AI assistant

AI does the groundwork, you decide.

AI drafts proposals and replies, follows up on open proposals on its own, and learns your style. Nothing goes out without your approval.

Now in private beta. Personal onboarding included.

AI · Agent inboxAgent inbox
ShadowLive
AI drafted a quote92% confident
Henderson Wedding · 120 guests · Sat Aug 24
Dear Henderson family, we're delighted you reached out about your wedding. For 120 guests I'd suggest a three-course dinner, with wait staff and an open bar until 1:00 AM...
EditSend
Quote followed up
Aon Dinner · reminder sent
Done
Draft reply prepared
Northside Fest · client question
Needs review
New request detected
Stadium Gala · project created
Done

An assistant that does the groundwork

AI writes the drafts, keeps your proposals warm, and learns how you communicate. You review, adjust where needed, and send.

01 · Drafts

A draft proposal from an inquiry

Give AI an inquiry and you get a complete proposal back: the right services from your own catalog, correct pricing, and a polished intro. It works for replies to client questions too.

  • Complete proposal from an inquiry
  • Services and pricing from your own catalog
  • Draft replies to client questions too
QuotesOFF-2026-038
PreviewSend
EventSprint
Quote · Henderson Wedding
Attn: Henderson Family · 120 guests · August 24, 2026
Budget
DescriptionQtyPrice
Premium catering package120g$7,200
Wait staff (5 people)5$1,250
Ambient lighting & styling1$480
Subtotal excl. tax$8,930.00
Total$10,805.30
The Hendersons
Signed on phone · May 24
Signed

02 · Follow-up

Proposals that follow up on their own

When a proposal is about to expire without a signature, AI writes a friendly reminder and queues it in your inbox. Right on time, with no pressure and no discounts.

  • Follow-up just before the expiry date
  • Friendly, with no pressure and no discounts
  • Always queued for your approval
Work · FinanceConversion funnel
This yearExport
Close rate
39%
request → confirmed
Avg. lead time
11 days
request to confirmation
Request → confirmed in this period
Requests
248
100%-
Quote sent
176
71%−29%
Confirmed
96
39%−45%
Completed
84
34%−13%

03 · Learns your style

AI writes the way you write

Adjust a draft before you send it and AI remembers, learns your tone, uses what won on earlier proposals, and knows your client's history.

  • Learns your tone from your own edits
  • Uses what won on earlier proposals
  • Knows your client's history and preferences
Overview · HomeHome
This week+ Widget
Revenue · this month
$142k
↑ 8% vs last month
Outstanding
$38k
14 invoices
3 overdue
Pipeline
Optional
Confirmed
Completed
Conversion 41%
Top account managers · YTD
$612k
$488k
$371k

Claude

the AI model behind your assistant

sent without your approval

5 days

before the expiry date, AI follows up

3 safeguards

against unfounded promises and pricing

Smart, but always under your control

Agent inbox

Every AI action in one place, with how confident it is and what it cost.

Your tone

AI learns your style from your own edits and your examples.

Client profile

Knows your client's event history, preferences, and payment behavior.

Safeguards

No unfounded promises, no off-the-cuff pricing, only known senders.

Shadow or live

Let AI watch along and draft first, then switch it on step by step.

Always recognizable

A clean sender note under every message AI drafted for you.

Let AI do the groundwork.

Now in private beta. Book a demo, personal onboarding included.

The AI assistant, answered

Does AI send emails on its own?
Not without your approval. In the agent inbox you approve each draft, adjust it, or send it. You choose: off, watch only (shadow), or live for the kinds of messages you release.
Does AI write in my style?
AI learns your tone from the edits you make in drafts and from examples you give it. The more you send, the better the fit.
Does AI make up prices or promises?
No. Safeguards keep AI to the facts: prices come from your proposal, no unfounded promises about dates or capacity, and messages only go to senders we know.
What data does AI rely on?
Your own data: your service catalog, the project details, your client's history, and your won proposals. Not some random answer from the internet.
Which AI is behind it?
The AI assistant is built on Claude by Anthropic. Your data stays yours and is not used to train external models.