Frequently asked questions

212ai is a multi-tenant CRM and client workspace built for agencies and operators who run more than one account. Contacts, pipeline, automations, communications, AI agents, a built-in website builder, and HAMP (Human Activity Mining Protocol) live in one branded workspace — so your team stops juggling five tools to close one deal.

Agencies, consultants, and growth teams that manage client workspaces (sub-accounts) under one agency roof. Solo operators use it too — but the architecture shines when you need separate pipelines, branding, and permissions per client without spinning up a new SaaS stack each time.

Your agency is the top-level tenant. Each client or brand gets its own sub-account with its own contacts, pipeline, forms, website, AI agents, and team members. Agency owners and sub-account admins see what they administer; collaborators can be scoped to assigned territories when territory mode is enabled.

212ai is built as a unified workspace — not a patchwork of bolt-on modules. Pipeline, forms, automations, email and SMS, web-chat and voice AI, reports, and a website builder share one contact record and one activity timeline. You own the relationship with your data: tenant isolation is enforced in the database first, not just in the UI.

Create an account at 212ai.io or talk to us through the contact form. We help map the right setup — agency structure, sub-accounts, imports, and pipeline — so your team is running in days, not months. Existing teams can invite colleagues from the dashboard once their workspace is provisioned.

Yes. Drop in a CSV from Google Sheets, HubSpot, Pipedrive, or anywhere else. The importer fuzzy-matches name, email, phone, and company columns automatically; map anything else manually. Most teams are live with their list in under a minute.

Invite users from your sub-account dashboard. Each member gets a role — admin or collaborator — and can be assigned to territories when territory scoping is turned on. Invites arrive by email and land the recipient directly in the right workspace.

Yes. We configure your pipeline stages, import contacts, wire your first automation, and stand up a marketing site when you need one. Reach out through the contact page and tell us where your team is today — we'll map the fastest path to production.

Search, filter, and open profile pages with notes, deals, tasks, events, and a unified activity timeline. Send email or SMS from a contact in one click — replies route back to your inbox. Import and export CSV at any time.

A six-stage Kanban board — new, contacted, qualified, proposal, won, lost — with draggable deal cards, stage timers, and a lost-reason prompt so you learn from deals that don't close. Every deal ties back to a contact record automatically.

Yes. A drag-order field builder supports six field types. Each form gets a public hosted page at /f/[id] and an iframe embed for your own site. Submissions create contacts and can trigger automations within seconds.

Date-range KPIs, pipeline funnel, won-revenue chart, and leads-by-source breakdown — all loading from live data, no spreadsheet exports required.

Send from any contact profile in one click. Email runs through our verified sending domain; SMS via a managed sender. Replies route straight to your inbox through Reply-To — no shared mailbox, no copy-paste.

Yes. Embed a signed web-chat widget on any site you control. Sessions are origin-validated and token-authenticated; rate limits and AI quota checks run before each response. Configure the agent, appearance, and knowledge base from your sub-account dashboard.

Yes. Voice agents integrate with Vapi for inbound and outbound calls. Call logs, transcripts, and contact linkage live in the same workspace as your pipeline — so a phone conversation shows up on the contact timeline automatically.

CentralAI is the embedded AI command center inside each sub-account — goals, journal, vault sync, and conversational workflows that sit alongside your CRM data. It reads the same tenant boundary as everything else, so AI actions stay scoped to the workspace you're in.

When a form submits, 212ai can fire an SMS and email sequence within seconds — before your competitor's SDR even sees the notification. Configure the sequence once; every new lead gets the same fast follow-up.

Yes. Broadcasts let you message a filtered segment of contacts by email or SMS from one screen, with delivery status tracked per recipient.

Trigger on form submission, deal stage change, or manual enrollment. Chain SMS, email, task creation, and pipeline updates. Activity logs show what ran and when — so you can debug a sequence without guessing.

Each sub-account can spin up a marketing site or video sales letter funnel through gitpage.site. Pick a niche template, fill in business details, services, and design preferences, hit Build, and get a live URL in 1–3 minutes. One website per sub-account.

Multi-page marketing sites and single-page VSL funnels. Sections cover hero, services, about, testimonials, FAQ, contact, and more — configurable from the website panel without touching code.

Published sites ship on a gitpage.site subdomain by default. Custom domain mapping depends on your gitpage.site plan and DNS setup — we can walk you through it during onboarding.

HAMP — Human Activity Mining Protocol — turns real, signed-in user activity into a tamper-evident ledger. That signal powers personalized journeys, smart targeting, HRMS workflows (users, attendance, leave, expenses, recruiting, performance, payroll, vault), and AI-powered insights inside each sub-account.

Yes. HAMP ships a native HRMS foundation: user directory, attendance, leave requests, expenses, recruiting, performance reviews, payroll scaffolding, document vault, and an immutable activity ledger. It's built for teams that want people operations in the same workspace as sales and service.

Visit the HAMP product page at 212ai.io/hamp for an overview, or contact us for a walkthrough on your own data.

All tenant data is isolated with Row Level Security in Postgres — only you and the people you invite can read or write to your workspace. Provider credentials and integration secrets are encrypted server-side and never returned to the browser. Daily backups and encrypted-at-rest storage are standard.

Yes. Contacts and most list views export as CSV at any time. Your data stays portable — you're not locked into a black-box database you can't query.

When enabled on a sub-account, collaborators only see contacts and deals in territories they're assigned to. Owners and admins retain broader access. Authorization is enforced in the database, not just hidden in the UI.

212ai is sold as a managed SaaS workspace — talk to us for a plan that matches your team size, sub-account count, and channel volume (email, SMS, AI). We quote based on your setup rather than nickel-and-diming per contact or per message.

Contact us to discuss a pilot workspace. We'll provision a sub-account, import a sample of your data, and show you pipeline + automations running on real leads before you commit.

Email hello@212ai.io or use the contact form at 212ai.io/contact. We respond to setup questions, integration help, and production issues from the same address your team sees on the landing page.

Form submission endpoints are public today. A full read/write REST API is on the roadmap. In the meantime, every major list exports CSV and the underlying Postgres schema is queryable for advanced integrations.