Which modules are included in a StackswiseSoft workspace?

Every workspace includes AI Writing, CRM, Project Management, Notes & Docs, Collaboration, Analytics, Design, Video, an API, and Developer Tools. Admins enable each module per workspace.

Do you offer a REST API and SDKs?

Yes. StackswiseSoft ships a documented REST API with cursor-based pagination, a typed TypeScript SDK, webhooks, and per-environment secret management.

Is analytics real-time?

Dashboards read from live workspace data. You can use prebuilt dashboards or build your own with filters, groupings, and scheduled email or Slack digests.

Does AI Writing publish anything automatically?

No. AI Writing always requires a human review step. Drafts are proposed with the sources used; you approve, edit, or discard before anything ships.

Features

Detailed feature reference

Every module explained in the same format: the problem it addresses, how it works, and the concrete benefits.

Overhead flat-lay of a laptop, tablet showing a document editor, smartphone with a chat conversation, a printed spreadsheet, notebook and fountain pen on a warm oak desk — Every StackswiseSoft module — writing, chat, docs, tables — side by side on one workspace.

AI Writing

Problem: Drafting briefs, replies, and summaries eats hours every week.
Solution: Guided drafting with citations and human review before anything is sent.
How it works: Start from a prompt or a template. The assistant proposes a draft and shows the sources it used. You edit, approve, or discard.
Benefits: Cut first-draft time
Consistent tone across the team
Never publishes without your review

Team Collaboration

Problem: Conversations live in Slack, decisions live in docs, and context gets lost.
Solution: Threaded comments, mentions, and shared workspaces tied to the work itself.
How it works: Every project, doc, and record has its own comment thread and activity feed. Decisions link back to the item they resolve.
Benefits: One place for work + context
Onboarding new members is faster
Fewer status meetings

CRM

Problem: Contacts scattered across spreadsheets, mail clients, and personal notebooks.
Solution: A shared contact database with pipelines, deal notes, and activity timelines.
How it works: Import contacts, define pipeline stages, log activity via email sync or manually. Filter, segment, and share views.
Benefits: Full customer history
Forecasting from real data
Handoffs between sales & success

Project Management

Problem: Deadlines slip because dependencies, portfolio health, and workload aren't visible in one place.
Solution: Boards, Gantt timelines, cross-team programs, workload capacity, and custom fields — one source of truth.
How it works: Create projects, group them into programs, plan tasks on a kanban or Gantt with dependencies that cascade shifts, and monitor per-person utilisation against capacity. Post weekly status updates that roll up to portfolio health.
Benefits: Predictable delivery across programs
Real-time portfolio health for stakeholders
Balanced workloads without spreadsheets
Dependency-aware date changes

Analytics

Problem: Reporting is a manual spreadsheet job every Monday.
Solution: Live dashboards over workspace data and connected sources.
How it works: Choose from prebuilt dashboards or build your own with filters, groupings, and comparisons. Schedule email or Slack digests.
Benefits: No more spreadsheet exports
Real-time answers
Share read-only links safely

API

Problem: You need to move data in and out of your workspace programmatically.
Solution: A documented REST API with authentication, pagination, and rate limits.
How it works: Create a personal or service token, call any documented endpoint, and receive JSON responses with cursor-based pagination.
Benefits: Automate imports & exports
Build internal tools on top
Predictable, versioned endpoints

Developer Tools

Problem: Custom workflows require glue code and secret management.
Solution: SDKs, webhooks, and environment secrets built in.
How it works: Install the official TypeScript SDK, subscribe to events via webhooks, and store secrets per environment.
Benefits: Faster integration work
Safer secret handling
Typed responses

Notes & Docs

Problem: Knowledge is split between PDFs you can't edit and docs no one can find.
Solution: A workspace editor with threaded comments, version history, and one-click PDF-to-editable conversion (with OCR for scanned files).
How it works: Create notes from templates (meeting, spec, onboarding) or upload a PDF — we extract the text (or OCR it if scanned) and hand you an editable document plus a downloadable DOCX. Comment, resolve, and roll back to any prior version.
Benefits: Turn any PDF into an editable doc in seconds
OCR fallback for scanned files — no manual retyping
Full version history with one-click restore
Threaded comments, suggestions, and approvals

Design

Problem: Whiteboards and wireframes live outside your work tracker.
Solution: Whiteboards, wireframes, and shared component libraries — linked to projects.
How it works: Sketch flows on an infinite canvas, drop in reusable components, and share view-only links with clients.
Benefits: Design + work in one place
Client review without extra tools
Reusable component libraries

Video Editing

Problem: Short-form video needs a full editor for a 90-second clip.
Solution: Browser-based trim, caption, and export for short-form video.
How it works: Upload footage, trim clips on a timeline, add captions, and export MP4. Store finished videos in the workspace.
Benefits: No desktop editor required
Faster async updates
Captioning built in