AI that works on your own records
Vector search and matching run in-process with no API key. Connect any model provider for chat, and the assistant answers from your data only, showing which records it used.
Multi-agent assistant
A supervisor routes each question to a sales, inventory, finance, operations, analyst or writer specialist. Every answer shows its tools and records.
AI inbox and policy
Every proposed write, from chat or from sixteen scheduled automations, waits here. Per action you choose suggest, confirm or autopilot.
Also included
- Smart search
- Ask for "2 bed under 1.2M near the marina" and get ranked units. Hard filters go to the vector store, similarity ranks the rest.
- Requirement matching
- 65% explicit rules, 35% semantic similarity, so an over-budget unit never outranks one that fits. Reverse matching shows which buyers want a unit.
- Lead scoring
- A rule-based baseline from channel, completeness, engagement and staleness. The model may adjust by at most 20 points and must cite evidence.
- Copilot on every screen
- Press Cmd J anywhere. It knows the record you are on, so "hold this unit" or "who wants this?" needs no ids.
- Bring your own model
- Anthropic, OpenAI, Google, Groq, Mistral, OpenRouter, Ollama or a custom endpoint. Keys are verified, then stored encrypted. Daily call caps per user.
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