Sample data
Demo only. Made-up sample data, pre-recorded answers, nothing is saved or sent. Documentation
Steward AI · Perfex CRM module
Scroll to open the MacBook, then click through the module: the home briefing, the assistant with its answers and change cards, the approval queue, the audit trail, usage limits and settings. Type / in the chat box for the team playbooks.
This is only a demoIt is here so you can see and click through the interface and the user experience. It runs on made-up sample data: no AI provider is connected, the answers are pre-recorded, and nothing is saved or sent.
Every change the agent proposes shows the exact before and after, and waits for a person.
Staff only see what Perfex lets them see. Spending limits stop the agent; the audit trail is hash-chained.
Claude, ChatGPT and Cursor connect over MCP with scoped keys, under the same approval rules.
This page is only a demo of the Steward AI interface. It exists to show the look and the user experience. Everything on the screen is sample data. Read the documentation