Cirquto

Platform deep dive

Your AI-Powered Business Operating System

Cirquto learns how your business works, builds your workspace, suggests what to do next, and automates the rest. Every feature below is live in the product.

Cirquto AI-powered workspace

AI Agents

Custom AI Agents That Learn, Suggest, and Act

Cirquto doesn't just organise your business — it runs an always-on team of AI agents that watch your workspace, spot opportunities, and take action on your behalf.

Proactive Suggestion Agent

Scans for overdue tasks, stuck jobs, idle clients, missing follow-ups, and unassigned work. Five parallel scanners run in the background.

AI Suggestion Engine (GPT-4.1)

Full workspace context — industry, goals, team size, workflows. Up to 3 AI-crafted suggestions per event with confidence scoring. Falls back to rule-based if AI is unavailable.

Activity Observer Agent

Watches every meaningful action — status changes, new records, completed tasks, uploaded documents — and generates real-time contextual suggestions.

Custom Channel Agents

Create named AI agents via conversational setup. Connect to WhatsApp, SMS, Email, Slack, or Webhooks. Set personality, purpose, and capabilities.

Preference Learning

Every response is logged and scored. Acceptance rate per action type adjusts future confidence. 'Always' creates a permanent automation rule.

Agent-to-Automation Pipeline

Approved suggestions become proper automation rules with trigger, conditions, and actions. Optionally batch-apply to all matching records.

How Cirquto helps

It spots what you'd miss. Then handles it.

When something happens in your business — a job finishes, a payment is late, a client goes quiet — Cirquto notices and suggests the next step. You approve it. Done.

  1. Job marked completeKitchen rewire — #1042 moved to Complete

    10:14

  2. Cirquto noticesInvoice hasn't been sent yet. Customer hasn't been updated.

    10:14

  3. Cirquto suggests"Want me to draft the invoice, message the customer, and set a 7-day payment reminder?"

    10:14

  4. You say yesOne tap. All three things are done.

    10:15

  5. Customer gets an updateWhatsApp message sent: "Your kitchen rewire is complete. Invoice attached."

    10:15

  6. Follow-up is scheduledPayment reminder set for 7 days. If paid, it cancels automatically.

    10:15

Automation Engine

Automate Anything — In Plain English

Build powerful automations with a visual builder or just describe what you want in plain English. Cirquto handles the rest.

Triggers

Data changes, time schedules (cron), threshold breaches, external webhooks, manual triggers.

Conditions

Entity filters, numeric comparisons, date logic, relationship checks, boolean AND/OR combinations.

Actions

Create tasks, send notifications (email, Slack, in-app), update fields, post timeline entries, fire webhooks, generate documents.

Natural language

Type 'When a job is marked complete, create an invoice task and email the client' — AI parses it into a structured automation.

Dry-run mode

Test against historical data before activating. See exactly how many times a rule would have fired.

Safety guardrails

Execution limits, circuit breakers, recursion prevention, cooldown periods. Version history with full rollback.

AI-Powered Search

Ask Your Business Anything

Search across your entire workspace using natural language. Cirquto finds the answer, shows the sources, and can even make changes for you.

Natural language queries

From any page — 'Which jobs are overdue?' / 'Show me all clients in Melbourne' / 'What documents did we upload last week?'

Semantic document search

Every document is chunked, embedded, and indexed. Hybrid three-phase retrieval: vector search → structured SQL → LLM synthesis with numbered citations.

AI mutations

'Mark all pending tasks as in progress' — bulk actions via natural language with confidence scoring.

Cmd+K command palette

Global fuzzy search across all entities with quick navigation and creation shortcuts.

Voice input

Ask questions using your microphone via Web Speech API.

Email

Send emails. Chase payments. Stay in touch.

Connect your Gmail. Send and receive emails right from Cirquto — attached to the right client and the right job. No switching tabs.

  • Every email linked to the client and job it belongs to.
  • Send quotes, invoices, and updates without leaving Cirquto.
  • Cirquto suggests what to send and when — you just approve.
  • See who opened your emails and who clicked.
  • Run email campaigns — broadcast, drip sequences, or triggered by events.
  • Everything is logged. Nothing is sent without your approval.

WhatsApp & messaging

Keep customers in the loop — automatically

Connect WhatsApp and let Cirquto send updates, reminders, and follow-ups to your customers — without you having to remember.

  • Send job updates, appointment reminders, and payment chases on WhatsApp.
  • Also works with SMS, email, and Slack — pick what suits you.
  • Use message templates for common updates so you're not rewriting the same thing.
  • Automatic reminders when jobs change status or payments are due.
  • Your team can see every customer message in one place — no crossed wires.

Client Portals

Give Your Clients Their Own Front Door

Visual drag-and-drop portal builder. Form inputs, content blocks, images, dividers — all configurable.

Multi-page portals with live preview at different breakpoints
Custom branding per portal: logo, accent colour, button text
Public or invitation-only access
Form inputs and content blocks
Responsive design preview
Client self-service workflows

Notifications

Stay Informed Without the Noise

  • 13+ event types with priority levels P1 (immediate) to P4 (background)
  • Multi-channel: in-app, email, push notifications
  • Smart rollup groups related notifications in a 15-minute window
  • Daily digest at 08:00 UTC
  • Escalation: overdue tasks auto-escalate after 3 days
  • Presence-aware: suppresses notifications when you're already active

Documents

Upload, Search, and Secure Your Documents

Upload with metadata, linked to clients, jobs, and accounts.
Sensitivity levels: public, internal, confidential, restricted.
SHA-256 deduplication. Automatic AI embedding for semantic search.

Security & Compliance

Enterprise-Grade Security. Built In From Day One.

Role-Based Access Control

6-role hierarchy: Owner → Administrator → Manager → Member → Viewer → Guest. 63+ Row Level Security policies.

Consent-Based Data Access

Client-first model. Firms request access via explicit, scope-based, time-limited, revocable consent grants. 8 consent scopes.

Tamper-Evident Audit Trail

SHA-256 hash chain. Append-only. Logs all events with before/after state. Chain integrity verification.

GDPR Compliance

Right to Erasure, Right to Portability, Data Minimisation. Explicit granular consent.

Multi-Workspace

Scale Across Teams and Workspaces

Full multi-tenant architecture with workspace isolation.
Workspace switcher, invitation system, custom branding per workspace.
Stripe-powered billing with plan entitlements, usage limits, and feature flags.

Dashboard & Analytics

Your Business at a Glance

Industry-adaptive dashboard with live KPI widgets.
Real-time activity feed — see what's happening as it happens.
PostHog-powered product analytics with session recording.

Platform & Infrastructure

Modern Stack. Production Ready.

Next.js 15 with server components. TypeScript strict mode. Tailwind CSS with shadcn/ui.
Supabase: Postgres, Auth, Storage, Realtime, Edge Functions.
Docker deployment on Render.com. Postmark for email. Stripe for billing.
Playwright E2E testing. Vitest unit testing. PostHog analytics.

See Cirquto with your own workflow

Book a demo and we'll map your current process into a personalised workspace setup.