The AI business assistant that helps your team see what matters, why it matters, and what to do next — with record-aware answers, cited evidence, and draft follow-up emails grounded in your live invoices, CRM, and pipeline data.
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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 the 4 voice agents instead of pretending to be a fifth one.
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.
Makes live outbound phone 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 your 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 outbound reach at scale without hiring — lead qualification, proposal nudges, payment reminders, and NPS collection.
How they work together
AI Advisor surfaces which records need attention and drafts the message. Voice agents can then execute the outbound call.
Voice agents log call outcomes back into the CRM. 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.
Invoice Collection agent on Professional. All 4 agents on Business. Usage follows your subscription plan and fair-use rules.
Want the full picture? Explore all 4 voice 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.
Sign up today to unlock every plan instantly. Professional and Business pair CRM and voice-agent automation with AI Advisor access, and all tiers include a 14-day free trial so you can launch with zero risk.
Invoicing Core
CRM + AI Advisor + 1 Voice Agent
4 Voice Agents + AI Advisor
AI Advisor Top-Ups
Professional 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.
Basic invoicing only
Perfect for freelancers
Full CRM + AI Advisor + 1 voice agent
Saves $5,000/month in AR staff
4 voice agents + AI Advisor + full CRM
Saves $20,000/month in staff costs
Modeled ROI: Business plan can achieve up to 688x return based on automation vs staffing assumptions
