AI that works
in your CRM.
Find CRM records, propose changes and retrieve knowledge through a native assistant. Signed-in CRM actions use your permissions, with confirmation before writes and configurable privacy controls. Every production plan includes a daily AI allowance; the free 90-day trial includes limited daily AI use.
Everything the assistant can do, your admin controls.
AI use is your choice. Every production plan includes a daily allowance, while the free 90-day trial includes limited daily AI use. Live assistance requires enabled plan access and a configured model provider; retrieval also requires indexed knowledge and configured embeddings.
Business, setup & help assistants
Aria helps with CRM records; Orion supports authorized setup work. Separate help assistants answer how-to questions from product guides. Admins configure agents, topics and actions.
Governed topics & actions
What the AI can see and do is defined by topics and actions your admin controls — not by whatever the model improvises.
Your identity, your permissions
Signed-in CRM actions enforce object, field and record permissions. Public knowledge channels are isolated from CRM data actions; integrations use their configured credentials.
Knowledge retrieval
Answers grounded in your knowledge base — documents and crawled pages indexed with vector search, scoped per tenant.
PII redaction & guardrails
Configure detection and redaction for supported sensitive data, input/output guardrails and usage limits. Provider defaults apply unless a workspace has a privacy override.
Simulator & analytics
Admins test agents in a chat simulator before rollout, then track usage with per-tenant analytics and AI token quotas.
Tools to manage the assistant as your needs grow.
Build knowledge, test behavior and inspect what happened before expanding access.
Visual workflow designer
Connect steps and branches, test runs, and manage draft, published and archived workflows. Bind workflows to configured topic, case or approval triggers.
Knowledge ingestion & testing
Upload PDF, DOCX, HTML, text or Markdown, or crawl approved URLs. Use the retrieval simulator to inspect sources, citations, scores and timing.
Published web knowledge chat
Select sources, simulate and publish a versioned web channel with origin-bound sessions. Anonymous sessions cannot access CRM records.
Writes are a privilege, not a default.
AI that changes your data has to earn trust. Signed-in CRM assistant writes require confirmation and applicable permissions. External integrations use their configured connections and controls.
Confirmation on writes
Creates and updates are proposed first — you confirm before the action executes. No silent mutations.
Full audit trail
Inspect session timelines, action outcomes and trace identifiers, with filtered evidence exports. Signed-in CRM action audit records identify the requesting user.
Connections
Configure supported Salesforce, custom API and MCP connections with credentials and explicit action mappings. Validate each integration before rollout; a catalog entry alone is not a connected service.
Ask about AI in your workspace.
Every production plan includes a daily AI allowance, and the optional AI Add-On adds extra usage; the free 90-day trial includes limited daily AI use. Talk to us about the plan and controls needed for your use case.