A chat panel where your teams already work that answers questions on accounts, leads, opportunities and quotes from live CRM data, through a governed, read-only connection.
Expensive seats and constant lookups keep CRM data out of most people's reach. These capabilities give everyone answers, governed and licence-free.
Natural-language questions over live CRM data.
Exact answers from live queries, never a generated guess.
Everyone gets answers, without a per-user CRM licence.
Users see only their own accounts, nothing more.
Every answer is an auditable query against live data.
Add new business questions as your needs grow.
In a live demo, we connect your CRM and answer the account questions your teams ask daily.
Everything you need to know before starting your first pilot.
No. That is the point. Teams get answers without per-user CRM licences.
No. It is read-only, so there is no risk to your CRM data.
Answers are deterministic queries against live data, not generative guesses, and each one is auditable.
No. It is role-scoped, so users only ever see their own accounts.
Connect your CRM with us and ask the account questions your teams ask every day. Within four to six weeks it will be answering, live, where they work.
Tell us about your business challenges and what you’re looking to improve. We’ll get back to you within one business day.
We will be in touch within one business day.