Centralized customer context
The/dashboard/context page is the single source of truth for everything your agents read before they act. It surfaces buyer personas, company knowledge entries, linked Loom recordings, Slack thread captures, tracked competitors, and active skill references — all editable inline, all scoped to your workspace.
Every card on this page supports add, edit, and delete. Changes persist immediately via Convex reactive mutations. RBAC is enforced on every write — operator role and above can edit; viewer role is read-only.
Loom & Slack link capture
Paste a Loom URL or a Slack thread URL into the capture panel and BossMode infers the kind (loom, slack, notion, github, or other), records a title and optional notes, and stores it with a timestamp.
Competitive research engine
Track competitors and let agents surface weekly intel deltas. Each competitor entry records a name, URL, notes, when tracking started, and the latest AI-generated summary. The scan action is pluggable — it ships with a stub provider that returns structured metadata without hitting external URLs. Wire a real search provider (Exa, Tavily, etc.) by setting the appropriate env var./dashboard/competitive page lists every tracked competitor alongside the latest summary and a re-scan button.
API reference
| Method | Route | Description |
|---|---|---|
POST | /api/pro/links/capture | Capture a Loom, Slack, or other URL |
POST | /api/pro/competitors | Add a competitor |
DELETE | /api/pro/competitors/:id | Remove a competitor |
POST | /api/pro/competitors/:id/scan | Trigger a competitive scan |
x-bossmode-token and at least operator role.