Two different things, and we label which is which: transparent scoring driven by business rules you can read, and a generative assistant that analyses your data and proposes - never performs - the next step.
Lead, churn and health scores are calculated from business rules. No model guesses, and every number shows its working.
Ask a question in plain language and get an answer grounded in your own records.
Point it at your pipeline and it reports back on what needs attention.
AI as a step in an automated process - and a rule about how much rope it gets.
AI billing without surprises.
No, and we don't market it as such. Lead, churn and health scores come from business rules - deterministic, repeatable, and fully explainable. You can open any score and see which rule contributed what. No language model is involved and nothing is billed for it.
Not unless you turn that on. Out of the box every action the assistant or an AI workflow proposes waits for a person to confirm it. You can then choose to let lower-risk actions run by themselves - and the actions we classify as high-risk still require a person, whatever the setting says. Every action, automatic or confirmed, is recorded with who or what ran it.
Only what your own permissions allow, and only the records passed to it for the question at hand. It answers from your workspace data rather than from general knowledge about your business.
Per action, from your wallet or prepaid packages. Each run's cost appears in the AI activity log and in your itemised billing history.
The modules teams usually reach for alongside this one, and the industries that lean on it hardest.
Build your workspace and start the same day. Setup takes less than ten minutes.
One subscription · Every module included · No feature gates