AI drafts the work. You approve what ships.
Ask the co-pilot to update a deal, draft a reply, or pull a report in plain language. Let agents pick up the repetitive work as it arrives, or on a schedule. Nothing they write goes anywhere until you say so.
Included in every paid plan. No separate AI seat to buy.
Ask in plain language, get real work done
The co-pilot understands your CRM. Ask it to look something up, make a change, or draft a reply, and it does the work in the conversation. A change it cannot make from the chat comes with a button to the page where you make it. It pauses to check with you before anything risky.
- It reads your dataSearch contacts, look up a company, summarize a thread, or pull a report.
- It makes changesCreate a contact, update a deal, move a stage, complete a task, or draft an email.
- It leaves the big moves to youSending, deleting and bulk changes never happen without you. The co-pilot shows you a card first, or gives you a button to the page where you do it yourself.
- built-in agents
- 6built-in agents
6 agents that work while you focus elsewhere
An agent runs on a schedule you choose, or when something happens: a form lead arrives, a record is created or updated, a client opens a quote, an email arrives, a campaign finishes sending, a goal fires. One that runs on an event runs once per matching event rather than once a day, and run conditions narrow which records qualify. It looks things up and prepares drafts on its own. Changes wait for your approval until you choose to let the agent do more on its own, and no agent sends an email.
- Lead RouterReads each new form lead, drafts a first reply for you to send, and proposes an owner and a follow-up task.
- Deal Follow-UpFinds deals that have gone quiet and drafts the next follow-up for you to send.
- Duplicate GuardChecks each new company against your records and proposes the merge when it finds a duplicate.
- Quote Follow-UpDrafts a follow-up when a client opens a quote without accepting it.
- Inbox ClerkTurns each email from a contact into the CRM work it implies: the deal it belongs to, a task for any commitment, a ticket for a problem, a contact for a new sender.
- Ticket TriageSorts each new customer ticket, finds the matching help article and leaves a first reply draft. Runs in Service.
Ticket Triage works inside Service on the Ultra plan: it sorts each new customer ticket and finds the matching help article. It sets the priority of a new ticket itself, without an approval card, and it never sends a reply, resolves a ticket or assigns one to a person.
Built for people who want AI on a leash
Power without guardrails is a liability with customer data. Every agent ships with the controls you need to trust it.
- Test run firstTry any agent on a real record and see what it would do. It won’t send or change anything, and it uses your plan’s AI credits.
- Approve before it changes anythingDrafts arrive ready to edit and send. A change to a record waits on a card that shows exactly what changes and by when to decide.
- Let it pause and askOn a call it should not make alone, the agent asks you instead of guessing.
- Automatic usage limitsEvery agent is held to a safe share of your plan’s AI credits, so a runaway loop can never surprise you.
- A builder for your own agentsStart from a worked example and change what it watches, what it may do, and when it runs. The builder is on the Business and Ultra plans.
The co-pilot meets you in the editor
Type a slash anywhere you compose and pull in CRM context, rewrite a paragraph, or summarize a thread without leaving the message.
- Insert CRM context inlineDrop in a contact, deal, or recent activity so the email already knows who you are writing.
- Rewrite, shorten, adjust toneHighlight a draft and ask for a tighter or warmer version, then accept or undo it.
- Summarize the thread in a clickCatch up on a long back-and-forth before you reply, without reading every message.
Draft, review, approve
The same rhythm runs through the co-pilot and the agents. Nothing reaches a customer until a person says yes.
Weighing this against other tools? We break down what the major CRMs’ AI can actually do so you can tell drafting-and-doing apart from a chat box bolted to a help article.
- 1You set the workAsk the co-pilot, or point an agent at a job and when it should start.
- 2It drafts and queuesThe work shows up ready to review, not sent.
- 3You approve, then it happensApprove and the change is made, or send the draft yourself. If nobody decides in time, it is skipped.
Your data stays yours
The AI reads what it needs to answer the request in front of it, then the working copy is gone. Your customer records are never turned into anyone else’s model.
- Never used for trainingYour contacts, deals, and messages never train a model, ours or anyone else’s.
- Not kept after the requestThe working copy the AI uses to answer or draft is not retained afterward.
- Never shared across customersWhat the AI sees in your CRM stays in your account. No shared pool across companies.
The AI never trains on or keeps your data, and your records stay isolated to your workspace.
AI is part of the plan, not an upsell
There is no separate AI seat and no per-user AI surcharge. The co-pilot, the preset agents, and the slash commands come with every paid plan, and Ticket Triage comes with Ultra. Pro from $83.33/mo billed annually ($99.99 month-to-month). Business from $166.66/mo billed annually.
- Included on every paid planThe full co-pilot, the preset agents on the Agents page, and slash commands, with no AI add-on on top. Ticket Triage, in Service, comes with Ultra.
- Custom builder on Business and UltraBuild your own agents from a worked example or a blank canvas on the Business and Ultra plans.
- Monthly AI credits on every planEvery plan includes AI credits each month. If you run out, Extra AI Credits keep you going.
Every plan starts with a 14-day trial for $2.99, credited to your first month. Cancel anytime before it ends and you are never charged the subscription.
Related Resources
Frequently Asked Questions
Put AI to work without giving up control
A co-pilot you can ask, agents that draft as the work arrives, and your sign-off on everything that goes out.
14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.