Team Assistant
An AI Assistant for Everyone on Your Team
Owners, branch managers, and agents each get a natural-language assistant scoped to exactly what their role can see — no new dashboard to learn.
Team Intelligence
Your Team Gets an AI Assistant Too
Every internal role gets a natural-language assistant scoped to what they actually need. No new dashboards to learn — just ask.
Meet Rami — the assistant behind every answer below.
Owner / Admin
asks
"How are my sales this week?"
- Revenue snapshot and confirmed orders
- Lead pipeline by status
- Week-over-week trends
Branch Manager
asks
"Show me pending handoffs"
- Branch-scoped lead counts
- Open handoffs queue
- Leads by status for this branch
Agent
asks
"What's assigned to me?"
- Own leads list only
- Own pending handoffs
- Nothing outside their scope
Role enforced by the system, not the AI — every permission boundary is fixed by the system's rules — the AI never decides what a user is allowed to see.
Ready to build your AI sales agent?
Set up your AI in minutes — no credit card, no sales call. Your demo is saved for 7 days.