Getting your workspace ready…
Your workspace, your team, and the connections that bring it together.
Sign in to configure Resend, review exact emails and inspect delivery status.
Your Grok Bot, working with Dwello through Convex MCPs.
In the Grok Bot app, open your Bot’s info pane and choose Plugins in Setup. Add a Custom MCP server and select Remote HTTPS.
Start with the Chief of Staff connection for your executive assistant. Each specialist uses a separate role-specific endpoint and credential.
https://your-deployment.convex.site/mcp/crmConfigure the matching bearer credential in Grok Bot’s secure connection settings. Keep it in the Bot’s credential store and Convex environment configuration. Never paste it into this page or a chat message.
Ask your Bot: “Use the Dwello CRM tools to list my contacts.” Confirm that its tools are listed and the expected synthetic contacts return before enabling a workflow.
Grok Bot’s account connection has not been verified. This page provides configuration instructions and does not establish a connection. The visual workspace stays in demo mode and does not sync MCP updates. Read Grok Bot’s MCP setup documentation ↗
Give each specialist exactly the tools its job requires.
https://your-deployment.convex.site/mcp/supervisorReview all workspace records, coordinate specialists, and investigate audit history.
https://your-deployment.convex.site/mcp/crmRead and update contacts, create tasks, and prepare message drafts.
https://your-deployment.convex.site/mcp/intakeCapture new leads and record conversations. No financial or deletion access.
https://your-deployment.convex.site/mcp/listingsSearch stored listings and save client matches. No message delivery access.
https://your-deployment.convex.site/mcp/transactionsRead active transactions and keep deadlines current.
Real estate agent · Personal demo workspace
Approvals, contacts, shortlists, and chat history are saved in this browser when storage is available.
Messages are never sent from the demo. A provider and authenticated human approval path are required for delivery.
Production sign-in and organization permissions are needed before the dashboard can read live Convex data.
Restore the original synthetic contacts, drafts, and sample conversations.