Permissions
Scoped access defines exactly who and what Habitat can touch — nothing runs outside policy.
Secure AI operations
AI automation your business can finally trust.
Habitat is the secure, voice-first AI operations assistant that acts only inside your guardrails — permissions, human approval, and a full audit log — across the CRMs and task trackers your team already uses.
- Voice-first
- Permissioned
- Auditable
“Create the Acme deal in HubSpot and email the owner a recap.”
Governed execution
Permissions — who can do what
Approval — human-in-the-loop for sensitive actions
Audit log — every action recorded
Executed in approved tools· HubSpot · Gmail
The problem
SMB teams drown in manual ops work — and the AI that could fix it is too risky to let in.
Hours lost to busywork
Managers, sales and ops staff spend hours every week copy-pasting between CRM, email, docs and tasks.
Agents need too much access
The agents that could automate this demand broad, uncontrolled access — a data and security risk SMBs can’t take.
Consumer AI isn’t built for ops
Chat assistants optimise for personal content — not governed, auditable business operations.
≈ 1 day
a week
of a typical employee’s time goes to repetitive manual tasks that software could handle.
How it works
Every action is governed by default.
Unlike open desktop agents, Habitat never gets uncontrolled access. It runs in a controlled container where nothing happens without policy and a trail.
Approval
Human-in-the-loop checkpoints hold sensitive actions until someone signs off.
Audit log
Every request and action is recorded, so you always have a full, reviewable trail.
What it automates
The repetitive work your team still does by hand.
CRM updates
Create & update deals, contacts and records across your CRM from a sentence.
Workspace sync
Draft email, update Sheets & Docs, and manage the calendar.
Meeting summaries
Turn calls into notes, action items and follow-ups.
Task & project ops
Create, assign and track work across the team.
Knowledge base
Capture, organise and answer from internal know-how.
Browser & automations
Run approved web workflows and trigger technical jobs.
CRMs
Salesforce · HubSpot · Zoho · Pipedrive · Bitrix24 · Dynamics 365 · monday · Kommo · Freshsales
Trackers
Jira · Asana · Trello · ClickUp · Notion · Linear · Wrike · Smartsheet · YouTrack
Early access
Join the waitlist.
We’re onboarding design partners and early SMBs now. Get in line for the governed automation layer for small business.