Introduction to Atarim: Overview and Benefits

Atarim has grown from a visual feedback tool into a platform with an AI layer built on top of it. What you see depends on who you are: agencies get a full workspace with every client, project, and a workspace-scoped AI chat (Beta); Website Owners get a focused Client Dashboard (Beta) scoped to their own site. This article covers the three pillars the platform is built on, and what's actually available in each one today.

The Three Pillars of Atarim V5

Everything in the platform serves three goals:

1. Proactive Agency — an AI agent can review a connected site and surface suggestions on its own, through named agents: Pixel (UI & Design), Navi (UX & Accessibility), Index (SEO & Performance), Lexi (Content & Copy), Glitch (Functionality), and Claro (Clarity & Strategy). Claro is on from the start as your chat assistant. You choose which agents take part each time you start a review.
2. Self-Serving Clients — a Website Owner can ask the AI for changes to their own site. A proposed change can be previewed (“Show me”) or applied directly (“Do It”). Do It is currently a WordPress-only, Beta feature; other platforms are listed in the interface as upcoming.
3. The Upsell Machine — requests matching your agency’s stated expertise are intended to be automatically flagged and routed to you as a pre-qualified, priced task.

Meet Your AI Agents

Six named agents make up Atarim’s AI layer. Each one is scoped to a specific kind of review:

Claro doubles as your workspace chat assistant (Beta), so it’s active from the start. The other five join a review when you choose them as you start it, with a preset or with Custom.

Findings from these agents are pinned as comments the same way a human comment would be, and become tasks through that same mechanism. On workspaces with Internal Tasks enabled, these are commonly kept marked internal until your team has reviewed them, rather than shown to the client immediately.

Visual Collaboration, Still at the Core

Atarim still does what it always did well: contextual feedback directly on live pages, designs, and images, attached to the exact element being discussed — so nothing gets lost in a long email thread or a vague “see the header” comment.

Instructions:

• Open your Project in Atarim
• Click on the element you want to comment on and leave a note
• Navigate between designs or webpages where feedback is needed during this project by toggling Browse Mode on or off

Your Dashboard, at a Glance

Each website project has a Project Dashboard, laid out in three areas:

• Chat rail (left) — your conversation with Claro, focused on this project, with Chat, Tasks and Assets tabs and a Chat history button.
• Main panel (center) — a header for the site, screenshots of the site across desktop, tablet, and mobile, and a two-item row below: your Approval Queue and your Credits (a donut chart showing credits used, scheduled against upcoming workflow runs, and still available).
• Scheduled Work (right) — the workflows actively running or queued for this site.

Agencies and Website Owners see the same layout, scoped to what they have access to.

Refreshing the site screenshots

The dashboard shows the site at Desktop, Tablet and Mobile sizes. Refresh them after a change goes live, so the dashboard matches the site.

Instructions:

1. On the Projects screen, hover the project card and select Manage.
2. In the site header, select the refresh icon (Regenerate screenshots).
3. Wait for “Screenshots updated.” If you see “Screenshots are still generating. Reload in a moment to see them.”, reload the page shortly.
4. To leave feedback on what you see, select a screenshot. The site opens in Collaborate.

Getting scheduled work running

The Scheduled Work column lists the workflows lined up for this project, and the label in its header says what they still need before they run. It needs a wide window (see the tip above). Clients see the workflows, but not the steps below.

Instructions:

1. If the column reads No scheduled work yet, select Build the proactive plan. Your AI team studies the site and proposes workflows in a window headed Your proactive plan is ready. Nothing runs until you approve.
2. Switch off any workflow you don’t want, then select Approve & schedule (it reads Approve & deploy when the client already has a budget). If you close the window first, the header reads Awaiting approval. Select Review the plan to open it again.
3. If the header reads Needs budget, the client has no monthly credits yet. Select Set monthly budget and choose an amount. Learn How Client Budgets Work
4. When the header reads Active, the plan is running. A card confirms the budget and when the first runs start.

Each workflow card shows its status, its runs, how often it runs and roughly what a run costs. While the plan waits for approval the cards read Proposed, and until the client has a budget they read Waiting. After that each one shows Active, Paused or Draft.

For a project without a plan, the header shows your account’s status instead: Active on a paid plan, Ready to Activate on the Free plan, or Paused when your paid subscription isn’t active.

Task Management

Atarim converts feedback into actionable tasks, gathering additional information automatically to provide more context for the tasks. This includes auto screenshot, browser type, screen resolution, and even the exact URL where the feedback was placed. These tasks can be tracked through the unified Inbox or Kanban boards, allowing teams to manage tasks easily, maintain full clarity on requirements, and monitor progress at a glance.

Instructions:

• Assign tasks to team members for full clarity.
• Set project deadlines to shorten feedback cycles.
• Track task progress using the Kanban boards.

Client and Stakeholder Communication

Keep clients and stakeholders updated with automated notifications, ensuring they’re always aware of project progress without needing constant manual follow-ups.

Instructions:

• Invite clients via email from the projects page to bypass their need to register. Straight into feedback.
• Grouped email notifications is designed to combine multiple updates within a single project—such as new tasks, comments, status updates, and priority changes—into a single, consolidated email. This reduces inbox overload while ensuring clients receive all relevant updates in a streamlined, organized manner.
• Brand Atarim as your own feedback tool in the eyes of your clients in the settings area.

First-Time Guest Identification

The first time a guest leaves feedback on a project, they’re prompted for their name and email address. This lets Atarim identify who submitted the feedback and notify them when there’s a response. Once submitted, they can keep leaving feedback immediately — no account, no password.

Plugin Installs and the Approval Queue

When the AI needs a WordPress plugin that isn’t on the connected site yet during a live chat with Claro or after an automated site scan, it doesn’t install or activate it on its own. The request is held as a pending item in your Approval Queue (Beta) until someone approves or declines it. A request nobody decides on within 14 days is declined automatically, and nothing runs. One approval covers installing and activating the plugin. Activating a plugin that is already installed is a request of its own. You can approve or decline from the Approval Queue (which has Pending and History tabs), or right inline in the chat where the request came up.

Every Workflow Run Leaves a Trace

Automated work isn’t a black box. The Workflows section has three tabs:

1. Templates — a browsable library you can deploy from.
2. Manage — a table of every workflow currently deployed.
3. Runs — an execution log of every run, scheduled or manually triggered.

If a client asks “is this actually working?”, or a scheduled run silently stops producing output, open the Runs tab and drill into that run — you’ll see the same workflow diagram as the builder, with each step’s status overlaid in the order it actually ran, including the specific error if one occurred.

Integrations

Atarim integrates with many popular tools like Slack, Trello, and Jira, ensuring that teams can continue using their preferred tools while benefiting from Atarim’s visual collaboration features.

Instructions:

• Go to the Integrations section in Atarim’s settings.
• Connect your desired tool (e.g., Slack, Trello) and customize how Atarim shares project updates.

FAQs

Conclusion

Atarim V5 is still built around clear, contextual feedback on real pages — with an AI layer on top that's live for chat, review, and WordPress edits today, and still expanding into automated request-routing.