Emails, texts, calls, notes, documents. The AI knows the deal it's helping with.

A chatbot doesn't know she turned down your first number in March. Your CRM does. So should the AI.
Every lead, buyer and vendor record carries an AI layer built from:
"What were her objections?" "What have we offered?" Answered from the record. Got it wrong? Correct it. It keeps the correction.
A first draft of the follow-up, or a sharper version of yours. The rep still hits send.

AI prepares the action. It waits in an approval queue. A person releases it.
Automate the prep. Keep the decision.


The information on the record in your CRM.
You decide. An approval workflow can hold AI-prepared actions until someone releases them.
Yes. Daily spend limits are built in.
Try it. Tell us where it gets things wrong. We'll improve it.