01 — Explorer
Explorer
The default landing surface. Universal navigation across every node in the graph with type-aware filtering, search, and bookmark-able views.
Who uses it: Every persona uses Explorer. CI analysts pin competitor cohorts; PMs pin feature cohorts; AEs pin account cohorts.
- Type-aware filters per node (each node exposes its 3 principal filter values)
- Saved views, sharable across the workspace
- Bulk actions via the Smart Action menu
- Cross-node joins surfaced inline (vendor → product → review → signal)
02 — Sheets
Sheets
Spreadsheet-style live views of graph data. Edit in place; changes are versioned and pushed back to the underlying nodes through the same Smart Action pipeline.
Who uses it: Ops teams and analysts who think in tables. Account scoring, ICP builds, feature-market-fit matrices.
- Live joins across node types — no manual VLOOKUP
- Cell-level provenance: every value links to its source
- Formulas + APEX cells (a cell that runs a graph query)
- Real-time multi-user editing
03 — Dashboards
Dashboards
Composable dashboards built from graph queries. Each widget is a query against the live graph plus a visualization spec. Dashboards refresh as the graph refreshes.
Who uses it: Leadership QBR prep, Ops weekly reviews, CI executive briefings.
- 20+ widget types: charts, tables, signal feeds, citation streams
- Cross-filtering between widgets (click a row → filter every other widget on the page)
- Scheduled snapshots + PDF export
- Shareable links with row-level security enforced
04 — Slides
Slides
Slide decks built from live graph queries. Charts and tables refresh from the graph at present time, not from a stale CSV pasted weeks ago.
Who uses it: Executive briefings, board updates, sales QBRs, CI deep-dives.
- Templates per persona (CI briefing, RFP debrief, board update)
- PowerPoint export with embedded provenance
- Live mode for in-meeting refresh
- AI-drafted speaker notes grounded in the graph
05 — Documents
Documents
Long-form documents — PRDs, RFP responses, battle cards, briefing memos — co-authored with APEX and citation-grounded against the graph.
Who uses it: Product managers writing PRDs, proposal teams answering RFPs, CI analysts writing briefings.
- Cite-as-you-type: every claim links to its underlying node
- Smart Action: highlight a sentence → ask APEX to expand, source, or rewrite
- Version control with diff-against-graph (what facts changed since draft?)
- Export to Markdown, Word, Google Docs, or PDF with citation footnotes
06 — Forms
Forms
Structured intake surfaces for RFPs, customer feedback, internal requests. Forms map directly to graph nodes — submission becomes a typed entity.
Who uses it: Proposal teams, customer success, internal IT/ops requests.
- RFP intake: paste an inbound RFP → parsed into Form questions → routed to drafters
- Auto-link to the originating account, opportunity, and contact
- Conditional logic + branching
- Embeddable forms on external sites with HMAC signing
07 — Agents
Agents
Long-running automations that operate on the graph. Triggers (signal arrival, schedule, manual) → actions (query the graph, draft a doc, post to Slack, push to Salesforce).
Who uses it: Ops teams automating routine work. CI teams running weekly battle-card refresh. RevOps running pipeline scoring.
- Visual builder: trigger → query → transform → action
- Every run is logged with provenance and cost telemetry
- Multi-step agent runs with MCP tools
- Pause-on-condition guards for human-in-the-loop gates
08 — Schema
Schema
Admin surface for the 88 universal nodes, their discriminators, and your tenant's custom fields. Schema changes propagate to every other tab.
Who uses it: Workspace admins, RevOps leadership, IT.
- Browse the 88 universal nodes + their principal filter values
- Add custom fields to any node within type constraints
- Permission model: who can read / write / admin each node type
- Audit log of schema changes with rollback
