AI Operator
Ask your CRM anything, then tell it what to change
Questions answered from your own data, bulk changes previewed before they run, outreach drafted per contact, reports built from a sentence, and automations drafted as a rule you publish. It never writes anything without showing you what it is about to do.
The situation
"How many leads came in last week, and which of them has nobody called?" is a five-minute answer if you know where to click and a ten-minute answer if you do not. It is asked several times a week and answered properly about once a month.
Ask in plain language
A day before an appointment, text the client
Building the automation…
Preview
New automation · 1 day before appointment → send SMS
Affects 214 upcoming appointments
Nothing has changed yet. Review who this affects, then approve.
Ask in your own words
It reads the question, shows you how it understood it, and answers from your data. The interpretation is shown next to the answer on purpose — a confident number built on a misread question is worse than no number.
- "Which agent has the most open leads?"
- "How many bookings did we lose to no-shows last month?"
- "Show me 5 contacts nobody owns"
Tell it what to change, and see it first
A command produces a plan: what it would do, to how many records, and to whom — by name. Nothing is written until you approve, and everything it does can be undone in one click.
- Bulk assign, move stage, tag and untag
- The affected records listed by name before you approve
- One-click undo on anything it did
- It only ever touches records you can already see
It drafts, a person publishes
Messages, campaigns, reports and automations all come out as drafts. A report runs once before it is saved, so "no rows" is a finding rather than a surprise on Monday. An automation is saved paused, in the builder, where you can read every step.
In short
See it on your own data.
Every plan comes with a 14-day trial, and no card is needed to start one.