The workspace, tools, and context to run the work.
Start with the operational Dashboard, conversation, search, files, and projects. Explore the deeper tools and connected workflows when you need them.
Start in the Workspace
Dashboard & Workspace
A configurable operational home with live work, persistent panels, conversation, and device-aware views.
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Search & Research
Live web discovery, specialist APIs, playbooks, source verification, current evidence, and readable citations.
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Projects
Keep project conversations, files, notes, time, client context, and AI memory together.
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Prompt Library
Proven, editable starting prompts available wherever a fresh conversation begins.
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Routines
Mini AI agents that run your repeat work, daily digests, weekly reports, lead follow-ups, automatically.
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Planning Tool
Plans that stay true. Living, verified plans you can trust a week later, for anything you need to plan and deliver.
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Estimates & Proposals
From company profile to polished estimate in minutes. Proposals, scopes of work, and letters, exported as Word or PDF.
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Meeting Notes
Live transcription with speaker diarization, automatic summaries, and pulled action items.
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Calendars & Reminders
Daily to-dos, smart reminders, and calendar awareness, all in one persistent view.
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Deep Integrations
Connect supported business systems for verified read and write workflows inside the same assistant experience.
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APIs & Playbooks
Codified industry workflows and live specialist sources, including public, regulatory, legal, market, and business data.
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AI Phone Agent
Answers your business line, takes messages, books appointments. Plus email, voicemail, text, and Slack.
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Import Past Chats
Bring supported conversation exports from other assistants. GearHead picks up from the imported history.
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Market Intelligence
Research competitors, find leads, pull local market data. Powered by Google Places, Apollo, Yelp, Census.
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Campaign Manager
Organize ads, copy, keywords, and channel performance for every campaign, plus Newsletter Programs that send inside rules you set.
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Newsletter Programs
Email marketing that runs itself, inside rules you set. Approved plans send exactly as approved, and one-offs are always drafts.
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Lead Capture & CRM Sync
Captures leads from forms, calls, and email, pushes them to HubSpot, Salesforce, Zoho automatically.
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Blog Manager
AI writes your blog posts, schedules them, and auto-publishes to WordPress, your newsletter, and social.
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Website Manager
A free GearHead powered marketing site, or connect your WordPress and run pages, posts, and your calendar in plain language.
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Finance Desk
Your whole money picture in one conversation. Stripe, QuickBooks, PayPal, and Square, with verified, permission-gated actions.
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Commerce Desk
Your store in plain language. Shopify, WooCommerce, and Square: orders, inventory, customers, payouts.
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Document Review
Findings tied to exact pages, and an annotated PDF to prove it. Flags risks, finds compliance gaps, suggests fixes.
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Expenses & Time Tracking
Track time and expenses with Harvest, Upwork, Paymo sync. Logs auto-categorize. Reports run themselves.
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Manage Your Team
Role-based access, seat assignments, per-user permissions for every tool. Coach the team to work better.
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Customize GearHead
Pick your persona, voice, theme, integrations, and AI models. Your GearHead, your way.
Learn more →Built Right
Custom Memory Network
Permission-aware persistent memory. Remembers across users, threads, and projects, without leaking.
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Top-Tier Security
AES-256, role-based access, encrypted at rest and in transit. Built for legal and healthcare workflows.
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Model Agnostic
Choose among the models currently eligible for your account, or let GearHead route through the live model registry.
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AI Personas
8 distinct teammates with their own voice, expertise, and communication style.
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Emotional Awareness
Voice tone analysis and emotional profile building, better conversations for care, coaching, and support work.
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Generate Images & Video
Create and edit images, generate short videos, and keep verified outputs in My Files.
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Full Coding Environment
Built-in IDE, E2B sandboxed mini-servers, version-aware. For technical teams who code alongside GearHead.
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Help When You Need It
Onboarding flow, 40+ video tutorials, full FAQ, and a help system that knows your account.
Learn more →Want to see it all in action?
Book a 30-minute walkthrough. We'll focus on the features most relevant to your business.