What kind of project is it?
Pick the closest fit — we tailor the next 10 minutes of questions to that. If nothing matches, pick the one nearest and add notes.
AI Agent / Workflow Tool
For platforms with an LLM-powered agent at the center — voice agents, document processors, AI copilots. Same architectural pattern as CHARLIE itself.
Custom Build (catch-all)
Catch-all when none of the other templates fit. Lighter on prescriptive questions, heavier on free-form vision so we can tease the project type out of the answers.
Custom CRM Build
Use this when the customer wants a CRM tailored to their workflow — pipeline stages, custom fields, role-based dashboards. Replaces or supplements Salesforce / HubSpot for industries with unique data models.
Customer Portal
Customer-facing self-serve portal — view orders, submit tickets, manage subscription, see documents. End-users are the customer's customers.
Internal Operations Tool
For internal-only tools that streamline a specific business process — claims management, scheduling, inventory, ticket systems. Customer is the company, end users are their employees.
Marketing / Outreach Tool
For automated outreach platforms (LinkedIn, email sequences, cold-call dialers). Strong overlap with DeskFlow.