Your industry · Your work OS
Your consulting services, accessible in ChatGPT.
Prospects discover your services and describe their project in your firm’s application. Your team receives context for the first conversation without exposing existing clients’ projects or deliverables.
What customers can do with your application.
What customers browse: Your approved service areas, offers and published conditions.
What you receive: The proposed service, stated need and prospect’s contact information.
Your benefit: Prepare the initial conversation using an already contextualised enquiry.
What support does your firm provide?
I would like a discussion to scope this requirement.
Could you call me about this service?
Illustrative examples of the journey to configure. A submitted enquiry is not an accepted service order or a confirmed appointment.
Browsing a service does not produce consulting advice or an outcome commitment. Assignment documents remain private.
Your initial scope and extensions.
The Customer AI Application includes your company identity, an authorised offer catalogue, conversational search, contextual enquiries, an administration dashboard and WebApp, plus initial configuration and launch testing.
Additional team workflows: Assumptions, workshop decisions, dependencies, deliverables and consultant handovers.
Booking journeys, business integrations, private documents and the internal workspace are defined separately, according to available features and the quote. They are not automatically added to the customer application.
SignOS · In practice
One agreement. Two signers. One tracked record.
The document has a version and everyone has a step. The team finds the result instead of hunting for the latest attachment.
01PrepareThe right document before sending.
The team completes the template with the service and Camille’s details, then checks the preview.
02Have it signedEach person follows their journey.
Camille reviews the document through her personal access. The representative follows in the configured order.
03RetrieveThe final document stays in the record.
The final PDF and supporting records are together. The issued version remains separate from the reusable template.
Service agreement
Camille Martin · version 2
Your service, agreed together.
Service purpose · scope · terms
Your signature
Review the document ↗
Company view
Two expected people, distinct steps.
At completion, the record brings together the signed PDF and journey evidence.
- Document version checked
- Camille: awaiting signature
- Representative: next stage
Fictional journey and presentation example, not a product screenshot. Content and steps are configured for your company.
Consulting: connect workshop decisions to the next piece of work
On this page
The request does not always describe the whole problem
A sponsor, operations and finance may express different priorities. Context should distinguish objectives, constraints, disagreements, assumptions and confirmed decisions. A repeated assumption does not become a validated fact.
Workshops and deliverables
A workshop may change scope, identify missing data and assign several actions. The deliverable must stay connected to what was promised, the input expected from the client and the person responsible for review.
Official documents and versions remain in the document system.
Prepare the steering committee
Retrieve previous decisions, commitments, unresolved dependencies and points requiring a decision. After the committee, an authorized next step can be prepared with its owner. A briefing is not automatically the official minutes.
Firm knowledge and handover
An authorized group can preserve approved methods and experience. It must not make one client’s confidential information available to another. A consultant taking over receives the scope needed for continuity.
Languages and responsibility for advice
Translation helps explain an exchange; the consultant checks its meaning and remains responsible for the analysis. Partners consult dependencies and reviews within their scope without inferring official margin or progress from exchanges alone.
Professional scope and responsibilities
AlefOS does not define strategy, guarantee results or produce autonomous recommendations. It does not manage consultant allocation, time, billing, margin or formal progress, or replace project and presentation tools. The consultant analyses; the client decides.
From the proposal to the final deliverable
Present your scope, deliverables and budget with SalesOS. Share documents for signature through SignOS. Your customer retrieves shared deliverables and documents in their own space, while internal team notes remain separate.
Your team’s tools
Explore features, connections and access rules in the AlefOS documentation.
Explore the documentation ↗Continue exploring
This workflow uses capabilities configured in your company’s environment, under your brand. Your team can use a compatible assistant to consult authorized context through its configured MCP connection. Understand your AI connection ↗