Everything your AI can do in your CRM
Workflows, contacts, pipelines, calendars, and conversations — all controlled through natural language.
Build workflows in plain English
Describe an outcome, such as a missed call text-back with a 10 minute escalation, and your AI ships it.
Structured if/else builder
Multi-branch logic wired by the AI with validated conditions and operators.
Workflow audit engine
Find orphan steps, empty fields, unreachable branches, and broken triggers with a 0 to 100 health score.
Full account coverage
Workflows, triggers, folders, contacts, opportunities, calendars, and messages.
Templates library
A gallery of ready-to-build workflow blueprints, one prompt away.
Stays connected while you work
Connect once and your AI stays linked to the sub-accounts you chose.
Metered writes, free reads
Read-only tools are free; writes count against your plan so runaway agents can't blow up your bill.
Scoped to the sub-accounts you pair
Your AI can only act in a sub-account you paired, and every action names which one.
Your connection link, your control
Revoke access any time from the dashboard. Plan limits protect your account.
Live activity log
Every tool call is logged, so you can see what your AI did and when.
Tags, notes, custom fields
AI can read and write contact attributes for smarter routing.
Calendars & appointments
Check availability, book, cancel, and reschedule from any AI client.
Conversations & messages
Send SMS and email through your CRM via natural language.
Search everything
Contacts, workflows, opportunities, and forms, indexed and queryable.
Speed-to-lead ready
Ship 5-minute response workflows in minutes.
Connection health
See whether each sub-account is paired and ready for builds and audits.
No card required. Audits stay free. Builds need Solo or Agency.
Free audits forever · No card to start · Draft-first · 14-day money-back after first charge · Disconnect anytime