AI
AI that helps you get things done.
Let AI handle routine questions, pull together what you need to know, and keep your team organized — with a person in charge of anything that changes your business.
How it works
You ask. It proposes. You decide.
The order matters. Nothing in your business changes because software decided it should.
Working today.
Ask about your business
Type a question the way you would ask a colleague. The answer is assembled from your records — and only the ones you are allowed to see.
Being built now.
Record summaries
In developmentOpen a customer and read what actually matters: what changed, what is open, what needs an answer. In development — not released yet.
Approval queue
In developmentWhen the AI wants to change something, it asks, and a person approves or rejects it. In development — today the AI does not change your data at all.
Where the limits are
What our AI will not do.
Useful AI in a business system is defined as much by its restraint as its reach.
- It cannot read a record the person asking is not allowed to see
- It does not change your data on its own
- Answers are labeled: computed from your records, or generated
- Every action it proposes, and every decision you make, is recorded
The AI Workforce, as it arrives.
These are designed and on the roadmap. They are not available yet, and we will not sell them as though they are. Each one is released when it genuinely works.
AI Email Assistant
PlannedDraft replies and follow-ups in your own words, for you to send.
AI Receptionist
PlannedAnswer common questions and route the rest to the right person.
AI Sales Assistant
PlannedChase the follow-ups your team keeps meaning to get to.
AI Customer Support
PlannedHandle routine questions and hand over cleanly when a human is needed.
AI Operations Assistant
PlannedWatch the work in flight and flag what is slipping.
AI Finance Assistant
PlannedKeep invoices, balances and chasing in order.
AI Business Director
PlannedA standing view of the whole business, with the next thing worth your attention.
See what the AI does with your kind of work.
We will show you the parts that are working now, and tell you plainly where the rest is.