The Joinways AI agent

Ask Joinways.
It prepares, you confirm.

It answers from your inquiries, your calendar and your proposals. It prepares the proposal or the email with your prices and availability. Nothing changes until you click.

Joinways Agent panels: June's events, a prepared proposal to confirm, Monday's follow-ups

Write the way you would to a colleague.

  • What do we have in June?
  • Which holds are still waiting for a reply?
  • What price did we give Calyx last year?
  • What's our win rate this quarter?
  • Is The Glasshouse free on June 18?
  • Prepare the proposal for @Halvern Summer party
  • Block Soho Loft from July 3 to 5
  • Email Camille Rey to confirm the arrival time
  • Add a task: call the caterer on Thursday
  • Prepare the BEO for the Halvern party
  • Every Monday at 9 AM, follow up on unanswered proposals
  • Create the inquiry from this brief
  • Remember that our proposals are valid for 15 days
  • Help me connect events@venue.com
  • Note: Halvern wants a coat check
  • Update the Halvern proposal to 95 guests

The answer is in Joinways. The agent goes and gets it.

Is The Glasshouse free on June 18? What price did we give this client last year? Without the agent, each question means opening the calendar, a proposal or a filtered list.

  1. 1

    You ask

    In one sentence, from any page. On an event, “prepare the proposal” is enough.

  2. 2

    It searches and prepares

    It reads your inquiries, calendar and catalog, then prepares the answer with the real values.

  3. 3

    You confirm

    Amounts, dates, recipient: you see it all first. Nothing is created or sent until you click.

What you can hand it

Questions, proposals, emails, follow-ups, briefs: the agent opens on every page of Joinways, in a panel or on its own page.

  • The agent answers a question with the list of June's events
    Questions

    It looks in your data before it answers.

    Inquiries waiting for a reply, this month's events, a space's availability, the quarter's numbers: the agent reads your inquiries, events, proposals and reports, then answers in a few lines. It never answers from memory.

    • One line per event: date, guests, status
    • Every inquiry or event it names opens in one click
  • The agent prepares a proposal and shows the card to confirm with its total
    Proposals and emails

    It prepares the proposal. You confirm it.

    Ask for a proposal for an event: the agent checks that the space is free, takes the items and prices from your catalog, and shows you the total before creating anything. For an email to the client, you read the recipient and the text before it goes out.

    • Catalog prices, availability checked
    • Nothing is created or sent without your click
  • Notification of a scheduled task with two prepared follow-ups
    Scheduled tasks

    Hand it what comes back every week.

    “Every Monday at 9 AM, follow up on proposals sent with no reply for 7 days.” At that time, the agent runs the search and prepares the emails. A notification brings them to you: you confirm each one, or set it aside.

    • Every day, every week or every month
    • Each follow-up waits for your confirmation
  • A PDF brief attached to the conversation, the inquiry prepared with one point to check
    Briefs and preferences

    It reads briefs and remembers how you work.

    Attach a client's brief as a PDF or an image: the agent prepares the inquiry and flags what's missing. Tell it “I always sign as Claire, sales manager”: it applies that to every email it prepares.

    • PDFs and images attached to the conversation
    • What it remembers, you can see and erase

It acts with your permissions, never beyond them.

The agent is part of your Joinways workspace. It follows its roles, and every action goes through you.

0changes without your confirmation. Every proposal, email or edit waits for your click.

  • One confirmation per action

    Create, edit, send: a Confirm button shows what will happen, with the amounts, dates and recipient.

  • Your role's permissions

    It sees and does what your role allows in the workspace, nothing more.

  • No deletions

    Deleting stays something you do yourself, in the app.

  • No passwords

    It never asks for one. A password pasted by mistake is masked before it is sent.

  • It knows where you are

    On an event, “prepare the proposal” is enough. Type @ to point to an event, a contact or a company.

  • English, French, Spanish

    It answers in each user's language.

From day one, and with your other tools

Mailbox connection help is included in every plan. Questions, actions and scheduled tasks are part of the Pro plan.

Frequently asked questions

What is the Joinways Agent?

It's the agent built into the software: a chat panel available on every page of the app. It reads your workspace's inquiries, events, proposals, contacts, availability and reports, and answers from that data.

It can also act: create an inquiry or an event, prepare a proposal with your catalog prices, email the client, block dates, schedule a task. Every action first shows up in a card to confirm, and nothing changes without that click.

Why not a general-purpose assistant?

A general-purpose assistant sees neither your calendar nor your catalog: you have to copy everything into it, and its answers rest on no verified data. The Joinways Agent works on your workspace's data, with your role's permissions.

If your team prefers Claude or ChatGPT, the Joinways MCP server gives them the same access, after your approval.

Which plan includes the agent?

Mailbox connection help is included in every plan. Questions about your data, actions, memory and scheduled tasks are part of the Pro plan, included in the 30-day trial with no credit card.

Can the agent send an email without me?

No. It prepares the recipient, subject and text, then shows a card to confirm. The email goes out after your click and can be undone for a few moments from the event.

What can it create or edit?

Inquiries, events, proposals and their lines, contacts, companies, tasks, notes, BEOs and blocked dates. Deletions aren't available from the agent: they're done in the app.

Show 5 more questions

How do I schedule a recurring task?

Write it to the agent with a frequency and a time, for example: “every Monday at 9 AM, list proposals with no reply for 7 days and prepare the follow-ups”. It shows you the task to confirm. Each time it runs, the prepared actions arrive in a notification and wait for your confirmation.

Can it read a brief sent by a client?

Yes. Attach a PDF or an image to the conversation. The agent uses its exact figures, prepares the inquiry or the proposal and tells you what's missing. The file's content is treated as data, never as an instruction.

What does it remember between conversations?

Only what you ask it to remember (“I always sign as…”, “our proposals are valid for 15 days”), after your confirmation. The list is visible in the panel and each item can be erased.

Can my whole team use it?

Yes. Each workspace member uses it with their role's permissions: a member who can't edit proposals gets answers, not actions on proposals.

Can I use Claude or ChatGPT instead?

Yes. The Joinways MCP server, included in the Pro plan, connects Claude, ChatGPT or any MCP client to your inquiries, proposals and events. You approve access once, then ask your questions from your assistant.