Every serious CRM was built decades ago and never fully rebuilt.

Lumenbase is a new CRM for the AI age that helps you prioritize your day and engage with the right people in your network.

Full-funnel CRM with lists, leads, deals, and accounts; Lumo AI for daily priorities and outreach; automations, lead scoring, forecasting, and integrations with Gmail, Outlook, Slack, LinkedIn, and more.

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    Reference

    Inventory table of every Lumo surface — Today, Chat, Codex, lists, leads, LinkedIn, settings — and where to configure each.

    By Sebastian StreiffertPublished May 31, 2026Updated May 31, 20265 min read

    Product feature inventory

    Lumo is not only Chat — it powers Today, Codex, list and leads automation, LinkedIn signals, and workspace configuration. Use this table as a map of what exists and where to configure it. Start with the Lumo overview if you are new.

    Lumo prioritizes and drafts. It does not run your day or send outreach automatically. You review Today recommendations and confirm every Chat write action.
    FeatureWhereWhat it doesHow to set up
    Today & recommendationsToday pageDaily briefing, prioritized contacts, and message drafts using CRM data plus Codex + list scope.Setup guide
    ChatDashboard Lumo module; global search follow-upConversational assistant over workspace data — answers, charts, and approved writes.Setup guide
    Codex co-createLists → CodexesPlaybooks per list: scope, tone, qualification, LinkedIn monitoring, and recommendation preview.Setup guide
    List auto-classificationLists → list settingsKeeps list membership in sync via Lumo instructions or a deterministic contact filter.Setup guide
    Leads kanban auto-moveLeads pipelineClassifies leads into columns using per-stage Lumo prompts on each leads column.Setup guide
    LinkedIn activity signalsCodex + browser extensionPolls LinkedIn posts/shares for contacts on monitored lists; feeds Today and LinkedIn Monitor.Setup guide
    Task playbooks & bundlesTask playbook editorsLumo context on bundles so recommendations stay aligned with list/column links.Setup guide
    Company descriptionSettings → Company → ProfileWorkspace positioning text Lumo uses for industry and tone in outputs.Setup guide
    Lumo personalityMy Settings → PreferencesPer-user tone preferences for drafts and chat (workspace gate may apply).Setup guide
    Lumo settings hubSettings → Workspace Settings → LumoSurface gates, utilization snapshot, credits, Leads kanban toggle, and deep links.Setup guide
    Workspace admins should open Settings → Workspace Settings → Lumo for a live checklist of which features are active and links to each area — see Settings & credits.

    How features connect

    Most Lumo outputs combine CRM data with Codex + list scope. Today and Chat read the same guardrails; list auto-classification and leads kanban run on schedules or triggers without opening Chat. LinkedIn monitoring depends on the browser extension plus Codex switches.

    Quick reference

    Today & recommendations: Today page
    Chat: Dashboard Lumo module; global search follow-up
    Codex co-create: Lists → Codexes
    List auto-classification: Lists → list settings
    Leads kanban auto-move: Leads pipeline
    LinkedIn activity signals: Codex + browser extension
    Task playbooks & bundles: Task playbook editors
    Company description: Settings → Company → Profile
    Lumo personality: My Settings → Preferences
    Lumo settings hub: Settings → Workspace Settings → Lumo

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