An assistant for staff and customers
Instant, trustworthy answers from your own documents — for your team and your customers — with the source shown every time, and a clean hand-off to a real person when something needs one.
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AI workflow automation platform
Build AI assistants, route approvals, process documents, and send operational reports automatically — inside the tools your business already uses.
Built for teams that run on volume
Works with Slack, Drive, Notion, Confluence, and more
Product tour
Real screens from the platform — AI assistants, workflow automations, document-aware knowledge, and reports that run without someone babysitting them.
What this unlocks
Fewer repeat questions and less time searching across docs.
First workflow: Internal policy and process assistant for front desk, support, and operations.
Start here
Choose the result that matters most. We’ll show the first workflow to automate and what changes for your team, customers, and weekly operating rhythm.
Recommended first move
Turn policies, help docs, order notes, and handoff rules into a customer-facing assistant with source-backed answers and a clean route to your team when judgment is needed.
What changes
Four problems we solve every day — for internal work and customer-facing work alike.
We don't build another app you have to learn — we wire AI into the tools your team already uses every day.
We start by learning how your team actually works, then roll things out in small, safe steps — built so your team can run them day to day without needing us.
Instant, trustworthy answers from your own documents — for your team and your customers — with the source shown every time, and a clean hand-off to a real person when something needs one.
Requests, approvals, and updates move between your tools on their own, with a record of every step. Approvals that took days now take minutes.
One reliable answer pulled from your approved documents — instead of ten Slack threads and an out-of-date wiki.
The numbers leadership keeps asking for, pulled from live data and sent on a schedule. Less time building decks, faster decisions.
Ready in minutes
Don't start from a blank page. Pick your industry and install a ready-made kit — the assistants, workflows, and reports that business already needs, set up in one click. Everything is yours to tweak; nothing is locked.
Recommended kit
Appointments, intake, reminders, and customer questions.
19 kits and counting — free to install with any paid plan.
Every engagement follows this proven framework — phased for safe adoption and real results.
We shadow your team to understand inputs, tools, handoffs, and where time really goes.
Score each opportunity on impact, risk, readiness, and adoption likelihood.
Define roles, integrations, success metrics, and rollout plan before writing code.
Ship working slices every 2 weeks. Validate with real users. Harden what works.
Go live on real volume. Monitor, iterate, and hand off to your team.
The platform
Whether you start on your own or with our help, you're on the same secure, business-ready platform — with the security, control, and reliability your IT team will ask about.
Your information stays encrypted and walled off from everyone else's. Single sign-on, a record of every action, and control over where your data lives — the things security and IT teams check for.
Have engineers? They can plug into your other systems and build on top — with clear APIs, instant notifications, ready-made toolkits, and a safe space to test.
Each customer runs in their own isolated space, with a public status page, quality checks on every assistant, and limits that keep everything fast and fair.
Your knowledge is kept like a living library — spotting gaps, flagging out-of-date or conflicting info, and routing updates for sign-off. Not just chat over a pile of files.
Build automations by dragging steps onto a canvas — branch on conditions and run steps in parallel — with approvals, escalations, a clear view of every run, and ready-made templates for the jobs teams do most. No code required.
Try it yourself in minutes, or have us map your workflows and ship your first win in two weeks. Either way it's the same product underneath.
Here's where our AI solutions create the most impact — each opens a detailed walkthrough.
Automate requests, handoffs, and approvals. Get answers from approved sources instantly.
The summaries leadership asks for, delivered automatically instead of assembled by hand.
Sort documents, pull out the key details, and double-check them — automatically, at any volume.
AI Onboarding Studio
Business buyers should not have to design assistants, agents, workflows, and knowledge areas from scratch. Studio turns your website or business summary into a private launch plan you can review after signup.
Teams stuck in coordination and support work — moving data between systems, chasing approvals, and answering the same questions for staff and customers. We focus on accountable automation you own, not black-box AI.
Almost always yes. We start by mapping your current stack and designing solutions that work within your constraints — not around them.
Not at all. Problems and constraints are enough. We'll help you identify the highest-impact first step during our initial call.
First usable slice ships in 2–4 weeks. Full implementations typically run 6–12 weeks depending on scope and integrations.
That's fine — most of our clients are operators, not engineers. We handle the technical build and train your team to use and maintain the solution.
Yes — two ways to start. Click "Try the demo" for an instant product walkthrough with no signup. Or start a 14-day free trial from Pricing with a work email: your workspace provisions on first sign-in with full access, no card required. Choose a paid plan before day 14 to keep going.
Both. SSO is available on Growth, Scale, and Enterprise. SCIM 2.0 user and group provisioning is available on Scale and Enterprise. We support Okta, Azure AD, Google Workspace, and other OIDC or SAML identity providers.
US by default; EU data residency on Enterprise. Additional regions on request. SSO secrets, SCIM credentials, BYOK keys, and audit logs all honor the assigned region.
Yes — REST and GraphQL, with signed webhooks, TypeScript and Python SDKs, OAuth-app authorization for partners, and a sandbox environment. Every dashboard action has an API equivalent.
Yes, on Enterprise. BYOK keys are managed inside the dashboard, bound to your tenant via tenant-scoped AAD, and rotated on demand.
The platform is the productized SaaS — assistants, workflows, knowledge, reporting, with self-serve sign-up and plan-based billing. The custom build is the guided rollout where we map your stack, prioritize by impact, and ship the first usable slice in 2 weeks on top of the same platform. You can mix both.
Try the demo free, or book a call — we'll be direct about what to automate first.