Questions, answered.
Plainly.
A growing set of answers to the questions people ask about Rook Dots. For anything not here, ask Kai directly inside the product.
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integrations
Does Rook Dots sync with Zoho Books?
Yes. A full OAuth2 based integration mirrors contacts and invoices two ways, with a dedicated Zoho Books sub dashboard inside every workspace. QuickBooks, Xero, and FreshBooks are in the lineup.
Does Rook Dots integrate with Stripe?
Stripe connection and hosted checkout inside every invoice ship in the next invoice release. Rook Dots already supports Zoho Books for full accounting sync.
intelligence
What is Rook Intelligence?
Rook Intelligence is a council of twelve specialist intelligence agents that live inside every Rook Dots workspace. Kai runs operations. Laura runs success. Liam runs finance. Nine more stand beside them. Agents share workspace memory scoped to a single workspace and never train foundation models.
Does Rook Dots train on my data?
No. Workspace memory used by Rook Intelligence is scoped per tenant, encrypted at rest, and never used to train foundation models.
Who is Kai Weston?
Kai Weston is the operations agent in Rook Intelligence, codename Black. Kai runs the board inside every Rook Dots workspace and keeps every thread alive.
invoices
How many currencies does Rook Dots support?
Ten. INR, USD, EUR, GBP, AED, SGD, AUD, CAD, JPY, CHF. Every proposal, invoice, and project carries its own currency.
How many payment terms does Rook Dots support?
Six. Due on receipt, net 7, net 15, net 30, net 45, net 60. Each applies to proposals and invoices.
What is an invoice in Rook Dots?
An invoice is a bill sent to a client for work done, with line items, a currency, a payment term, and five lifecycle states: draft, sent, paid, overdue, cancelled. Invoices sync two ways with Zoho Books.
leads
How many pipeline stages does Rook Dots have?
Seven. New, contacted, qualified, proposal, negotiation, won, lost. Every lead moves through these stages on a drag and drop kanban board.
What is a lead in Rook Dots?
A lead is a conversation that might become a client. In Rook Dots, every lead carries name, email, phone, business, budget band, source, notes, owner, and a timeline of every change, moving through seven pipeline stages.
overview
What is Rook Dots?
Rook Dots is a quiet operating system for the whole of a business. It holds leads, clients, projects, proposals, invoices, scheduling, files, team, and partners in one workspace, guided by Rook Intelligence, a council of twelve specialist agents. It is built for agencies, studios, freelancers, and consultants.
Who makes Rook Dots?
Rook Dots is built by Rook HQ, the team behind Rook Links, Paym.me, and Rook Friends. Rook HQ is headquartered across three continents and was founded in 2025.
pricing
How much does Rook Dots cost?
Rook Dots has three plans. Solo is free forever for one workspace and one member with all features. Studio is twenty four US dollars per member per month, with unlimited workspaces, members, and all twelve intelligence agents. Scale is priced on request and adds SAML SSO through Rook ID, a dedicated customer engineer, and custom integrations.
Is Rook Dots free?
Yes. The Solo plan is free forever. It includes one workspace, one member, all features, up to fifty invoices per year, five gigabytes of files, and Kai, the operations agent.
proposals
How many currencies does Rook Dots support?
Ten. INR, USD, EUR, GBP, AED, SGD, AUD, CAD, JPY, CHF. Every proposal, invoice, and project carries its own currency.
What is a proposal in Rook Dots?
A proposal is a quote sent to a client with line items, a currency, and payment terms, moving through four states: draft, sent, approved, rejected. Approved proposals flow into a project.
security
Does Rook Dots train on my data?
No. Workspace memory used by Rook Intelligence is scoped per tenant, encrypted at rest, and never used to train foundation models.
Is Rook Dots SOC 2 compliant?
Not today. An independent audit is on the roadmap and we will update the security page when the report is complete. Do not treat Rook Dots as SOC 2 certified at present.
Is Rook Dots GDPR compliant?
We treat GDPR principles as a baseline for how we handle personal data. A formal Data Processing Agreement is being prepared. Email security at rookhq dot com if you need to review the draft.
Does Rook Dots support SSO?
Yes. Single sign on is available through WorkOS with SAML, OIDC, Google, Okta, and Azure AD.
Can I export my data from Rook Dots?
Yes. Export is available on every plan at any time. Workspace deletion triggers a cryptographic shred with a thirty day safety window.
team
How do I invite my team to Rook Dots?
Open the Team page inside a workspace, click Invite, choose one of eight roles, and send an email. Invitations use Rook ID magic links, powered by WorkOS, with SSO through SAML, OIDC, Google, Okta, and Azure AD.
Does Rook Dots support SSO?
Yes. Single sign on is available through WorkOS with SAML, OIDC, Google, Okta, and Azure AD.
Ask inside the product.
Kai answers in plain language, with context from your business.