AI Assist
AI that reads your data and drafts your work. It does not act on your behalf.
Generate campaign copy, map an uploaded price list onto your buyers, pull structured data out of a PDF and get plain-language analysis of what your numbers are doing — then decide what to do about it yourself.
Analyze
Updated just now
Reading 1,240 leads · 118 won deals · 41 campaigns from your workspace
Leads from Instagram convert at roughly half the rate of lead-form leads, but cost less per enquiry.
instagram 4.8% (n=312) · form 9.9% (n=488)
Deals sitting in Proposal for more than fourteen days have never been won in this workspace.
0 of 34 · median age at win: 6 days
Three reps have leads with no scheduled next action, all captured more than a week ago.
11 leads · oldest 19 days
Nothing has been changed. Actions are yours to take.
Question to decision
Four steps, and a deliberate stop.
The last step is where most AI product tours keep going and this one does not. That gap is a decision, and it is explained below.
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The model reads your actual records
Leads, deals, campaigns, conversations, invoices. Analysis is over what happened in your workspace, not over a generic industry template.
Happens on /intelligence/analyze in the product
In the product
What you get, and why it is there.
Campaign copy generation
Subject lines, body copy and message variants, drafted against the audience and offer you describe.
Document parsing
Pull structured line items out of an uploaded PDF instead of retyping a supplier's price list.
Buyer mapping
Match an uploaded catalogue against your existing customers to see who plausibly buys what.
Written analysis of real numbers
Plain-language observations over your recorded events, with the underlying figures shown next to the sentence that describes them.
Invoice audit
Check a batch of invoices for the arithmetic and consistency problems a person reading two hundred of them will miss.
Budgeted, not open-ended
Token spend is capped per day and checked before the request is made, so an AI feature cannot quietly become your largest bill.
Where each step actually happens
These are real screens in the product, not stages in a diagram. You can be looking at every one of them on day one.
See the whole platform mapContext
The model reads your actual records
Draft
It produces something concrete
Straight answers
What this does not do
Every one of these is a real constraint — some ours, some the upstream platform's. They are on this page so you find them now rather than after you have paid.
AI cannot change your data
There is no agent in this product that edits leads, sends campaigns or moves deals on its own. The generation and analysis features are built; the ability to act on them is intentionally withheld pending a safety decision we have not yet made.
Analysis is over what you recorded
If an outcome was never logged, no amount of analysis will surface it. The quality of what comes out is bounded by the discipline of what went in — which is the actual reason the rest of this platform is so insistent about recording things.
Keep going
What connects to this
Ready when you are
See AI running on your own process.
Bring a real example — an enquiry that got lost, a quote that took three days, a campaign nobody could measure. We will walk it through the actual product.