AI Agents

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. Set agents to do the repetitive work on a schedule. Nothing they write goes anywhere until you say so.

Included in every paid plan. No separate AI seat to buy.

Start your 14-day trial
Co-pilot

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. 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, log an activity, or draft an email.
  • It pauses before anything riskySending, deleting, and bulk updates always stop to ask you first.
things you can ask the co-pilot
34things you can ask the co-pilot
agents on a schedule
5agents on a schedule
Agents

5 agents that work while you focus elsewhere

An agent runs on a schedule you choose, or when something happens: a record is created or updated, 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. Either way the work is queued for your review. They draft, score, and triage. Nothing goes out on its own unless you explicitly turn on auto-approve for low-risk actions.

  • Deal Follow-UpFinds deals that have gone quiet and drafts the next follow-up for you to send.
  • Record HygieneFinds duplicate and incomplete records, and proposes the fix.
  • Collections ChaserChases overdue invoices and drafts a reminder for each one.
  • Inbox AssistantDrafts a reply to every email that deserves one, so you only edit and send.
  • Daily BriefSummarizes pipeline, tasks and goals in one message each morning.

Inbox Assistant covers all your email by default, and you can narrow it to the people and companies already in your CRM. On Ultra it can be pointed at cold outreach replies instead, so the moment a cold prospect answers with interest the draft is waiting in your inbox for you to edit and send.

Controls

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, with nothing saved.
  • Approve before it executesThe agent proposes, you approve, then it runs. Drafts wait in a queue.
  • Chain agents into a flowHand one agent’s output to the next so a single trigger runs a sequence.
  • 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 allowance, 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.
Slash commands

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.
How it works

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.

  1. 1
    You set the work
    Ask the co-pilot, or point an agent at a job and a schedule.
  2. 2
    It drafts and queues
    The work shows up ready to review, not sent.
  3. 3
    You approve, then it goes
    Approve and it sends. Skip it and nothing happens.
Privacy

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.
Security

The AI never trains on or keeps your data, and your records stay isolated to your workspace.

See how we keep your data safe
Pricing

AI is part of the plan, not an upsell

The co-pilot, agents, and slash commandsPro

There is no separate AI seat and no per-user AI surcharge. The co-pilot, the agents, and the slash commands come with every paid plan. 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, all 5 preset agents, and slash commands, with no AI add-on on top.
  • Custom builder on Business and UltraBuild your own agents from a worked example or a blank canvas on the Business and Ultra plans.
  • A generous monthly AI budgetEvery plan includes a monthly AI budget. If you run out, an AI usage surcharge keeps 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 on a schedule, and your sign-off on everything that goes out.

Start your 14-day trial

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.