AI & Automation
AI & Automation
A chatbot for their website, a copilot for your dashboard — grounded in live CRM data.
- Embeddable website chatbot
- Business copilot with recommendations
- Knowledge base & offers
- Claude, GPT, MiniMax or your own model per client
A website assistant
Answers from your own knowledge base with sources, says it is an AI, captures leads and hands over to a person.
A copilot that acts
Logs visits, moves deals, books meetings and chases invoices — within the person’s role, proposed, logged and undoable.
Automations with guardrails
Events from every module trigger workflows, with a kill switch, daily caps and value ceilings.
Works together with
See it on your own data
A trial workspace comes with every module, the copilot and the website assistant.