Intro to features
Almox bundles the surfaces an agency typically stitches together from separate tools. You can use just one feature, like Payments, if you only want to streamline invoicing. Or you can use most of them together and run your business almost entirely from one place.
What's available
Each feature is described in its own page in this section:
- Chats: real-time messaging with clients and your team
- Boards: project management with tasks grouped by Status
- Docs: rich-text documents you can share with clients
- Files: assets and binaries shared alongside your work
- Forms: intake forms and structured data collection
- Contracts: proposals with electronic signatures
- Feedback: annotated review and approvals on deliverables
- Milestones: phase markers across projects
- Embeds: pull in tools like Calendly or Notion alongside your work
Payments, Automations, and the AI Manager live in their own sections of this guide.
Alongside these, you'll find a few more surfaces in your right sidebar:
- Everything: a unified search across all your content (boards, docs, chats, files, contracts, etc.). Useful when you can't remember exactly where something lives.
- Resources: link items that point to external URLs. Like an Embed but the link opens in a new tab instead of rendering inline.
- Archive and Trash: where archived and deleted items go. Items in Archive are hidden from your main views but can be restored at any time. Items in Trash are deleted but recoverable for a window before they go for good.
Visibility: what clients see vs what stays internal
Some features are visible to your clients (Chats, Boards, Docs, Files, Forms, Contracts, Feedback, Milestones, Embeds). Others are internal-only (Automations, AI Manager, Settings, Billing).
Within the client-visible features, clients only see what you've explicitly shared with them. Creating a chat doesn't expose it to a client; sharing a chat with a client does.
A note on "Boards" vs "Projects"
Internally, Almox calls a project board a Board. In your workspace sidebar you'll see "Boards." Your clients see the same thing labeled Projects in their portal, same data, different word picked for each audience. We call them Boards in this guide (your view) but mention "Projects" where it's relevant to what your client sees.