Optimality is a connected planning and execution environment. It captures the signals created through everyday work and connects activities, decisions, commitments, dependencies, evidence and knowledge in one operational model.

Optimality can coordinate plans and work, but its purpose is broader. It keeps the relationships between work, decisions, people and knowledge visible as conditions change.

Optimality supports two types of approved agents. Workflow agents operate within a structured process, with defined roles and skills that tightly govern their tasks and deliverables. Oversight agents work across the wider operational picture, helping teams identify risks and strengthen governance. People retain responsibility for consequential decisions.

No. It helps people and agents see relevant context, identify changes and prepare actions. People remain responsible for approvals, priorities and material decisions.

It provides a governed way for supported AI workspaces to use context from Optimality. This allows people to work with their operational information from tools such as ChatGPT or Claude without creating a separate version of the plan.

Yes. The mobile app lets you review work, update progress, capture photos, record meeting transcripts, create connected work, comment, mention colleagues and speak to Opti.

Optimality keeps the transcript and deletes the recorded audio.

The customer retains ownership of their information. Access remains governed by workspace permissions, and Optimality does not use customer data to train AI models.

Customer data is isolated behind firewalls and protected by controlled access. Permissions are separated by endeavor so confidentiality is maintained across projects and between a customer’s own clients. More information is available in our Privacy Policy and Subscription Agreement.

A team can begin with a single live use case and a small group, then expand as their experience and useful operational context grow. Optimality is designed to be used without specialist training. Teams can also join our weekly open office sessions to speak directly with the Optimality team.