Sellify AI / Research WorkbenchBlueprintHow it worksResearchInbox, all blocks: 3 Sign out
Blueprint / Customer contact

Customer portal

Not shown in the Loom recording.

Why this block matters
  • Not shown in the Loom recording.
Areas in this block:
Not shown in the Loom recording.
Shown by: FieldRoutes, PestPac, Briostack, GorillaDesk, Research and sources for this block
1Our CRM and vendors2How it connects3Inbox

How Well We Know This Block

A person sets it on a 5-step scale. Click a step to set it as Ivan (mock sign-in, top right).

1
Not Explored
Nobody looked into this block yet.
2
First Look
Someone read the vendors’ public pages for it once.
3
Vendors Compared
We know how each of the 4 vendors does it.
4
Plan Drafted
Our CRM plan for the block is written. Open points remain.
5
Full Clarity
We agree how we build it. No open points remain.
Now: Not Explored. Set by Ivan, 2026-10-28 07:08 UTC (mock).
Now: Not Explored. Set by Ivan, 2026-10-28 07:08 UTC (mock).
Now: First Look. Set by Ivan (mock).
Now: Vendors Compared. Set by Ivan (mock).
Now: Plan Drafted. Set by Ivan (mock).
Now: Full Clarity. Set by Ivan, 2026-10-28 07:12 UTC (mock).
Earlier settings (1)Earlier settings (1)Earlier settingsEarlier settingsEarlier settingsEarlier settings (4)
Not shown in the Loom recording.
1
Step 1

Our CRM and the 4 Vendors

One tab each, same layout. The number counts the lines, terms and notes in a tab.
Our CRMFieldRoutes56 terms and notes, 3 screensPestPacBriostackGorillaDeskFull screen
PestPac in Customer portal

PestPac in Customer portal

Each line ends with its source link, or with the word hypothesis. All of PestPac across the 20 blocks

Screens

Upload a screen
No screens for PestPac in this block yet. Upload them here. Planned: post them in Slack and the agent files them here. Both go to the inbox first.

Their words for this block

Not shown in the Loom recording. This tab was never opened in the recording.

Strengths

Not researched yet. Ask the agent in the inbox below.

Gaps

Not researched yet. Ask the agent in the inbox below.
2
Step 2

How This Block Connects

Click a block for its vendor terms.
Inspection reportsand auditsshows inScheduling andappointmentsshowsPayments andcollectionstakesCustomer portalSet to Not Explored by Ivan (mock).Set to First Look by Ivan (mock).Set to Vendors Compared by Ivan (mock).Set to Plan Drafted by Ivan (mock).Set to Full Clarity by Ivan (mock).
Solid arrow: a source shows this linkDashed arrow: our hypothesis, no source yetThe word on an arrow says what one block does to the next.
3
Step 3

Inbox: New Items for This Block

Items from Slack, uploads and agent research wait here. Accept moves an item to its place.

Add from here

Planned: post in Slack and mention the agent, and it files the post here. Today the copy of Slack keeps the text and file names only.

Upload a screen or note

Ask the agent to research

For example: how does PestPac bill a customer with 12 sites?Ask

Mock: no agent runs in this static page.

Nothing waits in this inbox.

Where this block is stored: How it works, part 2.