One platform runs the whole operation.
The agent is the front door. Behind it sits every workspace your company runs on — dashboard, CRM, growth, marketing, projects, insights, and AI cost control — grounded in your real data, not a tab graveyard of point tools.
Twelve workspaces
Everything behind the agent.
AI Cost Control
A live, itemized view of your AI spend — with one-click savings.
Dashboard
Your whole operation at a glance, the moment you log in.
Growth
AI growth plays ranked by impact vs. effort, with projected revenue.
Agent Builder
Persona, knowledge, voice, branding — a production agent in minutes.
Company
Executive KPIs — revenue, burn, cash, and risk flags — in one view.
Marketing
CAC analytics, competitor gaps, and campaign ideas from your data.
Customers
Every customer, where they came from, and how well you keep them.
CRM
Companies, contacts, opportunities, and tasks your team keeps current.
Projects
Tasks, files, and comments — plus a read-only portal for executives.
Campaigns
Every campaign's status, targets, and links in one place.
Scratchboard
Shared team notes with @-mentions that route decisions by email.
Insights
Surveys plus NPS and theme analysis, wired into your dashboard.
AI Cost Control
Know exactly what your AI costs — and cut it.
Everyone was told AI is cheap. It isn't — and it's now a line item your CFO asks about. The platform gives you a live, itemized view of AI spend by feature, model, and team, forecasts month-end, alerts before overruns, and pinpoints concrete savings.
“Move this workflow off the premium model and save ~$240/month.”
CRM + Insights
A CRM the team actually keeps current.
Companies, contacts, opportunities, and tasks on one record — with the agent handling the busywork that makes most CRMs rot. Survey sentiment and NPS roll up beside the pipeline, so you see risk before it costs you.
Drag-and-drop pipeline · survey themes · churn flags
Growth + Marketing
A concrete plan, not a blank page.
The platform reads your numbers and proposes prioritized plays — each scored by impact and effort, with the revenue it's projected to move. CAC, LTV, competitor gaps, and campaign ideas come from your actual data, not boilerplate.
Plays ranked by impact vs. effort, refreshed as numbers change
In real life
A week on the platform.
Start the week knowing exactly what to act on
Log in Monday morning and the dashboard has already triaged the week: tasks ranked by urgency, live agent and CRM activity from the weekend, and the trends that moved. No spreadsheet spelunking before the first coffee.
How we compare
The capabilities the alternatives don’t have.
| Capability | Teleperson | Intercom Fin | Chatbase | Decagon | Sierra |
|---|---|---|---|---|---|
| Two-sided platform | |||||
| Voice + chat in one assistant | ± | ||||
| Multilingual native voices | ± | ||||
| Payment + commerce integrations | ± | ||||
| Agent-to-agent commerce | |||||
| White-label / branded skin | ± | ||||
| Pricing transparency | ± |
✓ yes · ± partial · — no. Based on public materials as of May 2026.
See all seven comparisonsTrust & control
Built for the regulator, not just the user.
Tenant-isolated by construction.
Row-level security on every table — your workspace can only ever read its own rows. Enforced in the database, not the app.
Encrypted and audited.
AES-256 encryption at rest and an audit log on every privileged action — claims, overrides, billing, tenant changes.
Grounded in your data only.
Every strategy, answer, and insight is built from your actual numbers. Your data trains no one else's anything.