Built for any business.
Pick your sector at onboarding and start with pipeline stages, discovery questions, starter offers, knowledge and handoff triggers that already make sense. Edit any of it, any time.
Software & digital agencies
Websites, web apps, mobile apps and idea development. Scope, budget and timeline captured before a proposal goes out.
Professional services
Consulting, marketing, recruitment and B2B services. Calm, advisor-style conversations that end in a clear next step.
E-commerce & retail
Answers product, shipping and wholesale questions from your catalogue and policies, then links straight to checkout.
Hospitality & events
Dates, guest counts, occasions and dietary needs collected, then a booking link or a handoff to your events team.
Real estate
Buyers, tenants and sellers qualified by area, budget and timing. No investment or mortgage advice, ever.
Clinics & wellness
Books appointments and answers logistics. Any clinical question goes straight to a qualified person.
Education & training
Intake dates, levels and formats explained clearly. No promises about grades, jobs or results.
Legal services
Intake only: the facts of the matter collected discreetly, then a lawyer takes over.
Financial services (licensed)
Enquiries handled with care and routed to a licensed adviser. No recommendations by message.
Extra safeguards where they matter.
Healthcare, legal, financial services, real estate and education are restricted sectors. They get more caution by default, not less capability.
Don't see your sector?
Start from the closest template, or tell us about your business and we'll help you set it up.
No card required for the trial. Cancel any time.