AI Assistants (Internal Intelligence)

AI assistants embedded inside dashboards, CRM systems, and internal tools to support teams in real time.

Internal chat-based AI that uses your data to answer questions, draft responses, and complete tasks with human oversight.

What this AI does

Delivers data-aware answers, drafts, and actions inside your existing tools so teams get help without leaving their workflows.

Who it is for

  • Support, ops, and finance teams needing fast, governed answers
  • Leaders who want decision support and reporting without manual pulls
  • Organizations that need AI with permissions and auditability

What it automates or replaces

  • Manual data lookups across tools
  • Drafting replies and reports by hand
  • Unstructured AI use without access controls

System capabilities

  • Internal chat-based AI with retrieval from your systems
  • Role-aware responses with policy and guardrails
  • Task and report assistance with human-in-the-loop steps

Deployment models

  • Private cloud or on-premise
  • Connects to CRM, ERP, and internal data sources
  • No model training on client data; audit logging available

Request this AI system

Add governed AI assistance inside your tools with access control and auditability.