RepCloud Workspace

Put AI to work across mail, CRM, and files.

Workspace connects email with customer records, products, pricing, orders, and Drive files so RC Assistant can summarize requests, prepare grounded replies, find supporting information, and stage the next step for review. It is a $79/month add-on.

Add Workspace Start with CRM Open Workspace
RepCloud Workspace Today view bringing mail, Drive files, calendar, tasks, approvals, and activity together
Connected context for AI-assisted sales work Mail Tasks Calendar Approvals Contacts Files Sales RC Assistant

Connected AI workspace

Turn a customer question into a grounded draft.

Workspace brings Mail, CRM, Drive, calendar, tasks, and approvals together. When AI is enabled, RC Assistant can use the permitted records and files behind the request while actions that change customer data, send messages, or move work forward remain review- or approval-gated.

Illustrative example

A dealer asks whether inventory is available.

Workspace identifies the customer and product, finds the latest permitted inventory record, and shows the source and date used for the answer. The rep can verify the evidence before sending.

  1. 1
    MailUnderstand the request and sender.
  2. 2
    CRM + DriveMatch the product and find the latest permitted inventory source.
  3. 3
    RC AssistantCite the dated evidence in a draft the rep can review.
✉
Inventory availabilityFrom Maya Chen · Harbor Sound & Stage
Mail

Hi Avery—do you have 12 Aurora Mix controllers available?

CRM Harbor Sound & Stage Product Aurora Mix controller Drive Inventory report · Sep 2
RC
Reply draftPrepared from permitted RepCloud context
Review

Hi Maya—yes. According to the most recent inventory report in RepCloud Drive, dated September 2, there are 12 Aurora Mix controllers available.

Evidence: inventory report · Sep 2 · 12 availableReview draft →

Email to CRM order

Turn an emailed order into a reviewed CRM order.

Workspace can connect an incoming message and attachment to the right customer, prepare the order details, and stage the handoff. A rep reviews the source, matches, quantities, and pricing before CRM creates the order record.

An order email in RepCloud Workspace
Order request arrives in Workspace
Purchase order intake review in RepCloud CRM
Prepared order opens in CRM for review
  1. 1
    ReceiveMail and attachments stay with the customer request.
  2. 2
    Extract and matchUse permitted CRM products, customers, pricing, and order history.
  3. 3
    ReviewConfirm the customer, line items, quantities, exceptions, and source evidence.
  4. 4
    Send to CRMCreate the order record only after the handoff is approved.

Mac app

RepCloud Desktop brings Workspace to Mac.

The Mac app gives Workspace accounts a dedicated place for mail, calendar, contacts, tasks, approvals, Docs, customer information, settings, and RC Assistant. It uses the same RepCloud account and permissions as the web app.

  • Available after sign-in for Workspace accounts.
  • Handle common daily work in the Mac app and open the web app for advanced administration.
  • Your RepCloud role and permissions control what each user can open.
  • Download and update instructions are available after sign-in.
Sign in to download See app availability
The native RepCloud Desktop for Mac Today view with priority tasks, mail, Drive, calendar, approvals, and recent activity See the Mac app in action View desktop screens →

Context follows the work

Move from a customer request to an informed, reviewable next step.

AI connects the message to the customer behind it.

Workspace can summarize incoming mail, match the sender or request to CRM context, locate relevant Drive files, and prepare replies to inventory checks, pricing questions, RMA requests, and order follow-up. Reps review the supporting details and draft before anything is sent.

RepCloud Workspace modern mail screenshot RepCloud Workspace modern compose screenshot

AI-prepared work enters a visible review queue.

Draft replies, order intake, file actions, and other consequential next steps can be staged for approval alongside deadlines, reminders, appointments, and assigned tasks.

RepCloud Workspace tasks screenshot RepCloud Workspace approvals screenshot

CRM and Drive stay connected without becoming another inbox.

Contacts, account history, sales information, files, and app links stay available in Workspace. When a message becomes an order, task, file request, or customer follow-up, the result can be handed back to the appropriate RepCloud app.

RepCloud Workspace contacts screenshot RepCloud Workspace daily work dashboard screenshot
RepCloud Workspace RC Assistant screenshot

RC Assistant in Workspace

Ask one assistant to work across the connected RepCloud context.

  • Catch me up on today, summarize my inbox, and show the approvals waiting on me.
  • Draft a complete reply for an inventory check, pricing question, RMA request, or customer follow-up using permitted information from CRM and supporting files from Drive.
  • Turn this message into a CRM task or send this order into CRM.
  • Find the Drive files, contacts, products, pricing, orders, and CRM records related to the current request.
  • Review staged actions before they send mail or change CRM, calendar, file, or settings data.
  • AI capabilities are available when the workspace has RC Assistant enabled.