Internal AI assistant
An AI assistant built around your business.
Connect your tools, find the information you need, and simplify everyday workflows with an internal AI assistant configured for your team.
Tools
CRM, docs, notes
AI assistant
Configured for you
Team
Answers and drafts
Your company's knowledge, connected
Everything your team needs, in one place to ask.
Bring relevant information from your CRM, meeting notes, documents, and other supported tools into one place your team can query.
Example question
“What should I know before tomorrow's client meeting?”
What your assistant can help with
Less searching. More doing.
Find answers
Search connected business information through conversation.
Prepare and analyze
Turn scattered information into briefings and reports.
Automate workflows
Draft follow-ups, prepare updates, and trigger agreed tasks.
Support your team
Make useful context easier to access during daily work.
See a workflow in action
One client meeting, start to finish
Before a client meeting
After the meeting
Built with access and control in mind
You decide what it sees and what it does.
We establish who can access the assistant, what information it can use, and which actions require approval as part of the project scope.
Authorized access
Defined data connections
Agreed permissions
Review before actions
Start focused. Expand with confidence.
01
Discover
Identify a recurring task, review your tools, and agree on what success looks like.
02
Pilot
Build and test one useful workflow with a small group of users.
03
Roll out
Expand the agreed solution, train your team, and provide documentation.
04
Ongoing care
Keep delivered workflows running and review opportunities for improvement.
Common questions
Good to know before we talk
Which tools can you connect?
[Answer]
How is our information handled?
[Answer]
Can the assistant take actions for us?
[Answer]
What does our team need to get started?
[Answer]
What support is available after launch?
[Answer]
Where could an AI assistant help your team?
Let's start with your tools, your workflow, and the work taking up too much time.