# Taclia

> Taclia is the management platform for service SMBs: CRM, billing, fleet, maintenance, time-attendance and an AI Copilot — all in one product.

This file is intended for AI agents and large language models that need a structured overview of Taclia's product and documentation.

## Product surfaces

- `flow.taclia.com` — The B2B workspace used by client organizations (Flow).
- `taclia.com` — Marketing pages + the public B2C portal (Web).
- `brain.taclia.com` — Internal admin panel for the Taclia team (Brain).
- `partners.taclia.com` — Partner/reseller hub (Partners).

## Core modules

- CRM: companies, contacts, deals, requests.
- Tasks, calendar and projects.
- Billing: quotes, invoices, recurring invoices, expenses, Stripe payments.
- Fleet & maintenance: vehicles, routes, work-orders, preventive maintenance, assets.
- Time attendance: clock-in/out, geofencing, WhatsApp integration (add-on).
- AI Copilot: read-only and write tools across the product, with explicit user
  approval for write actions and atomic undo.

## Privacy and data ownership

- All organization data is isolated by `organization_id` in PostgreSQL with
  Row-Level Security; the AI Copilot inherits these constraints.
- The Copilot does not retain conversations outside the user's organization.
- Read tools execute synchronously; write and configuration tools require
  explicit user confirmation before being applied (with atomic undo bundles).
- LLM providers used (Anthropic, OpenAI, ElevenLabs) are configured to disable
  using customer data for training.

## Contact

- Product website: `https://taclia.com`
- Support: support is provided in-app via the AI Copilot and by email at
  `support@taclia.com`.