Cross-module questions and summaries
Ask across CRM, projects, finance, and support in one query and get a single summary instead of five separate reports.
Ask, decide, act
Ask questions across teams, create reliable summaries, and prepare actions without jumping between disconnected tools.
Core capabilities
A permission-aware assistant that understands every connected business record.
Ask across CRM, projects, finance, and support in one query and get a single summary instead of five separate reports.
Every answer respects the asker's permissions and links back to the exact records it was built from.
Actions with real consequences—sending, changing, deleting—pause for a human decision before they execute.
Save a useful prompt once and turn it into a recurring brief the team can reuse without rebuilding it.
Choose which models handle which requests, and set spend and usage limits at the organization level.
Every question, answer, and action taken is kept in a searchable, auditable history.
Connected workflows
Each workflow is modeled as visible steps, typed events, clear ownership, approval rules, retries, and recoverable execution.
Prepare a weekly company brief from sales, delivery, finance, and support.
Find deals at risk and create follow-up tasks for their owners.
Explain why a project margin changed and identify the contributing records.
AI in context
The AI experience is designed to retrieve only permitted context, expose evidence for important answers, and separate recommendations from approved execution.
What changed across the business this week?
Which customers need attention before Friday?
Draft the next actions, but wait for my approval.
Founding design partner
Use cases from founding teams will define the first workflows, integrations, fields, and migration tools.