Lists
Start with a conversation. Keep a List you can work.
A lead list for this week. A follow-up plan for yourself. A shared CRM your team keeps using. Create typed records in chat, edit the saved table, and keep their history.
Conference follow-ups
| Person | Next action | Due | Status |
|---|---|---|---|
| Alex RiveraNorthwind Studio | Send the meeting recap | Nov 4 | |
| Dana ReyesHarbor Works | Confirm the next conversation | Nov 5 | |
| Jamie SmithKestrel Labs | Share the requested overview | Nov 6 |
Try marking a row done. This demo stays in your browser session and sends no messages.
Your work, your scope
Personal by default. Shared by an admin.
A List for one job.
Ask your personal assistant to organize leads, capture follow-ups, or break a plan into steps. Your List stays saved. Finish the work and archive it when you are ready.
Personal List records are visible only to their owner in Vocion. Shared chat works with shared Lists, keeping personal rows out of shared transcripts.
A CRM for the team.
An admin installs linked Companies, Contacts, Deals and Follow-ups Lists. Members maintain records. Admins manage shared fields and views. Counts and totals run over all matching records.
The starter supplies records and relationships. External CRM sync, scheduled reminders and outreach require separate setup and authorization.
Built to keep
The table is a view of saved work.
Typed fields
Add text, numbers, dates, choices and links between records without a deployment.
History that stays
Every change records who made it. Version checks prevent one edit from silently overwriting another.
Room to grow
Publish an owned personal List to a workspace you administer. Record IDs and history travel with it.