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Solutions by functionBring AI to the work your team knows best.
Prepare for a client conversation, answer a service question or compare a plan — with the right material in front of the agent.
SalesGo into the conversation already up to speed.
Bring the account's history and approved product information together.
Prepare the account view
Find priorities and open questions across recent notes.
Answer with approved information
Ground responses in current product facts.
Keep the next step clear
Draft a relevant follow-up.
The account owner checks facts, terms and commitments before sharing.
Client serviceGive the client an answer that fits the case.
Bring the client's question, service guidance and what has already been tried into view.
Get the case in focus
Summarise the issue without losing its context.
Find the relevant guidance
Draft next steps from the approved material.
A service colleague checks client-specific facts and the proposed remedy before sending.
MarketingCompare campaign plans on the same assumptions.
Explore channel choices with shared assumptions so the team can discuss the trade-offs.
Make assumptions visible
Show planned spend and response rates beside the comparison.
Explore another mix
Adjust the plan in a Mini App and compare estimated results.
Scenario estimates are planning inputs. The marketing team validates assumptions and approves spend.
OperationsMake the weekly review move the work forward.
Bring changes, open questions and responsibilities into a review the team can act on.
See what changed
Compare updates with the previous review.
Close the loop
Draft follow-up tasks with context for each owner.
The team confirms dates, owners and decisions before treating proposed actions as agreed work.
Give an agent a recurring job.
Pick work your team knows well. Try it on a small set of files, check the result and refine the instructions before sharing.
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