02See It Work

Try it yourself

01Live demo

Sales Prep Copilot

A sample agent that preps you for a sales call with a prospect — the kind of thing we build.

Test it on yourself: ask it to generate a pre-call report using your company’s website URL and your LinkedIn URL.

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Something like: Please generate a pre-call report for YourName: YourLinkedInURL from YourCompanyName: YourCompanyURL.

It will run several tasks behind the scenes and think for a little while as it builds the report — be patient, it’ll be worth it.

02Live demo

Vendor Cleanup Copilot

A sample agent that takes raw bank and credit card transactions and returns a clean, consistent import-ready CSV file.

Use the sample CSV we provide (feel free to change it up to really test us), or try it on your own data — just remove any identifiable information.

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Showcase

Below are two examples of custom builds for an AEC Firm (Architecture, Engineering, Construction), and a Family Office. They show some of the functionality that can be automated, and information that can be aggregated to help operations teams and firm leadership more effectively handle complex workflows and information management. They are both interactive sites, so feel free to explore.

Although these are tailored to specific industries, they are examples of the kinds of solutions we can build for any business.

Best viewed on a desktop or laptop.

Interactive preview

An AEC Firm Overview Page

The site a fictional design-build firm, Tessel & Sill, uses to knit together information from various disparate applications it uses for its day-to-day work. The workflows showcase part of the CA stage: contractor questions, site notes, deadlines and fees in one place. Press a sample to watch an incoming message become a logged item and a drafted reply. Nothing is sent and no AI runs: it is a fixed replay.

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Interactive preview

A Family Office Overview

The overview a fictional family office, Wrenfield, keeps for three generations of one family. The office sits at the center and each branch of the family owns a wedge; around them run rings for its entities, accounts, homes, assets and the people who look after them. Hover over anything to see what it touches, single click a node to see its connections, and double-click to step inside it. Every name and number is invented.

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