Work proposal
Goal: organize support and follow-up.
Docs
Ask XIA for a document, review it with your team and connect it to the work. Proposals, reports and agreements with context close at hand.
People, XIA and tools sharing the context.
Start with a draft, refine the scope and prepare a version to share.
Illustrative walkthrough with example data. Actions require configuration and permissions.
Link documents to projects, tasks or contacts to retain context.
Request a draft and keep refining it through conversation.
Export to PDF and review permissions before sharing a link.
We compare a fragmented process with a shared workspace, not another vendor’s capabilities.
| What you need | Fragmented work | Docs |
|---|---|---|
| Documents with context | Scattered versions | A document linked to the work |
| Edit with XIA | Start writing from scratch | Draft and refine in one conversation |
| Share the result | Attachments without context | Related projects, tasks and contacts |
Available connections and actions depend on configuration and permissions. For a company or a network, we define the scope together.
Conversations, projects and results in one environment.
Proposals, reports and agreements that XIA prepares as drafts for your team to review
Explore DocsEmail on your domain, mailboxes for your team, and XIA to search, summarize and draft replies
Explore MailFlows that connect an event to the actions that follow, with a record of every step
Explore AutomationsYour next step
Start with an account or talk to us about the scope of your team and application.