NOVAI Ops

User Guide

What is NOVAI Ops?

NOVAI Ops is the internal operations platform for NOVAI Pte Ltd. It gives the team access to BD pipeline management, expense claims, HR records, and platform monitoring — all in one place. Access is invite-only.

Your Role

Your role determines what you can see and do. There are three roles:

  • Contributor — submit claims, request leave, manage your own BD contacts
  • Approver — everything a Contributor can do, plus approve claims and leave requests
  • Owner — full access including Admin, HR staff directory, Sentinel, and user management

If you need additional access, contact Steven at stevenseet@ewhiz.ai.

BD Pipeline

The BD pipeline tracks all business development contacts across eight funnel stages: Potential, Contacted, Engaged, Qualified, Proposal, LOI Signed, Event Confirmed, and Cold.

  • Add new contacts using the Add Contact button
  • Use the Research button on any contact to ask Zara — NOVAI's BD Agent — for a prospect brief, talking points, and a draft outreach message
  • Use the Enrich button to find the right decision-maker at a company via Apollo
  • Save a draft message using Save Draft — it stays attached to the contact record
  • Send the message from your own email, then click Mark as Sent in the app
  • All outreach is logged in the Outreach Log tab so the team has full visibility

Claims

  • Submit an expense claim under Claims → Submit Claim
  • Fill in category, amount in SGD, date, and description
  • Your claim appears in My Claims with status: Pending
  • An Approver or Owner reviews and approves
  • Once paid, status updates to Paid

HR

  • View your own profile under HR → My Profile
  • Submit a leave request under HR → Request Leave
  • Track your leave history under HR → My Leaves

Important Rules

  • You are responsible for all outreach sent from your email
  • Never send on behalf of NOVAI without reviewing Zara's draft carefully
  • Never share your login credentials
  • If anything looks wrong, contact Steven immediately

Need Help?

Steven Seet — stevenseet@ewhiz.ai

Back to login

NOVAI Operations v0.1.0