Bring the work. Keep the context
Start in Assistant chat with the Marketing and Strategy assistants and keep related chats together in Projects. You choose whether actions that reach outside the workspace wait for your approval.
What you can work on
Assistant chat is the home screen. Work with the Marketing or Strategy assistant, or ask the Guider for help getting set up. One assistant can delegate to another, and you can ask for images, spreadsheets, documents and slide decks, or dictate by voice.
Keep the chats for one piece of work together in a project, with any assistant. With Agent memory on, the assistants remember what you share about yourself, a project and your company, so the next chat builds on the last. Company memory reaches your colleagues too.
Choose Manual, Plan or Auto, and how much effort the assistant puts in. In Manual, an approval card holds sends, posts, CRM writes, MCP calls, Slack and Notion actions, calendar changes and new lead runs. 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. It brings them into every chat filed under it.
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 and calendar deletions always ask, in every mode.
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.
No. The assistants work on a task while you are there, not as recurring background jobs. What they can do depends on the task, the tools you have connected and the execution mode you choose.
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.
