An in-app advisor that helps your team understand what matters now, why it matters, and what to do next with cited answers and draft follow-ups grounded in live invoices, CRM, and pipeline data.
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AI Advisor uses the latest GPT models to turn live workspace context into cited answers, action briefs, and draft next steps.
AI Advisor is the in-app layer that helps teams interpret business context, page-level record detail, and company numbers before acting. It behaves more like an in-app teammate sitting inside the workflow than a generic assistant sitting beside it, and it works alongside AI Receptionist and outbound Voice Agents instead of pretending to be a phone agent.
AI Receptionist handles inbound calls. Revenue-stage voice agents handle outbound conversations. AI Advisor helps your team understand what is happening, what is at risk, and what workflow should happen next before a human or agent takes action.
Need the outbound side too?
Ready to try AI Advisor in-app?
Two systems, one platform. AI Advisor thinks and drafts inside the app. Voice agents act and call outside it.
What it does
Answers record-aware questions, prioritizes queues, drafts follow-up emails and call plans — all inside the app.
AI Receptionist answers inbound calls. Revenue-stage agents make outbound calls to qualify leads, follow up proposals, collect overdue invoices, and capture feedback.
Where it runs
In-app chat panel — works from the current record, page context, and company-level business numbers.
Over the phone - real conversations with callers or contacts using professionally tuned voice scripts.
Who it helps
Business owners reviewing queues, sales reps preparing for calls, AR teams prioritizing collections, ops managers spotting bottlenecks.
Teams that need inbound reception and outbound reach at scale without hiring for every routine call.
How they work together
AI Advisor surfaces which records need attention and drafts the message. Voice agents can then execute the outbound call.
AI phone agents log outcomes back into the workspace. AI Advisor uses those outcomes to recommend the next best action.
Included in
Professional (50 queries/mo) and Business (100 queries/mo). One-time top-ups available.
AI Receptionist is included on Starter, Pro, and Business after setup. 1 outbound Voice Agent for Invoice Collection is included on Pro, and 4 outbound Voice Agents are included on Business. Starter overage is $0.45/min overage, Pro is $0.35/min overage, and Business is $0.25/min overage.
Want the full picture? Explore AI phone agents or check the Billing FAQ for pricing details.
Every answer is grounded in your actual business records — invoices, leads, opportunities, and pipeline data.
3 invoices are overdue by 30+ days totaling $8,420. INV-1087 ($4,200, Acme Corp) is highest priority — 45 days past due with no prior follow-up. INV-1063 ($2,750, Bolt Services) has a partial payment logged but stalled. INV-1091 ($1,470, Cedar LLC) is 31 days overdue with 2 prior reminders unanswered.
Different roles, different questions — same cited, actionable answers.
See the full picture before your morning coffee
"What needs my attention this week?"
"How is cash flow trending versus last month?"
"Which deals are at risk of slipping?"
Know exactly which deal to work next and why
"Which leads should I call first today?"
"Draft a follow-up for my highest-scored prospect."
"What is the BANT gap on this opportunity?"
Collect faster with prioritized, cited queues
"Which overdue invoices need attention first?"
"What is the collections risk this month?"
"Draft a reminder for invoices past 30 days."
Spot bottlenecks before they become revenue leaks
"Where are deals stalling in the pipeline?"
"Which estimates have been open the longest?"
"Show me expense trends by category this quarter."
Go from scattered context to clear action without opening five different screens first.
Open AI Advisor from the current record or workspace and let it start from the lead, opportunity, invoice, or company context already in view.
Get a clear action brief with cited evidence, business-number context, risk framing, and the next best action without digging through multiple tabs or reports.
Turn the recommendation into a draft, note, follow-up task, lead draft, or prepared opportunity change with less switching cost.
Every plan includes AI Receptionist, a card-backed 7-day trial, and AI voice minutes. Upgrade when you need outbound follow-up agents and larger minute allowances.
AI voice plan
Inbound AI receptionist and core operations
AI voice plan
AI receptionist, CRM, AI Advisor, and invoice collection
AI voice plan
AI front desk plus every revenue follow-through agent
Receptionist plan details
AI Receptionist is included in every plan: Starter starts at $99 USD/month with 200 AI voice minutes, Pro is $149 USD/month with 400 AI voice minutes, and Business is $199 USD/month with 800 AI voice minutes. Included AI voice minutes apply across AI Receptionist and any enabled outbound Voice Agents. Extra paid-cycle usage is billed per minute after included minutes with owner-controlled overage limits.
AI Advisor Top-Ups
Pro includes 50 monthly queries and Business includes 100. Need more? Buy 250 more for $19 or 600 more for $39. Top-ups are one-time purchases, charged immediately, and expire 12 months after purchase.
