AI routing and assistance

AI Module

AI Module routes context to models and assistants so teams can summarize, classify, draft and recommend actions without losing governance.

Start with AI assistance for one workflow. Later connect AI to documents, CRM, tickets, finance and operations data with clear policies.

Maturity: early access

Problem this module solves

AI Module routes context to models and assistants so teams can summarize, classify, draft and recommend actions without losing governance.

Who it is for

  • Teams adding AI to operations
  • Support and sales leaders
  • Document-heavy businesses
  • Partners building AI-assisted workflows

What you can do in the free version

  • Explore AI-assisted prompts and simple context routing.
  • Use starter summaries or drafting support where enabled.
  • Define initial policies for safe experiments.

Example workflows

Core workflows
Operational dashboards

Recommended connected modules

Common next module

Documents

Use this when the first module starts producing records that need approvals, evidence, automation or follow-up.

Related packages if available

Screenshots or UI proof

Representative interface proof for planning, workflow and rollout discussions. Availability can vary by pilot scope.

AI center
Sample UIAI centerAI center
AI workflow
Sample UIAI workflowAI workflow
AI dashboard
Sample UIAI dashboardAI dashboard

Plans for AI Manager

Sorted from cheapest to most expensive.

View full pricing →
Silver - AI
20$/user monthly
  • 10 Workflows
  • 10 Flows
  • 3 Projects
  • 200 Clients
  • 1 Employees
  • 25 Supplier records
  • 1 Devices
  • 512 MB Secure storage
Guided Trial - AI
Free
  • 10 Workflows
  • 10 Flows
  • 3 Projects
  • 500 Clients
  • 5 Employees
  • 25 Supplier records
  • 1 Devices
  • 1024 MB Secure storage
Gold - AI
20$/user monthly
  • 50 Workflows
  • 50 Flows
  • 20 Projects
  • 1000 Clients
  • 20 Employees
  • 250 Supplier records
  • 25 Devices
  • 2048 MB Secure storage
Enterprise - AI
60$/user monthly
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage
Paid Pilot - AI
Contact for pricing
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage
Consultation - AI
Contact for pricing
  • ∞ Workflows
  • ∞ Flows
  • ∞ Projects
  • 100000 Clients
  • 1000 Employees
  • Unlimited Supplier records
  • ∞ Devices
  • 100000 MB Secure storage

Start AI Module with a focused path

Begin with the free setup, choose a plan when you need automation and reporting, or ask us to configure the first workflow with your data.

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