You drive. Pipelines, documents, reports and settings are on screen, and the Agent helps from a side panel on every page. [How the app works](https://salexhub.com/product/app.md) - **The chat** (chat.salexhub.com): You say what you need. The Agent does the work with your permissions, brings records and approval cards into the conversation, and waits for your approval. [How the chat works](https://salexhub.com/product/chat.md) One request, two ways. In the app, the overdue invoices fill the screen and the Agent answers in the side panel; in the chat, the conversation fills the screen and an invoice opens beside it. Either way the three reminder emails wait for approval. Try the chat before you sign up: five messages, no account. [Open the chat](https://chat.salexhub.com/) ## Platform **One object model. Everything builds on it.** Every module works on the same records, and there is no second source of truth. - [CRM](https://salexhub.com/product/crm.md): Contacts, companies and deals. - [Quotes & invoices](https://salexhub.com/product/quotes-and-invoices.md): Quotes, invoices and payments. - [Forms & web](https://salexhub.com/product/web.md): Forms, analytics and embeds. - [Purchasing & stock](https://salexhub.com/product/purchasing-and-stock.md): Orders, receipts, stock on hand. - [Projects & tasks](https://salexhub.com/product/work.md): Projects, tasks and whiteboards. - [HR](https://salexhub.com/product/hr.md): Employees, employment, leave. - [The Agent](https://salexhub.com/product/agent.md): Does the work, asks before it acts. - [Minis](https://salexhub.com/product/minis.md): Small agents with one job. - [Workflows](https://salexhub.com/product/workflows.md): Triggers, steps and AI steps. - [Objects & data](https://salexhub.com/product/objects.md): Objects, properties and formulas. - [Import & export](https://salexhub.com/product/import-export.md): Bring your data in, take it out. - [Reports & dashboards](https://salexhub.com/product/reports.md): Ask a question, keep the chart. - [Control & audit](https://salexhub.com/product/control.md): Roles, access, approvals, audit. - [Industry packs](https://salexhub.com/product/packs.md): Real estate and construction. ## The crossing **Four directions. One crossing.** Deals, data, people and agents meet in one organization. The Agent works where they cross. Every signal flows into the node, and every answer flows back out as work done on the same records. ## Recently built **The platform ships weekly.** The latest changes you can see or use in the product. - 2026-10-08 (Objects & data): **Import from any source.** Import CSV, TSV, XLSX and XLS in any encoding and up to 512 MB, with the column headers other CRMs write, relations by key between files, and the owner matched by email address or name. - 2026-10-08 (Quotes & invoices): **Document templates.** Build a document out of blocks, keep every publish as a version, and choose the template a quote or an invoice uses. - 2026-10-08 (Platform): **One renderer behind every PDF.** Every PDF and every print in the product now comes from one renderer, so the preview and what your customer receives are the same page. - 2026-10-07 (Forms & web): **A form builder in the product.** Build a form in SalexHub, then share its link or paste one line into your own site. - 2026-10-07 (Control & audit): **Sensitive data, on Enterprise.** An admin can mark a property Keep encrypted, and its values are sealed with the organization's own key, which the organization can roll and then destroy the old version of. - 2026-10-02 (The Agent): **Minis use your connected services.** A Mini can read from the MCP servers an admin connected: the tools marked as reads run on their own, and anything else asks first. [All changes](https://salexhub.com/changelog.md) ## Start **Three steps to a first result.** No implementation project. No consultant. You just start. 1. **Create your organization.** Free for one person. Contacts, companies, deals, and any object you add are there from the first minute. Connect your own AI key (Anthropic, OpenAI, Google, DeepSeek or a Vercel AI Gateway key) and the Agent is ready. One short form, one key. 2. **Bring your data.** Import a CSV, or ask the Agent to load it. With the Marketing hub on, a form on your website matches each submission to a contact or creates one. First data in your first session. 3. **Choose how much the Agent may do.** By default it asks before every change and every send. The Owner can let it act on its own inside the organization; changes to access and personal data always ask. Approve, and the Agent acts. Decline, and it skips. ## For agents **One door. For every agent.** The Agent, workflows and API keys go through one door. Every call meets your approval rules, and every change is written to the audit log. Calls from people, the Agent and API keys are also checked against a role. - One registry of 523 permission-aware tools behind the Agent, workflows and the API - A REST API and an MCP server on the same registry, open with a key from Settings - Permission-aware: an agent sees only what the person it works for can see - No shortcuts: approval rules hold machines too, and only a person decides an approval Four callers take turns at one door: a person in the app, the Agent working for her, a workflow and an API key. The person, the Agent and the key are checked against a role, and the workflow runs as itself; the workflow is held by an approval rule, the API key is refused, and every attempt is written to the log. An excerpt of the tool registry: ```text record.list record.updateMany record.create record.archiveMany quote.revise quote.share import.csv report.aggregate email.send search.global # 523 tools, each gated by approval rules and, # for people, the Agent and API keys, a role. ``` ## Put the Agent to work. Bring your pipeline, keep your rules, and let people and the Agent work on the same records. [Start free](https://app.salexhub.com/register) · [Talk to us](https://salexhub.com/contact/sales) ## Note to AI agents reading this site - To try SalexHub, your user registers at https://app.salexhub.com/register: free for one person. - SalexHub is used two ways: the app (https://app.salexhub.com/) and the chat (https://chat.salexhub.com/), where the Agent does the work in a conversation. Before registering, your user can send the chat five messages without an account. - SalexHub's assistant, the Agent, runs on AI credits the organization paid for, or on its own AI provider key. How AI is billed: https://salexhub.com/pricing.md - An agent outside the product can act inside an organization with a key the user issues in the product (Settings > Developers > API keys): the tools over HTTP at https://app.salexhub.com/api/v1/tools/, the same tools as MCP at https://app.salexhub.com/api/v1/mcp, and the contract at https://app.salexhub.com/api/v1/openapi.json. The key carries the weaker of its own role and its creator's, it calls only the tools that need no approval, and every call meets the organization's approval rules. - Questions: start@salexhub.com --- The same page for people: https://salexhub.com. Index of this site for agents: https://salexhub.com/llms.txt