AI that shows its work.
Most "AI CRMs" bolt a chatbot onto a database and hope. We built the discipline first: a memory system that knows what it knows, where it learned it, and when it's allowed to search wider.
Trust-tiered memory, not a vector soup.
Every answer resolves through a strict hierarchy — structured CRM truth first, verified memory second, your team's knowledge third. The open internet is last, and only when explicitly allowed. Every fact keeps its provenance, contradictions get flagged for review, and your bots inherit the discipline automatically.
- Entity memory: who this lead is, what changed, what to avoid saying
- Team knowledge: your scripts, policies, and FAQs — your voice
- Curated sources: content from coaches you trust, summarized in
- Contradiction detection with human review queues
Follow-up that never gets tired, bored, or busy.
Your ISA bot works the leads you'd never get to — new sign-ins, aging nurtures, open-house visitors — over SMS, in your team's voice. It chases a goal (book the call, confirm the criteria), not just a scripted drip. Everything it learns lands in the CRM as structured fields, and it hands off to a human the moment things get warm.
- Goal-driven conversations, not dumb drip sequences
- Captured facts become CRM data automatically
- Escalates to your agents with full context — no cold handoffs
- Every message logged, reviewable, and correctable
What powers it
AI features run on Anthropic and OpenAI models over your own data, with per-tenant usage metering. The Vault's source ingestion, QC review queues, and bot policies are all inspectable in the product — nothing is a black box you have to take on faith.