Five steps from blank workspace to live CRM.
No abstract concepts. This is the literal flow: open, describe, build, refine, ship.
Tell Architect what your business does
Open the AI panel and describe your operation in plain English. "I run a solar installer. M1 fires after permits, M2 after install, M3 after PTO. Sales reps own pipeline; install techs see only their assigned jobs."
The AI emits configuration calls — not UI code. Every primitive it generates is a real, native Architect object: features, fields, stages, triggers, permissions.
See your CRM appear in real time
As the AI emits configuration, your workspace populates. Cards snap into the grid. Tabs slot into the right order. Fields appear with the right types and bindings.
Nothing is rendered by the AI directly. Every screen is Architect rendering its own configuration — which means it can't produce a broken layout, ever.
Refine in the same view your team will use
Click any field to edit it. Drag any section to reposition it. Add a tab and watch it appear where it'll live. Resize a field from any edge — the grid snaps cleanly, neighbors reflow to the next row automatically.
There is no "switch to preview mode." There is no separate builder window. You are already in the screen your team will use every day. The only difference is the edit affordances are showing.
Wire your data — manual or live
For every field, pick the source. Manual lists you control, live pulls from HubSpot, Stripe, your HR system, your own API. The pattern is the same everywhere because it's the same primitive.
If you're migrating from another CRM, hit Import. OAuth into HubSpot / Salesforce / Pipedrive / etc., confirm the mappings Architect proposes, commit. Schema, data, and workflows arrive together in under an hour.
Ship it to your team
Set permissions: row-level, column-level, view-level. Sales reps edit early-stage deals; ops sees install records but not commissions; install techs see only their jobs.
That's it. Your team opens Architect and uses the exact thing you built. They can run it offline. They can collaborate live. They can chat in the workspace shell. The CRM you configured is the CRM they ship from.