Features
AI-powered order entry from inbound POs in email
Inside sales assistant with real-time ERP data
Outside sales meeting capture via voice or text
Accounts payable invoice-PO matching
Accounts receivable cash collection automation
Automated deduction flagging and payment reconciliation
Email automation to handle inbox inquiries
Google Sheets to Airtable pricing sync
Customer bot for e-commerce sites
Quote generation in seconds
Call support with 24/7 AI call handling
COA and quality document automation
CRM integration for unified customer records
Multi-step approval workflows and validation
ERP-connected AI workers for multiple roles
AI meeting preparation with deep research and battle cards (Evan)
CRM auto-updates via plain English commands (Atlas, coming soon)
Account monitoring with stakeholder and org change alerts (Nico, coming soon)
LinkedIn network analysis for warm lead generation (Iris, coming soon)
Lookalike customer discovery (Nova, coming soon)
Custom AI workers tailored to specific workflows
Secure isolated environment, no data training
Integration with CRM, email, calendar, call recorders
Slack and email notifications for AI worker outputs
Org chart mapping and stakeholder identification
Pipeline analytics and field updates
Record cleaning and standardization
Multi-agent system for task planning and execution (Z1 Engine)
Schema-level accuracy for enterprise workflows
