Client companies
Run several client companies from one Open Executive — one active at a time. Switching saves the current client's full state (chat, schedule, onboarding plans, documents, MCP tools) to its slot and restores the target.
New client
Captures the live company into the new client slot and makes it the active client.
New client from intake notes
Paste real intake material — call notes, a brief, website copy — or attach PDFs, Word, Excel, or CSV files, and the AI drafts the client's profile, org, starter documents, and known history. Attachments are also saved as company documents. It extracts only what the material says: unknowns stay blank and become open questions, and no contact details are ever imported.
Loading clients…
Only the active client is live — its scheduled actions fire and its documents are indexed; parked clients sleep in their slots. Your original company is preserved automatically the first time you switch, and can be restored from the Company Simulator page.