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Delegated AIClaude on behalf of Marta
Created the task "Send proposal" for Inmobiliaria GarrigaContext
What's happening
Clients, conversations, documents and tasks, all connected.
How it works
Without context, AI guesses. With Unelia, it gets it right.
You ask the AI of your choice, Unelia gives it your company's context, and the task gets done: with permissions, and logged.
01Inside Unelia
Explore the interface
Here's what the boards, calendar, connections and permissions that AI uses to work look like.
LeadsClients+ Create newImportExportShare
Search9 results in totalFilterShow hidden stages
New2⋮
Panadería SoléPhone+34 699 18 22 40Emailhola@panaderiasole.esDueToday, 17:00AssigneesLSWhatsApp
Óptica FarréPhone+34 622 41 08 77Emailoptica@farre.esDue21 Oct, 11:00AssigneesLSManual
Contacted3⋮
Talleres PuigPhone+34 651 723 321Emailcompras@tallerespuig.comDue7 Oct, 12:30AssigneesMVManual
Transportes MirPhone+34 973 27 33 15Emaillogistica@tmir.comDue8 Oct, 13:00AssigneesMVRingover
Clínica ArnauPhone+34 973 61 02 48Emailadmin@clinicaarnau.esDue16 Oct, 10:30AssigneesLSEmail
Proposal sent2⋮
Inmobiliaria GarrigaPhone+34 973 22 41 08Emailinfo@garriga.esDue9 Oct, 10:00AssigneesMVMeta
Construcciones BoschPhone+34 973 48 12 90Emailobra@cbosch.esDue12 Oct, 16:00AssigneesJMMeta
Completed2⋮
Hotel RiberaPhone+34 973 10 55 62Emailreservas@hotelribera.catDue14 Oct, 09:00AssigneesJMEmail
Restaurante L'OliveraPhone+34 655 90 12 34Emailreservas@lolivera.catDue30 Oct, 13:24AssigneesJMWhatsApp
Onboarding2⋮
Ferretería VallPhone+34 973 23 90 14Emailinfo@ferreteriavall.esReview28 Oct, 11:00AssigneesLSAccounting
Estudi Nadal ArquitectesPhone+34 973 28 71 56Emailestudi@nadalarq.comReview24 Oct, 13:00AssigneesLSTax
Active4⋮
Talleres PuigPhone+34 651 723 321Emailcompras@tallerespuig.comReview15 Oct, 10:00AssigneesMVFull service
Restaurante L'OliveraPhone+34 655 90 12 34Emailreservas@lolivera.catReview20 Oct, 09:30AssigneesJMAccounting
Segrià Coop.Phone+34 973 70 44 21Emailadmin@segriacoop.catReview3 Nov, 10:00AssigneesMVFull service
Bodegas CostersPhone+34 973 12 64 90Emailhola@bodegascosters.esReview31 Oct, 09:00AssigneesMVFull service
Renewal2⋮
Clínica ArnauPhone+34 973 61 02 48Emailadmin@clinicaarnau.esReview10 Oct, 16:00AssigneesLSTax
Fruites BalaguerPhone+34 690 33 12 08Emailcomandes@fruitesbalaguer.catReviewToday, 18:00AssigneesJMEmployment
Needs attention1⋮
Hotel RiberaPhone+34 973 10 55 62Emailreservas@hotelribera.catReviewToday, 12:00AssigneesJMEmployment
LeadsClients+ Create newImportExportShare
Search9 results in totalFilterShow hidden stages
NameStageAssigneesDueSource
Inmobiliaria Garriga+34 973 22 41 08 · info@garriga.esProposal sentMVMarta Vidal9 Oct, 10:00Meta
Talleres Puig+34 651 723 321 · compras@tallerespuig.comContactedMVMarta Vidal7 Oct, 12:30Manual
Hotel Ribera+34 973 10 55 62 · reservas@hotelribera.catCompletedJMJordi Mas14 Oct, 09:00Email
Panadería Solé+34 699 18 22 40 · hola@panaderiasole.esNewLSLaia SerraToday, 17:00WhatsApp
Construcciones Bosch+34 973 48 12 90 · obra@cbosch.esProposal sentJMJordi Mas12 Oct, 16:00Meta
Óptica Farré+34 622 41 08 77 · optica@farre.esNewLSLaia Serra21 Oct, 11:00Manual
Transportes Mir+34 973 27 33 15 · logistica@tmir.comContactedMVMarta Vidal8 Oct, 13:00Ringover
Restaurante L'Olivera+34 655 90 12 34 · reservas@lolivera.catCompletedJMJordi Mas30 Oct, 13:24WhatsApp
Clínica Arnau+34 973 61 02 48 · admin@clinicaarnau.esContactedLSLaia Serra16 Oct, 10:30Email
NameStageAssigneesReviewService
Talleres Puig+34 651 723 321 · compras@tallerespuig.comActiveMVMarta Vidal15 Oct, 10:00Full service
Hotel Ribera+34 973 10 55 62 · reservas@hotelribera.catNeeds attentionJMJordi MasToday, 12:00Employment
Restaurante L'Olivera+34 655 90 12 34 · reservas@lolivera.catActiveJMJordi Mas20 Oct, 09:30Accounting
Clínica Arnau+34 973 61 02 48 · admin@clinicaarnau.esRenewalLSLaia Serra10 Oct, 16:00Tax
Ferretería Vall+34 973 23 90 14 · info@ferreteriavall.esOnboardingLSLaia Serra28 Oct, 11:00Accounting
Segrià Coop.+34 973 70 44 21 · admin@segriacoop.catActiveMVMarta Vidal3 Nov, 10:00Full service
Fruites Balaguer+34 690 33 12 08 · comandes@fruitesbalaguer.catRenewalJMJordi MasToday, 18:00Employment
Estudi Nadal Arquitectes+34 973 28 71 56 · estudi@nadalarq.comOnboardingLSLaia Serra24 Oct, 13:00Tax
Bodegas Costers+34 973 12 64 90 · hola@bodegascosters.esActiveMVMarta Vidal31 Oct, 09:00Full service
CalendarMonthCreate event
MondayMTuesdayTWednesdayWThursdayTFridayFSaturdaySSundayS
28
29
30
109:30 Quarterly review
211:00 Call Hotel Ribera
3
4
512:00 Garriga meeting
610:00 Team demo16:30 Talleres Puig
712:30 Puig proposal
813:00 Transportes Mir
910:00 Garriga signing
10
11
12
1309:00 AI training
1409:00 Hotel Ribera
15
1610:30 Clínica Arnau
17
18
19
2017:00 Month-end close
2111:00 Óptica Farré
22
2312:00 Committee
24
25
26
2710:00 Follow-ups
28
29
3013:24 L'Olivera due
31
1
2
3
4
5
6
7
8
App connections
7 results in total
✦
Unelia AI chatConnected
Ask the chat for the record's context and more details.Settings
MetaConnected
Import records from your Meta account.Settings◔
RingoverConnected
History, transcript and summary of your calls.Settings
EmailConnected
Send and receive messages from your email account.Settings
CalendarConnected
Sync events and tasks with your calendar.Settings
Claude · MCPConnected
Claude looks things up and acts with each person's permissions.Settings
OpenAI · ChatGPTConnected
ChatGPT looks things up and acts with each person's permissions.SettingsUsers5 results in total+ Add user
NameEmailRoleStatusBoards
MVMarta Vidalmarta@asesoriapons.esOwnerActiveAll boards
JMJordi Masjordi@asesoriapons.esEditorActiveAll boards
LSLaia Serralaia@asesoriapons.esEditorActiveAll boards
PRPau Rocapau@asesoriapons.esViewerGuestLeads
AGFollow-up agentagent · MCPAgentActiveAll boards
Permissions5 results in total+ Create permission
PermissionDescriptionPermission typeTypeStatus
EditorCan manage the board and its settings. Can connect apps.SystemActive
ViewerCan only view the board's content.SystemActive
SalesViews clients, creates tasks and sends messages. Cannot change amounts.CustomActive
Follow-up agentCreates tasks and sends reminders using approved templates.AgentActive
Sorting agentRead-only. Tags new records.AgentActive
Real Unelia interface with sample data. Drag the cards to try it.
02How it works
Connect, remember, delegate and govern
App connections13 connected
CommunicationGmail
WhatsApp Business
Microsoft TeamsMeta
VoIP phone system
GmailWhatsApp BusinessMicrosoft TeamsMetaVoIP phone systemOrganisationGoogle Calendar
Google Drive
Google Sheets
Google CalendarGoogle DriveGoogle SheetsAI modelsClaude
ChatGPT
Gemini
Mistral
Ollama (local)
ClaudeChatGPTGeminiMistralOllama (local)IGProposal sent
Inmobiliaria Garriga
- Email sentMarta sent the renewal proposal (€4,800)12 days ago
- Call · 8 minThey want to extend the service to their Balaguer office9 days ago
- WhatsApp"Can we review the price before Friday?"3 days ago
- DocumentPropuesta_Garriga_v2.pdf · opened twiceyesterday
- PendingSend the revised proposalFri 9 Oct
Claude
An agent never has more permissions than the person it represents.
Activity logtoday · Tuesday 6 October
12:04
11:52
HumanMarta Vidal
Changed the stage of Talleres Puig to "Negotiation"11:30
AgentFollow-up agent
Sent an email reminder to 3 clients10:58
Delegated AIChatGPT on behalf of Jordi
Summarised 14 emails from Talleres Puig03What makes it different
Storing data isn't enough
Unelia organises how your business works so AI can understand it. That way you adopt AI without losing your way of working or the knowledge you've built up.
Judgement
How your business interprets information
Your rules: which clients are a priority, when to follow up, which tone to use.
Memory
What was decided and what happened
The history of decisions and outcomes, available to people and agents.
Control
What each person or agent can do
Roles, permissions and a log of every action.
04What AI can do with Unelia
Ask your company
ClaudeConnected to Unelia · MCP
ExampleMarta Vidal · Sales
Which clients have had a proposal unanswered for more than a week?
search_opportunities(stage: "Proposal sent", no_reply: "7 days")Four clients. The oldest is Inmobiliaria Garriga: proposal sent 12 days ago and opened twice.
12:04Delegated AIRead-only query on behalf of Marta · Permission: Sales
ClaudeConnected to Unelia · MCP
ExampleMarta Vidal · Sales
Summarise our relationship with Talleres Puig over the last quarter.
read_activity(client: "Talleres Puig", since: "1 Jul")read_documents(client: "Talleres Puig")6 calls, 14 emails and 2 proposals. You agreed on a quarterly review, and the 2027 quote still needs to be sent.
12:04Delegated AISummary generated on behalf of Marta · Permission: Sales
ClaudeConnected to Unelia · MCP
ExampleMarta Vidal · Sales
Create a task to send the proposal to Inmobiliaria Garriga before Friday.
create_task(client: "Inmobiliaria Garriga", title: "Send proposal", due: "9 Oct")Task created and assigned to Marta. It's already on her list for today.
12:04Delegated AITask created on behalf of Marta · Permission: Sales
ClaudeConnected to Unelia · MCP
ExampleMarta Vidal · Sales
Move the Talleres Puig opportunity to Negotiation and add the note from today's call.
update_opportunity(id: "OP-218", stage: "Negotiation")add_note(id: "OP-218", source: "call 6 Oct")Stage updated. The note is saved in the history, linked to the call.
12:04Delegated AIOpportunity updated on behalf of Marta · Permission: Sales
ClaudeConnected to Unelia · MCP
ExampleMarta Vidal · Sales
Every Monday at 8:00, put together my pending follow-ups and email them to me.
create_automation(when: "Monday 08:00", action: "follow_up_list", send_to: "Marta")Automation active. Each run will be logged as an agent action.
12:04Delegated AIAutomation created on behalf of Marta · Permission: Sales
05Works with any AI
AIs change. Context doesn't.
Switch AI and the memory stays in your company. Unelia doesn't depend on a single provider. Try it:
LoConnected modelClaude
MCPYour business context
Switch models: the context stays put.
Intelligence is rented. Context is built.
Be part of the future: start building your company's memory today.
€0 to start · Unlimited users · Data in the EU