Bring the work. Keep the context
Start in Assistant chat with the Marketing and Strategy assistants, chain research, CRM, email and posts in one request, and set work to run on a schedule. You choose which actions wait for your approval.
What you can work on
Work with the Marketing or Strategy assistant, or ask the Guider, which opens on every page and points at the right spot on a screenshot you share. The assistants hand parts of a task to writing, editing, research and outreach specialists that work in the background: check on them, message them or stop one, and add a message while the work runs.
Ask in plain words, such as every Monday at nine, or add a task in Scheduled tasks: once, daily, weekly, monthly or yearly, in your time zone. Each run can research, read pages, build a spreadsheet, update the CRM, send email from your mailbox and post to Slack, and its result waits in the panel.
Choose Manual, Plan or Auto, and how much effort the assistant puts in. In Manual, a plain-language card names the recipients, accounts and credit use before a send, post, CRM write, MCP call, calendar change or lead run. Plan queues them for your review and Auto runs them without asking.
Projects
A project gathers the chats for one piece of work, such as a pilot, a launch or an account plan. Create one with New project, then start each chat inside it.
File chats under a project. New chats started there stay in it, and the project panel lists every chat filed so far.
Chats you start in a project stay in it, with the Marketing assistant, the Strategy assistant or the Guider. Deleting a project keeps its chats: they return to your main chat list.
With Agent memory on, a project remembers the goals, audience, timelines and decisions you state in its chats and brings them into every chat filed under it. Customise project opens Memory control, where you see, search and forget what it keeps.
How Agent memory worksProjects belong to the person who creates them, and so does each project's memory. Colleagues work from company memory and Company Intel, which everyone in your workspace shares.
Current product view
Current screens from Assistant chat: a plan, cited research, the three execution modes, a calendar slot and a personality.
Inspect the steps and dependencies in a plan, then decide how to proceed before the assistant carries on.
Ask for account research and get findings, reasoning and a chart in the chat, with numbered citations to check against the sources.
The assistant decides the best approach for each task. Shown with Medium effort and the Social Marketer personality.
The assistant plans the work in phases before starting. Shown with Extra effort and the Founder Voice personality.
The assistant checks with you before any action that reaches outside the workspace. Shown with Low effort and the Trusted Closer personality.
With Google Calendar connected, an assistant can find a free slot and show your week in the chat.
An assistant personality shapes how the assistant writes in a chat. It is separate from your Company Intel and brand voice.
Scroll horizontally to inspect the full product view.
A practical starting point
With Pebbles Ai, we secured pilot programmes with several multinationals. After a short learning curve, the platform took over the heavy lifting in SalesOps, freeing our team to focus on product and fundraising. Thanks to its success, I’m now even using the platform to support our fundraising efforts.
Clear answers
The Pebbles Ai workspace is where your sales and marketing work starts. Assistant chat is the home screen. The Marketing and Strategy assistants help with research, strategy and execution. The Guider helps you get set up. Projects keep related chats together.
Start with the Marketing or Strategy assistant for your work, and ask the Guider for help with Pebbles Ai itself. You do not need to pick perfectly. One assistant can pass part of a task to another inside the chat, so you do not need to switch between them yourself.
Plans, research, messages and files. The assistants can generate on-brief images in the chat. The Strategy assistant can make a spreadsheet, a document or a slide deck for you to download. You can also dictate by voice, or upload audio to turn it into text.
Because the context stays with the work. The assistants work from your Company Intel and Agent memory, so you do not repeat your company brief in every chat. Projects keep related chats together. The assistants can also use the tools you connect, such as your inbox and calendar.
Put them in a project. Create one with New project, then start each chat inside it, for example for a launch, a pilot or an account plan. With Agent memory on, the project remembers the goals and decisions you state there. Projects are private to the person who creates them.
Yes, in Auto mode. You choose between Auto, Plan and Manual. The web app starts in Manual, where actions outside the workspace wait for your approval. Plan lines them up for you to review without running them. Auto runs them without asking. Template sends, calendar deletions and new scheduled tasks always ask first.
An approval card is a short card in the chat that asks you to confirm an action. In Manual mode, sending email, posting, CRM changes, calendar changes, Slack and Notion changes, MCP calls and starting lead generation each show one. The action runs only after you approve it.
Yes. Ask the Marketing or Strategy assistant to do something at a set time or on a repeat, such as a competitor pricing check every Monday posted to Slack, or add it in Scheduled tasks. It runs on its own in your time zone and keeps each result in the panel. Creating a task asks for your approval, which covers its runs.
Yes. One request can map a target company's site, find look-alike companies, generate leads there, add them to the CRM, write personalised emails from a template and send them from your mailbox. Another can find a free slot, invite the guests, write a prep page in Notion and email the agenda. Each action follows your execution mode.
Yes. The assistants hand parts of a bigger task to writing, editing, research and outreach specialists that work in the background, up to three at once. You can check on each one, send it a message or stop it, and you can add a message while the assistant is still working.
For more context, read What is a GTM operating system (GTMOS)?. To see how other tools approach this work, compare AI assistants.
Your next chapter
Start a chat with the Marketing or Strategy assistant, keep it in a project and decide which actions wait for you.
