Integrations · CRM & sales
Posts drafted in the client's voice, profiles read for research and sourcing, connection notes written one by one. Nothing posted without a yes.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
Fictional clients. Real shape of the work.
No integration project. A minute, and the AI teammate is working.
Pick the tool from the list, or ask the AI teammate to connect it.
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
The AI teammate gets to work and reports back. Change or remove the connection any time.
Only once you allow it for a client. Drafts wait for a person.
The one you connect to a room. A client's page connected to that client's room is visible only there.
Shortlists, scheduling and search updates, per client.
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Lists, personal outreach and pipeline, per client.
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Coverage, pitches and the weekly recap, per client.
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Campaign reporting and content, per client, in their channel.
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We take on a few firms at a time and set each AI teammate up with the firm that owns it.
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