Customers & deals
People, companies and current deals. Find the right record and understand what is happening.
Business context & agents for SMBs
Tell HM8what needs to get done.
HM8 works with your customers, deals, tasks and company documents. Ask a business question, see the sources, and review changes before they happen.
Available actions follow your workspace settings and access rights.
HM8 BrainArarat Build
Your request
Move the call with Aram Hovhannisyan to September 30.
Waiting for your confirmation
Call Aram Hovhannisyan
- Customer
- Aram Hovhannisyan
- Company
- Ararat Build
- Due date
- 28 Sep30 Sep
You review this exact change before HM8 applies it.
Context: company tasks and CRM records
Company context
Start with the business you already run.
Customers, work and documents belong to the same company context. You can still open their structured views whenever you need them.
Tasks
The next step, owner, due date and linked customer. Review and manage the work behind a request.
Company documents
Agreements, instructions and uploaded sources. Check readiness for search and trace answers to their evidence.
How it works
From company context to a business result.
You ask for an outcome. HM8 retrieves the relevant context, shows evidence and prepares permitted actions for review.
- 1
Business data
Customers, deals, tasks and documents.
- 2
Business context
Relevant records available to your role.
- 3
HM8 Brain
A question or request in your own words.
- 4
Controlled actions
Review the object and exact proposed changes.
- 5
Business result
An evidenced answer or a confirmed update.
Work with HM8
Ask for the next useful step.
These workflows use the information and actions enabled in your workspace.
Understand a customer or deal
Ask
What is happening with Aram’s deal?
HM8
Find the customer and linked deal, review its current state, and open the CRM record.
Customer and deal records
Find an answer in documents
Ask
What are the payment terms in this agreement?
HM8
Find the relevant passage and show a citation so you can check the source.
Example citation: service_agreement.pdf · §4.2
Create or update a task
Ask
Create a task to send the invoice.
HM8
Review the task details and confirm the proposed action before it is saved.
Task proposal · confirmation required
Evidence & control
Know what the answer rests on. See what will change.
Sources you can check
Document answers include citations. If the available context does not contain an answer, HM8 says so.
Confirm before a change
Business writes show the object and proposed details. Changed or unavailable proposals require another review.
Your access rights still apply
HM8 uses the context your role can access. Ambiguous records need clarification before an action continues.
Questions
Before you start
How is HM8 different from a standalone chat?
HM8 works with company context and permitted business actions. Brain is where you ask for work; CRM, Tasks and Documents remain available for structured review.
Can HM8 change company records?
When the relevant action is enabled and your access permits it, HM8 can prepare a new customer or create and update tasks. You review and confirm governed writes before they happen.
What happens if the request is unclear?
HM8 asks for clarification or shows a boundary. If several records match, it does not silently choose one for a business change.
How do I start?
Create a workspace, add customer records or company documents, and ask HM8 about that context. Available workflows depend on workspace configuration and access.
Which languages can I use?
The interface supports English, Russian and Armenian. You can switch language without changing your company context.
Bring your company context. Start with one request.
Add the information you work with, ask HM8 what you need, and review the result.