GUIDEcx

Accelerate the Journey from New Customer to Lifelong Advocate.

Customer Service

Compliance CertificationsGDPRCCPASOC2

Server LocationUnited States

About GUIDEcx

A client onboarding and project management platform is designed for professional services teams to manage client projects from kickoff to completion. It tracks tasks, milestones, file sharing, approvals, and status updates, letting teams collaborate with clients in one place.

What Cakewalk Does With GUIDEcx

Govern who on your team and which agents can access GUIDEcx. AI agents can act inside GUIDEcx with the permissions of the person who asked. Cakewalk checks each call against policy, holds risky actions for approval and writes an audit record for every one.

Integration Capabilities

Agent Connection

A Connection lets an AI agent act in GUIDEcx through Cakewalk instead of with its own API key. The agent operates with the permissions of the person who made the request, only for the duration of that task. Every call is checked against policy and written to the audit log.

Use Cases

Use Case	Description
Let an Agent Handle GUIDEcx TasksAgent Connection	A person asks their agent to do something in GUIDEcx, like find a record, update a field or pull a report. The agent does it through Cakewalk with that person's own access, not a shared key.
Every Action Checked and LoggedAgent Connection	Every agent action in GUIDEcx is checked against your access rules and written to the audit log. Safe actions go through, risky ones wait for approval or are blocked.