WORKSPACE

One Place to Start.
Every Application Behind It.

Workspace is the homepage every Vailent user opens to. It turns 30+ years of ERP data, every email, every quote, and every conversation into a prioritized list of the moves that matter today, beside a briefing on what changed overnight in your accounts.

Cited
Sources On Every Answer
One Queue
Work From Every Application
Every Week
Throughput and Carryover

What it takes off your desk.

The Workspace home screen, greeting the user by name above one ask box for questions about their book or the market, then a library of artifacts listing two customer profiles, two intelligence reports, and a sales sheet, each with its type and when it was last edited

Home01 / 06

Problem

A question about one account means opening five systems

The Workspace solution

One box for your book and the market, and a library of everything the answers became.

Real screenshots of Workspace in the product, not mockups. The tenant data is a seeded demo.

The Workspace Your Day screen, greeting the user by name above a list of what changed on their accounts in TradePass and Pipeline, newest first: a customer asking for a quote, two offers waiting on a manager decision, a counterparty that cleared verification, a quote with no answer, and an overdue re-quote, each with a button to open it in its application

Your Day02 / 06

Problem

The day starts by reading email to work out what changed

The Workspace solution

What changed on your accounts overnight, in one list, each change opening in the application it came from.

Real screenshots of Workspace in the product, not mockups. The tenant data is a seeded demo.

The Workspace task list for today, six tasks from Pipeline, TradePass, Catalog, and Workspace, each tagged with the application it came from, beside one task open in a side panel showing its priority, due date, and application, its links to a customer in Pipeline and to that customer's profile in Workspace, a button to continue in Pipeline, and its sub-tasks

Tasks03 / 06

Problem

A follow-up lives in somebody's notebook, detached from the deal

The Workspace solution

Every task from every application in one list, linked to the customer and the documents it is about.

Real screenshots of Workspace in the product, not mockups. The tenant data is a seeded demo.

The Workspace weekly review, opening with a sentence that reads the week back, then four figures for completed, created, carrying over, and on-time work, a chart of completions by day beside throughput against the previous four weeks, the one task carrying over with the actions to move or close it, and a count of cross-application signals acted on

Weekly Review04 / 06

Problem

Nobody can say whether last week actually got done

The Workspace solution

The week counted: what closed, what carried over, and how much of it came from elsewhere.

Real screenshots of Workspace in the product, not mockups. The tenant data is a seeded demo.

A Workspace research conversation, the user asking for a briefing on a customer before a call, and the answer setting out what changed on the account, a table of the market price and feedstock supply now against four weeks ago, and three suggested next questions, above a list of the four sources it drew on: two customer records, a market price series, and a market story

Research05 / 06

Problem

Finding out what the market did costs a room full of people and a week

The Workspace solution

Ask in plain language and get an answer drawn from your records and the market, with every source listed.

Real screenshots of Workspace in the product, not mockups. The tenant data is a seeded demo.

A Workspace artifact opened as a document, a customer profile marked as auto-updating at version three with four sections and four sources, with buttons to export it as a PDF or edit it, a closed panel for its information, sources, and versions, and its first section, an account overview with each figure tied to its source

Artifacts06 / 06

Problem

The customer brief gets rebuilt by hand before every meeting

The Workspace solution

The brief writes itself from your own records, refreshes on its own, and exports as a PDF.

Real screenshots of Workspace in the product, not mockups. The tenant data is a seeded demo.

How Workspace fits in our
AI-Native Infrastructure

One place to start. Every application behind it.See what Workspace shares with the applications around it.

Workspace in the platform

Explore a connection

Hover an app to see what connects it to Workspace. Click an app to explore its connections.

Focus to read the handoff. Press Enter to explore the app.
Workspace

One place to start. Every application behind it.

How Workspace fits in our AI-Native Infrastructure

WorkspacePipeline

Open quotes

Open quotes and orders arrive here as ranked priorities.

Tap an app name to explore its connections.

  • Open quotes and orders arrive here as ranked priorities.

    Go to Pipeline
  • Stalled onboarding and screening alerts arrive here, ranked.

    Go to TradePass
  • Failed extractions and sync results land in your notifications.

    Go to Catalog
  • A mention on a sales order lands in your notifications.

    Go to Inventory
  • Your Workspace tasks stay one click away in the Storefronts top bar.

    Go to Storefronts
  • The records behind your morning stay connected to their source.

    Go to Nexus
  • Accounts, visibility, and actions follow the roles your company defines.

    Go to Canopy
  • One box to ask about the day, on the screen the day is already on.

    Go to Assistant
THE DAY SURFACE

What spans every application.

Two things belong to the person rather than to any one application: the work waiting on you, and the units and formats your figures are written in. Both of them live here.

One Queue, Every Application

Filter the whole task list by the application a task came from, its priority, or its label, and look across a week or a month at once.

Your Units, Everywhere

Weight, volume, length, region, timezone and currency display are set once per person and honored by every Vailent application. Stored data keeps its native unit.

The Outcome

A workday that starts with a plan, and one queue that knows which application every piece of it came from.

Daily Planner ยท 1993
Daily PlannerCubicle 4B ยท 1993
The way reps planned their day before.

There's a new way to plan your day.

Then
the day started with an inbox and a guess about what mattered.
Now
the day starts with a shortlist, and the reason for each item attached.