Replace six tools with one record
Chat, CRM, invoicing, tax, inventory, shipping and the ledger are seven separate products today — seven bills, and seven copies of the same customer drifting apart. Oneop makes them lenses on one record. The invoice in the card beside this was raised from the conversation in it. Nothing was re-typed, because there was nothing to re-type.
Sign-up opens when the app launches. We will email you once — no marketing list.
Matched to an existing CRM contact — nothing re-typed downstream
One order, five modules — pick one. Same record underneath.
One order, five modules
Watch one chat become stock, a shipment, an invoice and a journal entry
A customer asks a question.
A visitor opens the chat widget. Oneop matches her to an existing CRM contact, or creates one, and the thread lands on her record rather than in a separate support inbox.
The deal closes and the stock is spoken for.
The deal becomes a sales order and the order reserves the unit. Available stock is on-hand minus reserved, enforced in code and unable to go negative — which is the mechanical reason a second order cannot sell the hoodie this one already committed.
Re-key the order into the inventory system. There is nothing to re-key. It is the same record.
It gets picked, packed and shipped.
Pick and pack queue themselves and a real carrier label is bought through one of nine integrations — EasyPost, Shippo and ShipStation as aggregators, FedEx, UPS and USPS directly, and TCS, Leopards and PostEx for Pakistan.
The invoice is raised on the shipment.
Not on the handshake. The invoice is created inside the same transaction that moves the stock, so it bills what actually shipped — ship half the order and you invoice half of it. Tax lands on it as a line, from rate packs for Pakistan, all 27 EU member states, Canada and Egypt.
The books were posted before you asked.
Sending the invoice posts the journal entry: debits equal credits, checked by the application and again by a PostgreSQL trigger that rejects an unbalanced write outright. Periods close and stop accepting postings, and a correction posts a linked reversal rather than editing history.
“Do you have the Navy Hoodie in medium?”
Live chat · matched to an existing CRM contact
One system
Twelve modules. One record, one permission model.
Every module reads and writes the same customer record inside the same workspace boundary — so there is no sync job between them, and nothing to reconcile.
Front of house
The AI, and its limits
Run the business
Channels
Two channels, one shared inbox.
Web chat and email land in the same queue, against the same customer record — so an agent picking up a thread already has the deal, the invoice and the order in front of them.
On your website
- Website chat widgetOne script tag, or the WordPress plugin
- Live agent handoffBot flows escalate into a shared inbox
In your mailbox
- Two-way emailEach rep's own Gmail, Microsoft 365 or SMTP
- Email becomes ticketsThreaded replies, once a mailbox is connected
One shared inbox
Governed AI
It proposes. A person decides. Both are on the record.
Every step's thought, chosen tool, real observation, token count and guardrail result is stored — so what you review afterwards is the sequence that happened, not the agent's account of itself.
- Guardrails with no off switchPrompt-injection blocking and PII redaction run on every call, every plan, including free. No setting disables them.
- Writes pass one governed dispatchSuggest logs it, approve queues it for a person, autonomous dispatches it. Money and stock stay fail-closed regardless.
- A demo cannot become an audit trailEvery run is badged Simulated or Live. A simulated run makes no model call and writes zero credit rows.
Hard ceilings — the run ends at any one of them
Underneath the AI
One system, proved by taking something back
Chaining writes forward is easy. Undoing them across a ledger and a warehouse, atomically, is what separates one database from five products syncing.
What that rests on
- A ledger a trigger refuses to unbalanceDebits must equal credits — checked in the app, then again by PostgreSQL
- Stock that cannot go negativeAvailable = on-hand − reserved, so a second order cannot sell the first's units
And two you can check
- Tax that files, not just calculatesEU-27, Pakistan, Canada, Egypt · live filing to HMRC and FBR · opt-in
- Arabic that reaches the invoice PDFEmbedded typeface, mirrored layout, locale-correct money — not just app chrome
BEGIN — one transaction
COMMITAll three, or none of them. There is no half-voided invoice.
Connections
Nineteen integrations, grouped by the job they do
Every one exists in the product and is verified against the code that runs it. Nothing here is “coming soon”.
Support and sales over email
- Google WorkspaceSign-in, Gmail send/receive, Calendar
- Microsoft 365Sign-in, Outlook send/receive
- IMAP / SMTPAny standard mailbox, per rep
- SendGridTransactional out, Inbound Parse in
- PostmarkTransactional out, verified inbound
Payment and books that reconcile
- StripeInvoice payment links and Connect
- PlaidDaily bank feeds into reconciliation
- QuickBooks OnlineTwo-way sync, inbound by webhook
Your store and your other CRM
- WooCommerceLive products, stock, orders, returns
- ShopifyProducts, customers, orders — read-only
- HubSpotTwo-way contact, company and deal sync
- SalesforceContacts, accounts, opportunities, two-way
- Apollo.ioContact enrichment, metered monthly
Meetings and signatures
- ZoomBookings create real meetings
- DocuSignQuote e-signature, verified webhook
- Dropbox SignThe same flow, through HelloSign
Chat on your website
- WordPressOfficial plugin, keyed to your workspace
Alerts where your team already is
- SlackNotifications out, incoming webhook
- Microsoft TeamsNotifications out, incoming webhook
Straight answers
Questions people ask first
Which channels do customers reach you on?
A website chat widget and email. The widget installs with one script tag, or through the official WordPress plugin. Email runs both directions from each rep's own Gmail, Microsoft 365 or SMTP/IMAP mailbox, so replies come from a real person's address. Both land in one shared inbox, and a bot flow escalates into it with the visitor's place in the queue preserved.
What is Oneop, in one sentence?
An AI customer platform where a chatbot and live chat sit on the front, AI agents act on the CRM, tickets and tasks under published limits, and one database underneath carries the deal, the invoice, the stock movement and the ledger entry as the same record.
Which AI model does Oneop use?
Google Gemini — gemini-2.5-flash and gemini-2.0-flash-lite. One provider, named plainly, and every AI call in the product passes through a single metered router to reach it, which is what makes AI spend attributable per workspace. On the Business plan you can supply your own key.
What stops an AI agent doing something expensive?
Mechanisms in code rather than policy. Four hard ceilings bound every run — six iterations, 6,000 tokens, forty-five seconds, three actions — and hitting one ends the run as escalated. Every write passes one governed dispatch function that applies the agent’s autonomy mode. Money and stock actions are fail-closed until you switch them on separately, regardless of autonomy and regardless of a human approval.
How is my data protected?
By named controls in the code, each of which you can ask about individually. Passwords are hashed with scrypt. Third-party credentials — mailbox passwords, integration keys, DKIM private keys — are encrypted with AES-256-GCM per workspace and never returned by the API. The tenant app, the operator console and the client portal are three separate session principals with distinct signing secrets, and production refuses to boot unless all three differ. Outbound requests from any surface where you can supply a URL pass an SSRF guard on every redirect hop, and every inbound webhook is signature-verified and fail-closed.
Do I have to use all twelve modules?
No, but there is nothing to switch on. All twelve are present in every workspace, including finance, project management and sequences — use the ones you need and ignore the rest. What varies is the plan, not the module: invoicing is on every tier, while payables, expenses, tax and bank reconciliation start at Pro, and multi-currency at Business. Anything that sends email on your behalf still needs your own mailbox connected before it can send.
Get started
Start it in suggest mode. Promote it when it earns it.
Open a free workspace with two seats, configure an agent, and read its full reasoning trace before you let it write anything. No credit card, no sales call.
Sign-up opens when the app launches. We will email you once — no marketing list.