Lead scoring, triage, summarization, drafting, and ranking woven into the workflows you already use.
AI that earns its place — in every module, not as a sidebar.
We didn’t bolt AI on top of the product. We built the product so AI improves the bits that should be automatic — scoring leads, drafting replies, extracting contacts, ranking importance — without ever taking humans out of the loop.
No credit card required.
What you get
Everything in the box.
- Lead scoring — Every conversation and contact carries a 0–100 score and a label (likely_spam, weak_lead, good_lead, strong_lead). No manual scoring rules to maintain.
- Contact extraction — Name, email, company, phone, title, intent, and next action auto-extracted from chats and inbound emails.
- Ticket triage — Incoming tickets classified by category and urgency with AI-suggested routing — agents confirm or override.
- Draft replies — AI drafts ticket and campaign replies using your tone, your knowledge base, and the customer context.
- Email personalization — Campaigns rewrite every email draft for the individual recipient using CRM data.
- Importance scoring — Inbound email priority ranked 0–100 so your team reads the right messages first.
- Feature request analysis — Customer requests clustered by semantic similarity, then scored by impact, effort, and alignment — with a composite rank for product planning.
- Usage budgets — Per-tenant daily and monthly AI spend limits that connect to Stripe billing, so AI costs never surprise you.
- Humans always in the loop — Every AI output is a suggestion, not an auto-action. You see the drafts, rankings, and extractions before they land.
How it works
Connected to the rest of the platform.
AI runs behind every module through a shared service layer (OpenAI with a permissions-aware context loader). Usage is tracked per tenant and rate-limited against configurable budgets. Every invocation logs tokens, model version, and outcome so you can audit what the AI did and why — and tune the rules when it’s wrong.
Try it yourself, or have us build it.
Start a 21-day free trial with 2 seats included, or request a Professional Services engagement for a guided rollout.
