Smooth Operator

Talk to your business.

Ask a question in plain language — get the answer, and the work done. Smooth Operator runs on your CRM, inbox, knowledge, and analytics, and meets you in three places: inside Smoo, in Claude Code, and in Claude Desktop.

you say —

“Which deals went quiet this week — and draft a nudge to each.”

Inside Smoo

Found 4 deals with no reply in 6+ days.

Drafted a nudge for each — review in your inbox.

Claude Code

$ th, nudge the quiet deals

→ 4 drafts staged · confirm to send

Claude Desktop

Pulled 4 stalled deals from your CRM.

Wrote 4 personalized nudges to approve.

One operator. It runs on your org.

Not a chatbot bolted onto a docs page. Smooth Operator reads and acts on the business you already run — the same data, the same permissions, wherever you ask.

Know the numbers

Revenue, conversations, conversion, week over week — asked in plain English.

Work the pipeline

Find, create, and update contacts and deals across your CRM.

Handle the inbox

Draft and send follow-ups, recaps, and replies in your voice.

Answer from your docs

The same semantic search your team runs, over your own knowledge base.

Run the outreach

Generate templates and launch campaigns to the right segment.

Door one · inside Smoo

It's already in your dashboard.

Smooth Operator sits in the corner of every Smoo screen. No install, no setup — the moment you log in, your business is a conversation away. It's in the corner of this page right now.

For the revenue leader who wants the number and the next move in one breath.

Best for: daily driving your org — check the pulse, work the pipeline, fire off follow-ups without leaving the app.

you

How did we do this month, and who should I personally follow up with?

smooth operator

Revenue is $148k, up 12% on last month; 37 conversations, 22% booked. Three contacts are high-intent and cooling — Dana (Acme), Priya (Northwind), Marcus (Vela). I drafted a personal note to each. Want them sent from you?

Smoo · Smooth Operator
live in your dashboard
Anyone about to churn?
Two accounts went quiet and skipped last month’s invoice — Vela and Orbit. I drafted a check-in for each. Send them?

Door two · Claude Code

Run your business from where you build.

The smooth-agent plugin brings Smooth Operator into Claude Code — same org, same actions — right next to your codebase. Ship a feature and email the beta list about it in the same session.

For the technical founder who lives in the terminal and would rather not context-switch to a dashboard.

/plugin install smooth-agent@smooth

One line to install. Then talk to your business between commits — and let it file and track the work as it goes.

you

th, email the 12 leads from yesterday’s demo a recap and my booking link.

smooth operator

Drafted 12 recaps, each referencing what that lead asked about, with your Calendly link. Staged — say “send” and they go out from your org.

claude code — smooth-agent
$ /org-copilot how many booked calls this week?
 14 booked, 9 held, 3 no-shows.
  Want me to re-book the no-shows? (y/n)

Door three · Claude Desktop

Your business, in the chat you already use.

Add the Smoo connector to Claude Desktop and your CRM, inbox, and knowledge base become tools Claude can use. Ask in the same window you draft everything else in — no terminal required.

For the operator who doesn’t live in a terminal and just wants to talk.

mcp.smoo.ai · or: th mcp serve

Add the hosted connector once — or point Desktop at th mcp serve to keep it all on your machine. Cursor, Windsurf, and VS Code work the same way.

you

Summarize every conversation with Acme this quarter and draft a renewal proposal.

smooth operator

Pulled 9 Acme threads and their signed SOW from your knowledge base. They flagged onboarding twice — I addressed it in the proposal and priced the renewal at 15% expansion. Draft’s ready to review.

Claude Desktopconnector: mcp.smoo.ai

Using tool · smooth · knowledge_search

Using tool · smooth · crm_search

Renewal proposal drafted from 9 Acme threads + the signed SOW. Ready in your drafts.

One operator. One memory. Every surface.

The three doors aren’t three products — they’re three ways into the same operator. It knows the same org, obeys the same permissions, and remembers the same context whether you asked from Smoo, Claude Code, or Claude Desktop.

Same org, same truth

Every door reads and writes the one source of truth — your live CRM, inbox, and knowledge.

Same guardrails

It asks before it sends. Your permissions travel with you across every surface.

Pick your window

Dashboard, terminal, or desktop chat — use whichever is already open. The operator is the same.

Prefer to talk to a human first?

Tell us about your business and we’ll show you what Smooth Operator would do with it — no commitment.

Talk to your business — with us

Where should we reach you? We’ll follow up with a walkthrough tailored to your setup.

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Start talking to your business.

Pick the door you’re already standing in.