Does Staffi ever run actions without asking me?

No. Every write action lands in an approval queue first. You review what would happen and either approve or decline. Unapproved actions expire after 24 hours and never trigger.

Which parts of Staffify can Staffi actually touch?

CRM and sales, appointments, support tickets, service hub, property management and WhatsApp. Over 40 connected tools across those six pillars, all with per-user permission scoping.

Can I limit what Staffi is allowed to do for each user?

Yes. Permissions are scoped per user and per role. A support rep can only propose ticket-related actions, a sales lead can move deals. Admins configure the boundaries.

What if Staffi proposes something wrong?

Decline the approval and it never runs. If you approved something and want to undo, every approved action is reversible in one click from the audit log, which permanently records every proposal and decision.

Where can I actually use Staffi?

Four surfaces: full-page dashboard for deep work, a side drawer next to your current view, a floating widget on every page, and WhatsApp when you're out of office. Same brain, same approval flow across all four.

How long does setup take?

Minutes. Enable the modules you use, ask Staffi to run a small task, review the approval, and roll it out. No new tools to learn, no separate integrations to build.

Staffify AI | Staffi — The AI copilot that runs your workspace

A second brain plugged into your business.

Staffi is the AI that runs your workspace. Creates deals, books appointments, resolves tickets, sends invoices, updates your CRM. All under your approval, all inside Staffify, so nothing moves without your say-so.

Meet Staffi See what she does

40+Tools ready

24/7Always available

100%Human-approved

This morning, Staffi already handled all this.

One conversation, real work done. Deals created, appointments booked, tickets escalated, contacts updated. Every action logged, every action approved by you.

Deal created

Northwind Ltd added to the consultancy pipeline.

Northwind Ltd · Consultancy € 0

NEW

CLOSED

Appointment

Emma · Thu 09:30

Mon04

Tue05

Wed06

Thu07

Fri08

09:30 · Consultation

Reminders sent

Overdue invoices, cleared.

€ 4,320 chasing itself back.

Urgent, routed

Leak at 12 Baker Street escalated to on-call.

12 Baker Street · Kitchen ceiling Urgent

Assigned to Mark · on-call plumber

Callback within 10 min

CRM updated

Emma tagged as decision maker.

Emma Miller · Northwind Ltd

Consultancy Decision Maker Warm lead

Today, so far

The tally.

Deals0

Tickets0

Messages0

Every tool she needs, already in the box.

One AI, six surfaces of your business. Ask in plain language, Staffi picks the right tool and asks you before it acts.

CRM & Sales

Contacts, deals, notes, tasks. Push the whole pipeline forward without leaving the chat.

create deal · move stage · add note · list contacts · segment leads

Northwind Ltd € 12,500

Pipeline · Consultancy

Appointments

Read your live calendar, offer real slots, book, cancel, reschedule. Includes block-time and holiday rules.

check availability · book slot · reschedule · cancel · block time

Mon04

Tue05

Wed06

Thu07

Fri08

09:30 · Emma

Support Tickets

Create, triage, escalate. Staffi links tickets to contacts and pings the right person on your team.

create ticket · list tickets · escalate ticket · assign ticket · resolve ticket

Refund query · #4821 Urgent

Assigned to Sarah · ETA < 15m

Service Hub

Customers, services, bookings. The whole hub controllable from one sentence.

send booking link · add customer · create service · new booking · list bookings

staffify.app/book/x8f2

Sent · pre-filled

Property Mgmt

Tenants, properties, maintenance requests. Route emergencies to on-call, log everything.

create request · add tenant · escalate emergency · list properties · log visit

12 Baker Street Resolved

Tenant: Emma Miller · maintenance closed

WhatsApp Channel

Whitelisted numbers can drive Staffi over WhatsApp. Same commands, same approvals.

whatsapp command · confirm · deny · get pending · list commands

Book Emma for Thursday

Booked 09:30 ✓

Nothing runs without your say-so.

Every action Staffi wants to take lands here first. You approve, you deny, or you ignore. Unapproved actions expire after 24 hours. Nothing runs on its own.

Approval needed 1 waiting

Marcus · you Northwind Ltd just replied. Can you create a deal for € 12,500 and set a follow-up for Friday?

Staffi Ready to go. Before I run it, please confirm:

What will happen

+1 deal in CRM assigned to Marcus follow-up · Fri 10:00

Approve Decline

Expires 23h 42m

Recent decisions

Escalate leak · 12 Baker Street to on-call plumber Approved

Delete 12 archived deals from Q1 pipeline Denied

Update pricing on Consultancy service · +8% Expired

24h expiryNo decision = auto-cancel

ReversibleUndo any approved action

Full audit logEvery decision recorded

Never auto-runsEvery action needs your yes

Wherever you work, Staffi is one message away.

Full page for deep work. Side drawer for context. Floating widget while you're inside a customer profile. WhatsApp when you're out of office. Same brain, four surfaces.

staffifyai.com

CRM

APT

TIK

PRO

Staffi · morning briefing

12Deals

8Tickets

34Messages

Good morning Marcus. Overnight: 3 new leads, 1 urgent ticket routed to the team, 8 invoices auto-reminded.

Show me the leads, brief summary.

Northwind Ltd is asking for a Q4 quote. Apex Studio wants a demo this week. Fifth & Main mentioned an €18k budget.

Book Apex Studio for Thursday 10:00, and send Northwind a draft quote.

Waiting on your approval: 1 booking Apex Thursday + 1 draft quote Northwind €12,500.

Ask Staffi anything…

Staffi online

Morning. 3 new leads overnight, 8 tickets open, 1 urgent already handled.

Nice. Book Emma Miller for Thursday morning

Thursday 09:30 works. Room B, 45 min. Sent invite for approval.

Approved. Also draft a follow-up email to Northwind

On it. Warm tone, mentioning their Q4 timeline. Ready in 30 seconds.

Perfect. Ping me when it's done

01 / 04 Full screen

Full page

A dedicated workspace when you need the whole screen to think, plan or clear the day.

02 / 04 Split view

Side drawer

Slides in beside whatever you're working on, so you never lose your place mid-task.

03 / 04 Overlay

Floating widget

One tap on the bubble, chat with Staffi while staying inside a customer profile.

Staffi

Book Emma Thursday 09:30 OK? Confirmed ✓

04 / 04 On the go

Drive Staffi from your phone when you're out. Same commands, same approvals, no app to open.

Ready to Transform
Your Customer Journey

See how Staffify handles your customer journey

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